Purchases and Sales Made in Q4 2024 in Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ) during Q4 2024. The information is specifically focused on institutions that hold shares of Block, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
200New |
$13K - $19.8K
|
200
$11.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
189+ 5.31% |
$12.3K - $18.7K
|
3.75K
$214K
|
|
|
Feb 06, 2025
Q4 2024
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
189+ 0.07% |
$12.3K - $18.7K
|
262K
$15M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
186+ 3.2% |
$12.1K - $18.4K
|
5.99K
$343K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
185+ 5.14% |
$12K - $18.3K
|
3.78K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
185+ 21.76% |
$12K - $18.3K
|
1.04K
$59.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
174+ 3480.0% |
$11.3K - $17.2K
|
179
$10.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
168+ 7.23% |
$10.9K - $16.6K
|
2.49K
$143K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
165+ 2.59% |
$10.7K - $16.3K
|
6.52K
$373K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
159New |
$10.3K - $15.7K
|
159
$9.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
159New |
$10.3K - $15.7K
|
159
$9.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
159+ 67.66% |
$10.3K - $15.7K
|
394
$22.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
152+ 18.31% |
$9.89K - $15K
|
982
$56.2K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
150+ 1.67% |
$9.76K - $14.8K
|
9.12K
$522K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
150New |
$9.76K - $14.8K
|
150
$8.58K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
149+ 0.28% |
$9.69K - $14.7K
|
52.9K
$3.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
149+ 2.48% |
$9.69K - $14.7K
|
6.16K
$352K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
149+ 4.89% |
$9.69K - $14.7K
|
3.2K
$183K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
149New |
$9.69K - $14.7K
|
149
$8.53K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
145+ 0.54% |
$9.43K - $14.3K
|
26.9K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
139+ 0.25% |
$9.04K - $13.7K
|
54.9K
$3.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
136+ 48.23% |
$8.85K - $13.5K
|
418
$23.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
132+ 37.93% |
$8.59K - $13.1K
|
480
$27.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
131+ 2.25% |
$8.52K - $13K
|
5.95K
$340K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
131+ 3.29% |
$8.52K - $13K
|
4.11K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
125New |
$8.13K - $12.4K
|
125
$7.15K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
121+ 0.53% |
$7.87K - $12K
|
23K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
121+ 2.3% |
$7.87K - $12K
|
5.39K
$308K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
115+ 1.4% |
$7.48K - $11.4K
|
8.34K
$477K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
108+ 0.89% |
$7.03K - $10.7K
|
12.3K
$704K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
105New |
$6.83K - $10.4K
|
105
$6.01K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
103New |
$6.7K - $10.2K
|
103
$5.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
103New |
$6.7K - $10.2K
|
103
$5.89K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
102New |
$6.64K - $10.1K
|
102
$5.84K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
100New |
$6.51K - $9.89K
|
100
$5.72K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$6.51K - $9.89K
|
100
$5.72K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
100New |
$6.51K - $9.89K
|
100
$5.72K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
99+ 2.15% |
$6.44K - $9.79K
|
4.71K
$269K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
98+ 23.22% |
$6.38K - $9.69K
|
520
$29.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
95+ 11.83% |
$6.18K - $9.4K
|
898
$51.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
94+ 188.0% |
$6.12K - $9.3K
|
144
$8.24K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
90+ 2.47% |
$5.86K - $8.9K
|
3.73K
$214K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
88+ 100.0% |
$5.73K - $8.7K
|
176
$10.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
85+ 2.01% |
$5.53K - $8.41K
|
4.3K
$246K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
82New |
$5.33K - $8.11K
|
82
$4.69K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
80+ 93.02% |
$5.2K - $7.91K
|
166
$9.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
77+ 2.97% |
$5.01K - $7.62K
|
2.67K
$153K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
77New |
$5.01K - $7.62K
|
77
$4.41K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
77New |
$5.01K - $7.62K
|
77
$4.41K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
73+ 1.64% |
$4.75K - $7.22K
|
4.52K
$259K
|