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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
3K+ 3.26% |
$109K - $145K
|
95K
$4.21M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.3KNew |
$83.9K - $112K
|
2.3K
$102K
|
|
|
Oct 13, 2022
Q3 2022
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-34.7K- 86.72% |
$1.26M - $1.68M
|
5.31K
$235K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
32.2KNew |
$1.17M - $1.56M
|
32.2K
$1.43M
|
|
| Q2 2022 | |||||||
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-73.6K- 99.53% |
$1.75M - $2.67M
|
350
$15.5K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-43Closed |
$1.02K - $1.56K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-227Closed |
$5.4K - $8.23K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.03KClosed |
$24.6K - $37.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-31KClosed |
$737K - $1.12M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
10.1KNew |
$240K - $366K
|
10.1K
$447K
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
800New |
$19K - $29K
|
800
$35.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$278K - $424K
|
11.7K
$518K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-8Closed |
$190 - $290
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-642K- 77.92% |
$15.3M - $23.3M
|
182K
$8.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
22KNew |
$522K - $797K
|
22K
$973K
|
|
|
Aug 12, 2022
Q2 2022
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-129K- 31.99% |
$3.07M - $4.69M
|
275K
$12.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-500- 69.83% |
$11.9K - $18.1K
|
216
$9.56K
|
|
|
Aug 12, 2022
Q2 2022
|
Franchise Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-51.4KClosed |
$1.22M - $1.86M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-10.6KClosed |
$253K - $386K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
7.6KNew |
$181K - $276K
|
7.6K
$336K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-34KClosed |
$808K - $1.23M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-260- 9.51% |
$6.18K - $9.43K
|
2.48K
$110K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
10New |
$238 - $363
|
10
$443
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-22K- 96.49% |
$523K - $798K
|
800
$35.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.12KNew |
$26.6K - $40.7K
|
1.12K
$49.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-23Closed |
$547 - $834
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11New |
$261 - $399
|
11
$487
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-11.6KClosed |
$276K - $422K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-13.5KClosed |
$322K - $491K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-12.7KClosed |
$302K - $460K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
152New |
$3.61K - $5.51K
|
152
$6.73K
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-11.5KClosed |
$273K - $416K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-159KClosed |
$3.78M - $5.77M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-20.5KClosed |
$487K - $744K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-255- 3.13% |
$6.06K - $9.25K
|
7.91K
$350K
|
|
|
Jul 26, 2022
Q2 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-68K- 87.91% |
$1.62M - $2.47M
|
9.35K
$414K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-177- 23.69% |
$4.21K - $6.42K
|
570
$25.2K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-29Closed |
$689 - $1.05K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13New |
$309 - $472
|
13
$576
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-73.5KClosed |
$1.75M - $2.67M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Peregrine Capital Management LLC
|
SELL
|
- |
-615KClosed |
$14.6M - $22.3M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Guardian Investment Management
|
SELL
|
- |
-15KClosed |
$357K - $544K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
618New |
$14.7K - $22.4K
|
618
$27.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-400Closed |
$9.51K - $14.5K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-27Closed |
$642 - $979
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Denali Advisors LLC
|
SELL
|
- |
-73Closed |
$1.74K - $2.65K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-324KClosed |
$7.71M - $11.8M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
6New |
$143 - $218
|
6
$266
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-600Closed |
$14.3K - $21.8K
|
0
$0
|
|