Moran Wealth Management, LLC H&R Block Inc Transaction History
Moran Wealth Management, LLC
- $3.08 Billion
- Q4 2024
A detailed history of Moran Wealth Management, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Moran Wealth Management, LLC holds 313,013 shares of HRB stock, worth $16.9 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
313,013
Previous 313,944
0.3%
Holding current value
$16.9 Million
Previous $20 Million
17.1%
% of portfolio
0.54%
Previous 0.63%
Shares
3 transactions
Others Institutions Holding HRB
# of Institutions
612Shares Held
108MCall Options Held
614KPut Options Held
772K-
Black Rock Inc. New York, NY16.3MShares$879 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.3MShares$769 Million0.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.22MShares$282 Million0.05% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA4.7MShares$254 Million0.96% of portfolio
-
State Street Corp Boston, MA4.59MShares$248 Million0.01% of portfolio
About H&R BLOCK INC
- Ticker HRB
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Personal Services
- Shares Outstandng 158,644,992
- Market Cap $8.56B
- Description
- H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. The company offers assisted income tax return preparation and related services through a system of retail...