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
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-3.11K- 4.24% |
$127K - $152K
|
70.3K
$3.69M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.14K- 32.97% |
$128K - $154K
|
6.38K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3.4K- 63.16% |
$139K - $166K
|
1.98K
$104K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-3.41K- 1.33% |
$139K - $167K
|
253K
$13.3M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-3.43K- 19.83% |
$140K - $168K
|
13.9K
$728K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-3.7K- 6.91% |
$151K - $181K
|
49.9K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.06K- 19.54% |
$166K - $199K
|
16.7K
$877K
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4.16K- 1.53% |
$170K - $204K
|
268K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4.16K- 1.53% |
$170K - $204K
|
268K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.17K- 47.31% |
$170K - $204K
|
4.65K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-4.26K- 97.82% |
$174K - $209K
|
95
$4.99K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.93K- 6.66% |
$201K - $241K
|
69.1K
$3.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-5K- 3.86% |
$204K - $245K
|
124K
$6.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-5.63K- 17.01% |
$230K - $275K
|
27.5K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-5.7K- 8.16% |
$233K - $279K
|
64.2K
$3.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-5.97K- 84.42% |
$244K - $292K
|
1.1K
$57.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-6.04K- 11.83% |
$247K - $296K
|
45K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-6.28K- 6.87% |
$256K - $307K
|
85.1K
$4.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-7.99K- 78.18% |
$327K - $391K
|
2.23K
$117K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.02K- 33.69% |
$328K - $393K
|
15.8K
$829K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.5K- 34.48% |
$388K - $465K
|
18K
$947K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-9.64K- 21.65% |
$394K - $472K
|
34.9K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.66K- 63.6% |
$395K - $473K
|
5.53K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-9.93K- 7.83% |
$406K - $486K
|
117K
$6.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-9.95K- 10.04% |
$407K - $487K
|
89.1K
$4.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.1K- 36.17% |
$412K - $494K
|
17.8K
$934K
|
|
|
Feb 01, 2024
Q4 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-10.5K- 33.33% |
$429K - $514K
|
21K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-10.6K- 9.47% |
$434K - $520K
|
101K
$5.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-10.6K- 99.3% |
$435K - $521K
|
75
$3.94K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-10.7K- 37.85% |
$439K - $526K
|
17.6K
$926K
|
|
|
Feb 05, 2024
Q4 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-11.2K- 29.09% |
$458K - $548K
|
27.3K
$1.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-11.2K- 3.75% |
$458K - $549K
|
288K
$15.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-11.6K- 33.07% |
$473K - $567K
|
23.4K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-11.9K- 20.27% |
$488K - $585K
|
47K
$2.47M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-12K- 36.36% |
$490K - $587K
|
21K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-13.9K- 8.21% |
$568K - $681K
|
155K
$8.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-14.5K- 0.86% |
$593K - $711K
|
1.68M
$88.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-15.4K- 43.16% |
$630K - $755K
|
20.3K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-15.4K- 20.28% |
$631K - $756K
|
60.7K
$3.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-16.1K- 3.38% |
$660K - $790K
|
461K
$24.2M
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-18.3K- 12.1% |
$747K - $895K
|
133K
$6.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-19.4K- 59.5% |
$792K - $948K
|
13.2K
$692K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-19.8K- 88.16% |
$811K - $971K
|
2.67K
$140K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-20.2K- 9.37% |
$824K - $988K
|
195K
$10.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-20.9K- 23.57% |
$854K - $1.02M
|
67.7K
$3.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-22.3K- 38.76% |
$910K - $1.09M
|
35.2K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-26.4K- 76.95% |
$1.08M - $1.29M
|
7.91K
$415K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-28.9K- 5.67% |
$1.18M - $1.41M
|
480K
$25.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-30.1K- 39.11% |
$1.23M - $1.47M
|
46.9K
$2.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-33.7K- 5.95% |
$1.38M - $1.65M
|
533K
$28M
|