Purchases and Sales Made in Q4 2023 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q4 2023. 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 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
3.2MNew |
$131M - $157M
|
3.2M
$177M
|
|
|
Feb 09, 2024
Q4 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.71MNew |
$69.8M - $83.6M
|
1.71M
$94.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
718K+ 274.39% |
$29.3M - $35.2M
|
980K
$54.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
444KNew |
$18.1M - $21.7M
|
444K
$24.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevatt Capital LTD
Nassau, C5 |
BUY
|
- |
360KNew |
$14.7M - $17.6M
|
360K
$19.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Blue Whale Capital LLP
London, X0 |
BUY
|
- |
350K+ 636.36% |
$14.3M - $17.1M
|
405K
$22.3M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
318KNew |
$13M - $15.6M
|
318K
$17.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
270K+ 445.34% |
$11M - $13.2M
|
331K
$18.2M
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
264K+ 91.63% |
$10.8M - $12.9M
|
551K
$30.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
246K+ 16.12% |
$10M - $12M
|
1.77M
$97.6M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
207K+ 156.1% |
$8.45M - $10.1M
|
339K
$18.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradiem, LLC
|
BUY
|
- |
159KNew |
$6.48M - $7.76M
|
159K
$8.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
136K+ 1060.54% |
$5.56M - $6.66M
|
149K
$8.21M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
126K+ 12.53% |
$5.16M - $6.18M
|
1.13M
$62.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
88.2K+ 239.44% |
$3.61M - $4.32M
|
125K
$6.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
79.8K+ 3.34% |
$3.26M - $3.9M
|
2.47M
$136M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
76.6K+ 70.52% |
$3.13M - $3.75M
|
185K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
72KNew |
$2.94M - $3.52M
|
72K
$3.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
69.8K+ 23.75% |
$2.85M - $3.42M
|
364K
$20.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
66.2KNew |
$2.7M - $3.24M
|
66.2K
$3.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
65.3K+ 87.96% |
$2.67M - $3.2M
|
139K
$7.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
64.1K+ 12.97% |
$2.62M - $3.14M
|
558K
$30.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
59.3KNew |
$2.42M - $2.9M
|
59.3K
$3.27M
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
58KNew |
$2.37M - $2.84M
|
58K
$3.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
56.2K+ 55.77% |
$2.3M - $2.75M
|
157K
$8.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
51.9K+ 33.86% |
$2.12M - $2.54M
|
205K
$11.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
51.8KNew |
$2.11M - $2.53M
|
51.8K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
50.9K+ 15.43% |
$2.08M - $2.49M
|
381K
$21M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
47.5KNew |
$1.94M - $2.33M
|
47.5K
$2.62M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.5K+ 4.56% |
$1.86M - $2.23M
|
1.04M
$57.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.2K+ 123.28% |
$1.81M - $2.16M
|
80.1K
$4.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
43.5K+ 2.0% |
$1.78M - $2.13M
|
2.22M
$122M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
38.5K+ 33.0% |
$1.57M - $1.88M
|
155K
$8.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
37.5K+ 12.26% |
$1.53M - $1.83M
|
343K
$18.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
36.5K+ 53.04% |
$1.49M - $1.79M
|
105K
$5.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
32K+ 613.27% |
$1.31M - $1.57M
|
37.2K
$2.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
31K+ 33.71% |
$1.26M - $1.52M
|
123K
$6.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
26.4KNew |
$1.08M - $1.29M
|
26.4K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
26.2KNew |
$1.07M - $1.28M
|
26.2K
$1.45M
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
25.4KNew |
$1.04M - $1.24M
|
25.4K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
25.1K+ 35.45% |
$1.03M - $1.23M
|
96K
$5.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
24.6K+ 75.83% |
$1.01M - $1.21M
|
57.1K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
24.4KNew |
$996K - $1.19M
|
24.4K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
23.7KNew |
$970K - $1.16M
|
23.7K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
23.3KNew |
$953K - $1.14M
|
23.3K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
22.7KNew |
$926K - $1.11M
|
22.7K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.6K+ 59.98% |
$881K - $1.06M
|
57.5K
$3.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
21.5KNew |
$878K - $1.05M
|
21.5K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
21.3KNew |
$871K - $1.04M
|
21.3K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.1KNew |
$863K - $1.03M
|
21.1K
$1.17M
|