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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
70New |
$4.55K - $6.92K
|
70
$4.01K
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
70New |
$4.55K - $6.92K
|
70
$4.01K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
70+ 40.0% |
$4.55K - $6.92K
|
245
$14K
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
68+ 0.43% |
$4.42K - $6.73K
|
15.9K
$910K
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
65+ 8.63% |
$4.23K - $6.43K
|
818
$46.8K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
65+ 12.29% |
$4.23K - $6.43K
|
594
$34K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
65New |
$4.23K - $6.43K
|
65
$3.72K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
63+ 0.6% |
$4.1K - $6.23K
|
10.5K
$601K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
60New |
$3.9K - $5.94K
|
60
$3.43K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
59+ 34.3% |
$3.84K - $5.84K
|
231
$13.2K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
55+ 550.0% |
$3.58K - $5.44K
|
65
$3.72K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
52New |
$3.38K - $5.14K
|
52
$2.98K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
52+ 1.5% |
$3.38K - $5.14K
|
3.52K
$201K
|
|
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
51+ 8.07% |
$3.32K - $5.04K
|
683
$39.1K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
50+ 16.08% |
$3.25K - $4.95K
|
361
$20.7K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
50+ 1.25% |
$3.25K - $4.95K
|
4.05K
$232K
|
|
Feb 14, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
47New |
$3.06K - $4.65K
|
47
$2.69K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
47+ 38.21% |
$3.06K - $4.65K
|
170
$9.73K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
45+ 1.04% |
$2.93K - $4.45K
|
4.36K
$250K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
45+ 7.33% |
$2.93K - $4.45K
|
659
$37.7K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
43New |
$2.8K - $4.25K
|
43
$2.46K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
43+ 11.17% |
$2.8K - $4.25K
|
428
$24.5K
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
43+ 27.56% |
$2.8K - $4.25K
|
199
$11.4K
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
42+ 5.58% |
$2.73K - $4.15K
|
795
$45.5K
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
42New |
$2.73K - $4.15K
|
42
$2.4K
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
42+ 0.39% |
$2.73K - $4.15K
|
10.7K
$615K
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
40New |
$2.6K - $3.96K
|
40
$2.29K
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
38+ 1.05% |
$2.47K - $3.76K
|
3.65K
$209K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
35+ 0.4% |
$2.28K - $3.46K
|
8.76K
$501K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
34+ 8.46% |
$2.21K - $3.36K
|
436
$24.9K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
32+ 9.67% |
$2.08K - $3.17K
|
363
$20.8K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
32+ 3.05% |
$2.08K - $3.17K
|
1.08K
$61.9K
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
30+ 0.19% |
$1.95K - $2.97K
|
16.2K
$929K
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
30+ 1000.0% |
$1.95K - $2.97K
|
33
$1.89K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
29+ 29.0% |
$1.89K - $2.87K
|
129
$7.38K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
28+ 17.07% |
$1.82K - $2.77K
|
192
$11K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
25New |
$1.63K - $2.47K
|
25
$1.43K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
23+ 92.0% |
$1.5K - $2.28K
|
48
$2.75K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
23+ 11.5% |
$1.5K - $2.28K
|
223
$12.8K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
20New |
$1.3K - $1.98K
|
20
$1.14K
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
19+ 0.03% |
$1.24K - $1.88K
|
66.6K
$3.81M
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
18+ 0.85% |
$1.17K - $1.78K
|
2.15K
$123K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
17+ 3.69% |
$1.11K - $1.68K
|
478
$27.4K
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
17New |
$1.11K - $1.68K
|
17
$973
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
16+ 0.39% |
$1.04K - $1.58K
|
4.09K
$234K
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
16New |
$1.04K - $1.58K
|
16
$916
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15New |
$976 - $1.48K
|
15
$858
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 5.34% |
$976 - $1.48K
|
296
$16.9K
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
15+ 0.28% |
$976 - $1.48K
|
5.28K
$302K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 1.46% |
$976 - $1.48K
|
1.04K
$59.5K
|