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 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-390- 1.25% |
$15.9K - $19.1K
|
30.8K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-432- 63.44% |
$17.7K - $21.1K
|
249
$13.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-478- 49.43% |
$19.5K - $23.4K
|
489
$25.7K
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-490- 2.67% |
$20K - $24K
|
17.9K
$938K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-525- 9.19% |
$21.5K - $25.7K
|
5.19K
$272K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-560- 3.54% |
$22.9K - $27.4K
|
15.3K
$802K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-653- 7.94% |
$26.7K - $32K
|
7.57K
$397K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-700- 3.17% |
$28.6K - $34.3K
|
21.4K
$1.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-752- 5.83% |
$30.7K - $36.8K
|
12.1K
$638K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-782- 3.57% |
$32K - $38.3K
|
21.1K
$1.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
SELL
|
- |
-793- 4.91% |
$32.4K - $38.8K
|
15.4K
$807K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-796- 0.84% |
$32.5K - $39K
|
94.2K
$4.94M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-806- 2.98% |
$32.9K - $39.5K
|
26.3K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-861- 12.18% |
$35.2K - $42.1K
|
6.21K
$326K
|
|
|
Feb 12, 2024
Q4 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-900- 1.39% |
$36.8K - $44.1K
|
64K
$3.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-929- 5.19% |
$38K - $45.5K
|
17K
$891K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-986- 24.36% |
$40.3K - $48.3K
|
3.06K
$161K
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-1K- 0.63% |
$40.9K - $49K
|
158K
$8.28M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-1K- 26.72% |
$40.9K - $49K
|
2.74K
$144K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1K- 5.88% |
$41K - $49.1K
|
16.1K
$843K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.05K- 5.15% |
$43.1K - $51.6K
|
19.4K
$1.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.07K- 6.56% |
$43.7K - $52.4K
|
15.2K
$800K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.11K- 1.6% |
$45.2K - $54.1K
|
67.9K
$3.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.15K- 11.41% |
$46.8K - $56K
|
8.89K
$467K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.16K- 5.21% |
$47.4K - $56.8K
|
21.1K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.2K- 4.18% |
$48.8K - $58.5K
|
27.4K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.33K- 10.75% |
$54.3K - $65K
|
11K
$579K
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.34K- 1.33% |
$54.8K - $65.6K
|
99.6K
$5.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-1.7K- 7.0% |
$69.5K - $83.2K
|
22.6K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.75K- 5.19% |
$71.6K - $85.8K
|
32K
$1.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.79K- 8.76% |
$73.2K - $87.7K
|
18.7K
$979K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.8K- 4.95% |
$73.5K - $88.1K
|
34.6K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.81K- 10.1% |
$74K - $88.6K
|
16.1K
$845K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.04K- 16.9% |
$83.4K - $100K
|
10K
$527K
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.14K- 23.08% |
$87.3K - $105K
|
7.12K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.18K- 5.7% |
$88.9K - $106K
|
36K
$1.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.2K- 1.11% |
$89.7K - $107K
|
196K
$10.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.3K- 5.38% |
$94K - $113K
|
40.4K
$2.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-2.31K- 7.78% |
$94.5K - $113K
|
27.4K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.37K- 6.95% |
$97K - $116K
|
31.8K
$1.67M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.4K- 4.49% |
$98.1K - $117K
|
51K
$2.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-2.49K- 5.75% |
$102K - $122K
|
40.9K
$2.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.51K- 22.75% |
$103K - $123K
|
8.52K
$447K
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.55K- 14.09% |
$104K - $125K
|
15.5K
$816K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.7K- 6.26% |
$110K - $132K
|
40.4K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-2.81K- 4.23% |
$115K - $138K
|
63.7K
$3.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-2.82K- 40.53% |
$115K - $138K
|
4.14K
$217K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.87K- 3.01% |
$117K - $141K
|
92.6K
$4.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.91K- 1.88% |
$119K - $143K
|
152K
$7.96M
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-2.94K- 1.46% |
$120K - $144K
|
198K
$10.4M
|