A detailed history of Advisory Research Inc transactions in H&R Block Inc stock. As of the latest transaction made, Advisory Research Inc holds 14,992 shares of HRB stock, worth $819,312. This represents 0.19% of its overall portfolio holdings.

Number of Shares
14,992
Previous 23,714 36.78%
Holding current value
$819,312
Previous $1.29 Million 25.97%
% of portfolio
0.19%
Previous 0.26%

Shares

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

Nov 13, 2024

SELL
$52.99 - $66.6 $462,178 - $580,885
-8,722 Reduced 36.78%
14,992 $952,000
Q2 2024

Aug 13, 2024

BUY
$46.26 - $54.23 $72,165 - $84,598
1,560 Added 7.04%
23,714 $1.29 Million
Q1 2024

May 14, 2024

BUY
$45.44 - $50.49 $124,323 - $138,140
2,736 Added 14.09%
22,154 $1.09 Million
Q4 2023

Feb 13, 2024

SELL
$40.86 - $48.95 $43,066 - $51,593
-1,054 Reduced 5.15%
19,418 $939,000
Q3 2023

Nov 13, 2023

SELL
$31.07 - $43.09 $25,508 - $35,376
-821 Reduced 3.86%
20,472 $881,000
Q2 2023

Aug 14, 2023

BUY
$28.87 - $35.45 $24,972 - $30,664
865 Added 4.23%
21,293 $678,000
Q1 2023

May 12, 2023

BUY
$33.24 - $39.75 $679,026 - $812,013
20,428 New
20,428 $720,000
Q3 2022

Nov 14, 2022

SELL
$36.45 - $48.44 $951,053 - $1.26 Million
-26,092 Reduced 84.36%
4,839 $206,000
Q2 2022

Aug 17, 2022

BUY
$23.77 - $36.27 $735,229 - $1.12 Million
30,931 New
30,931 $1.09 Million

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 $8.67B
  • 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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