Purchases and Sales Made in Q3 2022 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q3 2022. 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 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6.5KNew |
$237K - $315K
|
6.5K
$342K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.05K+ 7.7% |
$220K - $293K
|
84.6K
$4.45M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.91K+ 20.79% |
$216K - $286K
|
34.4K
$1.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
5.83K+ 38.39% |
$213K - $283K
|
21K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
5.68KNew |
$207K - $275K
|
5.68K
$299K
|
|
|
Oct 27, 2022
Q3 2022
|
Arnhold LLC
|
BUY
|
- |
5.6KNew |
$204K - $271K
|
5.6K
$295K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
5.35KNew |
$195K - $259K
|
5.35K
$281K
|
|
|
Nov 14, 2022
Q3 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
5.3K+ 29.44% |
$193K - $257K
|
23.3K
$1.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
5.1KNew |
$186K - $247K
|
5.1K
$268K
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.1KNew |
$186K - $247K
|
5.1K
$268K
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5KNew |
$182K - $242K
|
5K
$263K
|
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5KNew |
$182K - $242K
|
5K
$263K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.93KNew |
$180K - $239K
|
4.93K
$259K
|
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.91KNew |
$179K - $238K
|
4.91K
$258K
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.88K+ 37.2% |
$178K - $236K
|
18K
$946K
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
4.82KNew |
$176K - $233K
|
4.82K
$253K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
4.81KNew |
$175K - $233K
|
4.81K
$253K
|
|
|
Oct 25, 2022
Q3 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
4.8KNew |
$175K - $233K
|
4.8K
$252K
|
|
|
Oct 27, 2022
Q3 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.76KNew |
$174K - $231K
|
4.76K
$250K
|
|
|
Nov 02, 2022
Q3 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
4.73KNew |
$172K - $229K
|
4.73K
$249K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.72K+ 212.52% |
$172K - $229K
|
6.94K
$365K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.72KNew |
$172K - $229K
|
4.72K
$248K
|
|
|
Nov 02, 2022
Q3 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
4.67K+ 17.89% |
$170K - $226K
|
30.8K
$1.62M
|
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.47K+ 9.48% |
$163K - $216K
|
51.6K
$2.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.29K+ 30.32% |
$156K - $208K
|
18.4K
$970K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.27K+ 9.65% |
$156K - $207K
|
48.5K
$2.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.05K+ 37.97% |
$147K - $196K
|
14.7K
$773K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.99K+ 64.12% |
$146K - $193K
|
10.2K
$537K
|
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
3.85K+ 49.52% |
$140K - $187K
|
11.6K
$612K
|
|
|
Nov 10, 2022
Q3 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
3.74K+ 9.87% |
$136K - $181K
|
41.7K
$2.19M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
3.71K+ 34.12% |
$135K - $180K
|
14.6K
$767K
|
|
|
Nov 10, 2022
Q3 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.39K+ 0.7% |
$124K - $164K
|
485K
$25.5M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.36KNew |
$123K - $163K
|
3.36K
$177K
|
|
|
Nov 10, 2022
Q3 2022
|
Seven Eight Capital, LP
|
BUY
|
- |
3.14K+ 44.79% |
$115K - $152K
|
10.2K
$534K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.05K+ 100.39% |
$111K - $148K
|
6.1K
$321K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
3K+ 3.26% |
$109K - $145K
|
95K
$5M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.97K+ 18.87% |
$108K - $144K
|
18.7K
$982K
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.87K+ 29.57% |
$104K - $139K
|
12.6K
$660K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
2.77K+ 5.84% |
$101K - $134K
|
50.2K
$2.64M
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.6K+ 5.59% |
$94.6K - $126K
|
49.1K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
2.4KNew |
$87.5K - $116K
|
2.4K
$126K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.3KNew |
$83.9K - $112K
|
2.3K
$121K
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.29K+ 33.04% |
$83.4K - $111K
|
9.21K
$484K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.98KNew |
$72.2K - $96K
|
1.98K
$104K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.71K+ 4.98% |
$62.5K - $83K
|
36.1K
$1.9M
|
|
|
Nov 22, 2022
Q3 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.62K+ 6.07% |
$58.9K - $78.2K
|
28.2K
$1.48M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.54K+ 8.59% |
$56.1K - $74.5K
|
19.4K
$1.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.49K+ 6.98% |
$54.4K - $72.3K
|
22.9K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.44K+ 6.63% |
$52.5K - $69.8K
|
23.2K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.44K+ 19.15% |
$52.5K - $69.8K
|
8.96K
$471K
|