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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2021
Q4 2020
|
Simmons Bank
|
SELL
|
- |
-49.6KClosed |
$751K - $951K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-130KClosed |
$1.98M - $2.5M
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-11.2KClosed |
$169K - $214K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Prairie View Partners, LLC
|
BUY
|
- |
608New |
$9.22K - $11.7K
|
608
$33.8K
|
|
|
Jan 12, 2021
Q4 2020
|
Trust CO
|
SELL
|
- |
-293Closed |
$4.44K - $5.62K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Aug 13, 2024
Q3 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-200Closed |
$2.63K - $3.26K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-72.4K- 82.84% |
$952K - $1.18M
|
15K
$834K
|
|
|
Nov 16, 2020
Q3 2020
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-207KClosed |
$2.72M - $3.37M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Private Capital Management, LLC
Naples, FL |
SELL
|
PUT |
-15KClosed |
$197K - $244K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-23.3KClosed |
$307K - $380K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
100New |
$1.32K - $1.63K
|
100
$5.56K
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-979Closed |
$12.9K - $15.9K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
29.5KNew |
$388K - $481K
|
29.5K
$1.64M
|
|
|
Nov 13, 2020
Q3 2020
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-172KClosed |
$2.26M - $2.8M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-15.9KClosed |
$210K - $260K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.87MClosed |
$24.6M - $30.5M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-10.7KClosed |
$141K - $175K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1Closed |
$13.2 - $16.3
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Td Asset Management Inc
|
SELL
|
- |
-83.7KClosed |
$1.1M - $1.36M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Fusion Family Wealth LLC
|
SELL
|
- |
-450Closed |
$5.92K - $7.33K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1KClosed |
$13.2K - $16.3K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-20.5KClosed |
$269K - $334K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-151KClosed |
$1.98M - $2.46M
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Sentry Investment Management LLC
|
SELL
|
- |
-8.26KClosed |
$109K - $135K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-4.86KClosed |
$63.9K - $79.1K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Sageworth Trust CO
|
SELL
|
- |
-13Closed |
$171 - $212
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-56KClosed |
$737K - $912K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Hartford Investment Management CO
|
SELL
|
- |
-21.6KClosed |
$283K - $351K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-1.2KClosed |
$15.8K - $19.6K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Macroview Investment Management LLC
|
SELL
|
- |
-225Closed |
$2.96K - $3.67K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-8Closed |
$105 - $130
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-17.1KClosed |
$225K - $278K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-95Closed |
$1.25K - $1.55K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Cordasco Financial Network
|
SELL
|
- |
-1.68K- 83.75% |
$22K - $27.3K
|
325
$18.1K
|
|
|
Oct 08, 2020
Q3 2020
|
Chicago Trust CO Na
|
BUY
|
- |
4K+ 38.1% |
$52.6K - $65.2K
|
14.5K
$806K
|
|
| Q2 2020 | |||||||
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.52KNew |
$18.2K - $30.1K
|
1.52K
$84.7K
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
41.3KNew |
$493K - $817K
|
41.3K
$2.3M
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2Closed |
$23.9 - $39.5
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Srb Corp
Boston, MA |
SELL
|
- |
-23.4KClosed |
$280K - $463K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
CALL |
-200Closed |
$2.39K - $3.95K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7.68KClosed |
$91.7K - $152K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-9.31KClosed |
$111K - $184K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7Closed |
$83.6 - $138
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-7K- 24.48% |
$83.6K - $138K
|
21.6K
$1.2M
|
|
|
Aug 12, 2020
Q2 2020
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-32.1KClosed |
$383K - $633K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-90.9KClosed |
$1.09M - $1.8M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.15KClosed |
$13.7K - $22.7K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-45.4KClosed |
$542K - $897K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Uss Investment Management LTD
|
SELL
|
- |
-63.2KClosed |
$755K - $1.25M
|
0
$0
|
|