Optimist Retirement Group LLC H&R Block Inc Transaction History
Optimist Retirement Group LLC
- $196 Million
- Q1 2025
A detailed history of Optimist Retirement Group LLC transactions in H&R Block Inc stock. As of the latest transaction made, Optimist Retirement Group LLC holds 44,262 shares of HRB stock, worth $2.28 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
44,262
Previous 42,846
3.3%
Holding current value
$2.28 Million
Previous $2.26 Billion
99.89%
% of portfolio
1.24%
Previous 1.07%
Shares
6 transactions
Others Institutions Holding HRB
# of Institutions
636Shares Held
110MCall Options Held
263KPut Options Held
493K-
Black Rock Inc. New York, NY16.3MShares$838 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA13.8MShares$712 Million0.01% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA4.63MShares$238 Million1.0% of portfolio
-
State Street Corp Boston, MA4.48MShares$230 Million0.01% of portfolio
-
Lazard Asset Management LLC New York, NY3.73MShares$192 Million0.35% of portfolio
About H&R BLOCK INC
- Ticker HRB
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Personal Services
- Shares Outstandng 158,644,992
- Market Cap $8.16B
- 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...