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 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 15.63% |
$166 - $199
|
27
$1.47K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-8- 3.98% |
$266 - $318
|
193
$10.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 30.3% |
$332 - $398
|
23
$1.25K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-16- 11.76% |
$532 - $636
|
120
$6.51K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-19Closed |
$632 - $755
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-23- 17.69% |
$765 - $914
|
107
$5.81K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-23- 26.14% |
$765 - $914
|
65
$3.53K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-25Closed |
$831 - $994
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-28- 90.32% |
$931 - $1.11K
|
3
$163
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-30- 5.63% |
$997 - $1.19K
|
503
$27.3K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-41- 26.62% |
$1.36K - $1.63K
|
113
$6.13K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-71- 15.64% |
$2.36K - $2.82K
|
383
$20.8K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-75- 1.17% |
$2.49K - $2.98K
|
6.36K
$345K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
SELL
|
- |
-85- 0.19% |
$2.83K - $3.38K
|
45K
$2.45M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-92- 11.3% |
$3.06K - $3.66K
|
722
$39.2K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-153- 2.05% |
$5.09K - $6.08K
|
7.31K
$397K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-163- 2.5% |
$5.42K - $6.48K
|
6.37K
$346K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-209- 19.48% |
$6.95K - $8.31K
|
864
$46.9K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-237- 10.5% |
$7.88K - $9.42K
|
2.02K
$110K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-241- 60.55% |
$8.01K - $9.58K
|
157
$8.52K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-256- 19.2% |
$8.51K - $10.2K
|
1.08K
$58.5K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-286- 4.34% |
$9.51K - $11.4K
|
6.31K
$342K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-288- 1.25% |
$9.57K - $11.4K
|
22.8K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-292- 4.42% |
$9.71K - $11.6K
|
6.32K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-300- 3.53% |
$9.97K - $11.9K
|
8.2K
$445K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-323- 3.85% |
$10.7K - $12.8K
|
8.06K
$437K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-329- 0.62% |
$10.9K - $13.1K
|
52.6K
$2.86M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-333- 0.17% |
$11.1K - $13.2K
|
200K
$10.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-333- 1.0% |
$11.1K - $13.2K
|
32.9K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-335- 0.62% |
$11.1K - $13.3K
|
53.7K
$2.92M
|
|
|
May 15, 2023
Q1 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-400- 6.45% |
$13.3K - $15.9K
|
5.8K
$315K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-418- 2.93% |
$13.9K - $16.6K
|
13.9K
$753K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-425- 1.85% |
$14.1K - $16.9K
|
22.5K
$1.22M
|
|
|
May 09, 2023
Q1 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-490- 2.9% |
$16.3K - $19.5K
|
16.4K
$891K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-505- 1.56% |
$16.8K - $20.1K
|
31.9K
$1.73M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-511- 18.53% |
$17K - $20.3K
|
2.25K
$122K
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
SELL
|
- |
-538- 1.0% |
$17.9K - $21.4K
|
53.2K
$2.89M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-557- 24.98% |
$18.5K - $22.1K
|
1.67K
$90.8K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-579- 8.34% |
$19.2K - $23K
|
6.37K
$346K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-597- 2.56% |
$19.8K - $23.7K
|
22.8K
$1.24M
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-670- 3.15% |
$22.3K - $26.6K
|
20.6K
$1.12M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-695- 5.96% |
$23.1K - $27.6K
|
11K
$596K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-770- 0.91% |
$25.6K - $30.6K
|
83.7K
$4.54M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-773- 20.17% |
$25.7K - $30.7K
|
3.06K
$166K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-792- 1.88% |
$26.3K - $31.5K
|
41.4K
$2.25M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-795- 3.65% |
$26.4K - $31.6K
|
21K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-819- 8.29% |
$27.2K - $32.6K
|
9.06K
$492K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1K- 13.79% |
$33.2K - $39.8K
|
6.25K
$339K
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1.02K- 2.14% |
$33.9K - $40.5K
|
46.5K
$2.52M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.08K- 9.62% |
$36K - $43.1K
|
10.2K
$553K
|