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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2018
Q3 2018
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
CALL |
-300KClosed |
$6.98M - $8.2M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Hawk Ridge Capital Management LP
Los Angeles, CA |
SELL
|
- |
-26.5KClosed |
$617K - $724K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-5KClosed |
$116K - $137K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-11KClosed |
$256K - $300K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-20.4KClosed |
$475K - $558K
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-54Closed |
$1.26K - $1.48K
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-26KClosed |
$606K - $711K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Parametrica Management LTD
|
SELL
|
- |
-12.7KClosed |
$295K - $347K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-20Closed |
$466 - $547
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-16Closed |
$372 - $437
|
0
$0
|
|
|
Oct 24, 2018
Q3 2018
|
Ledyard National Bank
|
SELL
|
- |
-600Closed |
$14K - $16.4K
|
0
$0
|
|
|
Oct 01, 2018
Q3 2018
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-87KClosed |
$2.03M - $2.38M
|
0
$0
|
|
|
Oct 01, 2018
Q3 2018
|
Pensionfund Sabic
|
SELL
|
- |
-66.1KClosed |
$1.54M - $1.81M
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-22.2KClosed |
$499K - $656K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Clearline Capital LP
New York, NY |
SELL
|
- |
-25.9KClosed |
$582K - $766K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
255New |
$5.74K - $7.55K
|
255
$13.9K
|
|
|
Aug 13, 2018
Q2 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.03KClosed |
$113K - $149K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Grimes & Company, Inc.
|
SELL
|
- |
-303KClosed |
$6.82M - $8.97M
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-8.89KClosed |
$200K - $263K
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.76KNew |
$175K - $230K
|
7.76K
$423K
|
|
|
Jul 31, 2018
Q2 2018
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-37.7KClosed |
$848K - $1.12M
|
0
$0
|
|
|
Jul 24, 2018
Q2 2018
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-8.46KClosed |
$190K - $250K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
32.2K+ 68.32% |
$788K - $926K
|
79.4K
$4.33M
|
|
|
Apr 03, 2024
Q1 2018
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
15.5KNew |
$380K - $446K
|
15.5K
$847K
|
|
|
Jan 03, 2024
Q1 2018
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.7KNew |
$139K - $164K
|
5.7K
$311K
|
|
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.71K+ 3668.32% |
$90.7K - $106K
|
3.81K
$207K
|
|
|
May 15, 2018
Q1 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
10.1K+ 7.74% |
$247K - $290K
|
141K
$7.66M
|
|
|
May 15, 2018
Q1 2018
|
Contour Asset Management LLC
New York, NY |
SELL
|
PUT |
-1.57MClosed |
$38.5M - $45.2M
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-351KClosed |
$8.59M - $10.1M
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Nine Masts Capital LTD
|
SELL
|
- |
-43.9KClosed |
$1.08M - $1.26M
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Nine Masts Capital LTD
|
SELL
|
PUT |
-500Closed |
$12.2K - $14.4K
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Mv Capital Management, Inc.
|
SELL
|
- |
-350Closed |
$8.56K - $10.1K
|
0
$0
|
|
|
May 07, 2018
Q1 2018
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.5KClosed |
$61.2K - $71.8K
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Conning Inc.
|
SELL
|
- |
-7.95KClosed |
$195K - $228K
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-10.2KClosed |
$249K - $292K
|
0
$0
|
|
|
May 03, 2018
Q1 2018
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-48.5KClosed |
$1.19M - $1.39M
|
0
$0
|
|
|
Apr 19, 2018
Q1 2018
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
43.1KNew |
$1.05M - $1.24M
|
43.1K
$2.35M
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.1KClosed |
$26.8K - $31.5K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
142+ 16.55% |
$3.39K - $4.12K
|
1K
$54.5K
|
|
|
Mar 15, 2018
Q4 2017
|
Nvwm, LLC
|
BUY
|
- |
676New |
$16.1K - $19.6K
|
676
$36.8K
|
|
|
Feb 14, 2018
Q4 2017
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
PUT |
-7.9KClosed |
$188K - $229K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-30.9KClosed |
$738K - $897K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-44.2KClosed |
$1.05M - $1.28M
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
119New |
$2.84K - $3.45K
|
119
$6.49K
|
|
|
Feb 14, 2018
Q4 2017
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-55KClosed |
$1.31M - $1.6M
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-12.4KClosed |
$295K - $359K
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-21KClosed |
$501K - $609K
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-32.2KClosed |
$768K - $933K
|
0
$0
|
|
|
Feb 12, 2018
Q4 2017
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-37.2KClosed |
$888K - $1.08M
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Mcia Inc
|
SELL
|
- |
-237Closed |
$5.65K - $6.87K
|
0
$0
|
|