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 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
70+ 19.23% |
$3.24K - $3.8K
|
434
$23.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
63+ 0.2% |
$2.91K - $3.42K
|
30.9K
$1.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
60+ 3.75% |
$2.78K - $3.25K
|
1.66K
$89K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
58New |
$2.68K - $3.15K
|
58
$3.11K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
54+ 1.26% |
$2.5K - $2.93K
|
4.35K
$233K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
50New |
$2.31K - $2.71K
|
50
$2.68K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
46+ 5.41% |
$2.13K - $2.49K
|
896
$48K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
42+ 50.6% |
$1.94K - $2.28K
|
125
$6.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
41New |
$1.9K - $2.22K
|
41
$2.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
37+ 0.56% |
$1.71K - $2.01K
|
6.59K
$354K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
36+ 0.52% |
$1.67K - $1.95K
|
6.94K
$372K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 7.78% |
$1.67K - $1.95K
|
499
$26.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36+ 0.22% |
$1.67K - $1.95K
|
16.2K
$867K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
36New |
$1.67K - $1.95K
|
36
$1.93K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
35+ 0.3% |
$1.62K - $1.9K
|
11.8K
$630K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
33+ 25.38% |
$1.53K - $1.79K
|
163
$8.74K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
30New |
$1.39K - $1.63K
|
30
$1.61K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
27+ 7.96% |
$1.25K - $1.46K
|
366
$19.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
27+ 0.55% |
$1.25K - $1.46K
|
4.95K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
27+ 0.48% |
$1.25K - $1.46K
|
5.71K
$306K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
25New |
$1.16K - $1.36K
|
25
$1.34K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
23+ 0.07% |
$1.06K - $1.25K
|
31.1K
$1.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
22+ 0.07% |
$1.02K - $1.19K
|
29.6K
$1.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21+ 0.46% |
$971 - $1.14K
|
4.63K
$248K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20+ 13.33% |
$925 - $1.08K
|
170
$9.12K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
14+ 7.45% |
$648 - $759
|
202
$10.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
14+ 350.0% |
$648 - $759
|
18
$965
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
13New |
$601 - $705
|
13
$697
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.17% |
$416 - $488
|
5.3K
$284K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
9New |
$416 - $488
|
9
$483
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6New |
$278 - $325
|
6
$322
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.2% |
$231 - $271
|
2.45K
$131K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 17.39% |
$185 - $217
|
27
$1.45K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.76% |
$139 - $163
|
396
$21.2K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$46.3 - $54.2
|
1.98K
$106K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.56% |
$46.3 - $54.2
|
178
$9.54K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.0% |
$46.3 - $54.2
|
23.1K
$1.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.67% |
$46.3 - $54.2
|
151
$8.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-5- 6.58% |
$231 - $271
|
71
$3.81K
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-7- 0.16% |
$324 - $380
|
4.32K
$232K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-16- 0.34% |
$740 - $868
|
4.68K
$251K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-20- 1.79% |
$925 - $1.08K
|
1.1K
$59K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-21- 9.68% |
$971 - $1.14K
|
196
$10.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-25- 0.05% |
$1.16K - $1.36K
|
49.5K
$2.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-25- 1.67% |
$1.16K - $1.36K
|
1.48K
$79.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-28- 4.19% |
$1.3K - $1.52K
|
640
$34.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-31- 0.78% |
$1.43K - $1.68K
|
3.97K
$213K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-40- 8.18% |
$1.85K - $2.17K
|
449
$24.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-48- 1.9% |
$2.22K - $2.6K
|
2.48K
$133K
|