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 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.86K+ 48200.0% |
$251K - $381K
|
3.86K
$346K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.65KNew |
$237K - $361K
|
3.65K
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
3.55KNew |
$231K - $351K
|
3.55K
$318K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.54KNew |
$230K - $350K
|
3.54K
$317K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.19KNew |
$207K - $315K
|
3.19K
$285K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
3.03KNew |
$197K - $300K
|
3.03K
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.03KNew |
$197K - $299K
|
3.03K
$271K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.01KNew |
$196K - $298K
|
3.01K
$270K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.97KNew |
$193K - $293K
|
2.97K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.86KNew |
$186K - $283K
|
2.86K
$256K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.82K+ 13.88% |
$184K - $279K
|
23.2K
$2.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.78K+ 11.71% |
$181K - $275K
|
26.6K
$2.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.72KNew |
$177K - $269K
|
2.72K
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.72K+ 37.65% |
$177K - $269K
|
9.95K
$890K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
2.7K+ 13.2% |
$176K - $267K
|
23.2K
$2.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.7KNew |
$175K - $267K
|
2.7K
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.59KNew |
$169K - $256K
|
2.59K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.56KNew |
$166K - $253K
|
2.56K
$229K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
2.55KNew |
$166K - $252K
|
2.55K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
2.55KNew |
$166K - $252K
|
2.55K
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.49KNew |
$162K - $246K
|
2.49K
$222K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.48KNew |
$162K - $246K
|
2.48K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.47KNew |
$161K - $245K
|
2.47K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.39KNew |
$155K - $236K
|
2.39K
$214K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.31K+ 5.64% |
$150K - $228K
|
43.2K
$3.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.27K+ 14.52% |
$148K - $224K
|
17.9K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.18K+ 25.51% |
$142K - $216K
|
10.7K
$961K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.02K+ 21.72% |
$131K - $199K
|
11.3K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.97KNew |
$128K - $195K
|
1.97K
$177K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1.9K+ 11.01% |
$124K - $188K
|
19.2K
$1.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.88K+ 14.71% |
$123K - $186K
|
14.7K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.43K+ 1425.0% |
$92.7K - $141K
|
1.53K
$136K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.18K+ 4.71% |
$77K - $117K
|
26.3K
$2.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.16K+ 18.07% |
$75.6K - $115K
|
7.59K
$679K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.13K+ 31.16% |
$73.2K - $111K
|
4.74K
$424K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.03K+ 92.34% |
$66.7K - $101K
|
2.14K
$191K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.01K+ 6.86% |
$65.8K - $100K
|
15.7K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
986+ 14.99% |
$64.1K - $97.5K
|
7.56K
$677K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
970+ 1.71% |
$63.1K - $96K
|
57.9K
$5.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
912+ 11.52% |
$59.3K - $90.2K
|
8.83K
$790K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
814New |
$53K - $80.5K
|
814
$72.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
805+ 21.18% |
$52.4K - $79.6K
|
4.61K
$412K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
763+ 9.33% |
$49.6K - $75.5K
|
8.94K
$800K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
717+ 9.76% |
$46.6K - $70.9K
|
8.07K
$722K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
635+ 15.92% |
$41.3K - $62.8K
|
4.62K
$414K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
625+ 2.9% |
$40.7K - $61.8K
|
22.2K
$1.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
611New |
$39.8K - $60.4K
|
611
$54.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
582+ 9.41% |
$37.9K - $57.6K
|
6.77K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
582+ 14.04% |
$37.9K - $57.6K
|
4.73K
$423K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
508+ 8.61% |
$33.1K - $50.3K
|
6.41K
$574K
|