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 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.2K- 5.02% |
$68.3K - $94.7K
|
41.6K
$2.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.22K- 3.42% |
$68.9K - $95.5K
|
62.6K
$3.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.25K- 2.12% |
$69.9K - $97K
|
104K
$5.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.62KClosed |
$81.5K - $113K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-2.85K- 4.21% |
$88.6K - $123K
|
64.9K
$3.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.04K- 37.84% |
$94.6K - $131K
|
5K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.32K- 1.58% |
$103K - $143K
|
207K
$11.2M
|
|
|
Nov 08, 2023
Q3 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.77K- 4.23% |
$117K - $162K
|
85.3K
$4.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.88K- 10.19% |
$120K - $167K
|
34.2K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.99K- 4.18% |
$124K - $172K
|
91.4K
$4.96M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.99K- 4.18% |
$124K - $172K
|
91.4K
$4.96M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.07K- 5.21% |
$126K - $175K
|
74K
$4.02M
|
|
|
Nov 13, 2023
Q3 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-4.41K- 27.19% |
$137K - $190K
|
11.8K
$641K
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-4.63K- 27.25% |
$144K - $199K
|
12.4K
$671K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-4.75K- 3.54% |
$148K - $205K
|
129K
$7.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-5.28K- 2.18% |
$164K - $227K
|
236K
$12.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-5.65K- 27.65% |
$176K - $244K
|
14.8K
$803K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.83K- 1.13% |
$181K - $251K
|
509K
$27.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-6.1K- 2.03% |
$190K - $263K
|
294K
$16M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-6.17K- 35.87% |
$192K - $266K
|
11K
$599K
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-6.87K- 9.05% |
$214K - $296K
|
69.1K
$3.75M
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-6.87K- 9.05% |
$214K - $296K
|
69.1K
$3.75M
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-7.03K- 7.14% |
$218K - $303K
|
91.4K
$4.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-7.63K- 3.31% |
$237K - $329K
|
223K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.61K- 30.76% |
$268K - $371K
|
19.4K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.66K- 49.54% |
$269K - $373K
|
8.82K
$479K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-9.03K- 8.64% |
$281K - $389K
|
95.5K
$5.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10K- 1.74% |
$311K - $432K
|
566K
$30.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-11.4K- 10.31% |
$354K - $491K
|
99.1K
$5.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-12.3K- 33.15% |
$382K - $530K
|
24.8K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-13.2K- 68.85% |
$410K - $569K
|
5.98K
$325K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-15.2K- 6.6% |
$473K - $655K
|
215K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-15.3K- 47.1% |
$477K - $661K
|
17.2K
$936K
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-15.3K- 47.1% |
$477K - $661K
|
17.2K
$936K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.5K- 47.53% |
$480K - $666K
|
17.1K
$926K
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-16.5K- 8.86% |
$511K - $709K
|
169K
$9.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-16.8K- 7.12% |
$522K - $725K
|
219K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.4K- 15.98% |
$572K - $794K
|
96.8K
$5.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.6K- 7.15% |
$578K - $802K
|
242K
$13.1M
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-18.8K- 11.08% |
$585K - $811K
|
151K
$8.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-19.7K- 53.5% |
$613K - $851K
|
17.2K
$932K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-20.8K- 2.49% |
$648K - $898K
|
816K
$44.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.9K- 43.17% |
$650K - $902K
|
27.5K
$1.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-21.5K- 16.91% |
$668K - $927K
|
106K
$5.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-22K- 75.04% |
$683K - $948K
|
7.32K
$397K
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-23.2K- 16.62% |
$722K - $1M
|
117K
$6.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-25.7K- 71.98% |
$797K - $1.11M
|
9.99K
$542K
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-26.8K- 9.68% |
$834K - $1.16M
|
250K
$13.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-30.3K- 7.45% |
$940K - $1.3M
|
376K
$20.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-33.1K- 3.21% |
$1.03M - $1.43M
|
996K
$54.1M
|