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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Park Circle CO
|
BUY
|
- |
20.8KNew |
$485K - $546K
|
20.8K
$1.1M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
857New |
$20K - $22.5K
|
857
$45.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
57New |
$1.33K - $1.5K
|
57
$3.01K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
CALL |
20KNew |
$438K - $524K
|
20K
$1.06M
|
|
|
Aug 16, 2021
Q2 2021
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
- |
5KNew |
$109K - $131K
|
5K
$264K
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
1.05KNew |
$23K - $27.5K
|
1.05K
$55.5K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1KNew |
$15.7K - $21.8K
|
1K
$52.8K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
17.2KNew |
$260K - $329K
|
17.2K
$907K
|
|
|
Jan 26, 2021
Q4 2020
|
Prairie View Partners, LLC
|
BUY
|
- |
608New |
$9.22K - $11.7K
|
608
$32.1K
|
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
CALL |
200New |
$3.03K - $3.84K
|
200
$10.6K
|
|
| Q3 2020 | |||||||
|
Oct 26, 2020
Q3 2020
|
Empirical Finance, LLC
|
BUY
|
- |
41.3KNew |
$543K - $673K
|
41.3K
$2.18M
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
29.5KNew |
$388K - $481K
|
29.5K
$1.56M
|
|
|
Oct 08, 2020
Q3 2020
|
Chicago Trust CO Na
|
BUY
|
- |
4K+ 38.1% |
$52.6K - $65.2K
|
14.5K
$766K
|
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
100New |
$1.32K - $1.63K
|
100
$5.28K
|
|
| Q2 2020 | |||||||
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
41.3KNew |
$493K - $817K
|
41.3K
$2.18M
|
|
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.52KNew |
$18.2K - $30.1K
|
1.52K
$80.5K
|
|
|
Jul 16, 2020
Q2 2020
|
Optimum Investment Advisors
|
BUY
|
CALL |
1.5KNew |
$17.9K - $29.6K
|
1.5K
$79.3K
|
|
| Q4 2019 | |||||||
|
Jan 21, 2020
Q4 2019
|
Hudock, Inc.
|
BUY
|
- |
100+ 33.33% |
$2.3K - $2.52K
|
400
$21.1K
|
|
|
Feb 12, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
95New |
$2.19K - $2.39K
|
95
$5.02K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
34.5KNew |
$805K - $1M
|
34.5K
$1.82M
|
|
|
Nov 14, 2019
Q3 2019
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
676+ 3.75% |
$15.8K - $19.7K
|
18.7K
$988K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
66KNew |
$1.55M - $1.71M
|
66K
$3.49M
|
|
|
May 01, 2019
Q1 2019
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.83KNew |
$208K - $229K
|
8.83K
$467K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
117KNew |
$2.72M - $3.19M
|
117K
$6.17M
|
|
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
31.6KNew |
$735K - $863K
|
31.6K
$1.67M
|
|
| Q2 2018 | |||||||
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.76KNew |
$175K - $230K
|
7.76K
$410K
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
255New |
$5.74K - $7.55K
|
255
$13.5K
|
|
| Q1 2018 | |||||||
|
Apr 19, 2018
Q1 2018
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
43.1KNew |
$1.05M - $1.24M
|
43.1K
$2.28M
|
|
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
32.2K+ 68.32% |
$788K - $926K
|
79.4K
$4.19M
|
|
|
Apr 03, 2024
Q1 2018
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
15.5KNew |
$380K - $446K
|
15.5K
$821K
|
|
|
May 15, 2018
Q1 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
10.1K+ 7.74% |
$247K - $290K
|
141K
$7.42M
|
|
|
Jan 03, 2024
Q1 2018
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.7KNew |
$139K - $164K
|
5.7K
$301K
|
|
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.71K+ 3668.32% |
$90.7K - $106K
|
3.81K
$201K
|
|
| Q4 2017 | |||||||
|
Mar 15, 2018
Q4 2017
|
Nvwm, LLC
|
BUY
|
- |
676New |
$16.1K - $19.6K
|
676
$35.7K
|
|
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
142+ 16.55% |
$3.39K - $4.12K
|
1K
$52.8K
|
|
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
119New |
$2.84K - $3.45K
|
119
$6.29K
|
|
| Q3 2017 | |||||||
|
Oct 30, 2017
Q3 2017
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
18KNew |
$462K - $567K
|
18K
$951K
|
|
|
Oct 24, 2017
Q3 2017
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
CALL |
1KNew |
$25.7K - $31.5K
|
1K
$52.8K
|
|
|
Oct 05, 2017
Q3 2017
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
406New |
$10.4K - $12.8K
|
406
$21.5K
|
|
|
Nov 14, 2017
Q3 2017
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
280New |
$7.19K - $8.82K
|
280
$14.8K
|
|
|
Nov 09, 2017
Q3 2017
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
40New |
$1.03K - $1.26K
|
40
$2.11K
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Highbridge Capital Management LLC
New York, NY |
BUY
|
- |
288KNew |
N/A
|
288K
$15.2M
|
|
|
Aug 14, 2017
Q2 2017
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
30KNew |
N/A
|
30K
$1.59M
|
|
|
Aug 14, 2017
Q2 2017
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
10KNew |
N/A
|
10K
$528K
|
|
| Q3 2015 | |||||||
|
Apr 29, 2019
Q3 2015
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
386K+ 2553.0% |
N/A
|
401K
$21.2M
|
|