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 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
157+ 7.05% |
$8.32K - $10.5K
|
2.38K
$139K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.3K- 18.01% |
$68.8K - $86.4K
|
5.91K
$344K
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
570KNew |
$30.2M - $38M
|
570K
$33.2M
|
|
Nov 13, 2024
Q3 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
63.6KNew |
$3.37M - $4.24M
|
63.6K
$3.7M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
178K+ 70.57% |
$9.41M - $11.8M
|
429K
$25M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.54K- 6.74% |
$399K - $502K
|
104K
$6.06M
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
581+ 0.31% |
$30.8K - $38.7K
|
187K
$10.9M
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-84.8K- 66.22% |
$4.5M - $5.65M
|
43.3K
$2.52M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.64K- 16.64% |
$458K - $575K
|
43.3K
$2.52M
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-18.4K- 3.17% |
$977K - $1.23M
|
564K
$32.8M
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.32K- 17.3% |
$123K - $154K
|
11.1K
$643K
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-61.6K- 2.78% |
$3.27M - $4.1M
|
2.15M
$125M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
65+ 260.0% |
$3.44K - $4.33K
|
90
$5.23K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.9K+ 14.31% |
$313K - $393K
|
47.1K
$2.74M
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
85.7K+ 39868.84% |
$4.54M - $5.71M
|
85.9K
$5M
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-730- 4.21% |
$38.7K - $48.6K
|
16.6K
$965K
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.9K- 15.24% |
$207K - $260K
|
21.7K
$1.26M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.46K- 87.12% |
$183K - $230K
|
511
$29.7K
|
|
Nov 13, 2024
Q3 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-49.1K- 28.04% |
$2.6M - $3.27M
|
126K
$7.33M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
92+ 1.4% |
$4.88K - $6.13K
|
6.65K
$387K
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.35K- 1.81% |
$71.5K - $89.9K
|
73.4K
$4.27M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.42K+ 15.03% |
$75.1K - $94.4K
|
10.9K
$631K
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-900- 6.67% |
$47.7K - $59.9K
|
12.6K
$733K
|
|
Nov 13, 2024
Q3 2024
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-3K- 12.93% |
$159K - $200K
|
20.2K
$1.17M
|
|
Nov 13, 2024
Q3 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
152K+ 96.38% |
$8.05M - $10.1M
|
310K
$18M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.97K+ 9.8% |
$157K - $198K
|
33.3K
$1.94M
|
|
Nov 13, 2024
Q3 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
13KNew |
$689K - $866K
|
13K
$756K
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2- 0.01% |
$106 - $133
|
31.4K
$1.82M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9K+ 48.91% |
$477K - $600K
|
27.4K
$1.59M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
25.2K+ 75.68% |
$1.34M - $1.68M
|
58.5K
$3.4M
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.07K+ 17.2% |
$56.8K - $71.4K
|
7.31K
$425K
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-23- 0.57% |
$1.22K - $1.53K
|
4.02K
$234K
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-496- 7.54% |
$26.3K - $33K
|
6.09K
$354K
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.99K- 1.56% |
$158K - $199K
|
189K
$11M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-655- 4.03% |
$34.7K - $43.6K
|
15.6K
$908K
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
88.1KNew |
$4.67M - $5.87M
|
88.1K
$5.12M
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
11.2K+ 20.74% |
$593K - $746K
|
65.2K
$3.79M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.62K+ 22.27% |
$351K - $441K
|
36.4K
$2.11M
|
|
Nov 13, 2024
Q3 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-27- 20.0% |
$1.43K - $1.8K
|
108
$6.28K
|
|
Nov 13, 2024
Q3 2024
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
3.8KNew |
$201K - $253K
|
3.8K
$221K
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-8.72K- 36.78% |
$462K - $581K
|
15K
$872K
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
25+ 0.13% |
$1.32K - $1.66K
|
18.9K
$1.1M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-5.89K- 14.7% |
$312K - $392K
|
34.2K
$1.99M
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
854+ 5.2% |
$45.3K - $56.9K
|
17.3K
$1M
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
7.19K+ 7.16% |
$381K - $479K
|
108K
$6.26M
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-480K- 17.53% |
$25.4M - $32M
|
2.26M
$131M
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
255K+ 5.45% |
$13.5M - $17M
|
4.94M
$287M
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
27.1K+ 8.72% |
$1.44M - $1.8M
|
338K
$19.6M
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
23.1KNew |
$1.22M - $1.54M
|
23.1K
$1.34M
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
3.77KNew |
$200K - $251K
|
3.77K
$219K
|