Purchases and Sales Made in Q3 2021 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
7.4KNew |
$173K - $194K
|
7.4K
$380K
|
|
|
Nov 16, 2021
Q3 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
7.26K+ 8.35% |
$169K - $191K
|
94.1K
$4.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
6.92K+ 4.31% |
$161K - $182K
|
168K
$8.61M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
6.85K+ 13.21% |
$160K - $180K
|
58.7K
$3.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.82K+ 314.09% |
$159K - $179K
|
8.99K
$462K
|
|
|
Nov 12, 2021
Q3 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
6.45K+ 3.24% |
$151K - $169K
|
205K
$10.6M
|
|
|
Feb 14, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5.27KNew |
$123K - $138K
|
5.27K
$271K
|
|
|
Oct 18, 2021
Q3 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
5.15KNew |
$120K - $135K
|
5.15K
$265K
|
|
|
Nov 09, 2021
Q3 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
5.12K+ 21.53% |
$120K - $135K
|
28.9K
$1.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.98K+ 19.77% |
$116K - $131K
|
30.1K
$1.55M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.85K+ 6.38% |
$113K - $127K
|
80.9K
$4.16M
|
|
|
Nov 17, 2021
Q3 2021
|
Wilen Investment Management Corp.
|
BUY
|
- |
4.8KNew |
$112K - $126K
|
4.8K
$247K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
4.76K+ 42.32% |
$111K - $125K
|
16K
$824K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.55K+ 27.55% |
$106K - $119K
|
21K
$1.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.66K+ 22.77% |
$85.4K - $96.1K
|
19.7K
$1.01M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.61K+ 3.56% |
$84.3K - $94.9K
|
105K
$5.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
3.11K+ 13.47% |
$72.5K - $81.6K
|
26.2K
$1.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.76K+ 6.97% |
$64.3K - $72.4K
|
42.3K
$2.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.56K+ 23.03% |
$59.7K - $67.2K
|
13.7K
$702K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.41K+ 10.33% |
$56.2K - $63.2K
|
25.7K
$1.32M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.4K+ 16.5% |
$56K - $63K
|
16.9K
$871K
|
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
2.38K+ 0.56% |
$55.4K - $62.4K
|
429K
$22.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.17K+ 1.4% |
$50.5K - $56.9K
|
157K
$8.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.9K+ 984.46% |
$44.3K - $49.9K
|
2.09K
$108K
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.63K+ 5.98% |
$38K - $42.7K
|
28.8K
$1.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
1.53K+ 83.22% |
$35.8K - $40.2K
|
3.37K
$173K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.26K+ 4.94% |
$29.4K - $33K
|
26.7K
$1.37M
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.08KNew |
$25.1K - $28.3K
|
1.08K
$55.4K
|
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
999+ 1.58% |
$23.3K - $26.2K
|
64.2K
$3.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
900+ 3.43% |
$21K - $23.6K
|
27.1K
$1.4M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
885+ 66.54% |
$20.7K - $23.2K
|
2.22K
$114K
|
|
|
Oct 13, 2021
Q3 2021
|
Prairiewood Capital, LLC
|
BUY
|
- |
860+ 2.18% |
$20.1K - $22.6K
|
40.4K
$2.08M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
844+ 112.68% |
$19.7K - $22.2K
|
1.59K
$81.9K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
825+ 6.79% |
$19.3K - $21.7K
|
13K
$667K
|
|
|
Nov 15, 2021
Q3 2021
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
800+ 0.44% |
$18.7K - $21K
|
184K
$9.45M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
756New |
$17.6K - $19.9K
|
756
$38.9K
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
701+ 0.08% |
$16.4K - $18.4K
|
886K
$45.6M
|
|
|
Nov 12, 2021
Q3 2021
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
627+ 2.88% |
$14.6K - $16.5K
|
22.4K
$1.15M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
587+ 564.42% |
$13.7K - $15.4K
|
691
$35.5K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
570+ 3.75% |
$13.3K - $15K
|
15.8K
$811K
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
558+ 3.78% |
$13K - $14.7K
|
15.3K
$788K
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
457+ 5.07% |
$10.7K - $12K
|
9.47K
$487K
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
450+ 4.54% |
$10.5K - $11.8K
|
10.4K
$533K
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
444+ 3.12% |
$10.4K - $11.7K
|
14.7K
$754K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
363New |
$8.47K - $9.54K
|
363
$18.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
256New |
$5.98K - $6.73K
|
256
$13.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
235+ 734.38% |
$5.48K - $6.17K
|
267
$13.7K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
230+ 2.48% |
$5.37K - $6.04K
|
9.52K
$489K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
215New |
$5.02K - $5.65K
|
215
$11.1K
|
|
|
Oct 27, 2021
Q3 2021
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
185+ 0.16% |
$4.32K - $4.86K
|
113K
$5.82M
|