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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.69KNew |
$61.6K - $73.7K
|
1.69K
$90.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
1.6K+ 31.37% |
$58.4K - $70K
|
6.7K
$359K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.54K+ 6.71% |
$56.1K - $67.2K
|
24.4K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.44K+ 14.52% |
$52.4K - $62.7K
|
11.3K
$607K
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
1.38K+ 4.33% |
$50.4K - $60.4K
|
33.2K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.36K+ 536.61% |
$49.8K - $59.6K
|
1.62K
$86.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.36KNew |
$49.5K - $59.3K
|
1.36K
$72.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.22K+ 5.58% |
$44.7K - $53.5K
|
23.2K
$1.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.14K+ 3.32% |
$41.7K - $49.9K
|
35.5K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
932+ 9.01% |
$34K - $40.7K
|
11.3K
$605K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
911+ 77.93% |
$33.3K - $39.8K
|
2.08K
$112K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
891New |
$32.5K - $39K
|
891
$47.8K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
843+ 6.71% |
$30.8K - $36.9K
|
13.4K
$718K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
836+ 20.06% |
$30.5K - $36.5K
|
5K
$268K
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
826+ 9.12% |
$30.2K - $36.1K
|
9.88K
$530K
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
822+ 17.26% |
$30K - $35.9K
|
5.58K
$299K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
782+ 3.92% |
$28.6K - $34.2K
|
20.7K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
766+ 0.36% |
$28K - $33.5K
|
211K
$11.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
745+ 9.07% |
$27.2K - $32.6K
|
8.96K
$480K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
740+ 3.52% |
$27K - $32.4K
|
21.8K
$1.17M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
622New |
$22.7K - $27.2K
|
622
$33.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
593New |
$21.7K - $25.9K
|
593
$31.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
565+ 0.64% |
$20.6K - $24.7K
|
89.4K
$4.79M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
479+ 42.54% |
$17.5K - $20.9K
|
1.61K
$86.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
412+ 1.16% |
$15K - $18K
|
36K
$1.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
399+ 277.08% |
$14.6K - $17.4K
|
543
$29.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
398+ 1.9% |
$14.5K - $17.4K
|
21.3K
$1.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Premier Fund Managers LTD
|
BUY
|
- |
391+ 0.19% |
$14.3K - $17.1K
|
201K
$10.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Emc Capital Management
Houston, TX |
BUY
|
- |
327+ 3.93% |
$11.9K - $14.3K
|
8.65K
$464K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
316+ 5.22% |
$11.5K - $13.8K
|
6.37K
$342K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
313+ 368.24% |
$11.4K - $13.7K
|
398
$21.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
303+ 200.66% |
$11.1K - $13.2K
|
454
$24.3K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
284+ 5.03% |
$10.4K - $12.4K
|
5.93K
$318K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
227New |
$8.29K - $9.92K
|
227
$12.2K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
194+ 1.9% |
$7.08K - $8.48K
|
10.4K
$558K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
191+ 1.62% |
$6.97K - $8.35K
|
12K
$641K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
166+ 8.04% |
$6.06K - $7.26K
|
2.23K
$120K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
144+ 1.24% |
$5.26K - $6.3K
|
11.8K
$631K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
115+ 1.41% |
$4.2K - $5.03K
|
8.27K
$443K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
113New |
$4.13K - $4.94K
|
113
$6.06K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
110+ 0.6% |
$4.02K - $4.81K
|
18.3K
$982K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
92+ 0.18% |
$3.36K - $4.02K
|
50.3K
$2.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
76+ 0.79% |
$2.77K - $3.32K
|
9.64K
$517K
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
75+ 1.18% |
$2.74K - $3.28K
|
6.43K
$345K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
75+ 100.0% |
$2.74K - $3.28K
|
150
$8.04K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
60+ 31.25% |
$2.19K - $2.62K
|
252
$13.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
59New |
$2.15K - $2.58K
|
59
$3.16K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
55New |
$2.01K - $2.4K
|
55
$2.95K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
50New |
$1.83K - $2.19K
|
50
$2.68K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48+ 0.31% |
$1.75K - $2.1K
|
15.6K
$834K
|