Janney Montgomery Scott LLC H&R Block Inc Transaction History

Janney Montgomery Scott LLC

$35.3 Billion
Q1 2025

A detailed history of Janney Montgomery Scott LLC transactions in H&R Block Inc stock. As of the latest transaction made, Janney Montgomery Scott LLC holds 66,873 shares of HRB stock, worth $4.06 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

66,873

Previous 66,780 0.14%

Holding current value

$4.06 Million

Previous $3.53 Million 4.05%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$49.96 - $55.97 $4,646 - $5,205	93 Added 0.14%	66,873 $3.67 Million
Q4 2024 Jan 17, 2025	BUY	$52.14 - $63.36 $34,151 - $41,500	655 Added 0.99%	66,780 $3.53 Million
Q3 2024 Oct 29, 2024	BUY	$52.99 - $66.6 $3.5 Million - $4.4 Million	66,125 New	66,125 $4.2 Million
Q1 2024 May 01, 2024	BUY	$45.44 - $50.49 $9,451 - $10,501	208 Added 0.31%	67,244 $3.3 Million
Q4 2023 Feb 07, 2024	BUY	$40.86 - $48.95 $1,716 - $2,055	42 Added 0.06%	67,036 $3.24 Million
Q3 2023 Nov 08, 2023	SELL	$31.07 - $43.09 $53,129 - $73,683	-1,710 Reduced 2.49%	66,994 $2.89 Million
Q2 2023 Jul 26, 2023	BUY	$28.87 - $35.45 $1.98 Million - $2.44 Million	68,704 New	68,704 $2.19 Million
Q4 2022 Feb 01, 2023	BUY	$36.51 - $43.72 $72,180 - $86,434	1,977 Added 2.6%	78,094 $2.85 Million
Q3 2022 Oct 25, 2022	BUY	$36.45 - $48.44 $2.77 Million - $3.69 Million	76,117 New	76,117 $3.24 Million
Q1 2021 Apr 27, 2021	SELL	$15.66 - $21.8 $392,079 - $545,806	-25,037 Closed	0 $0
Q4 2020 Jan 25, 2021	BUY	$15.16 - $19.18 $6,867 - $8,688	453 Added 1.84%	25,037 $397,000
Q3 2020 Nov 06, 2020	SELL	$13.15 - $16.29 $881 - $1,091	-67 Reduced 0.27%	24,584 $400,000
Q2 2020 Jul 23, 2020	SELL	$11.94 - $19.76 $1.54 Million - $2.56 Million	-129,326 Reduced 83.99%	24,651 $352,000
Q1 2020 Apr 30, 2020	SELL	$12.38 - $24.97 $699,692 - $1.41 Million	-56,518 Reduced 26.85%	153,977 $2.17 Million
Q4 2019 Jan 21, 2020	BUY	$23.02 - $25.18 $2.52 Million - $2.76 Million	109,513 Added 108.45%	210,495 $4.94 Million
Q3 2019 Oct 29, 2019	SELL	$23.33 - $29.12 $196,765 - $245,598	-8,434 Reduced 7.71%	100,982 $2.39 Million
Q2 2019 Jul 29, 2019	BUY	$24.33 - $29.3 $70,167 - $84,501	2,884 Added 2.71%	109,416 $3.21 Million
Q1 2019 Apr 30, 2019	BUY	$23.53 - $25.91 $29,459 - $32,439	1,252 Added 1.19%	106,532 $2.55 Million
Q4 2018 Feb 01, 2019	SELL	$23.63 - $28.73 $270,870 - $329,331	-11,463 Reduced 9.82%	105,280 $2.67 Million
Q3 2018 Nov 05, 2018	SELL	$23.28 - $27.33 $79,827 - $93,714	-3,429 Reduced 2.85%	116,743 $3.01 Million
Q2 2018 Jul 24, 2018	BUY	$22.5 - $29.6 $63,315 - $83,294	2,814 Added 2.4%	120,172 $2.74 Million
Q1 2018 Apr 19, 2018	SELL	$24.47 - $28.73 $475,476 - $558,252	-19,431 Reduced 14.21%	117,358 $2.98 Million
Q4 2017 Feb 14, 2018	SELL	$23.86 - $28.99 $125,026 - $151,907	-5,240 Reduced 3.69%	136,789 $3.59 Million
Q3 2017 Nov 15, 2017	BUY	$25.69 - $31.49 $3.65 Million - $4.47 Million	142,029	142,029 $3.76 Million

Others Institutions Holding HRB

# of Institutions

614

Shares Held

108M

Call Options Held

614K

Put Options Held

772K

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 $9.64B
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...

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Janney Montgomery Scott LLC H&R Block Inc Transaction History