Purchases and Sales Made in Q1 2024 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q1 2024. 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 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.83KNew |
$265K - $294K
|
5.83K
$316K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.59KNew |
$254K - $282K
|
5.59K
$304K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.32K+ 12.31% |
$242K - $269K
|
48.5K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
5.3KNew |
$241K - $268K
|
5.3K
$288K
|
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
BUY
|
- |
5.29K+ 3.33% |
$240K - $267K
|
164K
$8.9M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.18KNew |
$235K - $262K
|
5.18K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
5.15K+ 79.92% |
$234K - $260K
|
11.6K
$629K
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
5.03K+ 19.36% |
$229K - $254K
|
31K
$1.68M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5K+ 500.0% |
$227K - $252K
|
6K
$326K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.7KNew |
$213K - $237K
|
4.7K
$255K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.6KNew |
$209K - $232K
|
4.6K
$250K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4.41KNew |
$200K - $223K
|
4.41K
$239K
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
4.33KNew |
$197K - $219K
|
4.33K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.23K+ 19.12% |
$192K - $214K
|
26.4K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
4.12KNew |
$187K - $208K
|
4.12K
$224K
|
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
3.91K+ 6.09% |
$178K - $197K
|
68.1K
$3.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.67K+ 32.6% |
$167K - $185K
|
14.9K
$811K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.53K+ 36.05% |
$161K - $178K
|
13.3K
$724K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.51K+ 18.06% |
$160K - $177K
|
23K
$1.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.41K+ 14.56% |
$155K - $172K
|
26.8K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
3.19K+ 51.02% |
$145K - $161K
|
9.45K
$513K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
3.07K+ 6.46% |
$140K - $155K
|
50.6K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
3K+ 14.77% |
$136K - $151K
|
23.3K
$1.27M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.93K+ 3.11% |
$133K - $148K
|
97.1K
$5.27M
|
|
|
May 14, 2024
Q1 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2.74K+ 14.09% |
$124K - $138K
|
22.2K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.25K+ 1.93% |
$102K - $114K
|
119K
$6.47M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.23KNew |
$101K - $112K
|
2.23K
$121K
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
2.22K+ 8.09% |
$101K - $112K
|
29.7K
$1.61M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.2K+ 26.38% |
$99.8K - $111K
|
10.5K
$571K
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.09K+ 12.07% |
$94.9K - $105K
|
19.4K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2KNew |
$90.7K - $101K
|
2K
$108K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.96K+ 2060.0% |
$88.9K - $98.8K
|
2.05K
$111K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.9K+ 11.26% |
$86.3K - $95.9K
|
18.8K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.87KNew |
$85K - $94.4K
|
1.87K
$102K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.8K+ 44.17% |
$81.7K - $90.8K
|
5.87K
$319K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.71K+ 65.52% |
$77.7K - $86.3K
|
4.32K
$235K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.71K+ 38.32% |
$77.7K - $86.3K
|
6.17K
$335K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.68K+ 16.43% |
$76.4K - $84.9K
|
11.9K
$647K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.55K+ 27.54% |
$70.4K - $78.3K
|
7.18K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.55K+ 3.54% |
$70.2K - $78K
|
45.2K
$2.46M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.4K+ 53.24% |
$63.4K - $70.4K
|
4.02K
$218K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.12KNew |
$50.9K - $56.5K
|
1.12K
$60.8K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.06K+ 43.52% |
$48.3K - $53.7K
|
3.51K
$191K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.01KNew |
$45.7K - $50.7K
|
1.01K
$54.6K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
963+ 7.8% |
$43.8K - $48.6K
|
13.3K
$722K
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
915+ 2.29% |
$41.6K - $46.2K
|
40.9K
$2.22M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
912+ 0.87% |
$41.4K - $46K
|
106K
$5.74M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
910+ 15.84% |
$41.4K - $45.9K
|
6.66K
$361K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
869+ 10.3% |
$39.5K - $43.9K
|
9.3K
$505K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
845+ 18.08% |
$38.4K - $42.7K
|
5.52K
$300K
|