Latest Institutional Transactions on H&R Block Inc (HRB)
This table provides information on the latest institutional transactions involving H&R Block Inc (HRB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1- 33.33% |
$45.4 - $50.5
|
2
$109
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.45% |
$45.4 - $50.5
|
224
$12.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
33+ 4.52% |
$1.5K - $1.67K
|
763
$41.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
33New |
$1.5K - $1.67K
|
33
$1.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
120New |
$5.45K - $6.06K
|
120
$6.54K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-504- 18.08% |
$22.9K - $25.4K
|
2.28K
$124K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
49.7KNew |
$2.26M - $2.51M
|
49.7K
$2.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
44+ 41.12% |
$2K - $2.22K
|
151
$8.23K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-6.9K- 18.16% |
$314K - $348K
|
31.1K
$1.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-215- 4.05% |
$9.77K - $10.9K
|
5.1K
$278K
|
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
BUY
|
- |
5.29K+ 3.33% |
$240K - $267K
|
164K
$8.93M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.7K- 27.36% |
$123K - $136K
|
7.17K
$391K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-1.59K- 34.16% |
$72K - $80K
|
3.06K
$167K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-161- 14.61% |
$7.32K - $8.13K
|
941
$51.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-3.1K- 91.18% |
$141K - $157K
|
300
$16.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.86KNew |
$448K - $498K
|
9.86K
$537K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
411+ 1.2% |
$18.7K - $20.8K
|
34.7K
$1.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.23K- 90.1% |
$55.8K - $62K
|
135
$7.36K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-20- 33.33% |
$909 - $1.01K
|
40
$2.18K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
17.8KNew |
$809K - $898K
|
17.8K
$970K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
575New |
$26.1K - $29K
|
575
$31.3K
|
|
| Q4 2023 | |||||||
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
78New |
$3.19K - $3.82K
|
78
$4.25K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
26New |
$1.06K - $1.27K
|
26
$1.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
24.4KNew |
$996K - $1.19M
|
24.4K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.17K- 47.31% |
$170K - $204K
|
4.65K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
14.2KNew |
$581K - $696K
|
14.2K
$775K
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
SELL
|
CALL |
-20K- 86.96% |
$817K - $979K
|
3K
$164K
|
|
|
Feb 14, 2024
Q4 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-72K- 53.33% |
$2.94M - $3.52M
|
63K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
167New |
$6.82K - $8.17K
|
167
$9.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-48.6K- 35.64% |
$1.98M - $2.38M
|
87.7K
$4.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
26.4KNew |
$1.08M - $1.29M
|
26.4K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
11.7KNew |
$476K - $571K
|
11.7K
$635K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
184New |
$7.52K - $9.01K
|
184
$10K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
167New |
$6.82K - $8.17K
|
167
$9.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.47KNew |
$264K - $317K
|
6.47K
$353K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-137- 0.8% |
$5.6K - $6.71K
|
17K
$928K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
PUT |
75KNew |
$3.06M - $3.67M
|
75K
$4.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
13New |
$531 - $636
|
13
$709
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.71KNew |
$70K - $83.9K
|
1.71K
$93.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-10.6K- 99.3% |
$435K - $521K
|
75
$4.09K
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-78- 0.66% |
$3.19K - $3.82K
|
11.7K
$639K
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
21KNew |
$858K - $1.03M
|
21K
$1.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-10.5K- 33.33% |
$429K - $514K
|
21K
$1.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
19.4KNew |
$795K - $952K
|
19.4K
$1.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.09KNew |
$290K - $347K
|
7.09K
$386K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
224New |
$9.15K - $11K
|
224
$12.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
185New |
$7.56K - $9.06K
|
185
$10.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
1.1KNew |
$44.9K - $53.8K
|
1.1K
$60K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-200- 2.77% |
$8.17K - $9.79K
|
7.02K
$383K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-560- 3.54% |
$22.9K - $27.4K
|
15.3K
$833K
|
|