Purchases and Sales Made in Q4 2021 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
55+ 7.17% |
$1.25K - $1.41K
|
822
$44.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
47+ 0.14% |
$1.07K - $1.21K
|
32.8K
$1.79M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
45+ 26.32% |
$1.02K - $1.16K
|
216
$11.8K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
43+ 0.12% |
$979 - $1.11K
|
35.6K
$1.94M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
42New |
$956 - $1.08K
|
42
$2.29K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36+ 21.56% |
$819 - $926
|
203
$11.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32+ 18.29% |
$728 - $823
|
207
$11.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
30+ 26.55% |
$683 - $771
|
143
$7.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
28New |
$637 - $720
|
28
$1.53K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
21+ 0.05% |
$478 - $540
|
40.2K
$2.19M
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
21New |
$478 - $540
|
21
$1.15K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
19New |
$432 - $488
|
19
$1.04K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
18+ 3.47% |
$410 - $463
|
537
$29.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
17+ 4.96% |
$387 - $437
|
360
$19.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.97% |
$45.5 - $51.4
|
208
$11.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-11- 5.09% |
$250 - $283
|
205
$11.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-12- 6.38% |
$273 - $309
|
176
$9.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-15- 0.04% |
$341 - $386
|
38.5K
$2.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-29Closed |
$660 - $746
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-30Closed |
$683 - $771
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-52- 50.0% |
$1.18K - $1.34K
|
52
$2.84K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-53- 7.67% |
$1.21K - $1.36K
|
638
$34.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-69Closed |
$1.57K - $1.77K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 1.08% |
$2.28K - $2.57K
|
9.2K
$502K
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.22% |
$2.28K - $2.57K
|
44.5K
$2.43M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-109- 0.8% |
$2.48K - $2.8K
|
13.5K
$737K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-111- 20.15% |
$2.53K - $2.85K
|
440
$24K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-140- 21.88% |
$3.19K - $3.6K
|
500
$27.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-144- 1.62% |
$3.28K - $3.7K
|
8.75K
$477K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-182- 1.91% |
$4.14K - $4.68K
|
9.34K
$509K
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
SELL
|
- |
-191- 1.87% |
$4.35K - $4.91K
|
10K
$546K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-214- 1.65% |
$4.87K - $5.5K
|
12.8K
$696K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-215Closed |
$4.89K - $5.53K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-232- 0.5% |
$5.28K - $5.96K
|
46.3K
$2.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-235- 88.01% |
$5.35K - $6.04K
|
32
$1.75K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-235- 91.8% |
$5.35K - $6.04K
|
21
$1.15K
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-238- 1.49% |
$5.42K - $6.12K
|
15.7K
$858K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-299- 1.02% |
$6.81K - $7.69K
|
29.1K
$1.59M
|
|
|
Mar 01, 2022
Q4 2021
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-300- 0.49% |
$6.83K - $7.71K
|
61.3K
$3.34M
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.66% |
$6.83K - $7.71K
|
45.1K
$2.46M
|
|
|
Jan 14, 2022
Q4 2021
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-315- 1.39% |
$7.17K - $8.1K
|
22.3K
$1.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-363Closed |
$8.26K - $9.33K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-409- 5.39% |
$9.31K - $10.5K
|
7.18K
$392K
|
|
|
May 17, 2024
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-427- 0.5% |
$9.72K - $11K
|
85.1K
$4.64M
|
|
|
Feb 10, 2022
Q4 2021
|
Human Investing LLC
|
SELL
|
- |
-435- 0.44% |
$9.9K - $11.2K
|
98.5K
$5.37M
|
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-440- 0.76% |
$10K - $11.3K
|
57.6K
$3.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-460- 0.72% |
$10.5K - $11.8K
|
63.7K
$3.48M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Systems Of Alabama
|
SELL
|
- |
-565- 0.25% |
$12.9K - $14.5K
|
230K
$12.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-569- 1.47% |
$13K - $14.6K
|
38K
$2.07M
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-569- 1.47% |
$13K - $14.6K
|
38K
$2.07M
|