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 14, 2024
Q1 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-1.2K- 5.31% |
$54.5K - $60.6K
|
21.4K
$1.16M
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.23K- 90.1% |
$55.8K - $62K
|
135
$7.33K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.25K- 17.69% |
$57K - $63.3K
|
5.84K
$317K
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.27K- 99.76% |
$57.7K - $64.1K
|
3
$163
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1.29K- 13.3% |
$58.7K - $65.2K
|
8.43K
$457K
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.31K- 3.21% |
$59.6K - $66.2K
|
39.6K
$2.15M
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-1.41K- 26.06% |
$64.1K - $71.2K
|
4K
$217K
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.44K- 7.22% |
$65.4K - $72.7K
|
18.5K
$1M
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.51K- 3.22% |
$68.8K - $76.4K
|
45.5K
$2.47M
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.53K- 12.0% |
$69.6K - $77.3K
|
11.2K
$610K
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.57K- 18.37% |
$71.1K - $79K
|
6.96K
$378K
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-1.59K- 34.16% |
$72K - $80K
|
3.06K
$166K
|
|
May 14, 2024
Q1 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1.59K- 24.81% |
$72.1K - $80.1K
|
4.81K
$261K
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.63K- 6.21% |
$74.1K - $82.3K
|
24.6K
$1.34M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.67K- 18.43% |
$76K - $84.5K
|
7.41K
$402K
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-1.72K- 3.33% |
$78.2K - $86.9K
|
50K
$2.72M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.8K- 7.56% |
$81.6K - $90.7K
|
22K
$1.19M
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.89K- 4.14% |
$86.1K - $95.6K
|
43.8K
$2.38M
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.01K- 1.03% |
$91.5K - $102K
|
194K
$10.5M
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.07K- 11.75% |
$94.1K - $105K
|
15.5K
$844K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.18K- 35.33% |
$99.2K - $110K
|
4K
$217K
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.23K- 1.79% |
$101K - $113K
|
122K
$6.63M
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.7K- 27.36% |
$123K - $136K
|
7.17K
$389K
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-3.1K- 1.97% |
$141K - $157K
|
155K
$8.39M
|
|
May 14, 2024
Q1 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-3.11K- 39.99% |
$141K - $157K
|
4.66K
$253K
|
|
May 20, 2024
Q1 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-3.14K- 36.28% |
$143K - $158K
|
5.51K
$299K
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.4K- 4.91% |
$154K - $171K
|
65.7K
$3.57M
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.58K- 19.03% |
$163K - $181K
|
15.2K
$826K
|
|
May 02, 2024
Q1 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.76K- 4.41% |
$171K - $190K
|
81.5K
$4.43M
|
|
May 07, 2024
Q1 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-3.8K- 1.32% |
$173K - $192K
|
284K
$15.4M
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.82K- 10.86% |
$174K - $193K
|
31.4K
$1.7M
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-4.08K- 32.99% |
$185K - $206K
|
8.29K
$450K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.52K- 27.08% |
$206K - $228K
|
12.2K
$661K
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-4.61K- 4.62% |
$209K - $233K
|
95K
$5.16M
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.61K- 4.97% |
$209K - $233K
|
88K
$4.78M
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-5.04K- 31.3% |
$229K - $254K
|
11.1K
$601K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-5.06K- 1.39% |
$230K - $256K
|
359K
$19.5M
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.14K- 0.97% |
$234K - $260K
|
527K
$28.6M
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-5.3K- 2.1% |
$241K - $268K
|
247K
$13.4M
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.45K- 5.19% |
$248K - $275K
|
99.5K
$5.4M
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-5.78K- 42.44% |
$263K - $292K
|
7.84K
$425K
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-6K- 6.73% |
$273K - $303K
|
83.1K
$4.51M
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-6.02K- 14.87% |
$273K - $304K
|
34.4K
$1.87M
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-6.19K- 29.85% |
$281K - $313K
|
14.6K
$790K
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-6.21K- 5.38% |
$282K - $314K
|
109K
$5.94M
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-6.28K- 9.25% |
$286K - $317K
|
61.7K
$3.35M
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-6.84K- 44.9% |
$311K - $345K
|
8.4K
$456K
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-6.9K- 18.16% |
$314K - $348K
|
31.1K
$1.69M
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-7.29K- 43.65% |
$331K - $368K
|
9.41K
$511K
|
|
May 13, 2024
Q1 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
SELL
|
- |
-7.35K- 47.19% |
$334K - $371K
|
8.22K
$446K
|