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 14, 2022
Q3 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-37K- 70.4% |
$1.35M - $1.79M
|
15.6K
$818K
|
|
Nov 14, 2022
Q3 2022
|
Aviva PLC
|
SELL
|
- |
-37.9K- 34.33% |
$1.38M - $1.84M
|
72.5K
$3.81M
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-42.5K- 75.76% |
$1.55M - $2.06M
|
13.6K
$715K
|
|
Nov 15, 2022
Q3 2022
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-44.6K- 66.02% |
$1.62M - $2.16M
|
22.9K
$1.21M
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-45.8K- 41.03% |
$1.67M - $2.22M
|
65.8K
$3.46M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-46.2K- 37.2% |
$1.68M - $2.24M
|
78K
$4.1M
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-47.4K- 50.02% |
$1.73M - $2.3M
|
47.4K
$2.49M
|
|
Nov 14, 2022
Q3 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-50.1K- 6.92% |
$1.83M - $2.43M
|
675K
$35.5M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-52.1K- 20.02% |
$1.9M - $2.52M
|
208K
$11M
|
|
Nov 18, 2022
Q3 2022
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-52.7K- 57.2% |
$1.92M - $2.55M
|
39.4K
$2.07M
|
|
Nov 14, 2022
Q3 2022
|
Lodge Hill Capital, LLC
New York, NY |
SELL
|
- |
-55K- 31.43% |
$2M - $2.66M
|
120K
$6.31M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-57.2K- 2.14% |
$2.08M - $2.77M
|
2.61M
$137M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-58.5K- 15.63% |
$2.13M - $2.83M
|
316K
$16.6M
|
|
Nov 14, 2022
Q3 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-70K- 38.89% |
$2.55M - $3.39M
|
110K
$5.78M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-70.9K- 54.98% |
$2.58M - $3.43M
|
58.1K
$3.05M
|
|
Oct 18, 2022
Q3 2022
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-71.3K- 12.87% |
$2.6M - $3.45M
|
483K
$25.4M
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
SELL
|
- |
-71.7K- 77.42% |
$2.61M - $3.47M
|
20.9K
$1.1M
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-77.3K- 34.2% |
$2.82M - $3.74M
|
149K
$7.82M
|
|
Nov 14, 2022
Q3 2022
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-83.9K- 68.93% |
$3.06M - $4.06M
|
37.8K
$1.99M
|
|
Nov 14, 2022
Q3 2022
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
SELL
|
- |
-85.9K- 7.66% |
$3.13M - $4.16M
|
1.04M
$54.4M
|
|
Nov 10, 2022
Q3 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-92.3K- 65.7% |
$3.36M - $4.47M
|
48.2K
$2.53M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-94.1K- 44.59% |
$3.43M - $4.56M
|
117K
$6.15M
|
|
Nov 07, 2022
Q3 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-98.3K- 4.6% |
$3.58M - $4.76M
|
2.04M
$107M
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-115K- 30.73% |
$4.19M - $5.57M
|
259K
$13.6M
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-118K- 14.74% |
$4.3M - $5.72M
|
683K
$35.9M
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-127K- 37.59% |
$4.61M - $6.13M
|
210K
$11M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-127K- 78.92% |
$4.63M - $6.15M
|
33.9K
$1.78M
|
|
Nov 10, 2022
Q3 2022
|
Kestrel Investment Management Corp
San Mateo, CA |
SELL
|
- |
-135K- 56.45% |
$4.91M - $6.52M
|
104K
$5.46M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-143K- 41.78% |
$5.19M - $6.9M
|
199K
$10.4M
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-144K- 24.95% |
$5.26M - $6.99M
|
434K
$22.8M
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-149K- 26.69% |
$5.45M - $7.24M
|
410K
$21.6M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-155K- 10.71% |
$5.64M - $7.49M
|
1.29M
$67.8M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-155K- 10.71% |
$5.64M - $7.49M
|
1.29M
$67.8M
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-155K- 24.4% |
$5.67M - $7.53M
|
482K
$25.3M
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-174K- 12.97% |
$6.35M - $8.43M
|
1.17M
$61.5M
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-202K- 77.46% |
$7.37M - $9.8M
|
58.9K
$3.1M
|
|
Feb 07, 2025
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-272K- 82.2% |
$9.91M - $13.2M
|
58.9K
$3.1M
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-307K- 13.08% |
$11.2M - $14.9M
|
2.04M
$107M
|
|
Nov 03, 2022
Q3 2022
|
Royce & Associates LP
|
SELL
|
- |
-399K- 29.88% |
$14.5M - $19.3M
|
935K
$49.2M
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-439K- 77.04% |
$16M - $21.3M
|
131K
$6.88M
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-460K- 89.48% |
$16.8M - $22.3M
|
54.1K
$2.85M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-534K- 29.17% |
$19.5M - $25.9M
|
1.3M
$68.2M
|
|
Nov 14, 2022
Q3 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-565K- 19.82% |
$20.6M - $27.4M
|
2.29M
$120M
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-666K- 8.69% |
$24.3M - $32.3M
|
6.99M
$368M
|
|
Nov 10, 2022
Q3 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-740K- 37.61% |
$27M - $35.8M
|
1.23M
$64.5M
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-843K- 4.3% |
$30.7M - $40.8M
|
18.8M
$987M
|
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-6.85M- 74.45% |
$250M - $332M
|
2.35M
$124M
|