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 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
21KNew |
$858K - $1.03M
|
21K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.9K+ 91.93% |
$855K - $1.02M
|
43.7K
$2.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
20.1K+ 101.18% |
$822K - $985K
|
40K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
19.6K+ 8.81% |
$802K - $961K
|
243K
$12.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
19.4KNew |
$795K - $952K
|
19.4K
$1.02M
|
|
|
Jan 04, 2024
Q4 2023
|
Fcf Advisors LLC
|
BUY
|
- |
19.2K+ 503.17% |
$785K - $940K
|
23K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
19.1K+ 9.22% |
$779K - $933K
|
226K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
18KNew |
$734K - $879K
|
18K
$942K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.7K+ 75.0% |
$722K - $865K
|
41.2K
$2.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
17.3KNew |
$707K - $847K
|
17.3K
$908K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
16.7KNew |
$682K - $817K
|
16.7K
$876K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
16.6K+ 11.84% |
$679K - $814K
|
157K
$8.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
16.3K+ 55.63% |
$667K - $800K
|
45.7K
$2.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
16KNew |
$655K - $785K
|
16K
$841K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
15.9KNew |
$651K - $779K
|
15.9K
$836K
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
15.8K+ 32.01% |
$646K - $774K
|
65.2K
$3.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
15.6KNew |
$636K - $762K
|
15.6K
$817K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15KNew |
$614K - $736K
|
15K
$789K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
14.9K+ 3.23% |
$609K - $729K
|
476K
$25M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
14.3K+ 0.91% |
$583K - $698K
|
1.57M
$82.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
14.2KNew |
$581K - $696K
|
14.2K
$746K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
13.6KNew |
$556K - $666K
|
13.6K
$714K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.3KNew |
$543K - $651K
|
13.3K
$698K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
12.4KNew |
$505K - $606K
|
12.4K
$649K
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
11.9KNew |
$486K - $583K
|
11.9K
$625K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
11.7KNew |
$476K - $571K
|
11.7K
$612K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.5K+ 14.01% |
$470K - $563K
|
93.5K
$4.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
11.5K+ 12.35% |
$469K - $561K
|
104K
$5.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.3KNew |
$460K - $551K
|
11.3K
$591K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.2KNew |
$418K - $501K
|
10.2K
$537K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.2K+ 1.7% |
$417K - $499K
|
610K
$32M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
9.74K+ 88.56% |
$398K - $477K
|
20.7K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.73K+ 44.09% |
$398K - $476K
|
31.8K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9.72KNew |
$397K - $476K
|
9.72K
$510K
|
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
9.51KNew |
$388K - $465K
|
9.51K
$499K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.27KNew |
$379K - $454K
|
9.27K
$486K
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
9.21K+ 23.47% |
$376K - $451K
|
48.4K
$2.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.08KNew |
$371K - $444K
|
9.08K
$477K
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
9.04K+ 52.44% |
$369K - $442K
|
26.3K
$1.38M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
9.04K+ 52.44% |
$369K - $442K
|
26.3K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.03K+ 6058.39% |
$369K - $442K
|
9.18K
$482K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.81K+ 88.19% |
$360K - $431K
|
18.8K
$987K
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
BUY
|
- |
8.57K+ 49.2% |
$350K - $419K
|
26K
$1.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.53K+ 6.75% |
$348K - $417K
|
135K
$7.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
8.51KNew |
$348K - $417K
|
8.51K
$447K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.33KNew |
$340K - $408K
|
8.33K
$437K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.01K+ 8.27% |
$327K - $392K
|
105K
$5.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7.13KNew |
$291K - $349K
|
7.13K
$374K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.09KNew |
$290K - $347K
|
7.09K
$372K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.09KNew |
$290K - $347K
|
7.09K
$372K
|