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
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.51K+ 6.1% |
$98.4K - $150K
|
26.3K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.47K+ 18400.0% |
$95.8K - $146K
|
1.48K
$84.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.47K+ 218.33% |
$95.3K - $145K
|
2.14K
$122K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.43K+ 1425.0% |
$92.7K - $141K
|
1.53K
$87.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.4K+ 45.16% |
$91.1K - $138K
|
4.5K
$257K
|
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
1.36K+ 8.29% |
$88.7K - $135K
|
17.8K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.29K+ 2.11% |
$83.9K - $128K
|
62.3K
$3.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.27K+ 39.85% |
$82.4K - $125K
|
4.44K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.23K+ 17.57% |
$79.9K - $121K
|
8.22K
$470K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.18K+ 4.71% |
$77K - $117K
|
26.3K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.16K+ 18.07% |
$75.6K - $115K
|
7.59K
$434K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.13K+ 31.16% |
$73.2K - $111K
|
4.74K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.06K+ 81.47% |
$69.2K - $105K
|
2.37K
$136K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.04KNew |
$67.7K - $103K
|
1.04K
$59.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.04KNew |
$67.5K - $103K
|
1.04K
$59.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.03K+ 92.34% |
$66.7K - $101K
|
2.14K
$122K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.01K+ 6.86% |
$65.8K - $100K
|
15.7K
$901K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1K+ 11.67% |
$65.1K - $98.9K
|
9.57K
$548K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
986+ 14.99% |
$64.1K - $97.5K
|
7.56K
$433K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
978+ 18.51% |
$63.6K - $96.7K
|
6.26K
$358K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
970+ 1.71% |
$63.1K - $96K
|
57.9K
$3.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
963+ 321.0% |
$62.7K - $95.3K
|
1.26K
$72.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
942+ 16.36% |
$61.3K - $93.2K
|
6.7K
$383K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
927+ 4.62% |
$60.3K - $91.7K
|
21K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
912+ 11.52% |
$59.3K - $90.2K
|
8.83K
$505K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
887+ 1.51% |
$57.7K - $87.7K
|
59.8K
$3.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
873New |
$56.8K - $86.4K
|
873
$50K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
814New |
$53K - $80.5K
|
814
$46.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
805+ 21.18% |
$52.4K - $79.6K
|
4.61K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
797+ 9.58% |
$51.9K - $78.8K
|
9.12K
$522K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
782+ 3.82% |
$50.9K - $77.4K
|
21.3K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
763+ 9.33% |
$49.6K - $75.5K
|
8.94K
$511K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
743+ 5.78% |
$48.3K - $73.5K
|
13.6K
$778K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
742+ 414.53% |
$48.3K - $73.4K
|
921
$52.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
737+ 8.81% |
$47.9K - $72.9K
|
9.11K
$521K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
730New |
$47.5K - $72.2K
|
730
$41.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
722+ 19.2% |
$47K - $71.4K
|
4.48K
$257K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
717+ 9.76% |
$46.6K - $70.9K
|
8.07K
$461K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
703+ 3.81% |
$45.7K - $69.5K
|
19.1K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
703+ 58.98% |
$45.7K - $69.5K
|
1.9K
$108K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
672New |
$43.7K - $66.5K
|
672
$38.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
666+ 9.52% |
$43.3K - $65.9K
|
7.66K
$438K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
653New |
$42.5K - $64.6K
|
653
$37.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
635+ 15.92% |
$41.3K - $62.8K
|
4.62K
$265K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
625+ 2.9% |
$40.7K - $61.8K
|
22.2K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
611New |
$39.8K - $60.4K
|
611
$35K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
597New |
$38.8K - $59.1K
|
597
$34.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
584+ 13.8% |
$38K - $57.8K
|
4.82K
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
582+ 14.04% |
$37.9K - $57.6K
|
4.73K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
582+ 9.41% |
$37.9K - $57.6K
|
6.77K
$387K
|