Latest Institutional Transactions on H&R Block Inc (HRB)

HRB Quotes by TradingView

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
Aug 11, 2023 Q2 2023
Twin Tree Management, LP

Dallas, TX
SELL
 -
-16.3K
- 99.59%
$470K - $577K
67 $3.65K
Aug 11, 2023 Q2 2023
Genus Capital Management Inc.

Vancouver, A1
BUY
 -
23.5K
New
$678K - $833K
23.5K $1.28M
Aug 11, 2023 Q2 2023
Isam Funds (Uk) LTD

London, X0
BUY
 -
7.59K
New
$219K - $269K
7.59K $414K
Aug 10, 2023 Q2 2023
Jupiter Asset Management LTD

SELL
 -
-330K
- 37.5%
$9.53M - $11.7M
550K $30M
Aug 10, 2023 Q2 2023
Pictet Asset Management Sa

Geneva 73, V8
SELL
 -
-801
- 4.11%
$23.1K - $28.4K
18.7K $1.02M
Aug 10, 2023 Q2 2023
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
6.78K
New
$196K - $240K
6.78K $370K
Aug 10, 2023 Q2 2023
Connor, Clark & Lunn Investment Management Ltd.

BUY
 -
11.4K
New
$330K - $405K
11.4K $623K
Aug 09, 2023 Q2 2023
Massachusetts Financial Services CO

Boston, MA
BUY
 -
578
+ 0.78%
$16.7K - $20.5K
74.3K $4.05M
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
703
+ 6.9%
$20.3K - $24.9K
10.9K $594K
Aug 03, 2023 Q2 2023
Triumph Capital Management

BUY
 -
7.35K
+ 66.55%
$212K - $261K
18.4K $1M
Jul 18, 2023 Q2 2023
Zhang Financial LLC

BUY
 -
7.63K
New
$220K - $271K
7.63K $416K
Q1 2023
Jan 10, 2025 Q1 2023
Nomura Asset Management CO LTD

Tokyo, M0
SELL
 -
-770
- 0.91%
$25.6K - $30.6K
83.7K $4.56M
Nov 07, 2023 Q1 2023
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-19
Closed
$632 - $755
0 $0
Jun 07, 2023 Q1 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
25.2K
New
$838K - $1M
25.2K $1.37M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
4.09K
New
$136K - $162K
4.09K $223K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
405
+ 68.3%
$13.5K - $16.1K
998 $54.4K
May 15, 2023 Q1 2023
Lee Financial CO

Dallas, TX
SELL
 -
-41
- 26.62%
$1.36K - $1.63K
113 $6.16K
May 15, 2023 Q1 2023
Kula Investments, LLC

Chicago, IL
BUY
 -
7.24K
New
$241K - $288K
7.24K $395K
May 15, 2023 Q1 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
5.71K
+ 51.79%
$190K - $227K
16.7K $913K
May 15, 2023 Q1 2023
Cubist Systematic Strategies, LLC

Stamford, CT
SELL
 -
-97.6K
- 93.48%
$3.24M - $3.88M
6.8K $371K
May 15, 2023 Q1 2023
Blue Crest Capital Management LTD

St Helier, Y9
BUY
 -
8.5K
New
$283K - $338K
8.5K $463K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 PUT
200
New
$6.65K - $7.95K
200 $10.9K
May 15, 2023 Q1 2023
Twinbeech Capital LP

Purchase, NY
SELL
 -
-148K
- 79.73%
$4.9M - $5.86M
37.5K $2.05M
May 15, 2023 Q1 2023
Point72 Middle East Fze

Stamford, CT
BUY
 -
11.4K
+ 184.37%
$378K - $452K
17.5K $955K
May 15, 2023 Q1 2023
Kiwi Wealth Investments Limited Partnership

Wellington, Q2
SELL
 -
-49.8K
- 82.74%
$1.66M - $1.98M
10.4K $566K
May 12, 2023 Q1 2023
Argent Trust CO

Nashville, TN
SELL
 -
-1.37K
- 16.35%
$45.7K - $54.6K
7.03K $383K
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
SELL
 -
-1.5K
- 75.0%
$49.9K - $59.6K
500 $27.3K
May 12, 2023 Q1 2023
Candriam S.C.A.

BUY
 -
4.86K
+ 1.92%
$162K - $193K
258K $14.1M
May 12, 2023 Q1 2023
Echo Street Capital Management LLC

New York, NY
SELL
 -
-3.5K
- 18.43%
$116K - $139K
15.5K $843K
May 11, 2023 Q1 2023
Loomis Sayles & CO L P

SELL
 -
-241
- 60.55%
$8.01K - $9.58K
157 $8.56K
May 11, 2023 Q1 2023
Shilanski & Associates, Inc.

BUY
 -
729
+ 2.36%
$24.2K - $29K
31.6K $1.72M
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
230
+ 3.88%
$7.65K - $9.14K
6.16K $336K
May 10, 2023 Q1 2023
Ergoteles LLC

New York, NY
BUY
 -
80.5K
New
$2.68M - $3.2M
80.5K $4.39M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.49K
New
$49.5K - $59.2K
1.49K $81.2K
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-5
- 15.63%
$166 - $199
27 $1.47K
May 09, 2023 Q1 2023
Ing Groep Nv

BUY
 -
38.6K
New
$1.28M - $1.53M
38.6K $2.1M
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
2.07M
New
$68.9M - $82.3M
2.07M $113M
May 09, 2023 Q1 2023
Hanlon Investment Management, Inc.

BUY
 -
801
+ 1.57%
$26.6K - $31.8K
51.8K $2.82M
May 08, 2023 Q1 2023
Clari Vest Asset Management LLC

San Diego, CA
SELL
 -
-8
- 3.98%
$266 - $318
193 $10.5K
May 04, 2023 Q1 2023
Estate Counselors, LLC

BUY
 -
33.4K
New
$1.11M - $1.33M
33.4K $1.82M
May 04, 2023 Q1 2023
Portman Square Capital LLP

London, X0
SELL
 -
-8.73K
- 38.7%
$290K - $347K
13.8K $754K
May 04, 2023 Q1 2023
Portman Square Capital LLP

London, X0
SELL
 PUT
-54.1K
- 74.62%
$1.8M - $2.15M
18.4K $1M
May 04, 2023 Q1 2023
Ellevest, Inc.

SELL
 -
-557
- 24.98%
$18.5K - $22.1K
1.67K $91.2K
May 04, 2023 Q1 2023
Glassman Wealth Services

BUY
 -
4
+ 57.14%
$133 - $159
11 $600
May 03, 2023 Q1 2023
Centerpoint Advisors, LLC

BUY
 -
33
New
$1.1K - $1.31K
33 $1.8K
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
3
New
$99.7 - $119
3 $164
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
212
+ 78.81%
$7.05K - $8.43K
481 $26.2K
May 02, 2023 Q1 2023
Schubert & CO

SELL
 -
-23
- 26.14%
$765 - $914
65 $3.54K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
833
New
$27.7K - $33.1K
833 $45.4K

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