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
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.5K+ 0.68% |
$266K - $318K
|
961K
$50.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.47KNew |
$264K - $317K
|
6.47K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
6.44KNew |
$263K - $315K
|
6.44K
$338K
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
6.39KNew |
$261K - $313K
|
6.39K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
6.26KNew |
$256K - $306K
|
6.26K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.18KNew |
$253K - $303K
|
6.18K
$324K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.95K+ 6.51% |
$243K - $291K
|
97.3K
$5.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.75KNew |
$235K - $281K
|
5.75K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
5.73K+ 55.1% |
$234K - $280K
|
16.1K
$847K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.7K+ 431.24% |
$233K - $279K
|
7.02K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.63KNew |
$230K - $276K
|
5.63K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.5KNew |
$225K - $269K
|
5.5K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.49KNew |
$224K - $269K
|
5.49K
$288K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
5.15KNew |
$211K - $252K
|
5.15K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.83K+ 56.31% |
$197K - $236K
|
13.4K
$704K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
4.72KNew |
$193K - $231K
|
4.72K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
4.67KNew |
$191K - $229K
|
4.67K
$245K
|
|
|
Jan 11, 2024
Q4 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
4.64KNew |
$190K - $227K
|
4.64K
$244K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
4.61KNew |
$188K - $226K
|
4.61K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.56KNew |
$186K - $223K
|
4.56K
$239K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
4.5KNew |
$184K - $220K
|
4.5K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.46KNew |
$182K - $218K
|
4.46K
$234K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.37K+ 29.02% |
$179K - $214K
|
19.4K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.36KNew |
$178K - $213K
|
4.36K
$229K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.35K+ 27.6% |
$178K - $213K
|
20.1K
$1.06M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.28KNew |
$175K - $210K
|
4.28K
$225K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4.22KNew |
$172K - $207K
|
4.22K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.21KNew |
$172K - $206K
|
4.21K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.01K+ 4.9% |
$164K - $196K
|
85.8K
$4.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.82K+ 1509.09% |
$156K - $187K
|
4.07K
$214K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
3.72K+ 0.99% |
$152K - $182K
|
380K
$19.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
3.66KNew |
$149K - $179K
|
3.66K
$192K
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
3.56K+ 13.57% |
$145K - $174K
|
29.8K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
3.52K+ 3.14% |
$144K - $172K
|
116K
$6.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.41K+ 17.15% |
$139K - $167K
|
23.3K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Sage Rock Capital Management LP
New York, NY |
BUY
|
- |
3.3KNew |
$135K - $162K
|
3.3K
$173K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
2.74KNew |
$112K - $134K
|
2.74K
$144K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.61KNew |
$107K - $128K
|
2.61K
$137K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.56K+ 26.48% |
$104K - $125K
|
12.2K
$641K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.54K+ 33.56% |
$104K - $124K
|
10.1K
$531K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.19K+ 5.62% |
$89.5K - $107K
|
41.2K
$2.16M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2K+ 31.02% |
$81.6K - $97.8K
|
8.44K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.94K+ 8.76% |
$79.2K - $94.9K
|
24.1K
$1.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.77K+ 5.76% |
$72.3K - $86.6K
|
32.5K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.71KNew |
$70K - $83.9K
|
1.71K
$89.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.68K+ 4.04% |
$68.6K - $82.1K
|
43.2K
$2.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.57K+ 145.31% |
$63.9K - $76.6K
|
2.64K
$139K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.38K+ 12.09% |
$56.2K - $67.4K
|
12.8K
$670K
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
1.3K+ 10.94% |
$53K - $63.5K
|
13.1K
$690K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.27K+ 42333.33% |
$51.9K - $62.2K
|
1.27K
$66.8K
|