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 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 9.09% |
$328 - $436
|
108
$5.68K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7New |
$255 - $339
|
7
$368
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 0.43% |
$219 - $291
|
1.39K
$73K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 0.42% |
$146 - $194
|
963
$50.6K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.58% |
$72.9 - $96.9
|
348
$18.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 6.67% |
$72.9 - $96.9
|
32
$1.68K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.94% |
$72.9 - $96.9
|
214
$11.3K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$36.5 - $48.4
|
1.97K
$104K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.8% |
$36.5 - $48.4
|
126
$6.63K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 1.41% |
$72.9 - $96.9
|
140
$7.36K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-9- 3.14% |
$328 - $436
|
278
$14.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21- 0.25% |
$765 - $1.02K
|
8.38K
$441K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-27- 16.98% |
$984 - $1.31K
|
132
$6.94K
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-30- 26.09% |
$1.09K - $1.45K
|
85
$4.47K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-31- 19.75% |
$1.13K - $1.5K
|
126
$6.63K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-32- 0.13% |
$1.17K - $1.55K
|
23.7K
$1.25M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-48- 25.0% |
$1.75K - $2.33K
|
144
$7.57K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-50- 10.78% |
$1.82K - $2.42K
|
414
$21.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-75- 28.09% |
$2.73K - $3.63K
|
192
$10.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-77- 0.85% |
$2.81K - $3.73K
|
9.01K
$474K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-89- 0.82% |
$3.24K - $4.31K
|
10.8K
$568K
|
|
|
Nov 04, 2022
Q3 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-99- 1.08% |
$3.61K - $4.8K
|
9.05K
$476K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-122- 42.21% |
$4.45K - $5.91K
|
167
$8.78K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-136- 10.78% |
$4.96K - $6.59K
|
1.13K
$59.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-150- 43.73% |
$5.47K - $7.27K
|
193
$10.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-158- 38.35% |
$5.76K - $7.65K
|
254
$13.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-200- 2.3% |
$7.29K - $9.69K
|
8.5K
$447K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-257- 2.54% |
$9.37K - $12.4K
|
9.88K
$519K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-273- 52.0% |
$9.95K - $13.2K
|
252
$13.3K
|
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.74% |
$10.9K - $14.5K
|
40.3K
$2.12M
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-300- 27.27% |
$10.9K - $14.5K
|
800
$42.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-303- 1.25% |
$11K - $14.7K
|
23.9K
$1.25M
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-322- 3.05% |
$11.7K - $15.6K
|
10.3K
$539K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-335- 3.14% |
$12.2K - $16.2K
|
10.3K
$544K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-377- 7.88% |
$13.7K - $18.3K
|
4.41K
$232K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-403- 5.8% |
$14.7K - $19.5K
|
6.54K
$344K
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-421- 9.18% |
$15.3K - $20.4K
|
4.17K
$219K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-437- 14.99% |
$15.9K - $21.2K
|
2.48K
$130K
|
|
|
Nov 14, 2022
Q3 2022
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-456- 6.49% |
$16.6K - $22.1K
|
6.57K
$346K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-477- 75.96% |
$17.4K - $23.1K
|
151
$7.94K
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
SELL
|
- |
-502- 6.66% |
$18.3K - $24.3K
|
7.04K
$370K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-550- 20.95% |
$20K - $26.6K
|
2.08K
$109K
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-649- 10.17% |
$23.7K - $31.4K
|
5.73K
$301K
|
|
|
Nov 10, 2022
Q3 2022
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-652- 0.91% |
$23.8K - $31.6K
|
70.7K
$3.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-680- 9.57% |
$24.8K - $32.9K
|
6.42K
$338K
|
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
SELL
|
- |
-755- 2.31% |
$27.5K - $36.6K
|
31.9K
$1.68M
|
|
|
Oct 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-785- 3.42% |
$28.6K - $38K
|
22.1K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-822- 8.92% |
$30K - $39.8K
|
8.39K
$441K
|
|
|
Nov 01, 2022
Q3 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-900- 1.9% |
$32.8K - $43.6K
|
46.6K
$2.45M
|