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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-801- 4.11% |
$23.1K - $28.4K
|
18.7K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-250- 24.18% |
$7.22K - $8.86K
|
784
$45.6K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-148K- 79.73% |
$4.9M - $5.86M
|
37.5K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-97.6K- 93.48% |
$3.24M - $3.88M
|
6.8K
$396K
|
|
|
May 04, 2023
Q1 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-54.1K- 74.62% |
$1.8M - $2.15M
|
18.4K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-49.8K- 82.74% |
$1.66M - $1.98M
|
10.4K
$604K
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-12.1K- 39.78% |
$403K - $482K
|
18.4K
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-8.73K- 38.7% |
$290K - $347K
|
13.8K
$804K
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-3.5K- 18.43% |
$116K - $139K
|
15.5K
$900K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.5K- 75.0% |
$49.9K - $59.6K
|
500
$29.1K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.37K- 16.35% |
$45.7K - $54.6K
|
7.03K
$409K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-557- 24.98% |
$18.5K - $22.1K
|
1.67K
$97.3K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-241- 60.55% |
$8.01K - $9.58K
|
157
$9.13K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-41- 26.62% |
$1.36K - $1.63K
|
113
$6.57K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-23- 26.14% |
$765 - $914
|
65
$3.78K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-19Closed |
$632 - $755
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-8- 3.98% |
$266 - $318
|
193
$11.2K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 15.63% |
$166 - $199
|
27
$1.57K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-88.6KClosed |
$3.23M - $3.87M
|
0
$0
|
|
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-28.8KClosed |
$1.05M - $1.26M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-27K- 40.24% |
$986K - $1.18M
|
40.1K
$2.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-11KClosed |
$403K - $482K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.16K- 43.67% |
$152K - $182K
|
5.36K
$312K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.2K- 24.24% |
$117K - $140K
|
10K
$582K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.2K- 24.24% |
$117K - $140K
|
10K
$582K
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.8K- 32.94% |
$102K - $122K
|
5.7K
$331K
|
|
|
Feb 01, 2023
Q4 2022
|
Kestrel Investment Management Corp
San Mateo, CA |
SELL
|
- |
-2.7K- 2.6% |
$98.6K - $118K
|
101K
$5.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-1.96K- 19.54% |
$71.7K - $85.9K
|
8.09K
$470K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.51K- 15.15% |
$55.1K - $66K
|
8.45K
$492K
|
|
|
Jan 17, 2023
Q4 2022
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-700- 4.32% |
$25.6K - $30.6K
|
15.5K
$901K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-337- 5.11% |
$12.3K - $14.7K
|
6.26K
$364K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-299- 1.33% |
$10.9K - $13.1K
|
22.2K
$1.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-152- 69.41% |
$5.55K - $6.65K
|
67
$3.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-112- 46.47% |
$4.09K - $4.9K
|
129
$7.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-5- 3.97% |
$183 - $219
|
121
$7.04K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-127K- 78.92% |
$4.63M - $6.15M
|
33.9K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
SELL
|
- |
-85.9K- 7.66% |
$3.13M - $4.16M
|
1.04M
$60.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-34.7K- 86.72% |
$1.26M - $1.68M
|
5.31K
$309K
|
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
PUT |
-25K- 50.0% |
$911K - $1.21M
|
25K
$1.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-13.5K- 25.23% |
$492K - $654K
|
40K
$2.33M
|
|
|
Oct 21, 2022
Q3 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-12K- 60.0% |
$437K - $581K
|
8K
$465K
|
|
|
Nov 14, 2022
Q3 2022
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-10.9K- 14.13% |
$397K - $528K
|
66.2K
$3.85M
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-3.4K- 34.34% |
$124K - $164K
|
6.49K
$377K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-2.72KClosed |
$99.3K - $132K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.2K- 3.56% |
$43.7K - $58.1K
|
32.5K
$1.89M
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-649- 10.17% |
$23.7K - $31.4K
|
5.73K
$333K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-550- 20.95% |
$20K - $26.6K
|
2.08K
$121K
|
|
|
Nov 14, 2022
Q3 2022
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-456- 6.49% |
$16.6K - $22.1K
|
6.57K
$382K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-403- 5.8% |
$14.7K - $19.5K
|
6.54K
$380K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-273- 52.0% |
$9.95K - $13.2K
|
252
$14.7K
|
|