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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
18KNew |
$519K - $638K
|
18K
$998K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandler Capital Management
New York, NY |
BUY
|
PUT |
300KNew |
$8.66M - $10.6M
|
300K
$16.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
11.6KNew |
$336K - $412K
|
11.6K
$645K
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-16.3K- 99.59% |
$470K - $577K
|
67
$3.72K
|
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
23.5KNew |
$678K - $833K
|
23.5K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
7.59KNew |
$219K - $269K
|
7.59K
$421K
|
|
|
Aug 10, 2023
Q2 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-330K- 37.5% |
$9.53M - $11.7M
|
550K
$30.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-801- 4.11% |
$23.1K - $28.4K
|
18.7K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
6.78KNew |
$196K - $240K
|
6.78K
$376K
|
|
|
Aug 10, 2023
Q2 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
11.4KNew |
$330K - $405K
|
11.4K
$634K
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
578+ 0.78% |
$16.7K - $20.5K
|
74.3K
$4.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
703+ 6.9% |
$20.3K - $24.9K
|
10.9K
$604K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
7.35K+ 66.55% |
$212K - $261K
|
18.4K
$1.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.6KNew |
$566K - $695K
|
19.6K
$1.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
7.63KNew |
$220K - $271K
|
7.63K
$423K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-19Closed |
$632 - $755
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.09KNew |
$136K - $162K
|
4.09K
$227K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
405+ 68.3% |
$13.5K - $16.1K
|
998
$55.4K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-41- 26.62% |
$1.36K - $1.63K
|
113
$6.27K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
7.24KNew |
$241K - $288K
|
7.24K
$402K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.71K+ 51.79% |
$190K - $227K
|
16.7K
$929K
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-97.6K- 93.48% |
$3.24M - $3.88M
|
6.8K
$378K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
8.5KNew |
$283K - $338K
|
8.5K
$472K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
200New |
$6.65K - $7.95K
|
200
$11.1K
|
|
|
May 15, 2023
Q1 2023
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-148K- 79.73% |
$4.9M - $5.86M
|
37.5K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
11.4K+ 184.37% |
$378K - $452K
|
17.5K
$972K
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-49.8K- 82.74% |
$1.66M - $1.98M
|
10.4K
$577K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.37K- 16.35% |
$45.7K - $54.6K
|
7.03K
$390K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.5K- 75.0% |
$49.9K - $59.6K
|
500
$27.7K
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
4.86K+ 1.92% |
$162K - $193K
|
258K
$14.3M
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-3.5K- 18.43% |
$116K - $139K
|
15.5K
$859K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-241- 60.55% |
$8.01K - $9.58K
|
157
$8.71K
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
729+ 2.36% |
$24.2K - $29K
|
31.6K
$1.75M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
230+ 3.88% |
$7.65K - $9.14K
|
6.16K
$342K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
80.5KNew |
$2.68M - $3.2M
|
80.5K
$4.47M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.49KNew |
$49.5K - $59.2K
|
1.49K
$82.7K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 15.63% |
$166 - $199
|
27
$1.5K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
38.6KNew |
$1.28M - $1.53M
|
38.6K
$2.14M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.07MNew |
$68.9M - $82.3M
|
2.07M
$115M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
801+ 1.57% |
$26.6K - $31.8K
|
51.8K
$2.87M
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-8- 3.98% |
$266 - $318
|
193
$10.7K
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
33.4KNew |
$1.11M - $1.33M
|
33.4K
$1.85M
|
|
|
May 04, 2023
Q1 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-8.73K- 38.7% |
$290K - $347K
|
13.8K
$768K
|
|
|
May 04, 2023
Q1 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-54.1K- 74.62% |
$1.8M - $2.15M
|
18.4K
$1.02M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-557- 24.98% |
$18.5K - $22.1K
|
1.67K
$92.8K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 57.14% |
$133 - $159
|
11
$610
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
33New |
$1.1K - $1.31K
|
33
$1.83K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$99.7 - $119
|
3
$166
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
212+ 78.81% |
$7.05K - $8.43K
|
481
$26.7K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-23- 26.14% |
$765 - $914
|
65
$3.61K
|
|