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 12, 2022
Q2 2022
|
Franchise Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-51.4KClosed |
$1.22M - $1.86M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-10.6KClosed |
$253K - $386K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
7.6KNew |
$181K - $276K
|
7.6K
$414K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-34KClosed |
$808K - $1.23M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-260- 9.51% |
$6.18K - $9.43K
|
2.48K
$135K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
10New |
$238 - $363
|
10
$545
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-22K- 96.49% |
$523K - $798K
|
800
$43.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.12KNew |
$26.6K - $40.7K
|
1.12K
$61.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-23Closed |
$547 - $834
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11New |
$261 - $399
|
11
$600
|
|
|
Aug 04, 2022
Q2 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-109- 0.13% |
$2.59K - $3.95K
|
81.5K
$4.44M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-11.6KClosed |
$276K - $422K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
30New |
$713 - $1.09K
|
30
$1.64K
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-13.5KClosed |
$322K - $491K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-12.7KClosed |
$302K - $460K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
152New |
$3.61K - $5.51K
|
152
$8.29K
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-11.5KClosed |
$273K - $416K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-159KClosed |
$3.78M - $5.77M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-20.5KClosed |
$487K - $744K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-255- 3.13% |
$6.06K - $9.25K
|
7.91K
$431K
|
|
|
Jul 26, 2022
Q2 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-68K- 87.91% |
$1.62M - $2.47M
|
9.35K
$510K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-177- 23.69% |
$4.21K - $6.42K
|
570
$31.1K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-29Closed |
$689 - $1.05K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13New |
$309 - $472
|
13
$709
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-73.5KClosed |
$1.75M - $2.67M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Peregrine Capital Management LLC
|
SELL
|
- |
-615KClosed |
$14.6M - $22.3M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-750- 0.5% |
$17.8K - $27.2K
|
150K
$8.2M
|
|
|
Jul 19, 2022
Q2 2022
|
Guardian Investment Management
|
SELL
|
- |
-15KClosed |
$357K - $544K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
618New |
$14.7K - $22.4K
|
618
$33.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-400Closed |
$9.51K - $14.5K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-27Closed |
$642 - $979
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Denali Advisors LLC
|
SELL
|
- |
-73Closed |
$1.74K - $2.65K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-324KClosed |
$7.71M - $11.8M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
6New |
$143 - $218
|
6
$327
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-600Closed |
$14.3K - $21.8K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
200New |
$4.75K - $7.25K
|
200
$10.9K
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.29KClosed |
$49K - $60.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-17.5KClosed |
$375K - $466K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-23.5KClosed |
$504K - $627K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fidelity National Financial, Inc.
Jacksonville, FL |
SELL
|
- |
-637KClosed |
$13.7M - $17M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Portolan Capital Management, LLC
Boston, MA |
SELL
|
- |
-111KClosed |
$2.38M - $2.95M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-12.3KClosed |
$264K - $328K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-18.6KClosed |
$398K - $494K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Clark Estates Inc
New York, NY |
SELL
|
- |
-195KClosed |
$4.18M - $5.19M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.22KClosed |
$26K - $32.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mork Capital Management, LLC
Healdsburg, CA |
SELL
|
- |
-21.2K- 32.88% |
$455K - $565K
|
43.3K
$2.36M
|
|
|
May 12, 2022
Q1 2022
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-14.3KClosed |
$306K - $380K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
CALL |
-1K- 7.69% |
$21.4K - $26.6K
|
12K
$654K
|
|
|
May 10, 2022
Q1 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-29.7KClosed |
$637K - $791K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-31.1KClosed |
$667K - $828K
|
0
$0
|
|