Cary Street Partners Investment Advisory LLC H&R Block Inc Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$31.07 - $43.09 $18,642 - $25,854	600 Added 1200.0%	650 $27,000
Q4 2022 Feb 14, 2023	BUY	$36.51 - $43.72 $1,825 - $2,186	50 New	50 $1,000

Others Institutions Holding HRB

# of Institutions

595

Shares Held

102M

Call Options Held

721K

Put Options Held

995K

Black Rock Inc. New York, NY

16.3M
Shares

$885 Million
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

14.2M
Shares

$772 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

4.94M
Shares

$268 Million
0.06% of portfolio
State Street Corp Boston, MA

4.49M
Shares

$244 Million
0.01% of portfolio
Fuller & Thaler Asset Management, Inc. San Mateo, CA

4.18M
Shares

$227 Million
1.06% of portfolio

View Full List

About H&R BLOCK INC

Ticker HRB
Exchange NYSE
Sector Consumer Cyclical
Industry Personal Services
Shares Outstandng 158,644,992
Market Cap $8.61B
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...

More about HRB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cary Street Partners Investment Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Investment Advisory LLC with notifications on news.

Account