Purchases and Sales Made in Q2 2023 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
32.1KNew |
$926K - $1.14M
|
32.1K
$1.69M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
32KNew |
$925K - $1.14M
|
32K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
27.3K+ 72.92% |
$789K - $968K
|
64.8K
$3.41M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
24.9K+ 98.18% |
$720K - $884K
|
50.4K
$2.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
24.7KNew |
$712K - $875K
|
24.7K
$1.3M
|
|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
24.1KNew |
$695K - $854K
|
24.1K
$1.27M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
23.8KNew |
$687K - $843K
|
23.8K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
23.5K+ 0.13% |
$679K - $834K
|
18.6M
$978M
|
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
23.5KNew |
$678K - $833K
|
23.5K
$1.24M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
21.6K+ 8.4% |
$623K - $764K
|
278K
$14.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.4K+ 192.83% |
$618K - $759K
|
32.5K
$1.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
20.9K+ 19.64% |
$603K - $740K
|
127K
$6.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
20KNew |
$579K - $711K
|
20K
$1.05M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.6KNew |
$566K - $695K
|
19.6K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
19.4KNew |
$561K - $689K
|
19.4K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.1K+ 65.12% |
$552K - $678K
|
48.5K
$2.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
18.2K+ 21.11% |
$526K - $646K
|
105K
$5.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
18KNew |
$519K - $638K
|
18K
$946K
|
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
16.6K+ 286.21% |
$479K - $588K
|
22.4K
$1.18M
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
16.3KNew |
$471K - $578K
|
16.3K
$857K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
15.9K+ 45.06% |
$460K - $565K
|
51.3K
$2.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
15.6K+ 20.47% |
$449K - $551K
|
91.5K
$4.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
15.5K+ 76.57% |
$447K - $549K
|
35.7K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.5KNew |
$447K - $549K
|
15.5K
$814K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
14.4K+ 6.64% |
$414K - $509K
|
231K
$12.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.4K+ 9.49% |
$387K - $475K
|
155K
$8.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
BUY
|
- |
13.3KNew |
$383K - $470K
|
13.3K
$697K
|
|
|
Aug 09, 2023
Q2 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
12.8K+ 24.52% |
$370K - $454K
|
65K
$3.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
12.4K+ 6.29% |
$359K - $441K
|
210K
$11M
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
12K+ 36.29% |
$348K - $427K
|
45.2K
$2.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
11.6KNew |
$336K - $412K
|
11.6K
$612K
|
|
|
Aug 10, 2023
Q2 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
11.4KNew |
$330K - $405K
|
11.4K
$601K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.3KNew |
$296K - $364K
|
10.3K
$540K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.3K+ 14.95% |
$296K - $364K
|
78.9K
$4.15M
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
10.2KNew |
$296K - $363K
|
10.2K
$538K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.9KNew |
$286K - $351K
|
9.9K
$520K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
9.71KNew |
$280K - $344K
|
9.71K
$510K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
9.4KNew |
$271K - $333K
|
9.4K
$494K
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
8.56KNew |
$247K - $303K
|
8.56K
$450K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.36K+ 273.23% |
$241K - $296K
|
11.4K
$600K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.21KNew |
$237K - $291K
|
8.21K
$432K
|
|
|
Dec 18, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
7.99KNew |
$231K - $283K
|
7.99K
$420K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.82KNew |
$226K - $277K
|
7.82K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
7.8KNew |
$225K - $276K
|
7.8K
$410K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
7.63KNew |
$220K - $271K
|
7.63K
$401K
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
7.59KNew |
$219K - $269K
|
7.59K
$399K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
7.57KNew |
$219K - $268K
|
7.57K
$398K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
7.35K+ 66.55% |
$212K - $261K
|
18.4K
$967K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
7.2K+ 40.45% |
$208K - $255K
|
25K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
6.9K+ 4.59% |
$199K - $245K
|
157K
$8.28M
|