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 |
---|---|---|---|---|---|---|---|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-314- 1.66% |
$9.07K - $11.1K
|
18.6K
$978K
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-325- 1.43% |
$9.38K - $11.5K
|
22.4K
$1.18M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-337- 13.67% |
$9.73K - $11.9K
|
2.13K
$112K
|
|
Aug 11, 2023
Q2 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-350- 0.51% |
$10.1K - $12.4K
|
67.8K
$3.56M
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-375- 0.85% |
$10.8K - $13.3K
|
43.8K
$2.3M
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-377- 1.05% |
$10.9K - $13.4K
|
35.7K
$1.88M
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-383- 4.85% |
$11.1K - $13.6K
|
7.51K
$395K
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-400- 0.9% |
$11.5K - $14.2K
|
44K
$2.32M
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-491- 0.25% |
$14.2K - $17.4K
|
200K
$10.5M
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-500- 14.29% |
$14.4K - $17.7K
|
3K
$158K
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-656- 76.55% |
$18.9K - $23.3K
|
201
$10.6K
|
|
Jul 25, 2023
Q2 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-678- 1.9% |
$19.6K - $24K
|
35K
$1.84M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-693- 7.89% |
$20K - $24.6K
|
8.09K
$425K
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-720- 35.64% |
$20.8K - $25.5K
|
1.3K
$68.4K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-738- 1.9% |
$21.3K - $26.2K
|
38K
$2M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-801- 4.11% |
$23.1K - $28.4K
|
18.7K
$982K
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-881- 2.19% |
$25.4K - $31.2K
|
39.3K
$2.07M
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-969- 11.09% |
$28K - $34.4K
|
7.77K
$409K
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1K- 2.6% |
$28.9K - $35.5K
|
37.5K
$1.97M
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.15K- 9.01% |
$33.1K - $40.7K
|
11.6K
$609K
|
|
Aug 14, 2023
Q2 2023
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-1.34K- 15.45% |
$38.6K - $47.4K
|
7.31K
$385K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.4K- 99.36% |
$40.5K - $49.8K
|
9
$473
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.43K- 85.02% |
$41.3K - $50.7K
|
252
$13.3K
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
SELL
|
- |
-1.5K- 2.81% |
$43.2K - $53.1K
|
51.8K
$2.72M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.62K- 9.21% |
$46.7K - $57.3K
|
15.9K
$837K
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.66K- 8.89% |
$47.8K - $58.7K
|
17K
$893K
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.66K- 0.67% |
$48K - $58.9K
|
246K
$13M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.7K- 10.35% |
$49.1K - $60.3K
|
14.7K
$775K
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.72K- 8.22% |
$49.6K - $60.9K
|
19.2K
$1.01M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.73K- 8.14% |
$50K - $61.4K
|
19.5K
$1.03M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.82K- 22.36% |
$52.6K - $64.6K
|
6.33K
$333K
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.89K- 93.34% |
$54.6K - $67K
|
135
$7.1K
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.1K- 9.99% |
$60.5K - $74.3K
|
18.9K
$993K
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-2.28K- 5.05% |
$65.7K - $80.7K
|
42.8K
$2.25M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.32K- 19.93% |
$67.1K - $82.4K
|
9.33K
$491K
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.48K- 1.81% |
$71.5K - $87.8K
|
134K
$7.05M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.56K- 84.52% |
$73.9K - $90.8K
|
469
$24.7K
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.62K- 12.62% |
$75.7K - $92.9K
|
18.1K
$954K
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.72K- 0.9% |
$78.5K - $96.4K
|
300K
$15.8M
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.04K- 3.09% |
$87.7K - $108K
|
95.3K
$5.01M
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.15K- 3.88% |
$91K - $112K
|
78.1K
$4.11M
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
SELL
|
- |
-3.23K- 15.64% |
$93.1K - $114K
|
17.4K
$915K
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-4K- 21.86% |
$115K - $142K
|
14.3K
$752K
|
|
Aug 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-4K- 1.19% |
$115K - $142K
|
332K
$17.4M
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-4.02K- 12.21% |
$116K - $143K
|
28.9K
$1.52M
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.25K- 0.82% |
$123K - $151K
|
515K
$27.1M
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.92K- 2.09% |
$142K - $175K
|
231K
$12.1M
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-5.06K- 36.19% |
$146K - $179K
|
8.92K
$469K
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.26K- 8.28% |
$152K - $186K
|
58.2K
$3.06M
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-5.31K- 39.69% |
$153K - $188K
|
8.06K
$424K
|