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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
200New |
$6.65K - $7.95K
|
200
$10.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.53K+ 59.16% |
$250K - $299K
|
20.3K
$1.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.5KNew |
$49.9K - $59.6K
|
1.5K
$81.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3.58KNew |
$119K - $142K
|
3.58K
$195K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.79% |
$33.2 - $39.8
|
127
$6.92K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
17.4KNew |
$578K - $692K
|
17.4K
$948K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
419+ 1.51% |
$13.9K - $16.7K
|
28.1K
$1.53M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
500New |
$16.6K - $19.9K
|
500
$27.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.58KNew |
$285K - $341K
|
8.58K
$468K
|
|
| Q4 2022 | |||||||
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-28.8KClosed |
$1.05M - $1.26M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.2K- 24.24% |
$117K - $140K
|
10K
$545K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.5KNew |
$384K - $460K
|
10.5K
$574K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
25New |
$913 - $1.09K
|
25
$1.36K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
891New |
$32.5K - $39K
|
891
$48.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.33KNew |
$231K - $277K
|
6.33K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-5- 3.97% |
$183 - $219
|
121
$6.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
10.3KNew |
$376K - $450K
|
10.3K
$561K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14New |
$511 - $612
|
14
$763
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-27K- 40.24% |
$986K - $1.18M
|
40.1K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.16K- 43.67% |
$152K - $182K
|
5.36K
$292K
|
|
|
Feb 14, 2023
Q4 2022
|
Rayliant Investment Research
Santa Monica, CA |
BUY
|
- |
19.7KNew |
$720K - $863K
|
19.7K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-88.6KClosed |
$3.23M - $3.87M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-1.96K- 19.54% |
$71.7K - $85.9K
|
8.09K
$441K
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.8K- 32.94% |
$102K - $122K
|
5.7K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
7.66K+ 957.38% |
$280K - $335K
|
8.46K
$461K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
7.37KNew |
$269K - $322K
|
7.37K
$402K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.6KNew |
$241K - $289K
|
6.6K
$360K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
17New |
$621 - $743
|
17
$927
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
20New |
$730 - $874
|
20
$1.09K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.14K+ 3.32% |
$41.7K - $49.9K
|
35.5K
$1.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Premier Fund Managers LTD
|
BUY
|
- |
391+ 0.19% |
$14.3K - $17.1K
|
201K
$11M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
35.8KNew |
$1.31M - $1.57M
|
35.8K
$1.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-11KClosed |
$403K - $482K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.51K- 15.15% |
$55.1K - $66K
|
8.45K
$461K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-152- 69.41% |
$5.55K - $6.65K
|
67
$3.65K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
21New |
$767 - $918
|
21
$1.14K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
20.7K+ 92.86% |
$757K - $907K
|
43.1K
$2.35M
|
|
|
Feb 01, 2023
Q4 2022
|
Kestrel Investment Management Corp
San Mateo, CA |
SELL
|
- |
-2.7K- 2.6% |
$98.6K - $118K
|
101K
$5.52M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.11KNew |
$150K - $180K
|
4.11K
$224K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-299- 1.33% |
$10.9K - $13.1K
|
22.2K
$1.21M
|
|
|
Jan 17, 2023
Q4 2022
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-700- 4.32% |
$25.6K - $30.6K
|
15.5K
$845K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
227New |
$8.29K - $9.92K
|
227
$12.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.35KNew |
$85.8K - $103K
|
2.35K
$128K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
622New |
$22.7K - $27.2K
|
622
$33.9K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
9New |
$329 - $393
|
9
$491
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-112- 46.47% |
$4.09K - $4.9K
|
129
$7.03K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.2K- 24.24% |
$117K - $140K
|
10K
$545K
|
|
| Q3 2022 | |||||||
|
Mar 10, 2023
Q3 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
46.6K+ 60.04% |
$1.7M - $2.26M
|
124K
$6.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Atika Capital Management LLC
New York, NY |
BUY
|
- |
177KNew |
$6.45M - $8.57M
|
177K
$9.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
SELL
|
- |
-85.9K- 7.66% |
$3.13M - $4.16M
|
1.04M
$56.4M
|
|