A detailed history of Cerity Partners LLC transactions in H&R Block Inc stock. As of the latest transaction made, Cerity Partners LLC holds 132,663 shares of HRB stock, worth $7.29 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
132,663
Previous 89,729 47.85%
Holding current value
$7.29 Million
Previous $4.87 Million 73.24%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$52.99 - $66.6 $2.28 Million - $2.86 Million
42,934 Added 47.85%
132,663 $8.43 Million
Q2 2024

Aug 13, 2024

SELL
$46.26 - $54.23 $307,536 - $360,521
-6,648 Reduced 6.9%
89,729 $4.87 Million
Q1 2024

May 14, 2024

BUY
$45.44 - $50.49 $2.9 Million - $3.23 Million
63,876 Added 196.54%
96,377 $4.73 Million
Q4 2023

Jan 26, 2024

BUY
$40.86 - $48.95 $72,322 - $86,641
1,770 Added 5.76%
32,501 $1.57 Million
Q3 2023

Nov 13, 2023

SELL
$31.07 - $43.09 $62,978 - $87,343
-2,027 Reduced 6.19%
30,731 $1.32 Million
Q2 2023

Aug 14, 2023

BUY
$28.87 - $35.45 $24,799 - $30,451
859 Added 2.69%
32,758 $1.04 Million
Q1 2023

May 11, 2023

SELL
$33.24 - $39.75 $16,786 - $20,073
-505 Reduced 1.56%
31,899 $1.12 Million
Q4 2022

Feb 15, 2023

BUY
$36.51 - $43.72 $1.18 Million - $1.42 Million
32,404 New
32,404 $1.18 Million
Q2 2018

Aug 15, 2018

SELL
$22.5 - $29.6 $424,215 - $558,078
-18,854 Closed
0 $0
Q1 2018

May 15, 2018

BUY
$24.47 - $28.73 $461,357 - $541,675
18,854 New
18,854 $479,000

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 $8.72B
  • 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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