Purchases and Sales Made in Q2 2024 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q2 2024. 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 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.22KNew |
$242K - $283K
|
5.22K
$280K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.16KNew |
$239K - $280K
|
5.16K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
5.13KNew |
$237K - $278K
|
5.13K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
5.12KNew |
$237K - $277K
|
5.12K
$274K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.07K+ 4.55% |
$234K - $275K
|
117K
$6.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
4.96KNew |
$229K - $269K
|
4.96K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.81K+ 36.13% |
$222K - $261K
|
18.1K
$971K
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.74KNew |
$219K - $257K
|
4.74K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
4.7KNew |
$217K - $255K
|
4.7K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
4.61KNew |
$213K - $250K
|
4.61K
$247K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.58K+ 73.28% |
$212K - $249K
|
10.8K
$581K
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.47K+ 23.04% |
$207K - $242K
|
23.9K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
4.43K+ 12.43% |
$205K - $240K
|
40.1K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.38KNew |
$203K - $238K
|
4.38K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
4.3KNew |
$199K - $233K
|
4.3K
$231K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.23K+ 56.87% |
$196K - $229K
|
11.7K
$625K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.18KNew |
$193K - $227K
|
4.18K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.06KNew |
$188K - $220K
|
4.06K
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.05K+ 43.05% |
$187K - $220K
|
13.5K
$722K
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.04KNew |
$187K - $219K
|
4.04K
$217K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.04KNew |
$187K - $219K
|
4.04K
$217K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.95KNew |
$183K - $214K
|
3.95K
$212K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
3.93KNew |
$182K - $213K
|
3.93K
$211K
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.85K+ 3.97% |
$178K - $209K
|
101K
$5.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
3.77KNew |
$174K - $205K
|
3.77K
$202K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.76KNew |
$174K - $204K
|
3.76K
$202K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
3.72K+ 147.25% |
$172K - $202K
|
6.25K
$335K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.72KNew |
$172K - $202K
|
3.72K
$199K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.55K+ 1.16% |
$164K - $193K
|
311K
$16.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.49K+ 27.31% |
$161K - $189K
|
16.3K
$872K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.97K+ 53.53% |
$137K - $161K
|
8.52K
$457K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.92K+ 44.21% |
$135K - $158K
|
9.52K
$510K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.92K+ 44.21% |
$135K - $158K
|
9.52K
$510K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.64K+ 248.21% |
$122K - $143K
|
3.71K
$199K
|
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.58K+ 1.53% |
$119K - $140K
|
172K
$9.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.34KNew |
$108K - $127K
|
2.34K
$125K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.32K+ 20.92% |
$107K - $126K
|
13.4K
$717K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.07K+ 23.07% |
$95.5K - $112K
|
11K
$591K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.05K+ 39.15% |
$94.7K - $111K
|
7.28K
$390K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.84K+ 42.64% |
$85.2K - $99.9K
|
6.16K
$330K
|
|
|
Aug 14, 2024
Q2 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.8KNew |
$83.1K - $97.5K
|
1.8K
$96.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.77K+ 12.05% |
$81.9K - $96K
|
16.5K
$883K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.73K+ 10.58% |
$80K - $93.8K
|
18.1K
$969K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.58K+ 7.22% |
$73.3K - $85.9K
|
23.5K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.57KNew |
$72.4K - $84.9K
|
1.57K
$83.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.56K+ 7.04% |
$72.2K - $84.6K
|
23.7K
$1.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
1.55K+ 3.06% |
$71.5K - $83.8K
|
52.1K
$2.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.47K+ 6.43% |
$68.1K - $79.8K
|
24.3K
$1.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.4K+ 3.0% |
$64.7K - $75.8K
|
48K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.33K+ 2.13% |
$61.6K - $72.2K
|
64K
$3.43M
|