Latest Institutional Purchases of H&R Block Inc (HRB)
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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
17New |
$621 - $743
|
17
$898
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
16New |
$584 - $700
|
16
$845
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14New |
$511 - $612
|
14
$740
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
9New |
$329 - $393
|
9
$476
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
1New |
$36.5 - $43.7
|
1
$52.8
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Atika Capital Management LLC
New York, NY |
BUY
|
- |
177KNew |
$6.45M - $8.57M
|
177K
$9.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
52.9K+ 603.07% |
$1.93M - $2.56M
|
61.7K
$3.26M
|
|
|
Mar 10, 2023
Q3 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
46.6K+ 60.04% |
$1.7M - $2.26M
|
124K
$6.56M
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
32.2KNew |
$1.17M - $1.56M
|
32.2K
$1.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Jennison Associates LLC
|
BUY
|
- |
12.6KNew |
$458K - $609K
|
12.6K
$664K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
8.63K+ 127.94% |
$314K - $418K
|
15.4K
$812K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
8.61K+ 31.06% |
$314K - $417K
|
36.3K
$1.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
8.24KNew |
$300K - $399K
|
8.24K
$436K
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
5.68KNew |
$207K - $275K
|
5.68K
$300K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
4.81KNew |
$175K - $233K
|
4.81K
$254K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
3K+ 3.26% |
$109K - $145K
|
95K
$5.02M
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
2.4KNew |
$87.5K - $116K
|
2.4K
$127K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.3KNew |
$83.9K - $112K
|
2.3K
$122K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.98KNew |
$72.2K - $96K
|
1.98K
$105K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
892+ 1.13% |
$32.5K - $43.2K
|
79.6K
$4.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
848New |
$30.9K - $41.1K
|
848
$44.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
839New |
$30.6K - $40.6K
|
839
$44.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
332+ 1.17% |
$12.1K - $16.1K
|
28.7K
$1.52M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
165New |
$6.01K - $7.99K
|
165
$8.72K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
59New |
$2.15K - $2.86K
|
59
$3.12K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
19New |
$693 - $920
|
19
$1K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9New |
$328 - $436
|
9
$476
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
22KNew |
$522K - $797K
|
22K
$1.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$278K - $424K
|
11.7K
$618K
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
10.1KNew |
$240K - $366K
|
10.1K
$533K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
7.6KNew |
$181K - $276K
|
7.6K
$401K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.12KNew |
$26.6K - $40.7K
|
1.12K
$59.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
800New |
$19K - $29K
|
800
$42.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
618New |
$14.7K - $22.4K
|
618
$32.7K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
200New |
$4.75K - $7.25K
|
200
$10.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
152New |
$3.61K - $5.51K
|
152
$8.03K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
41+ 0.24% |
$975 - $1.49K
|
17.1K
$905K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
30New |
$713 - $1.09K
|
30
$1.59K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13New |
$309 - $472
|
13
$687
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11New |
$261 - $399
|
11
$581
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
10New |
$238 - $363
|
10
$528
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
6New |
$143 - $218
|
6
$317
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Wilen Investment Management Corp.
|
BUY
|
- |
200+ 4.17% |
$4.29K - $5.33K
|
5K
$264K
|
|
| Q4 2021 | |||||||
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
3.58KNew |
$81.6K - $92.1K
|
3.58K
$189K
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
PUT |
2KNew |
$45.5K - $51.4K
|
2K
$106K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.26KNew |
$28.7K - $32.4K
|
1.26K
$66.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
300New |
$6.83K - $7.71K
|
300
$15.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
42New |
$956 - $1.08K
|
42
$2.22K
|
|
| Q3 2021 | |||||||
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
106KNew |
$2.49M - $2.8M
|
106K
$5.63M
|
|