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 11, 2021
Q2 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-11.1K- 49.72% |
$242K - $290K
|
11.2K
$622K
|
|
Aug 09, 2021
Q2 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2K- 97.09% |
$43.7K - $52.4K
|
60
$3.34K
|
|
Aug 06, 2021
Q2 2021
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-7.8KClosed |
$170K - $204K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-13.8KClosed |
$301K - $360K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-20.8KClosed |
$455K - $545K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.6KClosed |
$35K - $41.9K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-280Closed |
$6.12K - $7.33K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-23.3KClosed |
$509K - $610K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-319Closed |
$6.97K - $8.35K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
SELL
|
- |
-45.4KClosed |
$993K - $1.19M
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-792Closed |
$17.3K - $20.7K
|
0
$0
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
1.05KNew |
$23K - $27.5K
|
1.05K
$58.4K
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-23.3KClosed |
$365K - $508K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-30.7KClosed |
$481K - $669K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-17KClosed |
$266K - $370K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-168KClosed |
$2.64M - $3.67M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Continental Advisors LLC
Chicago, IL |
SELL
|
CALL |
-20KClosed |
$313K - $436K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1KNew |
$15.7K - $21.8K
|
1K
$55.6K
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-98KClosed |
$1.53M - $2.14M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-558Closed |
$8.74K - $12.2K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-46.7KClosed |
$731K - $1.02M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-60Closed |
$940 - $1.31K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-10.6KClosed |
$166K - $230K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-370Closed |
$5.79K - $8.07K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-305Closed |
$4.78K - $6.65K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-29.3KClosed |
$458K - $638K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-16.6K- 97.06% |
$260K - $362K
|
502
$27.9K
|
|
May 05, 2021
Q1 2021
|
Unigestion Holding Sa
|
SELL
|
- |
-11.7KClosed |
$183K - $255K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-757Closed |
$11.9K - $16.5K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-886Closed |
$13.9K - $19.3K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-37Closed |
$579 - $807
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-266Closed |
$4.17K - $5.8K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-80- 95.24% |
$1.25K - $1.74K
|
4
$222
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-14Closed |
$212 - $269
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-132KClosed |
$2M - $2.53M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Barings LLC
|
SELL
|
- |
-23KClosed |
$348K - $440K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-12.8KClosed |
$195K - $246K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-40.5KClosed |
$614K - $777K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-30.7KClosed |
$466K - $590K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
CALL |
200New |
$3.03K - $3.84K
|
200
$11.1K
|
|
Feb 12, 2021
Q4 2020
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-1.77MClosed |
$26.8M - $33.9M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-132KClosed |
$2M - $2.54M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
17.2KNew |
$260K - $329K
|
17.2K
$954K
|
|
Feb 11, 2021
Q4 2020
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-12.7KClosed |
$193K - $244K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Donoghue Forlines LLC
|
SELL
|
- |
-78KClosed |
$1.18M - $1.5M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-38.8KClosed |
$588K - $744K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.58KClosed |
$24K - $30.4K
|
0
$0
|