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 14, 2023 Q2 2023
Uni Super Management Pty LTD

Melbourne, Victoria, C3
BUY
 -
9.71K
New
$280K - $344K
9.71K $540K
Aug 14, 2023 Q2 2023
Lombard Odier Asset Management (Usa) Corp

New York, NY
BUY
 -
8.56K
New
$247K - $303K
8.56K $476K
Jul 18, 2023 Q2 2023
Zhang Financial LLC

BUY
 -
7.63K
New
$220K - $271K
7.63K $424K
Aug 11, 2023 Q2 2023
Isam Funds (Uk) LTD

London, X0
BUY
 -
7.59K
New
$219K - $269K
7.59K $422K
Aug 03, 2023 Q2 2023
Triumph Capital Management

BUY
 -
7.35K
+ 66.55%
$212K - $261K
18.4K $1.02M
Aug 10, 2023 Q2 2023
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
6.78K
New
$196K - $240K
6.78K $377K
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
703
+ 6.9%
$20.3K - $24.9K
10.9K $606K
Aug 09, 2023 Q2 2023
Massachusetts Financial Services CO

Boston, MA
BUY
 -
578
+ 0.78%
$16.7K - $20.5K
74.3K $4.13M
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
52
New
$1.5K - $1.84K
52 $2.89K
Q1 2023
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
2.07M
New
$68.9M - $82.3M
2.07M $115M
May 09, 2023 Q1 2023
Ing Groep Nv

BUY
 -
38.6K
New
$1.28M - $1.53M
38.6K $2.15M
May 04, 2023 Q1 2023
Estate Counselors, LLC

BUY
 -
33.4K
New
$1.11M - $1.33M
33.4K $1.86M
Apr 17, 2023 Q1 2023
Carlson Capital Management

BUY
 -
17.4K
New
$578K - $692K
17.4K $968K
May 15, 2023 Q1 2023
Point72 Middle East Fze

Stamford, CT
BUY
 -
11.4K
+ 184.37%
$378K - $452K
17.5K $974K
Apr 06, 2023 Q1 2023
Tradewinds, Llc.

Raleigh, NC
BUY
 -
8.58K
New
$285K - $341K
8.58K $477K
May 15, 2023 Q1 2023
Blue Crest Capital Management LTD

St Helier, Y9
BUY
 -
8.5K
New
$283K - $338K
8.5K $473K
Apr 24, 2023 Q1 2023
Inspire Advisors, LLC

Meridian, ID
BUY
 -
7.53K
+ 59.16%
$250K - $299K
20.3K $1.13M
May 15, 2023 Q1 2023
Kula Investments, LLC

Chicago, IL
BUY
 -
7.24K
New
$241K - $288K
7.24K $403K
May 15, 2023 Q1 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
5.71K
+ 51.79%
$190K - $227K
16.7K $931K
May 12, 2023 Q1 2023
Candriam S.C.A.

BUY
 -
4.86K
+ 1.92%
$162K - $193K
258K $14.4M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
4.09K
New
$136K - $162K
4.09K $227K
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
3.58K
New
$119K - $142K
3.58K $199K
Apr 24, 2023 Q1 2023
Machina Capital S.A.S.

Paris, I0
BUY
 -
1.5K
New
$49.9K - $59.6K
1.5K $83.4K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.49K
New
$49.5K - $59.2K
1.49K $82.9K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
833
New
$27.7K - $33.1K
833 $46.3K
May 09, 2023 Q1 2023
Hanlon Investment Management, Inc.

BUY
 -
801
+ 1.57%
$26.6K - $31.8K
51.8K $2.88M
May 11, 2023 Q1 2023
Shilanski & Associates, Inc.

BUY
 -
729
+ 2.36%
$24.2K - $29K
31.6K $1.76M
Apr 17, 2023 Q1 2023
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
500
New
$16.6K - $19.9K
500 $27.8K
Apr 17, 2023 Q1 2023
ETF Managers Group, LLC

Summit, NJ
BUY
 -
419
+ 1.51%
$13.9K - $16.7K
28.1K $1.56M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
405
+ 68.3%
$13.5K - $16.1K
998 $55.5K
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
230
+ 3.88%
$7.65K - $9.14K
6.16K $342K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
212
+ 78.81%
$7.05K - $8.43K
481 $26.7K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 PUT
200
New
$6.65K - $7.95K
200 $11.1K
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
200
New
$6.65K - $7.95K
200 $11.1K
May 03, 2023 Q1 2023
Centerpoint Advisors, LLC

BUY
 -
33
New
$1.1K - $1.31K
33 $1.84K
May 04, 2023 Q1 2023
Glassman Wealth Services

BUY
 -
4
+ 57.14%
$133 - $159
11 $612
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
3
New
$99.7 - $119
3 $167
Apr 20, 2023 Q1 2023
Accel Wealth Management

BUY
 -
1
+ 0.79%
$33.2 - $39.8
127 $7.06K
Q4 2022
Feb 09, 2023 Q4 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
35.8K
New
$1.31M - $1.57M
35.8K $1.99M
Feb 02, 2023 Q4 2022
Concorde Asset Management, LLC

BUY
 -
20.7K
+ 92.86%
$757K - $907K
43.1K $2.4M
Feb 14, 2023 Q4 2022
Rayliant Investment Research

Santa Monica, CA
BUY
 -
19.7K
New
$720K - $863K
19.7K $1.1M
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
10.5K
New
$384K - $460K
10.5K $585K
Feb 14, 2023 Q4 2022
Hap Trading, LLC

New York, NY
BUY
 PUT
10.3K
New
$376K - $450K
10.3K $573K
Feb 13, 2023 Q4 2022
Clear Street Markets LLC

BUY
 -
7.66K
+ 957.38%
$280K - $335K
8.46K $470K
Feb 13, 2023 Q4 2022
Gyon Technologies Capital Management, LP

Denville, NJ
BUY
 -
7.37K
New
$269K - $322K
7.37K $410K
Feb 13, 2023 Q4 2022
Meridian Wealth Management, LLC

BUY
 -
6.6K
New
$241K - $289K
6.6K $367K
Feb 14, 2023 Q4 2022
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
6.33K
New
$231K - $277K
6.33K $352K
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
4.11K
New
$150K - $180K
4.11K $229K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
2.35K
New
$85.8K - $103K
2.35K $131K

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