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 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
6.78KNew |
$196K - $240K
|
6.78K
$377K
|
|
|
Aug 11, 2023
Q2 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
6.4KNew |
$185K - $227K
|
6.4K
$356K
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
BUY
|
- |
6.39KNew |
$184K - $226K
|
6.39K
$355K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.38KNew |
$184K - $226K
|
6.38K
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.32K+ 8.07% |
$182K - $224K
|
84.6K
$4.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
5.51K+ 22.54% |
$159K - $195K
|
29.9K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
5.25K+ 145.23% |
$152K - $186K
|
8.87K
$493K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.16K+ 73.64% |
$149K - $183K
|
12.2K
$676K
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
5.03K+ 7.33% |
$145K - $178K
|
73.6K
$4.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
5K+ 32.38% |
$144K - $177K
|
20.4K
$1.14M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.87K+ 14.78% |
$141K - $173K
|
37.8K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
4.6K+ 65.71% |
$133K - $163K
|
11.6K
$645K
|
|
|
Aug 14, 2023
Q2 2023
|
Sage Rock Capital Management LP
New York, NY |
BUY
|
- |
4.4KNew |
$127K - $156K
|
4.4K
$245K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
4.33K+ 9.3% |
$125K - $153K
|
50.8K
$2.83M
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
4.1K+ 10.15% |
$118K - $145K
|
44.5K
$2.47M
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
3.7K+ 4.89% |
$107K - $131K
|
79.4K
$4.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
3.26K+ 12.96% |
$94.2K - $116K
|
28.4K
$1.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
3K+ 4.26% |
$86.6K - $106K
|
73.4K
$4.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
2.95K+ 20.74% |
$85.3K - $105K
|
17.2K
$956K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.9K+ 10.28% |
$83.7K - $103K
|
31.1K
$1.73M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
2.63K+ 0.65% |
$75.9K - $93.2K
|
406K
$22.6M
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.63K+ 10.26% |
$75.9K - $93.2K
|
28.2K
$1.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.52K+ 2446.6% |
$72.8K - $89.3K
|
2.62K
$146K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.29K+ 40.15% |
$66.2K - $81.3K
|
8K
$445K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.15KNew |
$62.1K - $76.3K
|
2.15K
$120K
|
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.86K+ 9.03% |
$53.7K - $65.9K
|
22.5K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.47K+ 14.82% |
$42.4K - $52K
|
11.4K
$632K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.15K+ 14350.0% |
$33.1K - $40.7K
|
1.16K
$64.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.05K+ 3.42% |
$30.2K - $37K
|
31.6K
$1.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
967New |
$27.9K - $34.3K
|
967
$53.8K
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
909+ 4.95% |
$26.2K - $32.2K
|
19.3K
$1.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
907+ 84.22% |
$26.2K - $32.2K
|
1.98K
$110K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
865+ 4.23% |
$25K - $30.7K
|
21.3K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
859+ 2.69% |
$24.8K - $30.5K
|
32.8K
$1.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
825+ 11.19% |
$23.8K - $29.2K
|
8.2K
$456K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
703+ 6.9% |
$20.3K - $24.9K
|
10.9K
$606K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
674+ 109.42% |
$19.5K - $23.9K
|
1.29K
$71.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
664+ 5.57% |
$19.2K - $23.5K
|
12.6K
$699K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
626+ 3.0% |
$18.1K - $22.2K
|
21.5K
$1.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
622+ 19.66% |
$18K - $22K
|
3.79K
$210K
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
583+ 0.54% |
$16.8K - $20.7K
|
108K
$6.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
578+ 0.78% |
$16.7K - $20.5K
|
74.3K
$4.13M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
542New |
$15.6K - $19.2K
|
542
$30.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
505+ 31.19% |
$14.6K - $17.9K
|
2.12K
$118K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
497+ 4.42% |
$14.3K - $17.6K
|
11.7K
$652K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
421+ 6.61% |
$12.2K - $14.9K
|
6.79K
$377K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
421+ 6.61% |
$12.2K - $14.9K
|
6.79K
$377K
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
400+ 3.84% |
$11.5K - $14.2K
|
10.8K
$601K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
372+ 3.8% |
$10.7K - $13.2K
|
10.2K
$565K
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
308New |
$8.89K - $10.9K
|
308
$17.1K
|