Latest Institutional Purchases of H&R Block Inc (HRB)

HRB Quotes by TradingView

This list provides information on the latest institutional transactions involving H&R Block Inc (HRB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 09, 2024 Q1 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
27
New
$1.23K - $1.36K
27 $1.5K
May 09, 2024 Q1 2024
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
9
New
$409 - $454
9 $500
May 08, 2024 Q1 2024
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
8
New
$364 - $404
8 $445
May 06, 2024 Q1 2024
Org Partners LLC

Roanoke, IN
BUY
 -
6
New
$273 - $303
6 $334
May 13, 2024 Q1 2024
Td Capital Management LLC

Memphis, TN
BUY
 -
4
New
$182 - $202
4 $222
Apr 30, 2024 Q1 2024
Retirement Group, LLC

BUY
 -
1
+ 0.45%
$45.4 - $50.5
224 $12.5K
Q4 2023
Feb 09, 2024 Q4 2023
Ubs Group Ag

BUY
 PUT
75K
New
$3.06M - $3.67M
75K $4.17M
Feb 14, 2024 Q4 2023
Point72 Europe (London) LLP

London, X0
BUY
 -
26.4K
New
$1.08M - $1.29M
26.4K $1.47M
Jan 17, 2024 Q4 2023
Assenagon Asset Management S.A.

BUY
 -
25.4K
New
$1.04M - $1.24M
25.4K $1.41M
Feb 14, 2024 Q4 2023
Susquehanna Portfolio Strategies, LLC

Bala Cynwyd, PA
BUY
 -
24.4K
New
$996K - $1.19M
24.4K $1.36M
Feb 14, 2024 Q4 2023
Cipher Capital LP

New York, NY
BUY
 -
14.2K
New
$581K - $696K
14.2K $791K
Jan 29, 2024 Q4 2023
Sawtooth Solutions, LLC

BUY
 -
7.09K
New
$290K - $347K
7.09K $394K
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
6.47K
New
$264K - $317K
6.47K $360K
Jan 11, 2024 Q4 2023
Bcs Wealth Management

BUY
 -
4.61K
New
$188K - $226K
4.61K $256K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
1.71K
New
$70K - $83.9K
1.71K $95.3K
Jan 25, 2024 Q4 2023
Meeder Asset Management Inc

BUY
 -
1.1K
New
$44.9K - $53.8K
1.1K $61.2K
Jan 26, 2024 Q4 2023
Turtle Creek Wealth Advisors, LLC

Dallas, TX
BUY
 -
224
New
$9.15K - $11K
224 $12.5K
Jan 26, 2024 Q4 2023
Albion Financial Group

BUY
 -
185
New
$7.56K - $9.06K
185 $10.3K
Feb 13, 2024 Q4 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
184
New
$7.52K - $9.01K
184 $10.2K
Feb 14, 2024 Q4 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
167
New
$6.82K - $8.17K
167 $9.29K
Feb 12, 2024 Q4 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
167
New
$6.82K - $8.17K
167 $9.29K
Apr 03, 2024 Q4 2023
Wealth Collab, LLC

Bellevue, WA
BUY
 -
78
New
$3.19K - $3.82K
78 $4.34K
Feb 09, 2024 Q4 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
13
New
$531 - $636
13 $723
Q3 2023
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
16.3K
New
$506K - $701K
16.3K $905K
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
10.6K
New
$329K - $456K
10.6K $588K
Nov 02, 2023 Q3 2023
Duality Advisers, LP

Miami, FL
BUY
 -
7.92K
New
$246K - $341K
7.92K $440K
Oct 24, 2023 Q3 2023
Arnhold LLC

BUY
 -
5.6K
New
$174K - $241K
5.6K $311K
Nov 13, 2023 Q3 2023
Stokes Family Office, LLC

BUY
 -
5.53K
New
$172K - $238K
5.53K $308K
Nov 14, 2023 Q3 2023
Woodline Partners LP

San Francisco, CA
BUY
 -
5.21K
New
$162K - $224K
5.21K $290K
Nov 14, 2023 Q3 2023
Stephens Inc

BUY
 -
5K
New
$155K - $215K
5K $278K
Oct 19, 2023 Q3 2023
Roof Eidam & Maycock

BUY
 -
5K
New
$155K - $215K
5K $278K
Oct 05, 2023 Q3 2023
Lbmc Investment Advisors, LLC

BUY
 -
5K
New
$155K - $215K
5K $278K
Oct 25, 2023 Q3 2023
Guyasuta Investment Advisors Inc

BUY
 -
4.8K
New
$149K - $207K
4.8K $267K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
2.54K
New
$78.8K - $109K
2.54K $141K
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
BUY
 -
1.15K
New
$35.7K - $49.6K
1.15K $64K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
600
+ 1200.0%
$18.6K - $25.9K
650 $36.1K
Oct 17, 2023 Q3 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
302
+ 3.86%
$9.38K - $13K
8.12K $451K
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
133
New
$4.13K - $5.73K
133 $7.4K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
120
New
$3.73K - $5.17K
120 $6.67K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
100
New
$3.11K - $4.31K
100 $5.56K
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
37
New
$1.15K - $1.59K
37 $2.06K
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
11
New
$342 - $474
11 $612
Q2 2023
Aug 14, 2023 Q2 2023
Sandler Capital Management

New York, NY
BUY
 PUT
300K
New
$8.66M - $10.6M
300K $16.7M
Aug 14, 2023 Q2 2023
Atom Investors LP

Austin, TX
BUY
 -
24.7K
New
$712K - $875K
24.7K $1.37M
Aug 11, 2023 Q2 2023
Genus Capital Management Inc.

Vancouver, A1
BUY
 -
23.5K
New
$678K - $833K
23.5K $1.31M
Jul 27, 2023 Q2 2023
Virtu Financial LLC

New York, NY
BUY
 -
19.6K
New
$566K - $695K
19.6K $1.09M
Aug 14, 2023 Q2 2023
Delphia (Usa) Inc.

Toronto, A6
BUY
 -
18K
New
$519K - $638K
18K $1M
Aug 11, 2023 Q2 2023
Rmb Capital Management, LLC

BUY
 -
11.6K
New
$336K - $412K
11.6K $647K
Aug 10, 2023 Q2 2023
Connor, Clark & Lunn Investment Management Ltd.

BUY
 -
11.4K
New
$330K - $405K
11.4K $636K

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