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 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
57.3K+ 29.7% |
$3.04M - $3.82M
|
250K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.95KNew |
$209K - $263K
|
3.95K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-405- 6.48% |
$21.5K - $27K
|
5.84K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.66K- 31.59% |
$194K - $244K
|
7.93K
$461K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13- 6.63% |
$689 - $866
|
183
$10.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
19.2K+ 89.21% |
$1.02M - $1.28M
|
40.7K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
24.9K+ 2.6% |
$1.32M - $1.66M
|
982K
$57.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-413K- 12.71% |
$21.9M - $27.5M
|
2.84M
$165M
|
|
|
Nov 12, 2024
Q3 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-50.3K- 3.2% |
$2.67M - $3.35M
|
1.53M
$88.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
9.28K+ 11.27% |
$492K - $618K
|
91.6K
$5.33M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.08K- 5.68% |
$269K - $338K
|
84.3K
$4.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
544+ 22.81% |
$28.8K - $36.2K
|
2.93K
$170K
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-60.1K- 2.25% |
$3.19M - $4M
|
2.61M
$152M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.13K+ 6.63% |
$59.9K - $75.3K
|
18.2K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
6.34KNew |
$336K - $423K
|
6.34K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
104KNew |
$5.53M - $6.94M
|
104K
$6.06M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-50.1K- 18.14% |
$2.66M - $3.34M
|
226K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-9.1K- 19.38% |
$482K - $606K
|
37.8K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.31% |
$212 - $266
|
1.27K
$74.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
34.6K+ 2.86% |
$1.83M - $2.3M
|
1.24M
$72.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42.9K+ 47.85% |
$2.28M - $2.86M
|
133K
$7.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
862New |
$45.7K - $57.4K
|
862
$50.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
410+ 7.8% |
$21.7K - $27.3K
|
5.67K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
218+ 9.73% |
$11.6K - $14.5K
|
2.46K
$143K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.4K- 20.6% |
$74.1K - $93.1K
|
5.39K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-316- 1.58% |
$16.7K - $21K
|
19.6K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.11K+ 2.85% |
$59K - $74.2K
|
40.2K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
6.9KNew |
$365K - $459K
|
6.9K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
470+ 6.59% |
$24.9K - $31.3K
|
7.6K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-39.8K- 31.21% |
$2.11M - $2.65M
|
87.7K
$5.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
54.3K+ 26.84% |
$2.88M - $3.62M
|
257K
$14.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-7- 0.01% |
$371 - $466
|
48K
$2.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.3K+ 713.51% |
$493K - $619K
|
10.6K
$616K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
42.6KNew |
$2.26M - $2.84M
|
42.6K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-12.9K- 3.06% |
$686K - $862K
|
410K
$23.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
58.1K+ 413.13% |
$3.08M - $3.87M
|
72.1K
$4.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.78K- 2.85% |
$94.1K - $118K
|
60.5K
$3.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17- 0.3% |
$901 - $1.13K
|
5.67K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7+ 1.09% |
$371 - $466
|
647
$37.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-85K- 34.4% |
$4.5M - $5.66M
|
162K
$9.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-146- 3.38% |
$7.74K - $9.72K
|
4.17K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
49New |
$2.6K - $3.26K
|
49
$2.85K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
11.7K+ 12.71% |
$622K - $782K
|
104K
$6.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.57K+ 113.06% |
$242K - $304K
|
8.61K
$501K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
30.3KNew |
$1.61M - $2.02M
|
30.3K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-56.9K- 41.53% |
$3.01M - $3.79M
|
80.1K
$4.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.64K- 8.3% |
$86.8K - $109K
|
18.1K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.59K+ 62.49% |
$84K - $106K
|
4.12K
$240K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.2K+ 3.46% |
$1.34M - $1.68M
|
754K
$43.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
3.38KNew |
$179K - $225K
|
3.38K
$197K
|