Purchases and Sales Made in Q1 2023 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
7.13K+ 7.98% |
$237K - $283K
|
96.5K
$5.24M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.13KNew |
$237K - $283K
|
7.13K
$387K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.03K+ 3.73% |
$234K - $279K
|
196K
$10.6M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.8K+ 56.16% |
$226K - $270K
|
18.9K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
6.51K+ 9.05% |
$217K - $259K
|
78.5K
$4.26M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.78KNew |
$192K - $230K
|
5.78K
$314K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.71K+ 51.79% |
$190K - $227K
|
16.7K
$909K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
5.31K+ 106200.0% |
$177K - $211K
|
5.32K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
5K+ 34.72% |
$166K - $199K
|
19.4K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
4.86K+ 1.92% |
$162K - $193K
|
258K
$14M
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
4.79K+ 18.59% |
$159K - $191K
|
30.6K
$1.66M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.77K+ 21.65% |
$159K - $190K
|
26.8K
$1.45M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.58K+ 52.17% |
$152K - $182K
|
13.4K
$726K
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
4.38K+ 30.7% |
$146K - $174K
|
18.6K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.17K+ 1.69% |
$138K - $166K
|
250K
$13.6M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.09KNew |
$136K - $162K
|
4.09K
$222K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3.58KNew |
$119K - $142K
|
3.58K
$195K
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
3.57K+ 20.97% |
$119K - $142K
|
20.6K
$1.12M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
3.1K+ 12.35% |
$103K - $123K
|
28.2K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.58K+ 4.24% |
$85.8K - $103K
|
63.5K
$3.45M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.33K+ 13.83% |
$77.6K - $92.8K
|
19.2K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.1K+ 6.16% |
$69.6K - $83.3K
|
36.1K
$1.96M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.79K+ 28.19% |
$59.6K - $71.3K
|
8.15K
$443K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.77K+ 4.34% |
$58.7K - $70.2K
|
42.5K
$2.3M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.55K+ 1.11% |
$51.5K - $61.5K
|
141K
$7.68M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.55K+ 95.61% |
$51.4K - $61.5K
|
3.16K
$172K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.55K+ 7.75% |
$51.4K - $61.4K
|
21.5K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
1.53K+ 4.11% |
$51K - $60.9K
|
38.8K
$2.11M
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.5KNew |
$49.9K - $59.6K
|
1.5K
$81.4K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.49KNew |
$49.5K - $59.2K
|
1.49K
$80.9K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.42K+ 0.27% |
$47.2K - $56.4K
|
519K
$28.2M
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
1.4K+ 1.88% |
$46.5K - $55.7K
|
75.7K
$4.11M
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.35K+ 12.79% |
$44.9K - $53.7K
|
11.9K
$647K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.27K+ 5.49% |
$42.3K - $50.6K
|
24.4K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.16K+ 1.39% |
$38.6K - $46.1K
|
84.4K
$4.58M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
1.04K+ 7.03% |
$34.6K - $41.3K
|
15.8K
$860K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1K+ 4.6% |
$33.3K - $39.8K
|
22.8K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
963+ 8.74% |
$32K - $38.3K
|
12K
$650K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
950+ 45.67% |
$31.6K - $37.8K
|
3.03K
$164K
|
|
|
May 15, 2023
Q1 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
886+ 0.38% |
$29.5K - $35.2K
|
236K
$12.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
833New |
$27.7K - $33.1K
|
833
$45.2K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
812+ 149.54% |
$27K - $32.3K
|
1.36K
$73.6K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
801+ 1.57% |
$26.6K - $31.8K
|
51.8K
$2.81M
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
750+ 0.5% |
$24.9K - $29.8K
|
150K
$8.17M
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
729+ 2.36% |
$24.2K - $29K
|
31.6K
$1.71M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
699+ 12.52% |
$23.2K - $27.8K
|
6.28K
$341K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
662+ 4.87% |
$22K - $26.3K
|
14.2K
$773K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
620+ 149.76% |
$20.6K - $24.6K
|
1.03K
$56.1K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
503+ 445.13% |
$16.7K - $20K
|
616
$33.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
500New |
$16.6K - $19.9K
|
500
$27.1K
|