Purchases and Sales Made in Q4 2022 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q4 2022. 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 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
10.8K+ 17.34% |
$393K - $470K
|
72.8K
$4.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
10.6KNew |
$386K - $462K
|
10.6K
$587K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.5KNew |
$384K - $460K
|
10.5K
$585K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.4K+ 90.16% |
$381K - $457K
|
22K
$1.23M
|
|
|
Feb 08, 2023
Q4 2022
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
9.78K+ 2.47% |
$357K - $428K
|
405K
$22.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
9.66KNew |
$353K - $422K
|
9.66K
$537K
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
9.21K+ 5.58% |
$336K - $403K
|
174K
$9.69M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
9.17K+ 15.58% |
$335K - $401K
|
68K
$3.78M
|
|
|
Jan 17, 2023
Q4 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
8.76K+ 0.99% |
$320K - $383K
|
896K
$49.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
8.57KNew |
$313K - $375K
|
8.57K
$477K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
8.36K+ 16.19% |
$305K - $365K
|
60K
$3.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
7.9K+ 2.09% |
$288K - $345K
|
386K
$21.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
7.8K+ 96.3% |
$285K - $341K
|
15.9K
$884K
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
7.73K+ 7.0% |
$282K - $338K
|
118K
$6.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
7.66K+ 957.38% |
$280K - $335K
|
8.46K
$470K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
7.37KNew |
$269K - $322K
|
7.37K
$410K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
7.01K+ 56.25% |
$256K - $306K
|
19.5K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
6.66K+ 10.53% |
$243K - $291K
|
69.9K
$3.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.6KNew |
$241K - $289K
|
6.6K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.33KNew |
$231K - $277K
|
6.33K
$352K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.28K+ 23.58% |
$229K - $275K
|
32.9K
$1.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
6.24K+ 11.53% |
$228K - $273K
|
60.4K
$3.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
6.2KNew |
$226K - $271K
|
6.2K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
6.16KNew |
$225K - $269K
|
6.16K
$343K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.15K+ 7.12% |
$224K - $269K
|
92.5K
$5.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
5.85K+ 14.04% |
$214K - $256K
|
47.5K
$2.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
5.82K+ 8.85% |
$212K - $254K
|
71.6K
$3.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
5.62KNew |
$205K - $246K
|
5.62K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
5KNew |
$183K - $219K
|
5K
$278K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.6K+ 4.68% |
$168K - $201K
|
103K
$5.73M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
4.51K+ 26.41% |
$165K - $197K
|
21.6K
$1.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.47K+ 0.93% |
$163K - $195K
|
486K
$27M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.41K+ 9.08% |
$161K - $193K
|
52.9K
$2.94M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.11KNew |
$150K - $180K
|
4.11K
$229K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.69K+ 72.29% |
$135K - $161K
|
8.79K
$489K
|
|
|
Feb 14, 2023
Q4 2022
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
3.57KNew |
$130K - $156K
|
3.57K
$198K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.52K+ 38.19% |
$128K - $154K
|
12.7K
$708K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.15K+ 35.13% |
$115K - $138K
|
12.1K
$673K
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.92K+ 3.63% |
$106K - $128K
|
83.2K
$4.63M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.86K+ 14.71% |
$104K - $125K
|
22.3K
$1.24M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.35KNew |
$85.8K - $103K
|
2.35K
$131K
|
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.29K+ 23.25% |
$83.6K - $100K
|
12.1K
$675K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.25K+ 5.33% |
$82.2K - $98.4K
|
44.5K
$2.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.2K+ 13.15% |
$80.4K - $96.2K
|
18.9K
$1.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.18K+ 12.03% |
$79.6K - $95.3K
|
20.3K
$1.13M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.04K+ 419.14% |
$74.4K - $89.1K
|
2.52K
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2KNew |
$73K - $87.4K
|
2K
$111K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.98K+ 2.6% |
$72.2K - $86.4K
|
78.1K
$4.34M
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.91K+ 3.9% |
$69.9K - $83.7K
|
51K
$2.83M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.82K+ 28.8% |
$66.6K - $79.7K
|
8.15K
$453K
|