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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-30- 69.77% |
$932 - $1.29K
|
13
$682
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-34- 0.38% |
$1.06K - $1.47K
|
8.89K
$466K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-34- 0.45% |
$1.06K - $1.47K
|
7.53K
$395K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-42- 0.18% |
$1.3K - $1.81K
|
23.7K
$1.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-46- 0.16% |
$1.43K - $1.98K
|
28.4K
$1.49M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-58- 0.49% |
$1.8K - $2.5K
|
11.7K
$613K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-69- 0.2% |
$2.14K - $2.97K
|
33.8K
$1.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-78- 1.23% |
$2.42K - $3.36K
|
6.25K
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-130- 5.49% |
$4.04K - $5.6K
|
2.24K
$118K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-131- 0.58% |
$4.07K - $5.64K
|
22.3K
$1.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-145- 1.54% |
$4.51K - $6.25K
|
9.26K
$486K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-170- 1.07% |
$5.28K - $7.33K
|
15.8K
$827K
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-170- 0.32% |
$5.28K - $7.33K
|
53.6K
$2.81M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-200- 6.67% |
$6.21K - $8.62K
|
2.8K
$147K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-229- 1.26% |
$7.12K - $9.87K
|
17.9K
$940K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-272- 50.18% |
$8.45K - $11.7K
|
270
$14.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-346- 1.54% |
$10.8K - $14.9K
|
22.1K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-439- 5.85% |
$13.6K - $18.9K
|
7.07K
$371K
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-468- 17.11% |
$14.5K - $20.2K
|
2.27K
$119K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-530- 1.03% |
$16.5K - $22.8K
|
51.1K
$2.68M
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-566- 1.89% |
$17.6K - $24.4K
|
29.4K
$1.54M
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-668- 4.92% |
$20.8K - $28.8K
|
12.9K
$677K
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-672- 7.55% |
$20.9K - $29K
|
8.22K
$432K
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
SELL
|
- |
-678- 1.31% |
$21.1K - $29.2K
|
51.1K
$2.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-700- 2.8% |
$21.7K - $30.2K
|
24.3K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-762- 1.02% |
$23.7K - $32.8K
|
74.2K
$3.9M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-780- 4.13% |
$24.2K - $33.6K
|
18.1K
$950K
|
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-800- 0.4% |
$24.9K - $34.5K
|
201K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-821- 3.86% |
$25.5K - $35.4K
|
20.5K
$1.07M
|
|
|
Feb 13, 2025
Q3 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-901- 4.68% |
$28K - $38.8K
|
18.4K
$963K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-933- 56.96% |
$29K - $40.2K
|
705
$37K
|
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-998- 3.16% |
$31K - $43K
|
30.6K
$1.61M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.05K- 9.7% |
$32.6K - $45.2K
|
9.77K
$513K
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.1K- 2.94% |
$34.2K - $47.4K
|
36.4K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.18K- 2.99% |
$36.5K - $50.6K
|
38.1K
$2M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.21K- 57.0% |
$37.7K - $52.3K
|
915
$48K
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
SELL
|
- |
-1.24K- 7.14% |
$38.6K - $53.5K
|
16.2K
$849K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.27K- 15.68% |
$39.4K - $54.6K
|
6.82K
$358K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.3K- 2.95% |
$40.4K - $56K
|
42.7K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.31K- 11.43% |
$40.5K - $56.2K
|
10.1K
$531K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.4K- 3.15% |
$43.5K - $60.3K
|
43.1K
$2.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
SELL
|
- |
-1.4K- 10.56% |
$43.5K - $60.3K
|
11.9K
$622K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.46K- 22.42% |
$45.3K - $62.8K
|
5.04K
$265K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.5K- 0.75% |
$46.5K - $64.5K
|
198K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.67K- 20.96% |
$51.8K - $71.8K
|
6.29K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.67K- 14.28% |
$51.9K - $72K
|
10K
$527K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.71K- 2.49% |
$53.1K - $73.7K
|
67K
$3.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.83K- 2.32% |
$56.8K - $78.7K
|
77K
$4.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.85K- 14.73% |
$57.6K - $79.8K
|
10.7K
$563K
|
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1.93K- 5.52% |
$60K - $83.2K
|
33.1K
$1.74M
|