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 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
625+ 2.9% |
$40.7K - $61.8K
|
22.2K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
611New |
$39.8K - $60.4K
|
611
$55.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
584+ 13.8% |
$38K - $57.8K
|
4.82K
$437K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
582+ 9.41% |
$37.9K - $57.6K
|
6.77K
$614K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
582+ 14.04% |
$37.9K - $57.6K
|
4.73K
$429K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
555+ 19.54% |
$36.1K - $54.9K
|
3.4K
$308K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
508New |
$33.1K - $50.3K
|
508
$46.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
508+ 8.61% |
$33.1K - $50.3K
|
6.41K
$582K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
498+ 10.96% |
$32.4K - $49.3K
|
5.04K
$458K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
458+ 7.71% |
$29.8K - $45.3K
|
6.4K
$581K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
454+ 10.82% |
$29.5K - $44.9K
|
4.65K
$422K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
437+ 2.6% |
$28.4K - $43.2K
|
17.2K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
437+ 2.41% |
$28.4K - $43.2K
|
18.5K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
417+ 3.01% |
$27.1K - $41.2K
|
14.3K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
395New |
$25.7K - $39.1K
|
395
$35.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
353+ 6.24% |
$23K - $34.9K
|
6.01K
$546K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
351New |
$22.8K - $34.7K
|
351
$31.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
348+ 11.45% |
$22.6K - $34.4K
|
3.39K
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
320+ 0.33% |
$20.8K - $31.7K
|
98K
$8.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
313New |
$20.4K - $31K
|
313
$28.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
310+ 3.3% |
$20.2K - $30.7K
|
9.7K
$881K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
308+ 1.09% |
$20K - $30.5K
|
28.5K
$2.59M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
292New |
$19K - $28.9K
|
292
$26.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
267New |
$17.4K - $26.4K
|
267
$24.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
253+ 4.65% |
$16.5K - $25K
|
5.7K
$517K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
226+ 1.26% |
$14.7K - $22.4K
|
18.1K
$1.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
219+ 4.04% |
$14.2K - $21.7K
|
5.64K
$512K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
200New |
$13K - $19.8K
|
200
$18.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
189+ 5.31% |
$12.3K - $18.7K
|
3.75K
$340K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
186+ 3.2% |
$12.1K - $18.4K
|
5.99K
$544K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
174+ 3480.0% |
$11.3K - $17.2K
|
179
$16.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
168+ 7.23% |
$10.9K - $16.6K
|
2.49K
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
165+ 2.59% |
$10.7K - $16.3K
|
6.52K
$593K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
159+ 67.66% |
$10.3K - $15.7K
|
394
$35.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
152+ 18.31% |
$9.89K - $15K
|
982
$89.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
149+ 4.89% |
$9.69K - $14.7K
|
3.2K
$290K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
149+ 0.28% |
$9.69K - $14.7K
|
52.9K
$4.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
149+ 2.48% |
$9.69K - $14.7K
|
6.16K
$559K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
145+ 0.54% |
$9.43K - $14.3K
|
26.9K
$2.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
136+ 48.23% |
$8.85K - $13.5K
|
418
$38K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
132+ 37.93% |
$8.59K - $13.1K
|
480
$43.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
125New |
$8.13K - $12.4K
|
125
$11.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
115+ 1.4% |
$7.48K - $11.4K
|
8.34K
$757K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
108+ 0.89% |
$7.03K - $10.7K
|
12.3K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
103New |
$6.7K - $10.2K
|
103
$9.35K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
100New |
$6.51K - $9.89K
|
100
$9.08K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
95+ 11.83% |
$6.18K - $9.4K
|
898
$81.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
94+ 188.0% |
$6.12K - $9.3K
|
144
$13.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
88+ 100.0% |
$5.73K - $8.7K
|
176
$16K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
82New |
$5.33K - $8.11K
|
82
$7.45K
|