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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
349+ 8.02% |
$18.5K - $23.2K
|
4.7K
$255K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
337+ 3.43% |
$17.9K - $22.4K
|
10.2K
$552K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
303+ 1.95% |
$16.1K - $20.2K
|
15.9K
$861K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
298+ 7.54% |
$15.8K - $19.8K
|
4.25K
$231K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
298+ 29.74% |
$15.8K - $19.8K
|
1.3K
$70.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
294New |
$15.6K - $19.6K
|
294
$16K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
288+ 5.44% |
$15.3K - $19.2K
|
5.59K
$303K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
282+ 1.59% |
$14.9K - $18.8K
|
18K
$980K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
234+ 137.65% |
$12.4K - $15.6K
|
404
$21.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
228+ 2.48% |
$12.1K - $15.2K
|
9.42K
$511K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
221+ 5.49% |
$11.7K - $14.7K
|
4.25K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
218+ 9.73% |
$11.6K - $14.5K
|
2.46K
$133K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
200+ 1.2% |
$10.6K - $13.3K
|
16.9K
$916K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
198+ 4.23% |
$10.5K - $13.2K
|
4.88K
$265K
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
192+ 4.44% |
$10.2K - $12.8K
|
4.52K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
158New |
$8.37K - $10.5K
|
158
$8.58K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
158New |
$8.37K - $10.5K
|
158
$8.58K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
157+ 7.05% |
$8.32K - $10.5K
|
2.38K
$129K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
145New |
$7.68K - $9.66K
|
145
$7.87K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
141+ 3.62% |
$7.47K - $9.39K
|
4.04K
$219K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
111+ 73.51% |
$5.88K - $7.39K
|
262
$14.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
111New |
$5.88K - $7.39K
|
111
$6.03K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
97New |
$5.14K - $6.46K
|
97
$5.27K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
95+ 1.1% |
$5.03K - $6.33K
|
8.74K
$474K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
92+ 1.4% |
$4.88K - $6.13K
|
6.65K
$361K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
80+ 12.03% |
$4.24K - $5.33K
|
745
$40.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
78New |
$4.13K - $5.19K
|
78
$4.23K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
76+ 54.29% |
$4.03K - $5.06K
|
216
$11.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
75New |
$3.97K - $5K
|
75
$4.07K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
73+ 1.69% |
$3.87K - $4.86K
|
4.39K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
65+ 260.0% |
$3.44K - $4.33K
|
90
$4.89K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
57+ 247.83% |
$3.02K - $3.8K
|
80
$4.34K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
56+ 1.33% |
$2.97K - $3.73K
|
4.28K
$232K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
55+ 7.61% |
$2.91K - $3.66K
|
778
$42.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
52New |
$2.76K - $3.46K
|
52
$2.82K
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
51+ 0.27% |
$2.7K - $3.4K
|
19K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50+ 2.27% |
$2.65K - $3.33K
|
2.25K
$122K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
49New |
$2.6K - $3.26K
|
49
$2.66K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
37+ 28.24% |
$1.96K - $2.46K
|
168
$9.12K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
34+ 9.29% |
$1.8K - $2.26K
|
400
$21.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
30+ 11.07% |
$1.59K - $2K
|
301
$16.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27+ 0.26% |
$1.43K - $1.8K
|
10.3K
$559K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
25+ 0.13% |
$1.32K - $1.66K
|
18.9K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
23New |
$1.22K - $1.53K
|
23
$1.25K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
22+ 0.59% |
$1.17K - $1.47K
|
3.76K
$204K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
22+ 0.32% |
$1.17K - $1.47K
|
6.97K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
19+ 0.47% |
$1.01K - $1.27K
|
4.06K
$220K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18+ 0.39% |
$954 - $1.2K
|
4.64K
$252K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
17+ 0.37% |
$901 - $1.13K
|
4.63K
$251K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 3.21% |
$848 - $1.07K
|
515
$28K
|