A detailed history of Moran Wealth Management, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Moran Wealth Management, LLC holds 313,944 shares of HRB stock, worth $17.3 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
313,944
Previous 319,714 1.8%
Holding current value
$17.3 Million
Previous $17.3 Million 15.07%
% of portfolio
0.63%
Previous 0.58%

Shares

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

Nov 08, 2024

SELL
$52.99 - $66.6 $305,752 - $384,281
-5,770 Reduced 1.8%
313,944 $20 Million
Q2 2024

Aug 13, 2024

BUY
$46.26 - $54.23 $14.8 Million - $17.3 Million
319,714 New
319,714 $17.3 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 $8.76B
  • 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

Track Moran Wealth Management, LLC Portfolio

Follow Moran Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moran Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moran Wealth Management, LLC with notifications on news.