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 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
19+ 0.47% |
$1.01K - $1.27K
|
4.06K
$226K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18+ 0.39% |
$954 - $1.2K
|
4.64K
$258K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
17+ 0.37% |
$901 - $1.13K
|
4.63K
$257K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 21.05% |
$848 - $1.07K
|
92
$5.12K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 3.21% |
$848 - $1.07K
|
515
$28.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15+ 1.36% |
$795 - $999
|
1.12K
$62K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
9New |
$477 - $599
|
9
$500
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
9New |
$477 - $599
|
9
$500
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$424 - $533
|
8
$445
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
8New |
$424 - $533
|
8
$445
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7+ 1.09% |
$371 - $466
|
647
$36K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.31% |
$212 - $266
|
1.27K
$70.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4New |
$212 - $266
|
4
$222
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.84% |
$159 - $200
|
166
$9.23K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.46% |
$106 - $133
|
436
$24.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.51% |
$106 - $133
|
398
$22.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
BUY
|
- |
2+ 0.0% |
$106 - $133
|
44.1K
$2.45M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$53 - $66.6
|
1.98K
$110K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 3.13% |
$53 - $66.6
|
31
$1.72K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1- 0.01% |
$53 - $66.6
|
10.7K
$597K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2- 0.01% |
$106 - $133
|
31.4K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2- 0.04% |
$106 - $133
|
4.95K
$275K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 6.56% |
$212 - $266
|
57
$3.17K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-7- 0.01% |
$371 - $466
|
48K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-10- 0.02% |
$530 - $666
|
49.5K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-13- 18.31% |
$689 - $866
|
58
$3.23K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13- 6.63% |
$689 - $866
|
183
$10.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17- 0.3% |
$901 - $1.13K
|
5.67K
$315K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-18- 5.37% |
$954 - $1.2K
|
317
$17.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-23- 0.57% |
$1.22K - $1.53K
|
4.02K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-27- 20.0% |
$1.43K - $1.8K
|
108
$6.01K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-46- 86.79% |
$2.44K - $3.06K
|
7
$389
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-53- 0.79% |
$2.81K - $3.53K
|
6.67K
$371K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-94- 2.5% |
$4.98K - $6.26K
|
3.66K
$204K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-100- 1.0% |
$5.3K - $6.66K
|
9.92K
$552K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-102- 0.57% |
$5.4K - $6.79K
|
17.9K
$996K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-146- 3.38% |
$7.74K - $9.72K
|
4.17K
$232K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-155- 0.5% |
$8.21K - $10.3K
|
30.8K
$1.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-163- 3.52% |
$8.64K - $10.9K
|
4.47K
$249K
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-170- 0.55% |
$9.01K - $11.3K
|
30.6K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-172- 0.55% |
$9.11K - $11.5K
|
31K
$1.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-200- 0.08% |
$10.6K - $13.3K
|
255K
$14.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-205- 4.32% |
$10.9K - $13.7K
|
4.54K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-219- 2.89% |
$11.6K - $14.6K
|
7.35K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-236- 0.08% |
$12.5K - $15.7K
|
300K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-274- 2.46% |
$14.5K - $18.2K
|
10.9K
$604K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-278- 61.37% |
$14.7K - $18.5K
|
175
$9.73K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-282- 4.66% |
$14.9K - $18.8K
|
5.78K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-309- 17.2% |
$16.4K - $20.6K
|
1.49K
$82.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-316- 1.58% |
$16.7K - $21K
|
19.6K
$1.09M
|