Purchases and Sales Made in Q2 2023 in H&R Block Inc (HRB)

HRB Quotes by TradingView

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
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
256
+ 3.5%
$7.39K - $9.08K
7.56K $396K
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

BUY
 -
241
+ 2.48%
$6.96K - $8.54K
9.97K $522K
Jul 28, 2023 Q2 2023
Lindbrook Capital, LLC

BUY
 -
213
+ 14.85%
$6.15K - $7.55K
1.65K $86.2K
Aug 11, 2023 Q2 2023
Fil LTD

Hamilton, D0
BUY
 -
211
+ 68.06%
$6.09K - $7.48K
521 $27.3K
Aug 15, 2023 Q2 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
184
New
$5.31K - $6.52K
184 $9.63K
Jul 31, 2023 Q2 2023
Brown Advisory Inc

BUY
 -
132
+ 1.2%
$3.81K - $4.68K
11.1K $581K
Aug 10, 2023 Q2 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
123
+ 5.47%
$3.55K - $4.36K
2.37K $124K
Jul 10, 2023 Q2 2023
Quent Capital, LLC

BUY
 -
113
+ 0.5%
$3.26K - $4.01K
22.9K $1.2M
Jun 14, 2024 Q2 2023
Quent Capital, LLC

BUY
 -
113
+ 0.5%
$3.26K - $4.01K
22.9K $1.2M
Aug 14, 2023 Q2 2023
Northwestern Mutual Investment Management Company, LLC

BUY
 -
60
+ 0.18%
$1.73K - $2.13K
33.8K $1.77M
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
53
+ 0.84%
$1.53K - $1.88K
6.36K $333K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
52
New
$1.5K - $1.84K
52 $2.72K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
43
New
$1.24K - $1.52K
43 $2.25K
Aug 09, 2023 Q2 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
38
+ 26.21%
$1.1K - $1.35K
183 $9.58K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
28
+ 933.33%
$808 - $993
31 $1.62K
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
24
+ 20.51%
$693 - $851
141 $7.38K
Jul 24, 2023 Q2 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
19
New
$549 - $674
19 $994
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
12
New
$346 - $425
12 $628
Aug 14, 2023 Q2 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
7
New
$202 - $248
7 $366
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
6
+ 1.7%
$173 - $213
359 $18.8K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
6
New
$173 - $213
6 $314
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

BUY
 -
5
+ 41.67%
$144 - $177
17 $890
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
2
+ 0.92%
$57.7 - $70.9
219 $11.5K
Aug 02, 2023 Q2 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
2
+ 0.1%
$57.7 - $70.9
1.97K $103K
Jul 13, 2023 Q2 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
1
+ 4.35%
$28.9 - $35.5
24 $1.26K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-1
- 0.48%
$28.9 - $35.5
208 $10.9K
Jul 21, 2023 Q2 2023
Newbridge Financial Services Group, Inc.

SELL
 -
-3
- 0.6%
$86.6 - $106
500 $26.2K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-9
- 3.14%
$260 - $319
278 $14.5K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-28
- 45.9%
$808 - $993
33 $1.73K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-51
- 3.02%
$1.47K - $1.81K
1.64K $85.7K
Jul 24, 2023 Q2 2023
Hexagon Capital Partners LLC

SELL
 -
-62
- 51.67%
$1.79K - $2.2K
58 $3.04K
Aug 10, 2023 Q2 2023
Belmont Capital, LLC

SELL
 -
-77
- 8.77%
$2.22K - $2.73K
801 $41.9K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

SELL
 -
-77
- 8.91%
$2.22K - $2.73K
787 $41.2K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

SELL
 -
-77
- 8.91%
$2.22K - $2.73K
787 $41.2K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

SELL
 -
-105
- 7.75%
$3.03K - $3.72K
1.25K $65.4K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

SELL
 -
-106
- 27.68%
$3.06K - $3.76K
277 $14.5K
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
SELL
 -
-112
- 1.39%
$3.23K - $3.97K
7.94K $416K
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
SELL
 -
-125
- 4.93%
$3.61K - $4.43K
2.41K $126K
Aug 14, 2023 Q2 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-133
- 0.76%
$3.84K - $4.71K
17.5K $914K
Aug 14, 2023 Q2 2023
Treasurer Of The State Of North Carolina

SELL
 -
-144
- 0.16%
$4.16K - $5.1K
88.2K $4.62M
Aug 08, 2023 Q2 2023
Gladius Capital Management LP

Chicago, IL
SELL
 -
-151
- 1.85%
$4.36K - $5.35K
7.99K $418K
Aug 01, 2023 Q2 2023
Ifrah Financial Services, Inc.

SELL
 -
-153
- 0.68%
$4.42K - $5.42K
22.4K $1.17M
Aug 10, 2023 Q2 2023
Pro Share Advisors LLC

SELL
 -
-164
- 1.81%
$4.73K - $5.81K
8.9K $466K
Aug 14, 2023 Q2 2023
Janus Henderson Group PLC

London, X0
SELL
 -
-167
- 0.23%
$4.82K - $5.92K
73.5K $3.85M
Aug 09, 2023 Q2 2023
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-189
- 26.18%
$5.46K - $6.7K
533 $27.9K
Aug 14, 2023 Q2 2023
River & Mercantile Asset Management LLP

London, X0
SELL
 -
-200
- 1.22%
$5.77K - $7.09K
16.2K $849K
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

SELL
 -
-250
- 24.18%
$7.22K - $8.86K
784 $41K
Aug 14, 2023 Q2 2023
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-260
- 0.45%
$7.51K - $9.22K
58K $3.03M
Aug 09, 2023 Q2 2023
M&T Bank Corp

SELL
 -
-272
- 0.7%
$7.85K - $9.64K
38.6K $2.02M

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