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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
140+ 28.0% |
$3.27K - $3.68K
|
640
$33.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
121+ 1.14% |
$2.82K - $3.18K
|
10.7K
$564K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
104New |
$2.43K - $2.73K
|
104
$5.46K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
91+ 11.35% |
$2.12K - $2.39K
|
893
$46.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
73+ 0.79% |
$1.7K - $1.92K
|
9.32K
$489K
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
60+ 0.17% |
$1.4K - $1.58K
|
35.6K
$1.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
57New |
$1.33K - $1.5K
|
57
$2.99K
|
|
|
Nov 15, 2021
Q3 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
39+ 0.05% |
$910 - $1.02K
|
85.9K
$4.51M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
33+ 6.37% |
$770 - $867
|
551
$28.9K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 3.89% |
$350 - $394
|
401
$21K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12+ 6.82% |
$280 - $315
|
188
$9.87K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 31.58% |
$280 - $315
|
50
$2.62K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7New |
$163 - $184
|
7
$367
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
3+ 1.48% |
$70 - $78.8
|
206
$10.8K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3+ 1.34% |
$70 - $78.8
|
227
$11.9K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.08% |
$46.7 - $52.5
|
2.55K
$134K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2- 6.9% |
$46.7 - $52.5
|
27
$1.42K
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-4- 0.01% |
$93.4 - $105
|
38.5K
$2.02M
|
|
|
Nov 09, 2021
Q3 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-7- 3.14% |
$163 - $184
|
216
$11.3K
|
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
SELL
|
- |
-9Closed |
$210 - $236
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10- 5.41% |
$233 - $263
|
175
$9.19K
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-37- 3.31% |
$864 - $972
|
1.08K
$56.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-58- 0.21% |
$1.35K - $1.52K
|
27.2K
$1.43M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-62- 15.31% |
$1.45K - $1.63K
|
343
$18K
|
|
|
Nov 10, 2021
Q3 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-70Closed |
$1.63K - $1.84K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-84- 0.57% |
$1.96K - $2.21K
|
14.7K
$770K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-90- 10.5% |
$2.1K - $2.36K
|
767
$40.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-93- 1.81% |
$2.17K - $2.44K
|
5.03K
$264K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-119- 35.63% |
$2.78K - $3.13K
|
215
$11.3K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-147- 1.9% |
$3.43K - $3.86K
|
7.59K
$398K
|
|
|
Nov 18, 2021
Q3 2021
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-150- 0.24% |
$3.5K - $3.94K
|
61.6K
$3.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-256- 0.79% |
$5.98K - $6.73K
|
32.3K
$1.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-292- 0.72% |
$6.82K - $7.67K
|
40.2K
$2.11M
|
|
|
Nov 16, 2021
Q3 2021
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-300- 3.13% |
$7K - $7.88K
|
9.3K
$488K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-306- 2.94% |
$7.14K - $8.04K
|
10.1K
$529K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-323Closed |
$7.54K - $8.49K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-350- 0.48% |
$8.17K - $9.19K
|
72.1K
$3.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-400Closed |
$9.34K - $10.5K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-413- 0.14% |
$9.64K - $10.8K
|
295K
$15.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-425Closed |
$9.92K - $11.2K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
SELL
|
- |
-438- 0.88% |
$10.2K - $11.5K
|
49.4K
$2.59M
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-500- 1.52% |
$11.7K - $13.1K
|
32.5K
$1.71M
|
|
|
Oct 20, 2021
Q3 2021
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-570Closed |
$13.3K - $15K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-600- 1.01% |
$14K - $15.8K
|
58.9K
$3.09M
|
|
|
Nov 08, 2021
Q3 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-706- 4.23% |
$16.5K - $18.5K
|
16K
$838K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-803- 2.66% |
$18.7K - $21.1K
|
29.4K
$1.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-827- 6.49% |
$19.3K - $21.7K
|
11.9K
$625K
|
|
|
Oct 07, 2021
Q3 2021
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-858- 3.05% |
$20K - $22.5K
|
27.3K
$1.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-910- 0.61% |
$21.2K - $23.9K
|
149K
$7.81M
|