Latest Institutional Sells of H&R Block Inc (HRB)
This list provides information on the latest institutional transactions involving H&R Block Inc (HRB) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-280Closed |
$6.12K - $7.33K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-120Closed |
$2.62K - $3.14K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-47Closed |
$1.03K - $1.23K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-168KClosed |
$2.64M - $3.67M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-98KClosed |
$1.53M - $2.14M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-46.7KClosed |
$731K - $1.02M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-30.7KClosed |
$481K - $669K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-29.3KClosed |
$458K - $638K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-23.3KClosed |
$365K - $508K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Continental Advisors LLC
Chicago, IL |
SELL
|
CALL |
-20KClosed |
$313K - $436K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-17KClosed |
$266K - $370K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-16.6K- 97.06% |
$260K - $362K
|
502
$27.9K
|
|
May 05, 2021
Q1 2021
|
Unigestion Holding Sa
|
SELL
|
- |
-11.7KClosed |
$183K - $255K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-10.6KClosed |
$166K - $230K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-886Closed |
$13.9K - $19.3K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-757Closed |
$11.9K - $16.5K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-558Closed |
$8.74K - $12.2K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-370Closed |
$5.79K - $8.07K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-305Closed |
$4.78K - $6.65K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-266Closed |
$4.17K - $5.8K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-80- 95.24% |
$1.25K - $1.74K
|
4
$222
|
|
May 14, 2021
Q1 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-60Closed |
$940 - $1.31K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-37Closed |
$579 - $807
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-1.77MClosed |
$26.8M - $33.9M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-132KClosed |
$2M - $2.54M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-132KClosed |
$2M - $2.53M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-130KClosed |
$1.98M - $2.5M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Donoghue Forlines LLC
|
SELL
|
- |
-78KClosed |
$1.18M - $1.5M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Simmons Bank
|
SELL
|
- |
-49.6KClosed |
$751K - $951K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-40.5KClosed |
$614K - $777K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-38.8KClosed |
$588K - $744K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-30.7KClosed |
$466K - $590K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Barings LLC
|
SELL
|
- |
-23KClosed |
$348K - $440K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-12.8KClosed |
$195K - $246K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-12.7KClosed |
$193K - $244K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-11.2KClosed |
$169K - $214K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.58KClosed |
$24K - $30.4K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Trust CO
|
SELL
|
- |
-293Closed |
$4.44K - $5.62K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-14Closed |
$212 - $269
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.87MClosed |
$24.6M - $30.5M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-207KClosed |
$2.72M - $3.37M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-172KClosed |
$2.26M - $2.8M
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-151KClosed |
$1.98M - $2.46M
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Td Asset Management Inc
|
SELL
|
- |
-83.7KClosed |
$1.1M - $1.36M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-72.4K- 82.84% |
$952K - $1.18M
|
15K
$834K
|
|
Oct 29, 2020
Q3 2020
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-56KClosed |
$737K - $912K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-23.3KClosed |
$307K - $380K
|
0
$0
|