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
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-41.5K- 24.15% |
$1.2M - $1.47M
|
130K
$6.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-48.9K- 54.72% |
$1.41M - $1.73M
|
40.5K
$2.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-49.1K- 4.56% |
$1.42M - $1.74M
|
1.03M
$54.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-50.7K- 70.94% |
$1.46M - $1.8M
|
20.8K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-55.5K- 72.1% |
$1.6M - $1.97M
|
21.5K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-61.6K- 68.74% |
$1.78M - $2.18M
|
28K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Lodge Hill Capital, LLC
New York, NY |
SELL
|
- |
-66K- 21.64% |
$1.91M - $2.34M
|
239K
$12.6M
|
|
|
Aug 09, 2023
Q2 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-66.2K- 19.52% |
$1.91M - $2.35M
|
273K
$14.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-69.2K- 83.06% |
$2M - $2.45M
|
14.1K
$742K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-78.4K- 8.13% |
$2.26M - $2.78M
|
886K
$46.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-82.6K- 98.7% |
$2.38M - $2.93M
|
1.09K
$57.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-88.5K- 4.62% |
$2.56M - $3.14M
|
1.83M
$96.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-93.2K- 38.12% |
$2.69M - $3.3M
|
151K
$7.95M
|
|
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
SELL
|
- |
-106K- 93.73% |
$3.06M - $3.76M
|
7.1K
$373K
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-111K- 82.36% |
$3.21M - $3.94M
|
23.8K
$1.25M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-117K- 24.15% |
$3.39M - $4.16M
|
369K
$19.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-136K- 57.16% |
$3.92M - $4.82M
|
102K
$5.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-144K- 73.6% |
$4.16M - $5.1M
|
51.7K
$2.72M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-147K- 50.64% |
$4.24M - $5.2M
|
143K
$7.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-151K- 61.96% |
$4.37M - $5.36M
|
92.9K
$4.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-170K- 94.69% |
$4.9M - $6.01M
|
9.5K
$500K
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-172K- 92.53% |
$4.95M - $6.08M
|
13.8K
$728K
|
|
|
Aug 14, 2024
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-270K- 16.14% |
$7.78M - $9.56M
|
1.4M
$73.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-330K- 37.5% |
$9.53M - $11.7M
|
550K
$28.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-331K- 79.97% |
$9.56M - $11.7M
|
82.9K
$4.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-338K- 53.63% |
$9.76M - $12M
|
292K
$15.4M
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-407K- 40.0% |
$11.7M - $14.4M
|
610K
$32.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-528K- 66.97% |
$15.2M - $18.7M
|
260K
$13.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-745K- 4.61% |
$21.5M - $26.4M
|
15.4M
$810M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-761K- 89.66% |
$22M - $27M
|
87.7K
$4.61M
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-801K- 55.0% |
$23.1M - $28.4M
|
656K
$34.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-828K- 38.65% |
$23.9M - $29.4M
|
1.31M
$69.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-895K- 25.67% |
$25.8M - $31.7M
|
2.59M
$136M
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.02M- 54.94% |
$29.5M - $36.2M
|
837K
$44M
|
|
|
Jul 24, 2023
Q2 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.04M- 66.94% |
$30M - $36.9M
|
514K
$27M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.21M- 68.76% |
$34.9M - $42.8M
|
548K
$28.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-1.46MClosed |
$42.2M - $51.8M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-4.78M- 55.71% |
$138M - $170M
|
3.8M
$200M
|