Purchases and Sales Made in Q3 2024 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q3 2024. 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 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.66KNew |
$141K - $177K
|
2.66K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.65K+ 31.03% |
$140K - $176K
|
11.2K
$606K
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.54K+ 47.32% |
$134K - $169K
|
7.9K
$429K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.38K+ 27.93% |
$126K - $158K
|
10.9K
$591K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.11K+ 8.92% |
$112K - $141K
|
25.8K
$1.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.9KNew |
$101K - $126K
|
1.9K
$103K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.86K+ 17.16% |
$98.6K - $124K
|
12.7K
$689K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.73K+ 176.17% |
$91.7K - $115K
|
2.71K
$147K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.7K+ 38.69% |
$89.8K - $113K
|
6.08K
$330K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.6K+ 26.03% |
$85K - $107K
|
7.77K
$422K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.59K+ 62.49% |
$84K - $106K
|
4.12K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.42K+ 15.03% |
$75.1K - $94.4K
|
10.9K
$589K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.36K+ 5.77% |
$71.9K - $90.4K
|
24.9K
$1.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.22K+ 28.59% |
$64.6K - $81.2K
|
5.48K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.21K+ 1.97% |
$64.2K - $80.7K
|
62.9K
$3.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.13K+ 6.63% |
$59.9K - $75.3K
|
18.2K
$987K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.11K+ 2.85% |
$59K - $74.2K
|
40.2K
$2.18M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.1K+ 2.44% |
$58.3K - $73.3K
|
46.2K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage Rock Capital Management LP
New York, NY |
BUY
|
- |
1.1KNew |
$58.3K - $73.3K
|
1.1K
$59.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.1K+ 542.08% |
$58K - $72.9K
|
1.3K
$70.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.09K+ 4.96% |
$57.5K - $72.3K
|
23K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.07K+ 17.2% |
$56.8K - $71.4K
|
7.31K
$397K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.02K+ 0.63% |
$54.3K - $68.2K
|
164K
$8.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
988+ 1.54% |
$52.4K - $65.8K
|
65K
$3.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
916+ 12.58% |
$48.5K - $61K
|
8.2K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
862New |
$45.7K - $57.4K
|
862
$46.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
854+ 5.2% |
$45.3K - $56.9K
|
17.3K
$937K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
773New |
$41K - $51.5K
|
773
$42K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
746+ 14.47% |
$39.5K - $49.7K
|
5.9K
$320K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
648+ 26.46% |
$34.3K - $43.2K
|
3.1K
$168K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
637New |
$33.8K - $42.4K
|
637
$34.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
581+ 0.31% |
$30.8K - $38.7K
|
187K
$10.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
578+ 6.47% |
$30.6K - $38.5K
|
9.51K
$516K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
549New |
$29.1K - $36.6K
|
549
$29.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
544+ 22.81% |
$28.8K - $36.2K
|
2.93K
$159K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
539New |
$28.6K - $35.9K
|
539
$29.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
530+ 59.15% |
$28.1K - $35.3K
|
1.43K
$77.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
501+ 0.96% |
$26.5K - $33.4K
|
52.6K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
500+ 4.18% |
$26.5K - $33.3K
|
12.4K
$676K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
500+ 9.89% |
$26.5K - $33.3K
|
5.56K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
470+ 6.59% |
$24.9K - $31.3K
|
7.6K
$413K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
467+ 1.91% |
$24.7K - $31.1K
|
24.9K
$1.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
452+ 4.28% |
$24K - $30.1K
|
11K
$598K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
429+ 46.83% |
$22.7K - $28.6K
|
1.35K
$73K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
410+ 7.8% |
$21.7K - $27.3K
|
5.67K
$308K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
400New |
$21.2K - $26.6K
|
400
$21.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
400+ 606.06% |
$21.2K - $26.6K
|
466
$25.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
399+ 5.71% |
$21.1K - $26.6K
|
7.39K
$401K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
378+ 7.24% |
$20K - $25.2K
|
5.6K
$304K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
373+ 4.1% |
$19.8K - $24.8K
|
9.48K
$515K
|