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 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.23K+ 909.63% |
$50.2K - $60.1K
|
1.36K
$71.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.19K+ 27.8% |
$48.6K - $58.3K
|
5.47K
$287K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.11K+ 1.06% |
$45.2K - $54.1K
|
105K
$5.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
1.1KNew |
$44.9K - $53.8K
|
1.1K
$57.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.04K+ 0.67% |
$42.5K - $50.9K
|
156K
$8.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1KNew |
$40.9K - $49K
|
1K
$52.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
996+ 6.28% |
$40.7K - $48.8K
|
16.9K
$885K
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
922+ 2.99% |
$37.7K - $45.1K
|
31.8K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
880New |
$36K - $43.1K
|
880
$46.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
858+ 121.7% |
$35.1K - $42K
|
1.56K
$82K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
834+ 1.63% |
$34.1K - $40.8K
|
52K
$2.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
819+ 13.21% |
$33.5K - $40.1K
|
7.02K
$368K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
756New |
$30.9K - $37K
|
756
$39.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
755New |
$30.8K - $37K
|
755
$39.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
730New |
$29.8K - $35.7K
|
730
$38.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
678+ 5.81% |
$27.7K - $33.2K
|
12.3K
$648K
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
658+ 4.45% |
$26.9K - $32.2K
|
15.4K
$811K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
644New |
$26.3K - $31.5K
|
644
$33.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
625+ 49.72% |
$25.5K - $30.6K
|
1.88K
$98.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
599+ 1.3% |
$24.5K - $29.3K
|
46.7K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
583New |
$23.8K - $28.5K
|
583
$30.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
559+ 2.88% |
$22.8K - $27.4K
|
19.9K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
503+ 1.64% |
$20.6K - $24.6K
|
31.1K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
493New |
$20.1K - $24.1K
|
493
$25.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
468+ 20.18% |
$19.1K - $22.9K
|
2.79K
$146K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
411+ 2.55% |
$16.8K - $20.1K
|
16.6K
$869K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
339New |
$13.9K - $16.6K
|
339
$17.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
328+ 0.97% |
$13.4K - $16.1K
|
34.3K
$1.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
301+ 4.11% |
$12.3K - $14.7K
|
7.62K
$400K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
291+ 2.49% |
$11.9K - $14.2K
|
12K
$628K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
273+ 11.63% |
$11.2K - $13.4K
|
2.62K
$138K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
271+ 3.05% |
$11.1K - $13.3K
|
9.16K
$481K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
248+ 91.85% |
$10.1K - $12.1K
|
518
$27.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
224New |
$9.15K - $11K
|
224
$11.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
190+ 15.03% |
$7.76K - $9.3K
|
1.45K
$76.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
185New |
$7.56K - $9.06K
|
185
$9.71K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
184New |
$7.52K - $9.01K
|
184
$9.66K
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
169+ 31.3% |
$6.91K - $8.27K
|
709
$37.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
167New |
$6.82K - $8.17K
|
167
$8.77K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
167New |
$6.82K - $8.17K
|
167
$8.77K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
164New |
$6.7K - $8.03K
|
164
$8.61K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
159+ 0.69% |
$6.5K - $7.78K
|
23.1K
$1.21M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
159+ 0.69% |
$6.5K - $7.78K
|
23.1K
$1.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
107New |
$4.37K - $5.24K
|
107
$5.62K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
94New |
$3.84K - $4.6K
|
94
$4.93K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
90+ 1.43% |
$3.68K - $4.41K
|
6.38K
$335K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
78New |
$3.19K - $3.82K
|
78
$4.09K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
76New |
$3.11K - $3.72K
|
76
$3.99K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
73New |
$2.98K - $3.57K
|
73
$3.83K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
66New |
$2.7K - $3.23K
|
66
$3.46K
|