Toroso Investments, LLC H&R Block Inc Transaction History

Toroso Investments, LLC

$8.33 Billion
Q3 2024

A detailed history of Toroso Investments, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Toroso Investments, LLC holds 19,495 shares of HRB stock, worth $1.15 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

19,495

Previous 11,459 70.13%

Holding current value

$1.15 Million

Previous $621,000 99.36%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$52.99 - $66.6 $425,827 - $535,197	8,036 Added 70.13%	19,495 $1.24 Million
Q2 2024 Aug 14, 2024	SELL	$46.26 - $54.23 $220,105 - $258,026	-4,758 Reduced 29.34%	11,459 $621,000
Q1 2024 May 15, 2024	SELL	$45.44 - $50.49 $707,864 - $786,533	-15,578 Reduced 49.0%	16,217 $796,000
Q4 2023 Feb 14, 2024	BUY	$40.86 - $48.95 $397,526 - $476,234	9,729 Added 44.09%	31,795 $1.54 Million
Q3 2023 Nov 15, 2023	BUY	$31.07 - $43.09 $18,300 - $25,380	589 Added 2.74%	22,066 $950,000
Q2 2023 Aug 14, 2023	SELL	$28.87 - $35.45 $1.6 Million - $1.97 Million	-55,490 Reduced 72.1%	21,477 $684,000
Q1 2023 May 15, 2023	SELL	$33.24 - $39.75 $501,525 - $599,748	-15,088 Reduced 16.39%	76,967 $2.71 Million
Q4 2022 Feb 15, 2023	BUY	$36.51 - $43.72 $959,993 - $1.15 Million	26,294 Added 39.98%	92,055 $3.36 Million
Q3 2022 Nov 23, 2022	SELL	$36.45 - $48.44 $1.67 Million - $2.22 Million	-45,754 Reduced 41.03%	65,761 $2.8 Million
Q2 2022 Aug 15, 2022	BUY	$23.77 - $36.27 $435,609 - $664,684	18,326 Added 19.67%	111,515 $3.94 Million
Q1 2022 May 20, 2022	BUY	$21.44 - $26.64 $1.22 Million - $1.51 Million	56,824 Added 156.26%	93,189 $2.43 Million
Q4 2021 Feb 16, 2022	BUY	$22.76 - $25.71 $141,567 - $159,916	6,220 Added 20.63%	36,365 $856,000
Q3 2021 Nov 15, 2021	BUY	$23.34 - $26.27 $116,139 - $130,719	4,976 Added 19.77%	30,145 $754,000
Q2 2021 Aug 13, 2021	BUY	$21.86 - $26.19 $550,194 - $659,176	25,169 New	25,169 $591,000

Others Institutions Holding HRB

# of Institutions

592

Shares Held

102M

Call Options Held

604K

Put Options Held

932K

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 $9.38B
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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Toroso Investments, LLC H&R Block Inc Transaction History