A detailed history of Advisors Asset Management, Inc. transactions in H&R Block Inc stock. As of the latest transaction made, Advisors Asset Management, Inc. holds 2,712 shares of HRB stock, worth $146,231. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,712
Previous 982 176.17%
Holding current value
$146,231
Previous $53,000 224.53%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$52.99 - $66.6 $91,672 - $115,217
1,730 Added 176.17%
2,712 $172,000
Q2 2024

Aug 14, 2024

BUY
$46.26 - $54.23 $45,427 - $53,253
982 New
982 $53,000
Q4 2023

Feb 14, 2024

SELL
$40.86 - $48.95 $1.08 Million - $1.29 Million
-26,396 Reduced 76.95%
7,905 $382,000
Q2 2023

Aug 14, 2023

SELL
$28.87 - $35.45 $662,277 - $813,223
-22,940 Reduced 40.08%
34,301 $1.09 Million
Q1 2023

May 12, 2023

SELL
$33.24 - $39.75 $3.48 Million - $4.16 Million
-104,550 Reduced 64.62%
57,241 $2.02 Million
Q4 2022

Feb 13, 2023

SELL
$36.51 - $43.72 $3.56 Million - $4.26 Million
-97,424 Reduced 37.58%
161,791 $5.91 Million
Q3 2022

Nov 08, 2022

SELL
$36.45 - $48.44 $4.19 Million - $5.57 Million
-115,019 Reduced 30.73%
259,215 $11 Million
Q2 2022

Aug 08, 2022

SELL
$23.77 - $36.27 $2.91 Million - $4.44 Million
-122,443 Reduced 24.65%
374,234 $13.2 Million
Q1 2022

May 17, 2022

SELL
$21.44 - $26.64 $2.05 Million - $2.54 Million
-95,453 Reduced 16.12%
496,677 $12.9 Million
Q4 2021

Feb 15, 2022

SELL
$22.76 - $25.71 $106,220 - $119,988
-4,667 Reduced 0.78%
592,130 $14 Million
Q3 2021

Nov 12, 2021

BUY
$23.34 - $26.27 $358,759 - $403,796
15,371 Added 2.64%
596,797 $14.9 Million
Q2 2021

Jul 30, 2021

BUY
$21.86 - $26.19 $3 Million - $3.6 Million
137,272 Added 30.91%
581,426 $13.7 Million
Q1 2021

May 07, 2021

BUY
$15.66 - $21.8 $2.3 Million - $3.21 Million
147,085 Added 49.51%
444,154 $9.68 Million
Q4 2020

Feb 12, 2021

BUY
$15.16 - $19.18 $2.12 Million - $2.68 Million
139,814 Added 88.91%
297,069 $4.71 Million
Q3 2020

Nov 16, 2020

BUY
$13.15 - $16.29 $1.24 Million - $1.54 Million
94,451 Added 150.39%
157,255 $2.56 Million
Q2 2020

Aug 12, 2020

BUY
$11.94 - $19.76 $749,879 - $1.24 Million
62,804 New
62,804 $897,000

Others Institutions Holding HRB

About H&R BLOCK INC


  • Ticker HRB
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Personal Services
  • Shares Outstandng 158,644,992
  • Market Cap $8.55B
  • Description
  • H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. The company offers assisted income tax return preparation and related services through a system of retail...
More about HRB
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