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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
37New |
$1.15K - $1.59K
|
37
$1.64K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
5KNew |
$155K - $215K
|
5K
$221K
|
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-12.3K- 33.15% |
$382K - $530K
|
24.8K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
133New |
$4.13K - $5.73K
|
133
$5.89K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11New |
$342 - $474
|
11
$487
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
5.53KNew |
$172K - $238K
|
5.53K
$245K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.6KNew |
$329K - $456K
|
10.6K
$468K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.62KClosed |
$81.5K - $113K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lodge Hill Capital, LLC
New York, NY |
SELL
|
- |
-95K- 39.75% |
$2.95M - $4.09M
|
144K
$6.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
600+ 1200.0% |
$18.6K - $25.9K
|
650
$28.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-33.1K- 3.21% |
$1.03M - $1.43M
|
996K
$44.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
16.3KNew |
$506K - $701K
|
16.3K
$720K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.15KNew |
$35.7K - $49.6K
|
1.15K
$50.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.04K- 37.84% |
$94.6K - $131K
|
5K
$221K
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
7.92KNew |
$246K - $341K
|
7.92K
$350K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-30- 69.77% |
$932 - $1.29K
|
13
$576
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-34- 0.45% |
$1.06K - $1.47K
|
7.53K
$333K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
4.8KNew |
$149K - $207K
|
4.8K
$212K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.46K- 22.42% |
$45.3K - $62.8K
|
5.04K
$223K
|
|
|
Oct 24, 2023
Q3 2023
|
Arnhold LLC
|
BUY
|
- |
5.6KNew |
$174K - $241K
|
5.6K
$248K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
120New |
$3.73K - $5.17K
|
120
$5.31K
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
5KNew |
$155K - $215K
|
5K
$221K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
302+ 3.86% |
$9.38K - $13K
|
8.12K
$359K
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.2K- 5.02% |
$68.3K - $94.7K
|
41.6K
$1.84M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5KNew |
$155K - $215K
|
5K
$221K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
52New |
$1.5K - $1.84K
|
52
$2.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
8.56KNew |
$247K - $303K
|
8.56K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
24.7KNew |
$712K - $875K
|
24.7K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
9.71KNew |
$280K - $344K
|
9.71K
$430K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-250- 24.18% |
$7.22K - $8.86K
|
784
$34.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
18KNew |
$519K - $638K
|
18K
$796K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandler Capital Management
New York, NY |
BUY
|
PUT |
300KNew |
$8.66M - $10.6M
|
300K
$13.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-16.3K- 99.59% |
$470K - $577K
|
67
$2.97K
|
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
23.5KNew |
$678K - $833K
|
23.5K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-330K- 37.5% |
$9.53M - $11.7M
|
550K
$24.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-801- 4.11% |
$23.1K - $28.4K
|
18.7K
$827K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
6.78KNew |
$196K - $240K
|
6.78K
$300K
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
578+ 0.78% |
$16.7K - $20.5K
|
74.3K
$3.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
703+ 6.9% |
$20.3K - $24.9K
|
10.9K
$482K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.6KNew |
$566K - $695K
|
19.6K
$867K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
7.63KNew |
$220K - $271K
|
7.63K
$338K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-19Closed |
$632 - $755
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.09KNew |
$136K - $162K
|
4.09K
$181K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
405+ 68.3% |
$13.5K - $16.1K
|
998
$44.2K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-41- 26.62% |
$1.36K - $1.63K
|
113
$5K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
7.24KNew |
$241K - $288K
|
7.24K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.71K+ 51.79% |
$190K - $227K
|
16.7K
$741K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
8.5KNew |
$283K - $338K
|
8.5K
$376K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
200New |
$6.65K - $7.95K
|
200
$8.85K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
11.4K+ 184.37% |
$378K - $452K
|
17.5K
$776K
|
|