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 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-25.4K- 29.78% |
$1.35M - $1.69M
|
59.9K
$3.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
145New |
$7.68K - $9.66K
|
145
$8.17K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
75New |
$3.97K - $5K
|
75
$4.22K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.25KNew |
$384K - $483K
|
7.25K
$408K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-98K- 16.4% |
$5.19M - $6.53M
|
500K
$28.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.57KNew |
$189K - $238K
|
3.57K
$201K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.59KNew |
$190K - $239K
|
3.59K
$202K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 1.19% |
$21.2K - $26.6K
|
33.2K
$1.87M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.57KNew |
$189K - $238K
|
3.57K
$201K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-12.7K- 10.93% |
$675K - $848K
|
104K
$5.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
3.2KNew |
$170K - $213K
|
3.2K
$180K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.95K- 36.34% |
$421K - $529K
|
13.9K
$784K
|
|
|
Nov 04, 2024
Q3 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-67.4K- 66.9% |
$3.57M - $4.49M
|
33.4K
$1.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-74.3K- 43.29% |
$3.94M - $4.95M
|
97.3K
$5.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
23New |
$1.22K - $1.53K
|
23
$1.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 21.05% |
$848 - $1.07K
|
92
$5.18K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-5.09K- 27.13% |
$270K - $339K
|
13.7K
$770K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
16.1K+ 102.41% |
$855K - $1.07M
|
31.9K
$1.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
80+ 12.03% |
$4.24K - $5.33K
|
745
$42K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.9KNew |
$101K - $126K
|
1.9K
$107K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
26.4KNew |
$1.4M - $1.76M
|
26.4K
$1.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.33K+ 122.06% |
$335K - $421K
|
11.5K
$648K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-664- 35.28% |
$35.2K - $44.2K
|
1.22K
$68.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.1K+ 542.08% |
$58K - $72.9K
|
1.3K
$73K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$424 - $533
|
8
$451
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-348- 1.87% |
$18.4K - $23.2K
|
18.3K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.44K- 13.04% |
$76.2K - $95.8K
|
9.59K
$540K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
916+ 12.58% |
$48.5K - $61K
|
8.2K
$462K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-141K- 30.41% |
$7.49M - $9.42M
|
324K
$18.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
111New |
$5.88K - $7.39K
|
111
$6.25K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
19.5KNew |
$1.03M - $1.3M
|
19.5K
$1.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.2K- 12.02% |
$382K - $480K
|
52.7K
$2.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-17.6K- 20.04% |
$931K - $1.17M
|
70.1K
$3.95M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$53 - $66.6
|
1.98K
$111K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-7.17K- 24.26% |
$380K - $477K
|
22.4K
$1.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
7.3KNew |
$387K - $486K
|
7.3K
$411K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
4.35K+ 19.72% |
$230K - $290K
|
26.4K
$1.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-13.6K- 5.6% |
$723K - $908K
|
230K
$13M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.27KNew |
$173K - $218K
|
3.27K
$184K
|
|
|
Oct 29, 2024
Q3 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
43KNew |
$2.28M - $2.86M
|
43K
$2.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
17+ 0.37% |
$901 - $1.13K
|
4.63K
$261K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
66.1KNew |
$3.5M - $4.4M
|
66.1K
$3.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
637New |
$33.8K - $42.4K
|
637
$35.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
3.55KNew |
$188K - $236K
|
3.55K
$200K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.09K+ 4.96% |
$57.5K - $72.3K
|
23K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.31K+ 20.49% |
$176K - $221K
|
19.5K
$1.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-8.92K- 42.4% |
$473K - $594K
|
12.1K
$683K
|
|
|
Oct 28, 2024
Q3 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
3.1K+ 56.26% |
$164K - $207K
|
8.61K
$485K
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
SELL
|
- |
-886- 2.06% |
$46.9K - $59K
|
42.1K
$2.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
4.58KNew |
$242K - $305K
|
4.58K
$258K
|