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 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-6.9K- 18.16% |
$314K - $348K
|
31.1K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-7.29K- 43.65% |
$331K - $368K
|
9.41K
$484K
|
|
|
May 13, 2024
Q1 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
SELL
|
- |
-7.35K- 47.19% |
$334K - $371K
|
8.22K
$423K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.86K- 58.59% |
$357K - $397K
|
5.55K
$285K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-8.2K- 11.67% |
$373K - $414K
|
62.1K
$3.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-8.64K- 46.3% |
$393K - $436K
|
10K
$515K
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-9.07K- 0.37% |
$412K - $458K
|
2.46M
$127M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-9.75K- 4.99% |
$443K - $492K
|
186K
$9.54M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-10K- 46.51% |
$454K - $505K
|
11.5K
$591K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.5K- 5.35% |
$475K - $528K
|
185K
$9.51M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-10.5K- 6.78% |
$479K - $533K
|
145K
$7.45M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-10.6K- 3.96% |
$481K - $535K
|
257K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-10.8K- 4.44% |
$490K - $544K
|
232K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-11.5K- 3.34% |
$521K - $579K
|
332K
$17M
|
|
|
Jul 31, 2025
Q1 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-13.3KClosed |
$604K - $671K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
SELL
|
- |
-13.4K- 27.63% |
$608K - $676K
|
35.1K
$1.8M
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-13.7K- 6.91% |
$621K - $690K
|
184K
$9.46M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.8K- 14.78% |
$628K - $698K
|
79.7K
$4.1M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-14.1K- 23.15% |
$638K - $709K
|
46.6K
$2.4M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-14.7K- 29.2% |
$668K - $742K
|
35.6K
$1.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-15.6K- 5.4% |
$707K - $785K
|
273K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-15.6K- 49.0% |
$708K - $787K
|
16.2K
$834K
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-16K- 12.06% |
$728K - $809K
|
117K
$6.01M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-16.6K- 10.68% |
$753K - $836K
|
138K
$7.12M
|
|
|
May 14, 2024
Q1 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-18.7K- 10.45% |
$848K - $942K
|
160K
$8.22M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-21.1K- 31.18% |
$958K - $1.06M
|
46.5K
$2.39M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-25.9K- 8.06% |
$1.17M - $1.31M
|
295K
$15.2M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.4K- 34.24% |
$1.25M - $1.38M
|
52.7K
$2.71M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-31.3K- 6.52% |
$1.42M - $1.58M
|
449K
$23.1M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-32.1K- 86.35% |
$1.46M - $1.62M
|
5.08K
$261K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.3K- 78.29% |
$1.47M - $1.63M
|
8.95K
$460K
|
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-32.6K- 50.08% |
$1.48M - $1.65M
|
32.5K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-35.3K- 9.27% |
$1.61M - $1.78M
|
346K
$17.8M
|
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-35.4K- 14.14% |
$1.61M - $1.79M
|
215K
$11.1M
|
|
|
May 29, 2025
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-39.2K- 13.64% |
$1.78M - $1.98M
|
248K
$12.8M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-39.5K- 84.15% |
$1.79M - $1.99M
|
7.44K
$382K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.8K- 3.01% |
$1.81M - $2.01M
|
1.29M
$66.1M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-43.3K- 69.54% |
$1.97M - $2.19M
|
19K
$976K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-52.3K- 72.62% |
$2.38M - $2.64M
|
19.7K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-59K- 55.95% |
$2.68M - $2.98M
|
46.4K
$2.39M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-64K- 61.29% |
$2.91M - $3.23M
|
40.4K
$2.08M
|
|
|
May 06, 2024
Q1 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-64.3K- 3.83% |
$2.92M - $3.25M
|
1.62M
$83.1M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-73.7K- 22.29% |
$3.35M - $3.72M
|
257K
$13.2M
|
|
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-73.7K- 22.29% |
$3.35M - $3.72M
|
257K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-78.6K- 77.45% |
$3.57M - $3.97M
|
22.9K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-82.4K- 24.29% |
$3.75M - $4.16M
|
257K
$13.2M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-85K- 11.27% |
$3.86M - $4.29M
|
669K
$34.4M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-96.5K- 64.86% |
$4.39M - $4.87M
|
52.3K
$2.69M
|
|
|
May 13, 2024
Q1 2024
|
Royce & Associates LP
|
SELL
|
- |
-169K- 46.92% |
$7.66M - $8.51M
|
191K
$9.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-178K- 51.31% |
$8.09M - $8.99M
|
169K
$8.69M
|