Veritable, L.P. H&R Block Inc Transaction History

Veritable, L.P.

$0
Q3 2023

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	BUY	$28.87 - $35.45 $20,295 - $24,921	703 Added 6.9%	10,893 $347,000
Q1 2023 May 12, 2023	SELL	$33.24 - $39.75 $36,032 - $43,089	-1,084 Reduced 9.62%	10,190 $359,000
Q4 2022 Feb 14, 2023	BUY	$36.51 - $43.72 $34,027 - $40,747	932 Added 9.01%	11,274 $411,000
Q3 2022 Nov 14, 2022	SELL	$36.45 - $48.44 $12,210 - $16,227	-335 Reduced 3.14%	10,342 $440,000
Q2 2022 Aug 15, 2022	BUY	$23.77 - $36.27 $253,792 - $387,254	10,677 New	10,677 $377,000
Q2 2020 Aug 14, 2020	SELL	$11.94 - $19.76 $121,859 - $201,670	-10,206 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$12.38 - $24.97 $1,200 - $2,422	97 Added 0.96%	10,206 $144,000
Q4 2019 Feb 14, 2020	SELL	$23.02 - $25.18 $5,386 - $5,892	-234 Reduced 2.26%	10,109 $237,000
Q3 2019 Nov 12, 2019	BUY	$23.33 - $29.12 $2,123 - $2,649	91 Added 0.89%	10,343 $244,000
Q2 2019 Aug 12, 2019	BUY	$24.33 - $29.3 $7,736 - $9,317	318 Added 3.2%	10,252 $300,000
Q1 2019 May 15, 2019	SELL	$23.53 - $25.91 $1,788 - $1,969	-76 Reduced 0.76%	9,934 $238,000
Q4 2018 Feb 14, 2019	BUY	$23.63 - $28.73 $9,286 - $11,290	393 Added 4.09%	10,010 $254,000
Q3 2018 Nov 14, 2018	SELL	$23.28 - $27.33 $16,901 - $19,841	-726 Reduced 7.02%	9,617 $248,000
Q2 2018 Aug 13, 2018	SELL	$22.5 - $29.6 $9,607 - $12,639	-427 Reduced 3.96%	10,343 $236,000
Q1 2018 May 14, 2018	SELL	$24.47 - $28.73 $15,489 - $18,186	-633 Reduced 5.55%	10,770 $274,000
Q4 2017 Feb 13, 2018	SELL	$23.86 - $28.99 $38,128 - $46,326	-1,598 Reduced 12.29%	11,403 $299,000
Q3 2017 Nov 14, 2017	BUY	$25.69 - $31.49 $333,995 - $409,401	13,001	13,001 $344,000

Others Institutions Holding HRB

# of Institutions

595

Shares Held

102M

Call Options Held

721K

Put Options Held

995K

Black Rock Inc. New York, NY

16.3M
Shares

$879 Million
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

14.2M
Shares

$767 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

4.94M
Shares

$266 Million
0.06% of portfolio
State Street Corp Boston, MA

4.49M
Shares

$242 Million
0.01% of portfolio
Fuller & Thaler Asset Management, Inc. San Mateo, CA

4.18M
Shares

$225 Million
1.06% 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 $8.55B
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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