Latest Institutional Transactions on H&R Block Inc (HRB)
This table provides information on the latest institutional transactions involving H&R Block Inc (HRB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
19.2K+ 89.21% |
$1.02M - $1.28M
|
40.7K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
6.34KNew |
$336K - $423K
|
6.34K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
104KNew |
$5.53M - $6.94M
|
104K
$5.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-39.8K- 31.21% |
$2.11M - $2.65M
|
87.7K
$4.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
58.1K+ 413.13% |
$3.08M - $3.87M
|
72.1K
$3.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-146- 3.38% |
$7.74K - $9.72K
|
4.17K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
30.3KNew |
$1.61M - $2.02M
|
30.3K
$1.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.59K+ 62.49% |
$84K - $106K
|
4.12K
$226K
|
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
3.38KNew |
$179K - $225K
|
3.38K
$186K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4New |
$212 - $266
|
4
$220
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.86KNew |
$205K - $257K
|
3.86K
$212K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.2KNew |
$170K - $213K
|
3.2K
$176K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
539New |
$28.6K - $35.9K
|
539
$29.6K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-46- 86.79% |
$2.44K - $3.06K
|
7
$384
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-500- 4.03% |
$26.5K - $33.3K
|
11.9K
$654K
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-5.95K- 71.97% |
$315K - $396K
|
2.32K
$127K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
30+ 11.07% |
$1.59K - $2K
|
301
$16.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
18.2KNew |
$966K - $1.21M
|
18.2K
$1M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
145New |
$7.68K - $9.66K
|
145
$7.96K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
75New |
$3.97K - $5K
|
75
$4.12K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.25KNew |
$384K - $483K
|
7.25K
$398K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.57KNew |
$189K - $238K
|
3.57K
$196K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
3.2KNew |
$170K - $213K
|
3.2K
$176K
|
|
|
Nov 04, 2024
Q3 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-67.4K- 66.9% |
$3.57M - $4.49M
|
33.4K
$1.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
23New |
$1.22K - $1.53K
|
23
$1.26K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-5.09K- 27.13% |
$270K - $339K
|
13.7K
$750K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
16.1K+ 102.41% |
$855K - $1.07M
|
31.9K
$1.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.9KNew |
$101K - $126K
|
1.9K
$104K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
26.4KNew |
$1.4M - $1.76M
|
26.4K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$424 - $533
|
8
$439
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
111New |
$5.88K - $7.39K
|
111
$6.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
19.5KNew |
$1.03M - $1.3M
|
19.5K
$1.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
7.3KNew |
$387K - $486K
|
7.3K
$401K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.27KNew |
$173K - $218K
|
3.27K
$180K
|
|
|
Oct 29, 2024
Q3 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
43KNew |
$2.28M - $2.86M
|
43K
$2.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
17+ 0.37% |
$901 - $1.13K
|
4.63K
$254K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
111+ 73.51% |
$5.88K - $7.39K
|
262
$14.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
97New |
$5.14K - $6.46K
|
97
$5.33K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 6.56% |
$212 - $266
|
57
$3.13K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
6.05K+ 4.07% |
$321K - $403K
|
155K
$8.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
52New |
$2.76K - $3.46K
|
52
$2.86K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.52K- 24.01% |
$80.4K - $101K
|
4.8K
$264K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.8KNew |
$1.31M - $1.65M
|
24.8K
$1.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
400+ 606.06% |
$21.2K - $26.6K
|
466
$25.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.5KNew |
$185K - $233K
|
3.5K
$192K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.02K+ 0.63% |
$54.3K - $68.2K
|
164K
$8.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.2K- 17.7% |
$170K - $213K
|
14.9K
$817K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
8New |
$424 - $533
|
8
$439
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-94- 2.5% |
$4.98K - $6.26K
|
3.66K
$201K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
773New |
$41K - $51.5K
|
773
$42.4K
|