Connor, Clark & Lunn Investment Management Ltd. H&R Block Inc Transaction History

Connor, Clark & Lunn Investment Management Ltd.

$20 Billion
Q4 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$28.87 - $35.45 $329,926 - $405,122	11,428 New	11,428 $364,000
Q4 2022 Feb 10, 2023	BUY	$36.51 - $43.72 $1.06 Million - $1.27 Million	29,104 New	29,104 $1.06 Million
Q2 2022 Aug 05, 2022	BUY	$23.77 - $36.27 $1.35 Million - $2.06 Million	56,808 New	56,808 $2.01 Million
Q3 2018 Nov 13, 2018	SELL	$23.28 - $27.33 $252,006 - $295,847	-10,825 Closed	0 $0
Q2 2018 Aug 02, 2018	BUY	$22.5 - $29.6 $243,562 - $320,420	10,825 New	10,825 $247,000

Others Institutions Holding HRB

# of Institutions

608

Shares Held

104M

Call Options Held

721K

Put Options Held

952K

Black Rock Inc. New York, NY

16.3M
Shares

$867 Million
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

14.2M
Shares

$757 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.22M
Shares

$278 Million
0.05% of portfolio
State Street Corp Boston, MA

4.49M
Shares

$239 Million
0.01% of portfolio
Fuller & Thaler Asset Management, Inc. San Mateo, CA

4.18M
Shares

$222 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 $8.44B
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 Connor, Clark & Lunn Investment Management Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Connor, Clark & Lunn Investment Management Ltd. with notifications on news.

Account