Loring Wolcott & Coolidge Fiduciary Advisors LLP H&R Block Inc Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.9 Billion
Q4 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 03, 2023	SELL	$31.07 - $43.09 $94,577 - $131,165	-3,044 Reduced 37.84%	5,000 $215,000
Q2 2021 Aug 13, 2021	BUY	$21.86 - $26.19 $175,841 - $210,672	8,044 New	8,044 $189,000
Q1 2021 Apr 14, 2021	SELL	$15.66 - $21.8 $125,969 - $175,359	-8,044 Closed	0 $0
Q4 2019 Jan 22, 2020	BUY	$23.02 - $25.18 $185,172 - $202,547	8,044 New	8,044 $189,000
Q1 2019 Apr 08, 2019	SELL	$23.53 - $25.91 $11,765 - $12,955	-500 Closed	0 $0
Q1 2018 Apr 20, 2018	SELL	$24.47 - $28.73 $13,507 - $15,858	-552 Reduced 52.47%	500 $13,000
Q2 2017 Aug 07, 2017	BUY	N/A	1,052	1,052 $0

Others Institutions Holding HRB

# of Institutions

612

Shares Held

108M

Call Options Held

614K

Put Options Held

772K

Black Rock Inc. New York, NY

16.3M
Shares

$866 Million
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

14.3M
Shares

$757 Million
0.01% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.22M
Shares

$277 Million
0.05% of portfolio
Fuller & Thaler Asset Management, Inc. San Mateo, CA

4.7M
Shares

$250 Million
0.96% of portfolio
State Street Corp Boston, MA

4.59M
Shares

$244 Million
0.01% of portfolio

View Full List

About H&R BLOCK INC

Ticker HRB
Exchange NYSE
Sector Consumer Cyclical
Industry Personal Services
Shares Outstandng 158,644,992
Market Cap $8.43B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Account