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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 1.23% |
$4.54K - $5.05K
|
8K
$434K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-103- 0.26% |
$4.68K - $5.2K
|
38.8K
$2.11M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-128- 0.22% |
$5.82K - $6.46K
|
57K
$3.09M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-137- 3.2% |
$6.23K - $6.92K
|
4.15K
$225K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-161- 14.61% |
$7.32K - $8.13K
|
941
$51.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-180- 1.51% |
$8.18K - $9.09K
|
11.7K
$636K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.5% |
$9.09K - $10.1K
|
40.2K
$2.18M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-200- 7.69% |
$9.09K - $10.1K
|
2.4K
$130K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-203- 3.7% |
$9.22K - $10.2K
|
5.29K
$287K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-204- 1.57% |
$9.27K - $10.3K
|
12.8K
$694K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-210- 10.6% |
$9.54K - $10.6K
|
1.77K
$96.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-215- 4.05% |
$9.77K - $10.9K
|
5.1K
$277K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-216- 7.87% |
$9.82K - $10.9K
|
2.53K
$137K
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-235- 1.69% |
$10.7K - $11.9K
|
13.6K
$740K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-243- 0.78% |
$11K - $12.3K
|
30.9K
$1.68M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
SELL
|
- |
-252- 1.64% |
$11.5K - $12.7K
|
15.1K
$821K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-256- 0.43% |
$11.6K - $12.9K
|
59.1K
$3.21M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-257- 3.61% |
$11.7K - $13K
|
6.86K
$373K
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-260- 0.87% |
$11.8K - $13.1K
|
29.5K
$1.6M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-285- 1.35% |
$13K - $14.4K
|
20.9K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-285- 0.18% |
$13K - $14.4K
|
156K
$8.46M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.87% |
$13.6K - $15.1K
|
34.3K
$1.86M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-311- 4.56% |
$14.1K - $15.7K
|
6.51K
$353K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-320- 0.64% |
$14.5K - $16.2K
|
49.6K
$2.69M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-407- 5.93% |
$18.5K - $20.5K
|
6.46K
$350K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-435- 83.98% |
$19.8K - $22K
|
83
$4.51K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-440- 4.61% |
$20K - $22.2K
|
9.1K
$494K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-458- 1.86% |
$20.8K - $23.1K
|
24.2K
$1.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
SELL
|
- |
-479- 1.06% |
$21.8K - $24.2K
|
44.6K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-495- 2.78% |
$22.5K - $25K
|
17.3K
$939K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-499- 31.93% |
$22.7K - $25.2K
|
1.06K
$57.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-504- 18.08% |
$22.9K - $25.4K
|
2.28K
$124K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-508- 2.41% |
$23.1K - $25.6K
|
20.6K
$1.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-584- 2.73% |
$26.5K - $29.5K
|
20.8K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-592- 5.37% |
$26.9K - $29.9K
|
10.4K
$567K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-673- 5.54% |
$30.6K - $34K
|
11.5K
$623K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-684- 4.13% |
$31.1K - $34.5K
|
15.9K
$862K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-692- 78.64% |
$31.4K - $34.9K
|
188
$10.2K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-693- 9.1% |
$31.5K - $35K
|
6.92K
$376K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-695- 12.14% |
$31.6K - $35.1K
|
5.03K
$273K
|
|
|
May 13, 2024
Q1 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-700- 1.09% |
$31.8K - $35.3K
|
63.3K
$3.44M
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-765- 10.1% |
$34.8K - $38.6K
|
6.81K
$369K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-808- 6.62% |
$36.7K - $40.8K
|
11.4K
$619K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-897- 2.82% |
$40.8K - $45.3K
|
30.9K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-902- 2.82% |
$41K - $45.5K
|
31.1K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-992- 2.76% |
$45.1K - $50.1K
|
35K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.01K- 3.19% |
$46K - $51.1K
|
30.8K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-1.03K- 28.22% |
$46.9K - $52.1K
|
2.63K
$143K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.07K- 19.54% |
$48.6K - $54K
|
4.4K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-1.12K- 7.25% |
$51.1K - $56.8K
|
14.4K
$780K
|