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 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-40.4K- 64.62% |
$1.65M - $1.98M
|
22.1K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-41.3K- 51.43% |
$1.69M - $2.02M
|
39K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-46.2K- 19.12% |
$1.89M - $2.26M
|
196K
$10.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-46.7K- 13.95% |
$1.91M - $2.29M
|
288K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-48.6K- 35.64% |
$1.98M - $2.38M
|
87.7K
$4.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-54.2K- 6.01% |
$2.22M - $2.65M
|
848K
$46.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-54.3K- 41.75% |
$2.22M - $2.66M
|
75.7K
$4.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-54.6K- 88.79% |
$2.23M - $2.67M
|
6.9K
$376K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-55.3K- 52.34% |
$2.26M - $2.71M
|
50.3K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-57.8K- 24.47% |
$2.36M - $2.83M
|
179K
$9.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-66.3K- 57.44% |
$2.71M - $3.25M
|
49.1K
$2.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-67.8K- 1.76% |
$2.77M - $3.32M
|
3.78M
$206M
|
|
|
Feb 14, 2024
Q4 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-72K- 53.33% |
$2.94M - $3.52M
|
63K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-73K- 13.31% |
$2.98M - $3.57M
|
475K
$25.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-87.4K- 7.39% |
$3.57M - $4.28M
|
1.09M
$59.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-98.9K- 57.86% |
$4.04M - $4.84M
|
72K
$3.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-105K- 15.66% |
$4.28M - $5.13M
|
565K
$30.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-109K- 23.83% |
$4.44M - $5.32M
|
347K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-113K- 62.48% |
$4.6M - $5.51M
|
67.6K
$3.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-131K- 57.92% |
$5.34M - $6.4M
|
94.9K
$5.18M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-131K- 11.24% |
$5.37M - $6.44M
|
1.04M
$56.6M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-145K- 19.16% |
$5.9M - $7.07M
|
610K
$33.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-148K- 5.36% |
$6.06M - $7.26M
|
2.62M
$143M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-150K- 40.47% |
$6.12M - $7.33M
|
220K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-163K- 13.52% |
$6.67M - $7.98M
|
1.04M
$56.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-174K- 97.95% |
$7.11M - $8.51M
|
3.65K
$199K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-178K- 87.83% |
$7.28M - $8.72M
|
24.7K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
SELL
|
- |
-216K- 37.56% |
$8.83M - $10.6M
|
359K
$19.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-219K- 99.9% |
$8.95M - $10.7M
|
217
$11.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-305K- 40.53% |
$12.5M - $14.9M
|
448K
$24.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-392K- 2.61% |
$16M - $19.2M
|
14.6M
$799M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-420K- 15.45% |
$17.2M - $20.6M
|
2.3M
$125M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-495K- 60.66% |
$20.2M - $24.2M
|
321K
$17.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-538K- 2.92% |
$22M - $26.3M
|
17.9M
$975M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-617K- 10.15% |
$25.2M - $30.2M
|
5.47M
$298M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.15M- 94.87% |
$47.1M - $56.4M
|
62.3K
$3.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.26M- 61.88% |
$51.6M - $61.8M
|
778K
$42.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.59M- 25.16% |
$65.1M - $78M
|
4.74M
$258M
|