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 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.72K+ 3.26% |
$242K - $368K
|
118K
$6.76M
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
3.7K+ 3.01% |
$241K - $366K
|
127K
$7.25M
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
3.67KNew |
$239K - $363K
|
3.67K
$210K
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.65K+ 24.4% |
$237K - $361K
|
18.6K
$1.06M
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.65KNew |
$237K - $361K
|
3.65K
$209K
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
3.63KNew |
$236K - $359K
|
3.63K
$207K
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
3.55KNew |
$231K - $351K
|
3.55K
$203K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.55KNew |
$231K - $351K
|
3.55K
$203K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.55K+ 47.78% |
$231K - $351K
|
11K
$628K
|
|
Jul 31, 2025
Q4 2024
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.55K+ 47.78% |
$231K - $351K
|
11K
$628K
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.54KNew |
$230K - $350K
|
3.54K
$203K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.54KNew |
$230K - $350K
|
3.54K
$203K
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.52KNew |
$229K - $348K
|
3.52K
$201K
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
3.5K+ 26.65% |
$228K - $346K
|
16.6K
$952K
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.48K+ 201.92% |
$226K - $344K
|
5.2K
$298K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.35K+ 94.13% |
$218K - $331K
|
6.91K
$395K
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.3KNew |
$214K - $326K
|
3.3K
$189K
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.21KNew |
$209K - $317K
|
3.21K
$184K
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
3.19KNew |
$208K - $316K
|
3.19K
$183K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.19KNew |
$207K - $315K
|
3.19K
$182K
|
|
Feb 14, 2025
Q4 2024
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
3.15K+ 9.42% |
$205K - $312K
|
36.6K
$2.09M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.11K+ 24.94% |
$202K - $307K
|
15.6K
$891K
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
3.08K+ 10.86% |
$200K - $304K
|
31.4K
$1.8M
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
3.07KNew |
$200K - $304K
|
3.07K
$176K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.07KNew |
$200K - $304K
|
3.07K
$176K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.07K+ 396.25% |
$200K - $303K
|
3.84K
$220K
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.06KNew |
$199K - $302K
|
3.06K
$175K
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.05KNew |
$199K - $302K
|
3.05K
$175K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.04K+ 5.56% |
$198K - $301K
|
57.7K
$3.3M
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
3.03KNew |
$197K - $300K
|
3.03K
$173K
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
3.03KNew |
$197K - $300K
|
3.03K
$173K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.03KNew |
$197K - $299K
|
3.03K
$173K
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.02KNew |
$197K - $299K
|
3.02K
$173K
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.01KNew |
$196K - $298K
|
3.01K
$172K
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
3KNew |
$195K - $297K
|
3K
$172K
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.97KNew |
$193K - $293K
|
2.97K
$170K
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
2.93KNew |
$190K - $290K
|
2.93K
$168K
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.93KNew |
$190K - $290K
|
2.93K
$167K
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
2.92KNew |
$190K - $288K
|
2.92K
$167K
|
|
Feb 14, 2025
Q4 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
2.91KNew |
$189K - $287K
|
2.91K
$166K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.86K+ 10.66% |
$186K - $283K
|
29.7K
$1.7M
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.86KNew |
$186K - $283K
|
2.86K
$164K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.84KNew |
$185K - $281K
|
2.84K
$162K
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.82K+ 13.88% |
$184K - $279K
|
23.2K
$1.33M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.78K+ 11.71% |
$181K - $275K
|
26.6K
$1.52M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.78K+ 8.63% |
$181K - $275K
|
35K
$2M
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.74KNew |
$178K - $271K
|
2.74K
$157K
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.74K+ 13.77% |
$178K - $271K
|
22.6K
$1.29M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.73K+ 24.15% |
$178K - $270K
|
14K
$803K
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.72KNew |
$177K - $269K
|
2.72K
$156K
|