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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-30.6KClosed |
$656K - $815K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Wilen Investment Management Corp.
|
BUY
|
- |
200+ 4.17% |
$4.29K - $5.33K
|
5K
$273K
|
|
|
May 04, 2022
Q1 2022
|
Abrdn PLC
|
SELL
|
- |
-21KClosed |
$451K - $560K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-400Closed |
$8.58K - $10.7K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-8.32KClosed |
$178K - $222K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-653Closed |
$14K - $17.4K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Sciencast Management LP
|
SELL
|
- |
-13.5KClosed |
$289K - $359K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-35.5KClosed |
$762K - $947K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-39.9KClosed |
$855K - $1.06M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-22.4KClosed |
$510K - $576K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rings Capital Management LLC
Chicago, IL |
SELL
|
- |
-100K- 65.36% |
$2.28M - $2.57M
|
53K
$2.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-110KClosed |
$2.5M - $2.83M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
P.A.W. Capital Corp
|
SELL
|
- |
-15KClosed |
$341K - $386K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-8.82KClosed |
$201K - $227K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Euclidean Technologies Management, LLC
|
SELL
|
- |
-8.43KClosed |
$192K - $217K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.26KNew |
$28.7K - $32.4K
|
1.26K
$68.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
CALL |
-19K- 63.55% |
$432K - $488K
|
10.9K
$594K
|
|
|
Feb 07, 2022
Q4 2021
|
Claret Asset Management Corp
|
SELL
|
- |
-11.8KClosed |
$268K - $303K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-215Closed |
$4.89K - $5.53K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10.7KClosed |
$243K - $275K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-10.8KClosed |
$245K - $277K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-29Closed |
$660 - $746
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
42New |
$956 - $1.08K
|
42
$2.29K
|
|
|
Jan 26, 2022
Q4 2021
|
Foundry Partners, LLC
|
SELL
|
- |
-270KClosed |
$6.14M - $6.94M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
PUT |
2KNew |
$45.5K - $51.4K
|
2K
$109K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
300New |
$6.83K - $7.71K
|
300
$16.4K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
3.58KNew |
$81.6K - $92.1K
|
3.58K
$195K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-9KClosed |
$210K - $236K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-8.09KClosed |
$189K - $213K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
PUT |
-20KClosed |
$467K - $525K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-19KClosed |
$443K - $499K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-323Closed |
$7.54K - $8.49K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-10.6KClosed |
$248K - $280K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Park Circle CO
|
BUY
|
- |
20.8KNew |
$485K - $546K
|
20.8K
$1.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-10.9KClosed |
$255K - $287K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-134KClosed |
$3.13M - $3.52M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
57New |
$1.33K - $1.5K
|
57
$3.11K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-13.5KClosed |
$316K - $356K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
- |
-60KClosed |
$1.4M - $1.58M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-128KClosed |
$2.98M - $3.36M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-19.9KClosed |
$464K - $523K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
106KNew |
$2.49M - $2.8M
|
106K
$5.81M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
857New |
$20K - $22.5K
|
857
$46.7K
|
|
|
Oct 21, 2021
Q3 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-25.3KClosed |
$591K - $665K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-570Closed |
$13.3K - $15K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
CALL |
20KNew |
$438K - $524K
|
20K
$1.09M
|
|
|
Aug 16, 2021
Q2 2021
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
- |
5KNew |
$109K - $131K
|
5K
$273K
|
|
|
Aug 16, 2021
Q2 2021
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-17.3KClosed |
$377K - $452K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-47Closed |
$1.03K - $1.23K
|
0
$0
|
|