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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
438+ 6.26% |
$14.6K - $17.4K
|
7.44K
$404K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
419+ 1.51% |
$13.9K - $16.7K
|
28.1K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
405+ 68.3% |
$13.5K - $16.1K
|
998
$54.2K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
302+ 1.75% |
$10K - $12K
|
17.5K
$952K
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
275+ 785.71% |
$9.14K - $10.9K
|
310
$16.8K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
241+ 3.5% |
$8.01K - $9.58K
|
7.12K
$387K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
239+ 0.05% |
$7.94K - $9.5K
|
486K
$26.4M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
230+ 3.88% |
$7.65K - $9.14K
|
6.16K
$334K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
228+ 2.1% |
$7.58K - $9.06K
|
11.1K
$603K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
212+ 78.81% |
$7.05K - $8.43K
|
481
$26.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
200New |
$6.65K - $7.95K
|
200
$10.9K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
175+ 14.14% |
$5.82K - $6.96K
|
1.41K
$76.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
166+ 1.62% |
$5.52K - $6.6K
|
10.4K
$565K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
150New |
$4.99K - $5.96K
|
150
$8.14K
|
|
|
May 11, 2023
Q1 2023
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
150+ 0.22% |
$4.99K - $5.96K
|
68.1K
$3.7M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
133+ 0.76% |
$4.42K - $5.29K
|
17.6K
$956K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
127+ 0.61% |
$4.22K - $5.05K
|
20.9K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
105New |
$3.49K - $4.17K
|
105
$5.7K
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
90+ 0.25% |
$2.99K - $3.58K
|
36.1K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
85+ 472.22% |
$2.83K - $3.38K
|
103
$5.59K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
85+ 0.88% |
$2.83K - $3.38K
|
9.73K
$528K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
77+ 4.8% |
$2.56K - $3.06K
|
1.68K
$91.3K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
64+ 108.47% |
$2.13K - $2.54K
|
123
$6.68K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
56+ 19.51% |
$1.86K - $2.23K
|
343
$18.6K
|
|
|
May 15, 2023
Q1 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
49+ 1.37% |
$1.63K - $1.95K
|
3.62K
$196K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
48+ 49.48% |
$1.6K - $1.91K
|
145
$7.87K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
47+ 1.94% |
$1.56K - $1.87K
|
2.47K
$134K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
45+ 3.24% |
$1.5K - $1.79K
|
1.43K
$77.9K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
40+ 190.48% |
$1.33K - $1.59K
|
61
$3.31K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
35+ 0.35% |
$1.16K - $1.39K
|
9.9K
$538K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
33New |
$1.1K - $1.31K
|
33
$1.79K
|
|
|
May 12, 2023
Q1 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
31+ 0.15% |
$1.03K - $1.23K
|
20.2K
$1.1M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30+ 0.47% |
$997 - $1.19K
|
6.36K
$345K
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
28+ 0.05% |
$931 - $1.11K
|
56.4K
$3.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
24+ 0.34% |
$798 - $954
|
7.01K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18New |
$598 - $716
|
18
$977
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
16New |
$532 - $636
|
16
$869
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15+ 7.73% |
$499 - $596
|
209
$11.3K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 1.65% |
$465 - $557
|
864
$46.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
13New |
$432 - $517
|
13
$706
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.44% |
$366 - $437
|
2.53K
$138K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
7+ 0.03% |
$233 - $278
|
24.2K
$1.31M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 57.14% |
$133 - $159
|
11
$597
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$99.7 - $119
|
3
$163
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2+ 200.0% |
$66.5 - $79.5
|
3
$163
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.57% |
$66.5 - $79.5
|
353
$19.2K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$33.2 - $39.8
|
1.97K
$107K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.46% |
$33.2 - $39.8
|
217
$11.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.79% |
$33.2 - $39.8
|
127
$6.89K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-2- 0.02% |
$66.5 - $79.5
|
9.79K
$532K
|