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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
SELL
|
- |
-85.9K- 7.66% |
$3.13M - $4.16M
|
1.04M
$57.4M
|
|
Nov 14, 2022
Q3 2022
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-456- 6.49% |
$16.6K - $22.1K
|
6.57K
$365K
|
|
Nov 14, 2022
Q3 2022
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-10.9K- 14.13% |
$397K - $528K
|
66.2K
$3.68M
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
19New |
$693 - $920
|
19
$1.05K
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
5.68KNew |
$207K - $275K
|
5.68K
$315K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
892+ 1.13% |
$32.5K - $43.2K
|
79.6K
$4.42M
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-2.72KClosed |
$99.3K - $132K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
2.4KNew |
$87.5K - $116K
|
2.4K
$133K
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
332+ 1.17% |
$12.1K - $16.1K
|
28.7K
$1.59M
|
|
Nov 14, 2022
Q3 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
8.24KNew |
$300K - $399K
|
8.24K
$457K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-127K- 78.92% |
$4.63M - $6.15M
|
33.9K
$1.88M
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
PUT |
-25K- 50.0% |
$911K - $1.21M
|
25K
$1.39M
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-649- 10.17% |
$23.7K - $31.4K
|
5.73K
$318K
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
8.61K+ 31.06% |
$314K - $417K
|
36.3K
$2.02M
|
|
Nov 10, 2022
Q3 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-13.5K- 25.23% |
$492K - $654K
|
40K
$2.22M
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9New |
$328 - $436
|
9
$499
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-403- 5.8% |
$14.7K - $19.5K
|
6.54K
$363K
|
|
Nov 08, 2022
Q3 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
839New |
$30.6K - $40.6K
|
839
$46.6K
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-273- 52.0% |
$9.95K - $13.2K
|
252
$14K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
165New |
$6.01K - $7.99K
|
165
$9.16K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 01, 2022
Q3 2022
|
Jennison Associates LLC
|
BUY
|
- |
12.6KNew |
$458K - $609K
|
12.6K
$697K
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.2K- 3.56% |
$43.7K - $58.1K
|
32.5K
$1.8M
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-3.4K- 34.34% |
$124K - $164K
|
6.49K
$360K
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
59New |
$2.15K - $2.86K
|
59
$3.27K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-550- 20.95% |
$20K - $26.6K
|
2.08K
$115K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
848New |
$30.9K - $41.1K
|
848
$47.1K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.98KNew |
$72.2K - $96K
|
1.98K
$110K
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
4.81KNew |
$175K - $233K
|
4.81K
$267K
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
8.63K+ 127.94% |
$314K - $418K
|
15.4K
$853K
|
|
Oct 21, 2022
Q3 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-12K- 60.0% |
$437K - $581K
|
8K
$444K
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
3K+ 3.26% |
$109K - $145K
|
95K
$5.27M
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.3KNew |
$83.9K - $112K
|
2.3K
$128K
|
|
Oct 13, 2022
Q3 2022
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-34.7K- 86.72% |
$1.26M - $1.68M
|
5.31K
$295K
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
32.2KNew |
$1.17M - $1.56M
|
32.2K
$1.79M
|
|
Q2 2022 | |||||||
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-73.6K- 99.53% |
$1.75M - $2.67M
|
350
$19.4K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-43Closed |
$1.02K - $1.56K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-81.3KClosed |
$1.93M - $2.95M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-227Closed |
$5.4K - $8.23K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.03KClosed |
$24.6K - $37.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-31KClosed |
$737K - $1.12M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
10.1KNew |
$240K - $366K
|
10.1K
$560K
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
800New |
$19K - $29K
|
800
$44.4K
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$278K - $424K
|
11.7K
$649K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-8Closed |
$190 - $290
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-642K- 77.92% |
$15.3M - $23.3M
|
182K
$10.1M
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
22KNew |
$522K - $797K
|
22K
$1.22M
|
|
Aug 12, 2022
Q2 2022
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-129K- 31.99% |
$3.07M - $4.69M
|
275K
$15.2M
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-500- 69.83% |
$11.9K - $18.1K
|
216
$12K
|