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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
1.55K+ 3.06% |
$71.5K - $83.8K
|
52.1K
$2.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.47K+ 6.43% |
$68.1K - $79.8K
|
24.3K
$1.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.4K+ 3.0% |
$64.7K - $75.8K
|
48K
$2.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.33K+ 2.13% |
$61.6K - $72.2K
|
64K
$3.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.3KNew |
$60.3K - $70.7K
|
1.3K
$72.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.27K+ 42.48% |
$58.8K - $68.9K
|
4.26K
$237K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.23K+ 1.27% |
$57K - $66.8K
|
98K
$5.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.19K+ 7.85% |
$55.2K - $64.8K
|
16.4K
$913K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1KNew |
$46.4K - $54.3K
|
1K
$55.7K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
998+ 5.86% |
$46.2K - $54.1K
|
18K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
982New |
$45.4K - $53.3K
|
982
$54.6K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
958+ 6.04% |
$44.3K - $52K
|
16.8K
$936K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
941+ 3.5% |
$43.5K - $51K
|
27.8K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
800+ 0.31% |
$37K - $43.4K
|
256K
$14.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
738+ 3.22% |
$34.1K - $40K
|
23.7K
$1.32M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
706+ 4152.94% |
$32.7K - $38.3K
|
723
$40.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
702+ 1.14% |
$32.5K - $38.1K
|
62.4K
$3.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
689+ 2756.0% |
$31.9K - $37.4K
|
714
$39.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
663+ 1.64% |
$30.7K - $36K
|
41.1K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
642+ 2.61% |
$29.7K - $34.8K
|
25.2K
$1.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
639+ 7.71% |
$29.6K - $34.7K
|
8.93K
$497K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
617+ 4.13% |
$28.5K - $33.5K
|
15.6K
$865K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
550+ 8.91% |
$25.4K - $29.8K
|
6.72K
$374K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
533+ 6.16% |
$24.7K - $28.9K
|
9.19K
$511K
|
|
|
Jul 18, 2024
Q2 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
507+ 0.24% |
$23.5K - $27.5K
|
216K
$12M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
500New |
$23.1K - $27.1K
|
500
$27.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
495+ 291.18% |
$22.9K - $26.8K
|
665
$37K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
475+ 7.14% |
$22K - $25.8K
|
7.13K
$396K
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
449+ 2.63% |
$20.8K - $24.3K
|
17.5K
$975K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
400New |
$18.5K - $21.7K
|
400
$22.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
373+ 47.22% |
$17.3K - $20.2K
|
1.16K
$64.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
349+ 0.61% |
$16.1K - $18.9K
|
57.3K
$3.19M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
341+ 2841.67% |
$15.8K - $18.5K
|
353
$19.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
292New |
$13.5K - $15.8K
|
292
$16.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
268New |
$12.4K - $14.5K
|
268
$14.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
251+ 1.04% |
$11.6K - $13.6K
|
24.5K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
251+ 3.61% |
$11.6K - $13.6K
|
7.21K
$401K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
235+ 4.0% |
$10.9K - $12.7K
|
6.1K
$339K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
229New |
$10.6K - $12.4K
|
229
$12.7K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
214+ 2.03% |
$9.9K - $11.6K
|
10.7K
$597K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
203+ 2.41% |
$9.39K - $11K
|
8.64K
$481K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
185+ 0.89% |
$8.56K - $10K
|
21K
$1.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
163+ 150.93% |
$7.54K - $8.84K
|
271
$15.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
142+ 5.93% |
$6.57K - $7.7K
|
2.54K
$141K
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
135New |
$6.25K - $7.32K
|
135
$7.51K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
133+ 1.43% |
$6.15K - $7.21K
|
9.44K
$525K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
128+ 1.06% |
$5.92K - $6.94K
|
12.2K
$677K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
128+ 1.23% |
$5.92K - $6.94K
|
10.6K
$587K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
125+ 833.33% |
$5.78K - $6.78K
|
140
$7.79K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
123New |
$5.69K - $6.67K
|
123
$6.84K
|