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 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.9K- 21.67% |
$142K - $171K
|
14.1K
$756K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.95K- 1.67% |
$144K - $173K
|
233K
$12.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.97K- 26.79% |
$145K - $173K
|
10.8K
$581K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.97K- 3.07% |
$145K - $174K
|
126K
$6.73M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.97K- 3.07% |
$145K - $174K
|
126K
$6.73M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4K- 6.75% |
$146K - $175K
|
55.3K
$2.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-4.02K- 3.44% |
$147K - $176K
|
113K
$6.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
SELL
|
- |
-4.06K- 33.82% |
$148K - $177K
|
7.94K
$426K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.16K- 43.67% |
$152K - $182K
|
5.36K
$288K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.19K- 52.23% |
$153K - $183K
|
3.83K
$205K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.29K- 29.17% |
$157K - $188K
|
10.4K
$558K
|
|
|
Feb 14, 2023
Q4 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-4.75K- 20.47% |
$173K - $207K
|
18.4K
$989K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-4.79K- 32.84% |
$175K - $209K
|
9.8K
$525K
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-4.86K- 2.46% |
$177K - $212K
|
193K
$10.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.97K- 4.6% |
$181K - $217K
|
103K
$5.52M
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.97K- 4.6% |
$181K - $217K
|
103K
$5.52M
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.97K- 4.6% |
$181K - $217K
|
103K
$5.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-5.03K- 2.44% |
$184K - $220K
|
201K
$10.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-5.15K- 16.74% |
$188K - $225K
|
25.6K
$1.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-5.42K- 32.98% |
$198K - $237K
|
11K
$591K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.5K- 7.05% |
$201K - $241K
|
72.5K
$3.89M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-5.9K- 2.45% |
$215K - $258K
|
235K
$12.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-6.4K- 5.82% |
$234K - $280K
|
104K
$5.56M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-6.63K- 1.61% |
$242K - $290K
|
405K
$21.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
SELL
|
- |
-6.85K- 11.3% |
$250K - $299K
|
53.8K
$2.88M
|
|
|
Feb 08, 2023
Q4 2022
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-7.87K- 15.66% |
$287K - $344K
|
42.4K
$2.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.92K- 18.75% |
$289K - $346K
|
34.3K
$1.84M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-8.66K- 37.58% |
$316K - $379K
|
14.4K
$771K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-9.64K- 32.6% |
$352K - $422K
|
19.9K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-9.66K- 41.56% |
$353K - $422K
|
13.6K
$728K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-9.75K- 3.86% |
$356K - $426K
|
243K
$13M
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-9.98KClosed |
$364K - $436K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-10.3K- 8.94% |
$375K - $449K
|
105K
$5.6M
|
|
|
Oct 18, 2024
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-10.5K- 12.01% |
$384K - $460K
|
77K
$4.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-10.5K- 12.01% |
$384K - $460K
|
77K
$4.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-11KClosed |
$403K - $482K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-11.1K- 15.82% |
$406K - $487K
|
59.2K
$3.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-11.7K- 30.81% |
$425K - $509K
|
26.2K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-12.9KClosed |
$473K - $566K
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-13.1K- 35.11% |
$478K - $573K
|
24.2K
$1.3M
|
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-15.6K- 35.95% |
$568K - $680K
|
27.7K
$1.49M
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-15.6K- 6.32% |
$569K - $681K
|
231K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.8K- 28.34% |
$612K - $733K
|
42.4K
$2.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.3K- 24.02% |
$742K - $888K
|
64.3K
$3.45M
|
|
|
Feb 07, 2023
Q4 2022
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-20.6K- 15.78% |
$752K - $901K
|
110K
$5.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.2K- 10.18% |
$774K - $927K
|
187K
$10M
|
|
|
Feb 13, 2023
Q4 2022
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-22.5K- 57.14% |
$823K - $985K
|
16.9K
$907K
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-22.7K- 28.67% |
$828K - $991K
|
56.4K
$3.02M
|
|
|
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
SELL
|
- |
-22.7K- 51.42% |
$830K - $994K
|
21.5K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-24.4K- 73.06% |
$891K - $1.07M
|
9K
$483K
|