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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.47KNew |
$264K - $317K
|
6.47K
$359K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-137- 0.8% |
$5.6K - $6.71K
|
17K
$945K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
PUT |
75KNew |
$3.06M - $3.67M
|
75K
$4.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
13New |
$531 - $636
|
13
$721
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.71KNew |
$70K - $83.9K
|
1.71K
$95.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-10.6K- 99.3% |
$435K - $521K
|
75
$4.16K
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-78- 0.66% |
$3.19K - $3.82K
|
11.7K
$651K
|
|
|
Feb 01, 2024
Q4 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-10.5K- 33.33% |
$429K - $514K
|
21K
$1.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
19.4KNew |
$795K - $952K
|
19.4K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.09KNew |
$290K - $347K
|
7.09K
$393K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
224New |
$9.15K - $11K
|
224
$12.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
185New |
$7.56K - $9.06K
|
185
$10.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
1.1KNew |
$44.9K - $53.8K
|
1.1K
$61K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-200- 2.77% |
$8.17K - $9.79K
|
7.02K
$389K
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
25.4KNew |
$1.04M - $1.24M
|
25.4K
$1.41M
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-10.7K- 37.85% |
$439K - $526K
|
17.6K
$979K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
4.61KNew |
$188K - $226K
|
4.61K
$256K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
100New |
$3.11K - $4.31K
|
100
$5.55K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
37New |
$1.15K - $1.59K
|
37
$2.05K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
5KNew |
$155K - $215K
|
5K
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-12.3K- 33.15% |
$382K - $530K
|
24.8K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
133New |
$4.13K - $5.73K
|
133
$7.38K
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
5.21KNew |
$162K - $224K
|
5.21K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11New |
$342 - $474
|
11
$610
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
5.53KNew |
$172K - $238K
|
5.53K
$307K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.6KNew |
$329K - $456K
|
10.6K
$587K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.62KClosed |
$81.5K - $113K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lodge Hill Capital, LLC
New York, NY |
SELL
|
- |
-95K- 39.75% |
$2.95M - $4.09M
|
144K
$7.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
600+ 1200.0% |
$18.6K - $25.9K
|
650
$36.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.54KNew |
$78.8K - $109K
|
2.54K
$141K
|
|
|
Nov 09, 2023
Q3 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-33.1K- 3.21% |
$1.03M - $1.43M
|
996K
$55.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
16.3KNew |
$506K - $701K
|
16.3K
$903K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.15KNew |
$35.7K - $49.6K
|
1.15K
$63.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.04K- 37.84% |
$94.6K - $131K
|
5K
$277K
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
7.92KNew |
$246K - $341K
|
7.92K
$439K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-30- 69.77% |
$932 - $1.29K
|
13
$721
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-34- 0.45% |
$1.06K - $1.47K
|
7.53K
$418K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
4.8KNew |
$149K - $207K
|
4.8K
$266K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.46K- 22.42% |
$45.3K - $62.8K
|
5.04K
$280K
|
|
|
Oct 24, 2023
Q3 2023
|
Arnhold LLC
|
BUY
|
- |
5.6KNew |
$174K - $241K
|
5.6K
$311K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
120New |
$3.73K - $5.17K
|
120
$6.66K
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
5KNew |
$155K - $215K
|
5K
$277K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
302+ 3.86% |
$9.38K - $13K
|
8.12K
$450K
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.2K- 5.02% |
$68.3K - $94.7K
|
41.6K
$2.31M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5KNew |
$155K - $215K
|
5K
$277K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
52New |
$1.5K - $1.84K
|
52
$2.89K
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
8.56KNew |
$247K - $303K
|
8.56K
$475K
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
24.7KNew |
$712K - $875K
|
24.7K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
9.71KNew |
$280K - $344K
|
9.71K
$539K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-250- 24.18% |
$7.22K - $8.86K
|
784
$43.5K
|
|