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 08, 2024
Q3 2024
|
Kendall Capital Management
|
BUY
|
- |
3.26K+ 7.7% |
$172K - $217K
|
45.5K
$2.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
10.6KNew |
$563K - $708K
|
10.6K
$618K
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-15.6K- 8.48% |
$826K - $1.04M
|
168K
$9.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
95.1KNew |
$5.04M - $6.34M
|
95.1K
$5.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
57+ 247.83% |
$3.02K - $3.8K
|
80
$4.65K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4New |
$212 - $266
|
4
$233
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.86K+ 17.16% |
$98.6K - $124K
|
12.7K
$738K
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
192+ 4.44% |
$10.2K - $12.8K
|
4.52K
$263K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.86KNew |
$205K - $257K
|
3.86K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.88K- 3.77% |
$152K - $191K
|
73.4K
$4.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.2KNew |
$170K - $213K
|
3.2K
$186K
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-14.2K- 52.99% |
$752K - $945K
|
12.6K
$732K
|
|
|
Nov 08, 2024
Q3 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-15.1K- 51.99% |
$802K - $1.01M
|
14K
$812K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-278- 61.37% |
$14.7K - $18.5K
|
175
$10.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
539New |
$28.6K - $35.9K
|
539
$31.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.73K+ 176.17% |
$91.7K - $115K
|
2.71K
$158K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
8.51K+ 18.28% |
$451K - $567K
|
55.1K
$3.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-5.77K- 1.8% |
$306K - $384K
|
314K
$18.3M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-46- 86.79% |
$2.44K - $3.06K
|
7
$407
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-200- 0.08% |
$10.6K - $13.3K
|
255K
$14.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-2.2K- 0.8% |
$117K - $147K
|
272K
$15.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.93K- 9.05% |
$420K - $528K
|
79.7K
$4.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.9K+ 17.34% |
$154K - $193K
|
19.6K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-155- 0.5% |
$8.21K - $10.3K
|
30.8K
$1.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 3.21% |
$848 - $1.07K
|
515
$29.9K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-913- 5.42% |
$48.4K - $60.8K
|
15.9K
$926K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-179K- 7.22% |
$9.5M - $11.9M
|
2.31M
$134M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-205- 4.32% |
$10.9K - $13.7K
|
4.54K
$264K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-500- 4.03% |
$26.5K - $33.3K
|
11.9K
$693K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
11.6K+ 1628.43% |
$616K - $774K
|
12.3K
$718K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
746+ 14.47% |
$39.5K - $49.7K
|
5.9K
$343K
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
5.52KNew |
$293K - $368K
|
5.52K
$321K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.36K+ 5.77% |
$71.9K - $90.4K
|
24.9K
$1.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-6.8K- 15.62% |
$360K - $453K
|
36.7K
$2.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
SELL
|
- |
-15K- 80.84% |
$796K - $1M
|
3.56K
$207K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
429+ 46.83% |
$22.7K - $28.6K
|
1.35K
$78.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
141+ 3.62% |
$7.47K - $9.39K
|
4.04K
$235K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-163- 3.52% |
$8.64K - $10.9K
|
4.47K
$260K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
118K+ 1013.7% |
$6.26M - $7.87M
|
130K
$7.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
SELL
|
- |
-10K- 5.73% |
$530K - $666K
|
165K
$9.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-5.95K- 71.97% |
$315K - $396K
|
2.32K
$135K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.44K- 5.56% |
$235K - $296K
|
75.4K
$4.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
30+ 11.07% |
$1.59K - $2K
|
301
$17.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
298+ 29.74% |
$15.8K - $19.8K
|
1.3K
$75.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.11K+ 8.92% |
$112K - $141K
|
25.8K
$1.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
496K+ 541.3% |
$26.3M - $33.1M
|
588K
$34.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
18.2KNew |
$966K - $1.21M
|
18.2K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-4.48K- 3.85% |
$237K - $298K
|
112K
$6.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-25.4K- 29.78% |
$1.35M - $1.69M
|
59.9K
$3.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
145New |
$7.68K - $9.66K
|
145
$8.43K
|