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 14, 2019
Q2 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-200Closed |
$4.87K - $5.86K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-79.6KClosed |
$1.94M - $2.33M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-500Closed |
$12.2K - $14.7K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-288Closed |
$7.01K - $8.44K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-22.1KClosed |
$537K - $646K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.17KClosed |
$52.8K - $63.6K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Todd Asset Management LLC
|
SELL
|
- |
-532KClosed |
$12.9M - $15.6M
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-375Closed |
$9.12K - $11K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
James Investment Research Inc
|
SELL
|
- |
-34.5KClosed |
$839K - $1.01M
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-210Closed |
$5.11K - $6.15K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-4.26KClosed |
$104K - $125K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-969Closed |
$23.6K - $28.4K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-952Closed |
$23.2K - $27.9K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Nantahala Capital Management, LLC
New Canaan, CT |
SELL
|
PUT |
-800KClosed |
$18.8M - $20.7M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-26KClosed |
$611K - $673K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
66KNew |
$1.55M - $1.71M
|
66K
$3.46M
|
|
|
May 15, 2019
Q1 2019
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-17.1KClosed |
$403K - $444K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-10Closed |
$235 - $259
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-824KClosed |
$19.4M - $21.4M
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-598Closed |
$14.1K - $15.5K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-58Closed |
$1.36K - $1.5K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-601Closed |
$14.1K - $15.6K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-1.5KClosed |
$35.3K - $38.9K
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-163Closed |
$3.84K - $4.22K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Trust CO Of Vermont
|
SELL
|
- |
-112Closed |
$2.64K - $2.9K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.83KNew |
$208K - $229K
|
8.83K
$463K
|
|
|
Apr 29, 2019
Q1 2019
|
Center Star Asset Management, LLC
|
SELL
|
- |
-7.14KClosed |
$168K - $185K
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-26.3KClosed |
$619K - $681K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Scout Investments, Inc.
|
SELL
|
- |
-663KClosed |
$15.6M - $17.2M
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-128Closed |
$3.01K - $3.32K
|
0
$0
|
|
|
Apr 04, 2019
Q1 2019
|
Polianta LTD
|
SELL
|
- |
-47.6KClosed |
$1.12M - $1.23M
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-8.36KClosed |
$198K - $240K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-10.9KClosed |
$257K - $312K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Tikehau Investment Management
Paris, I0 |
SELL
|
- |
-350KClosed |
$8.27M - $10.1M
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-590Closed |
$13.9K - $17K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
M&R Capital Management Inc
|
SELL
|
- |
-1.49KClosed |
$35.1K - $42.7K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.19KClosed |
$51.7K - $62.9K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.64KClosed |
$38.7K - $47K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Ims Capital Management
|
SELL
|
- |
-1KClosed |
$23.6K - $28.7K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
C Partners Holding Gmb H
Zurich, V8 |
SELL
|
- |
-4.65KClosed |
$110K - $133K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Exane Asset Management
|
SELL
|
- |
-681Closed |
$16.1K - $19.6K
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Cambiar Investors LLC
|
SELL
|
- |
-164KClosed |
$3.88M - $4.72M
|
0
$0
|
|
|
Jan 23, 2019
Q4 2018
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-31.6KClosed |
$746K - $907K
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Howard Capital Management Inc.
|
SELL
|
- |
-458KClosed |
$10.8M - $13.1M
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.72KClosed |
$64.3K - $78.2K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-21.7K- 28.01% |
$505K - $593K
|
55.7K
$2.92M
|
|
|
Apr 05, 2024
Q3 2018
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-6.5KClosed |
$151K - $178K
|
0
$0
|
|
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
31.6KNew |
$735K - $863K
|
31.6K
$1.65M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
117KNew |
$2.72M - $3.19M
|
117K
$6.12M
|
|
|
Nov 14, 2018
Q3 2018
|
Scopus Asset Management, L.P.
New York, NY |
SELL
|
CALL |
-450KClosed |
$10.5M - $12.3M
|
0
$0
|
|