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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-49.8K- 82.74% |
$1.66M - $1.98M
|
10.4K
$460K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.37K- 16.35% |
$45.7K - $54.6K
|
7.03K
$311K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.5K- 75.0% |
$49.9K - $59.6K
|
500
$22.1K
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
4.86K+ 1.92% |
$162K - $193K
|
258K
$11.4M
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-3.5K- 18.43% |
$116K - $139K
|
15.5K
$685K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-241- 60.55% |
$8.01K - $9.58K
|
157
$6.95K
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
729+ 2.36% |
$24.2K - $29K
|
31.6K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
230+ 3.88% |
$7.65K - $9.14K
|
6.16K
$273K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
80.5KNew |
$2.68M - $3.2M
|
80.5K
$3.57M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.49KNew |
$49.5K - $59.2K
|
1.49K
$66K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 15.63% |
$166 - $199
|
27
$1.2K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.07MNew |
$68.9M - $82.3M
|
2.07M
$91.7M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
801+ 1.57% |
$26.6K - $31.8K
|
51.8K
$2.29M
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-8- 3.98% |
$266 - $318
|
193
$8.54K
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
33.4KNew |
$1.11M - $1.33M
|
33.4K
$1.48M
|
|
|
May 04, 2023
Q1 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-8.73K- 38.7% |
$290K - $347K
|
13.8K
$612K
|
|
|
May 04, 2023
Q1 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-54.1K- 74.62% |
$1.8M - $2.15M
|
18.4K
$815K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-557- 24.98% |
$18.5K - $22.1K
|
1.67K
$74.1K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 57.14% |
$133 - $159
|
11
$487
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
33New |
$1.1K - $1.31K
|
33
$1.46K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$99.7 - $119
|
3
$133
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
212+ 78.81% |
$7.05K - $8.43K
|
481
$21.3K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-23- 26.14% |
$765 - $914
|
65
$2.88K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
200New |
$6.65K - $7.95K
|
200
$8.85K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.53K+ 59.16% |
$250K - $299K
|
20.3K
$897K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.5KNew |
$49.9K - $59.6K
|
1.5K
$66.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3.58KNew |
$119K - $142K
|
3.58K
$159K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.79% |
$33.2 - $39.8
|
127
$5.62K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
17.4KNew |
$578K - $692K
|
17.4K
$770K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
419+ 1.51% |
$13.9K - $16.7K
|
28.1K
$1.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
500New |
$16.6K - $19.9K
|
500
$22.1K
|
|
| Q4 2022 | |||||||
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-28.8KClosed |
$1.05M - $1.26M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.2K- 24.24% |
$117K - $140K
|
10K
$443K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.5KNew |
$384K - $460K
|
10.5K
$466K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
25New |
$913 - $1.09K
|
25
$1.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
891New |
$32.5K - $39K
|
891
$39.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.33KNew |
$231K - $277K
|
6.33K
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-5- 3.97% |
$183 - $219
|
121
$5.36K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
10.3KNew |
$376K - $450K
|
10.3K
$456K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14New |
$511 - $612
|
14
$620
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-27K- 40.24% |
$986K - $1.18M
|
40.1K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.16K- 43.67% |
$152K - $182K
|
5.36K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Rayliant Investment Research
Santa Monica, CA |
BUY
|
- |
19.7KNew |
$720K - $863K
|
19.7K
$873K
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-88.6KClosed |
$3.23M - $3.87M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-1.96K- 19.54% |
$71.7K - $85.9K
|
8.09K
$358K
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.8K- 32.94% |
$102K - $122K
|
5.7K
$252K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
7.37KNew |
$269K - $322K
|
7.37K
$326K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.6KNew |
$241K - $289K
|
6.6K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
17New |
$621 - $743
|
17
$753
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
20New |
$730 - $874
|
20
$885
|
|