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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.14K+ 3.32% |
$41.7K - $49.9K
|
35.5K
$1.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Premier Fund Managers LTD
|
BUY
|
- |
391+ 0.19% |
$14.3K - $17.1K
|
201K
$8.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
35.8KNew |
$1.31M - $1.57M
|
35.8K
$1.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-11KClosed |
$403K - $482K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-152- 69.41% |
$5.55K - $6.65K
|
67
$2.97K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
21New |
$767 - $918
|
21
$930
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
20.7K+ 92.86% |
$757K - $907K
|
43.1K
$1.91M
|
|
|
Feb 01, 2023
Q4 2022
|
Kestrel Investment Management Corp
San Mateo, CA |
SELL
|
- |
-2.7K- 2.6% |
$98.6K - $118K
|
101K
$4.48M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.11KNew |
$150K - $180K
|
4.11K
$182K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-299- 1.33% |
$10.9K - $13.1K
|
22.2K
$984K
|
|
|
Jan 17, 2023
Q4 2022
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-700- 4.32% |
$25.6K - $30.6K
|
15.5K
$686K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
227New |
$8.29K - $9.92K
|
227
$10K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.35KNew |
$85.8K - $103K
|
2.35K
$104K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
622New |
$22.7K - $27.2K
|
622
$27.5K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
9New |
$329 - $393
|
9
$398
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-112- 46.47% |
$4.09K - $4.9K
|
129
$5.71K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.2K- 24.24% |
$117K - $140K
|
10K
$443K
|
|
| Q3 2022 | |||||||
|
Mar 10, 2023
Q3 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
46.6K+ 60.04% |
$1.7M - $2.26M
|
124K
$5.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Atika Capital Management LLC
New York, NY |
BUY
|
- |
177KNew |
$6.45M - $8.57M
|
177K
$7.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
SELL
|
- |
-85.9K- 7.66% |
$3.13M - $4.16M
|
1.04M
$45.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-456- 6.49% |
$16.6K - $22.1K
|
6.57K
$291K
|
|
|
Nov 14, 2022
Q3 2022
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-10.9K- 14.13% |
$397K - $528K
|
66.2K
$2.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
19New |
$693 - $920
|
19
$841
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
5.68KNew |
$207K - $275K
|
5.68K
$251K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
892+ 1.13% |
$32.5K - $43.2K
|
79.6K
$3.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-2.72KClosed |
$99.3K - $132K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
2.4KNew |
$87.5K - $116K
|
2.4K
$106K
|
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
332+ 1.17% |
$12.1K - $16.1K
|
28.7K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
8.24KNew |
$300K - $399K
|
8.24K
$365K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-127K- 78.92% |
$4.63M - $6.15M
|
33.9K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
PUT |
-25K- 50.0% |
$911K - $1.21M
|
25K
$1.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-649- 10.17% |
$23.7K - $31.4K
|
5.73K
$254K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
8.61K+ 31.06% |
$314K - $417K
|
36.3K
$1.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-13.5K- 25.23% |
$492K - $654K
|
40K
$1.77M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9New |
$328 - $436
|
9
$398
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-403- 5.8% |
$14.7K - $19.5K
|
6.54K
$290K
|
|
|
Nov 08, 2022
Q3 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
839New |
$30.6K - $40.6K
|
839
$37.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-273- 52.0% |
$9.95K - $13.2K
|
252
$11.2K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
165New |
$6.01K - $7.99K
|
165
$7.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Jennison Associates LLC
|
BUY
|
- |
12.6KNew |
$458K - $609K
|
12.6K
$556K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.2K- 3.56% |
$43.7K - $58.1K
|
32.5K
$1.44M
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-3.4K- 34.34% |
$124K - $164K
|
6.49K
$287K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
59New |
$2.15K - $2.86K
|
59
$2.61K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-550- 20.95% |
$20K - $26.6K
|
2.08K
$91.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
848New |
$30.9K - $41.1K
|
848
$37.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.98KNew |
$72.2K - $96K
|
1.98K
$87.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
4.81KNew |
$175K - $233K
|
4.81K
$213K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
8.63K+ 127.94% |
$314K - $418K
|
15.4K
$680K
|
|
|
Oct 21, 2022
Q3 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-12K- 60.0% |
$437K - $581K
|
8K
$354K
|
|