Purchases and Sales Made in Q3 2023 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q3 2023. 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 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
416+ 0.47% |
$12.9K - $17.9K
|
88.6K
$4.81M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
411+ 2.11% |
$12.8K - $17.7K
|
19.9K
$1.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
395+ 3.96% |
$12.3K - $17K
|
10.4K
$563K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
380+ 0.99% |
$11.8K - $16.4K
|
38.9K
$2.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
302+ 3.86% |
$9.38K - $13K
|
8.12K
$441K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
290New |
$9.01K - $12.5K
|
290
$15.7K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
230+ 0.12% |
$7.15K - $9.91K
|
185K
$10M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
203+ 0.13% |
$6.31K - $8.75K
|
155K
$8.41M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
195+ 9.18% |
$6.06K - $8.4K
|
2.32K
$126K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
182+ 65.7% |
$5.65K - $7.84K
|
459
$24.9K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
181+ 23.0% |
$5.62K - $7.8K
|
968
$52.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
181+ 23.0% |
$5.62K - $7.8K
|
968
$52.6K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
133New |
$4.13K - $5.73K
|
133
$7.22K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
124+ 1.83% |
$3.85K - $5.34K
|
6.91K
$375K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
124+ 1.83% |
$3.85K - $5.34K
|
6.91K
$375K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
120New |
$3.73K - $5.17K
|
120
$6.51K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
118+ 621.05% |
$3.67K - $5.08K
|
137
$7.44K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 51.81% |
$3.11K - $4.31K
|
293
$15.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 1.22% |
$3.11K - $4.31K
|
8.3K
$451K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
100New |
$3.11K - $4.31K
|
100
$5.43K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
94+ 170.91% |
$2.92K - $4.05K
|
149
$8.09K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
61+ 0.96% |
$1.9K - $2.63K
|
6.44K
$350K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
59+ 0.93% |
$1.83K - $2.54K
|
6.42K
$348K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
57+ 0.56% |
$1.77K - $2.46K
|
10.2K
$555K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50+ 33.33% |
$1.55K - $2.15K
|
200
$10.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
46+ 0.2% |
$1.43K - $1.98K
|
22.9K
$1.24M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
46+ 0.2% |
$1.43K - $1.98K
|
22.9K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
45New |
$1.4K - $1.94K
|
45
$2.44K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
43+ 1.78% |
$1.34K - $1.85K
|
2.45K
$133K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
37New |
$1.15K - $1.59K
|
37
$2.01K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
31New |
$963 - $1.34K
|
31
$1.68K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
30+ 0.37% |
$932 - $1.29K
|
8.23K
$447K
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
19+ 3.65% |
$590 - $819
|
540
$29.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13+ 108.33% |
$404 - $560
|
25
$1.36K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11New |
$342 - $474
|
11
$597
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
10New |
$311 - $431
|
10
$543
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10New |
$311 - $431
|
10
$543
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.56% |
$217 - $302
|
1.26K
$68.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 25.0% |
$186 - $259
|
30
$1.63K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5+ 0.26% |
$155 - $215
|
1.89K
$103K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 12.9% |
$124 - $172
|
35
$1.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.84% |
$93.2 - $129
|
362
$19.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 0.12% |
$62.1 - $86.2
|
1.65K
$89.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.91% |
$62.1 - $86.2
|
221
$12K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$31.1 - $43.1
|
1.97K
$107K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.4% |
$31.1 - $43.1
|
253
$13.7K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-13- 9.22% |
$404 - $560
|
128
$6.95K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18- 72.0% |
$559 - $776
|
7
$380
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-19- 32.76% |
$590 - $819
|
39
$2.12K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-29- 15.85% |
$901 - $1.25K
|
154
$8.36K
|