Purchases and Sales Made in Q1 2022 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q1 2022. The information is specifically focused on institutions that hold shares of H&R BLOCK INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
126+ 1.21% |
$2.7K - $3.36K
|
10.6K
$574K
|
|
|
May 10, 2022
Q1 2022
|
Profund Advisors LLC
|
BUY
|
- |
86+ 0.86% |
$1.84K - $2.29K
|
10.1K
$548K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
85+ 265.63% |
$1.82K - $2.26K
|
117
$6.35K
|
|
|
May 03, 2022
Q1 2022
|
Seizert Capital Partners, LLC
|
BUY
|
- |
67+ 0.08% |
$1.44K - $1.78K
|
81.6K
$4.43M
|
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
66New |
$1.42K - $1.76K
|
66
$3.58K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
62+ 0.15% |
$1.33K - $1.65K
|
40.3K
$2.19M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
51+ 182.14% |
$1.09K - $1.36K
|
79
$4.29K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
43New |
$922 - $1.15K
|
43
$2.33K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
38+ 0.12% |
$815 - $1.01K
|
32.8K
$1.78M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30+ 14.49% |
$643 - $799
|
237
$12.9K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
23New |
$493 - $613
|
23
$1.25K
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
22+ 0.13% |
$472 - $586
|
17.1K
$928K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
12New |
$257 - $320
|
12
$651
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
11New |
$236 - $293
|
11
$597
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
8New |
$172 - $213
|
8
$434
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
6+ 28.57% |
$129 - $160
|
27
$1.47K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4New |
$85.8 - $107
|
4
$217
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.89% |
$64.3 - $79.9
|
339
$18.4K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.96% |
$42.9 - $53.3
|
210
$11.4K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.1% |
$42.9 - $53.3
|
1.97K
$107K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.56% |
$64.3 - $79.9
|
534
$29K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-6- 4.44% |
$129 - $160
|
129
$7K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-9- 3.14% |
$193 - $240
|
278
$15.1K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-9- 1.41% |
$193 - $240
|
629
$34.1K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-15- 4.17% |
$322 - $400
|
345
$18.7K
|
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-21- 10.24% |
$450 - $559
|
184
$9.99K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-30- 20.98% |
$643 - $799
|
113
$6.13K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-36- 17.73% |
$772 - $959
|
167
$9.07K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-52Closed |
$1.11K - $1.39K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-58- 56.86% |
$1.24K - $1.55K
|
44
$2.39K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-64- 29.63% |
$1.37K - $1.7K
|
152
$8.25K
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-75- 0.23% |
$1.61K - $2K
|
32.2K
$1.75M
|
|
|
Apr 19, 2022
Q1 2022
|
Denali Advisors LLC
|
SELL
|
- |
-82- 52.9% |
$1.76K - $2.18K
|
73
$3.96K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-91- 0.57% |
$1.95K - $2.42K
|
15.8K
$858K
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-129- 7.69% |
$2.77K - $3.44K
|
1.55K
$84.1K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-169- 1.84% |
$3.62K - $4.5K
|
8.99K
$488K
|
|
|
Apr 12, 2022
Q1 2022
|
Wedge Capital Management L L P
|
SELL
|
- |
-240- 2.74% |
$5.15K - $6.39K
|
8.51K
$462K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-400Closed |
$8.58K - $10.7K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
SELL
|
- |
-448- 0.93% |
$9.61K - $11.9K
|
47.5K
$2.58M
|
|
|
May 13, 2022
Q1 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-500- 5.43% |
$10.7K - $13.3K
|
8.7K
$472K
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-653Closed |
$14K - $17.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-680- 1.8% |
$14.6K - $18.1K
|
37.2K
$2.02M
|
|
|
Apr 18, 2022
Q1 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-779- 1.93% |
$16.7K - $20.8K
|
39.6K
$2.15M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-865- 64.94% |
$18.5K - $23K
|
467
$25.4K
|
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-967- 6.15% |
$20.7K - $25.8K
|
14.8K
$801K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1KClosed |
$21.4K - $26.6K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.04K- 37.68% |
$22.3K - $27.7K
|
1.72K
$93.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.07K- 8.44% |
$23K - $28.6K
|
11.6K
$631K
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.2K- 2.07% |
$25.7K - $32K
|
56.9K
$3.09M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.22KClosed |
$26K - $32.4K
|
0
$0
|