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 07, 2023
Q3 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-33.5K- 51.54% |
$1.04M - $1.44M
|
31.5K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-33.8K- 40.64% |
$1.05M - $1.46M
|
49.4K
$2.68M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-35.7K- 46.22% |
$1.11M - $1.54M
|
41.5K
$2.25M
|
|
|
Oct 23, 2023
Q3 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-36.4K- 7.07% |
$1.13M - $1.57M
|
478K
$25.9M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-39.9K- 23.14% |
$1.24M - $1.72M
|
132K
$7.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-42.6K- 14.01% |
$1.32M - $1.84M
|
262K
$14.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-42.8K- 58.11% |
$1.33M - $1.84M
|
30.8K
$1.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-45.7K- 1.76% |
$1.42M - $1.97M
|
2.55M
$138M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46.9K- 56.62% |
$1.46M - $2.02M
|
36K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-51.7K- 36.13% |
$1.61M - $2.23M
|
91.3K
$4.96M
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-56.5K- 64.45% |
$1.76M - $2.44M
|
31.2K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-56.8K- 83.22% |
$1.77M - $2.45M
|
11.5K
$622K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-72.1K- 90.81% |
$2.24M - $3.11M
|
7.3K
$396K
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-80.2K- 46.6% |
$2.49M - $3.45M
|
91.8K
$4.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-92.1K- 49.35% |
$2.86M - $3.97M
|
94.5K
$5.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-93K- 4.1% |
$2.89M - $4.01M
|
2.18M
$118M
|
|
|
Nov 13, 2023
Q3 2023
|
Lodge Hill Capital, LLC
New York, NY |
SELL
|
- |
-95K- 39.75% |
$2.95M - $4.09M
|
144K
$7.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-97.1K- 35.0% |
$3.02M - $4.18M
|
180K
$9.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-97.2K- 89.83% |
$3.02M - $4.19M
|
11K
$597K
|
|
|
Nov 09, 2023
Q3 2023
|
Royce & Associates LP
|
SELL
|
- |
-116K- 16.76% |
$3.6M - $4.99M
|
575K
$31.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-132K- 56.6% |
$4.09M - $5.67M
|
101K
$5.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-133K- 7.27% |
$4.13M - $5.73M
|
1.7M
$92M
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-140K- 31.47% |
$4.36M - $6.05M
|
306K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-141K- 19.09% |
$4.4M - $6.1M
|
600K
$32.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-147K- 16.33% |
$4.57M - $6.34M
|
753K
$40.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-149K- 94.65% |
$4.64M - $6.44M
|
8.44K
$458K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-159K- 36.94% |
$4.95M - $6.86M
|
272K
$14.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-163K- 11.92% |
$5.07M - $7.04M
|
1.21M
$65.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-168K- 0.9% |
$5.21M - $7.22M
|
18.4M
$1B
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-192K- 6.6% |
$5.97M - $8.28M
|
2.72M
$148M
|
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-200K- 30.49% |
$6.21M - $8.62M
|
456K
$24.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-221K- 5.82% |
$6.88M - $9.54M
|
3.58M
$194M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-236K- 13.16% |
$7.35M - $10.2M
|
1.56M
$84.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-291K- 4.39% |
$9.04M - $12.5M
|
6.33M
$344M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-349K- 94.46% |
$10.8M - $15M
|
20.4K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-377K- 2.44% |
$11.7M - $16.2M
|
15M
$816M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-378K- 68.05% |
$11.7M - $16.3M
|
178K
$9.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-392K- 44.23% |
$12.2M - $16.9M
|
494K
$26.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-1.09MClosed |
$33.8M - $46.9M
|
0
$0
|