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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
1.42K+ 279.29% |
$51.6K - $68.6K
|
1.92K
$101K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.11K+ 15.79% |
$40.5K - $53.9K
|
8.15K
$429K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
1.03K+ 15.39% |
$37.5K - $49.9K
|
7.72K
$406K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.02K+ 6.49% |
$37.2K - $49.4K
|
16.7K
$880K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1KNew |
$36.5K - $48.4K
|
1K
$52.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
1K+ 9.09% |
$36.5K - $48.4K
|
12K
$631K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
983+ 8.09% |
$35.8K - $47.6K
|
13.1K
$691K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
963+ 87.47% |
$35.1K - $46.6K
|
2.06K
$109K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
892+ 1.13% |
$32.5K - $43.2K
|
79.6K
$4.18M
|
|
|
Oct 18, 2022
Q3 2022
|
Belmont Capital, LLC
|
BUY
|
- |
878New |
$32K - $42.5K
|
878
$46.2K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
858New |
$31.3K - $41.6K
|
858
$45.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
848New |
$30.9K - $41.1K
|
848
$44.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
839New |
$30.6K - $40.6K
|
839
$44.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
699+ 4.95% |
$25.5K - $33.9K
|
14.8K
$779K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
684+ 3.92% |
$24.9K - $33.1K
|
18.1K
$953K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
682+ 90.81% |
$24.9K - $33K
|
1.43K
$75.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
636+ 26.47% |
$23.2K - $30.8K
|
3.04K
$160K
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
600+ 1.43% |
$21.9K - $29.1K
|
42.5K
$2.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
578+ 2.14% |
$21.1K - $28K
|
27.6K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
573+ 5.12% |
$20.9K - $27.8K
|
11.8K
$619K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
369+ 0.88% |
$13.5K - $17.9K
|
42.2K
$2.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
346+ 56.81% |
$12.6K - $16.8K
|
955
$50.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
332+ 1.17% |
$12.1K - $16.1K
|
28.7K
$1.51M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
294+ 33.6% |
$10.7K - $14.2K
|
1.17K
$61.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
283+ 0.48% |
$10.3K - $13.7K
|
58.9K
$3.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
273+ 24.12% |
$9.95K - $13.2K
|
1.41K
$73.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
226+ 1.57% |
$8.24K - $10.9K
|
14.7K
$771K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
183+ 103.98% |
$6.67K - $8.86K
|
359
$18.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
178+ 2.8% |
$6.49K - $8.62K
|
6.53K
$343K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
165New |
$6.01K - $7.99K
|
165
$8.68K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
112+ 86.82% |
$4.08K - $5.43K
|
241
$12.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
106New |
$3.86K - $5.13K
|
106
$5.57K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
95+ 0.15% |
$3.46K - $4.6K
|
63.3K
$3.33M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
82+ 0.73% |
$2.99K - $3.97K
|
11.2K
$591K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
75New |
$2.73K - $3.63K
|
75
$3.94K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
66New |
$2.41K - $3.2K
|
66
$3.47K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
63+ 0.32% |
$2.3K - $3.05K
|
20K
$1.05M
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
59New |
$2.15K - $2.86K
|
59
$3.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
50+ 0.75% |
$1.82K - $2.42K
|
6.71K
$353K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
46+ 0.48% |
$1.68K - $2.23K
|
9.57K
$503K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
46+ 0.75% |
$1.68K - $2.23K
|
6.21K
$327K
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
36+ 0.62% |
$1.31K - $1.74K
|
5.88K
$309K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
27+ 42.86% |
$984 - $1.31K
|
90
$4.73K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
26+ 29.89% |
$948 - $1.26K
|
113
$5.94K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21New |
$765 - $1.02K
|
21
$1.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
19New |
$693 - $920
|
19
$999
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18+ 257.14% |
$656 - $872
|
25
$1.31K
|
|
|
Nov 10, 2022
Q3 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
16New |
$583 - $775
|
16
$841
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13+ 325.0% |
$474 - $630
|
17
$894
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9New |
$328 - $436
|
9
$473
|