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 15, 2022
Q2 2022
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-642K- 77.92% |
$15.3M - $23.3M
|
182K
$10.6M
|
|
Jul 20, 2022
Q2 2022
|
Peregrine Capital Management LLC
|
SELL
|
- |
-615KClosed |
$14.6M - $22.3M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-324KClosed |
$7.71M - $11.8M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-159KClosed |
$3.78M - $5.77M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-129K- 31.99% |
$3.07M - $4.69M
|
275K
$16M
|
|
Aug 15, 2022
Q2 2022
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-81.3KClosed |
$1.93M - $2.95M
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-73.6K- 99.53% |
$1.75M - $2.67M
|
350
$20.4K
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-73.5KClosed |
$1.75M - $2.67M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-68K- 87.91% |
$1.62M - $2.47M
|
9.35K
$544K
|
|
Aug 12, 2022
Q2 2022
|
Franchise Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-51.4KClosed |
$1.22M - $1.86M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-34KClosed |
$808K - $1.23M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-31KClosed |
$737K - $1.12M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-22K- 96.49% |
$523K - $798K
|
800
$46.5K
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-20.5KClosed |
$487K - $744K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Guardian Investment Management
|
SELL
|
- |
-15KClosed |
$357K - $544K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-13.5KClosed |
$322K - $491K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-12.7KClosed |
$302K - $460K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-11.6KClosed |
$276K - $422K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-11.5KClosed |
$273K - $416K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-10.6KClosed |
$253K - $386K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.03KClosed |
$24.6K - $37.5K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-750- 0.5% |
$17.8K - $27.2K
|
150K
$8.75M
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-600Closed |
$14.3K - $21.8K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-500- 69.83% |
$11.9K - $18.1K
|
216
$12.6K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-400Closed |
$9.51K - $14.5K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-345Closed |
$8.2K - $12.5K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-260- 9.51% |
$6.18K - $9.43K
|
2.48K
$144K
|
|
Jul 26, 2022
Q2 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-255- 3.13% |
$6.06K - $9.25K
|
7.91K
$460K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-227Closed |
$5.4K - $8.23K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-177- 23.69% |
$4.21K - $6.42K
|
570
$33.1K
|
|
Aug 04, 2022
Q2 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-109- 0.13% |
$2.59K - $3.95K
|
81.5K
$4.74M
|
|
Jul 18, 2022
Q2 2022
|
Denali Advisors LLC
|
SELL
|
- |
-73Closed |
$1.74K - $2.65K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-43Closed |
$1.02K - $1.56K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-29Closed |
$689 - $1.05K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-27Closed |
$642 - $979
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-23Closed |
$547 - $834
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-8Closed |
$190 - $290
|
0
$0
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Fidelity National Financial, Inc.
Jacksonville, FL |
SELL
|
- |
-637KClosed |
$13.7M - $17M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Clark Estates Inc
New York, NY |
SELL
|
- |
-195KClosed |
$4.18M - $5.19M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Portolan Capital Management, LLC
Boston, MA |
SELL
|
- |
-111KClosed |
$2.38M - $2.95M
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-39.9KClosed |
$855K - $1.06M
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-35.5KClosed |
$762K - $947K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-31.1KClosed |
$667K - $828K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-30.6KClosed |
$656K - $815K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-29.7KClosed |
$637K - $791K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-23.5KClosed |
$504K - $627K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mork Capital Management, LLC
Healdsburg, CA |
SELL
|
- |
-21.2K- 32.88% |
$455K - $565K
|
43.3K
$2.52M
|
|
May 04, 2022
Q1 2022
|
Abrdn PLC
|
SELL
|
- |
-21KClosed |
$451K - $560K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-18.6KClosed |
$398K - $494K
|
0
$0
|