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 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-385- 1.74% |
$14.1K - $16.8K
|
21.8K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-426- 5.4% |
$15.6K - $18.6K
|
7.46K
$400K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-430- 44.65% |
$15.7K - $18.8K
|
533
$28.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-451- 6.39% |
$16.5K - $19.7K
|
6.61K
$354K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-453- 0.35% |
$16.5K - $19.8K
|
128K
$6.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-503- 2.11% |
$18.4K - $22K
|
23.4K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-503- 5.99% |
$18.4K - $22K
|
7.89K
$423K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-506- 6.75% |
$18.5K - $22.1K
|
6.99K
$375K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
SELL
|
- |
-559- 7.94% |
$20.4K - $24.4K
|
6.48K
$348K
|
|
|
Feb 09, 2023
Q4 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-570- 0.46% |
$20.8K - $24.9K
|
124K
$6.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-646- 3.16% |
$23.6K - $28.2K
|
19.8K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-655- 8.48% |
$23.9K - $28.6K
|
7.07K
$379K
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 1.74% |
$25.6K - $30.6K
|
39.6K
$2.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-700- 4.32% |
$25.6K - $30.6K
|
15.5K
$831K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-752- 3.17% |
$27.5K - $32.9K
|
23K
$1.23M
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-807- 1.73% |
$29.5K - $35.3K
|
45.8K
$2.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-808- 1.97% |
$29.5K - $35.3K
|
40.2K
$2.16M
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 2.12% |
$32.9K - $39.3K
|
41.6K
$2.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-920- 10.21% |
$33.6K - $40.2K
|
8.09K
$434K
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-945- 1.11% |
$34.5K - $41.3K
|
83.9K
$4.5M
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-1.1K- 1.46% |
$40.2K - $48.1K
|
74.3K
$3.98M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-1.41K- 73.32% |
$51.5K - $61.6K
|
513
$27.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.44K- 7.68% |
$52.4K - $62.7K
|
17.2K
$924K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.51K- 15.15% |
$55.1K - $66K
|
8.45K
$453K
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.57K- 8.5% |
$57.2K - $68.5K
|
16.9K
$905K
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.68K- 0.75% |
$61.3K - $73.4K
|
222K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-1.73K- 16.31% |
$63.1K - $75.5K
|
8.86K
$475K
|
|
|
Feb 06, 2023
Q4 2022
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.8K- 3.92% |
$65.7K - $78.7K
|
44.2K
$2.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.85K- 7.71% |
$67.5K - $80.8K
|
22.1K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-1.96K- 19.54% |
$71.7K - $85.9K
|
8.09K
$434K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.99K- 18.38% |
$72.5K - $86.8K
|
8.82K
$473K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.14K- 5.93% |
$78.2K - $93.6K
|
34K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.18K- 0.85% |
$79.6K - $95.3K
|
253K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.31K- 13.1% |
$84.2K - $101K
|
15.3K
$820K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.54K- 3.11% |
$92.8K - $111K
|
79.3K
$4.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-2.59K- 1.47% |
$94.6K - $113K
|
174K
$9.34M
|
|
|
Feb 22, 2023
Q4 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.6K- 9.21% |
$94.9K - $114K
|
25.6K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.7K- 1.41% |
$98.4K - $118K
|
189K
$10.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-2.7K- 3.82% |
$98.6K - $118K
|
68K
$3.64M
|
|
|
Feb 01, 2023
Q4 2022
|
Kestrel Investment Management Corp
San Mateo, CA |
SELL
|
- |
-2.7K- 2.6% |
$98.6K - $118K
|
101K
$5.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.79K- 1.22% |
$102K - $122K
|
225K
$12.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.8K- 32.94% |
$102K - $122K
|
5.7K
$306K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.98K- 11.2% |
$109K - $130K
|
23.7K
$1.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3K- 26.3% |
$110K - $131K
|
8.41K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-3.15K- 15.61% |
$115K - $138K
|
17K
$913K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.2K- 24.24% |
$117K - $140K
|
10K
$536K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.2K- 24.24% |
$117K - $140K
|
10K
$536K
|
|
|
Feb 14, 2023
Q4 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-3.72K- 2.53% |
$136K - $163K
|
143K
$7.69M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-3.76K- 3.21% |
$137K - $164K
|
113K
$6.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.9K- 8.23% |
$142K - $170K
|
43.5K
$2.33M
|