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 02, 2021
Q3 2021
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-128KClosed |
$2.98M - $3.36M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-19.9KClosed |
$464K - $523K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
106KNew |
$2.49M - $2.8M
|
106K
$4.71M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
857New |
$20K - $22.5K
|
857
$37.9K
|
|
|
Oct 21, 2021
Q3 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-25.3KClosed |
$591K - $665K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
CALL |
20KNew |
$438K - $524K
|
20K
$886K
|
|
|
Aug 16, 2021
Q2 2021
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
- |
5KNew |
$109K - $131K
|
5K
$221K
|
|
|
Aug 16, 2021
Q2 2021
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-17.3KClosed |
$377K - $452K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-47Closed |
$1.03K - $1.23K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-120Closed |
$2.62K - $3.14K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voce Capital Management LLC
San Francisco, CA |
SELL
|
- |
-44.1KClosed |
$965K - $1.16M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-30.8KClosed |
$674K - $807K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-371Closed |
$8.11K - $9.72K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.77KClosed |
$214K - $256K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-11.1K- 49.72% |
$242K - $290K
|
11.2K
$495K
|
|
|
Aug 09, 2021
Q2 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2K- 97.09% |
$43.7K - $52.4K
|
60
$2.66K
|
|
|
Aug 06, 2021
Q2 2021
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-7.8KClosed |
$170K - $204K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-13.8KClosed |
$301K - $360K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-20.8KClosed |
$455K - $545K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.6KClosed |
$35K - $41.9K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-280Closed |
$6.12K - $7.33K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-23.3KClosed |
$509K - $610K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-319Closed |
$6.97K - $8.35K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
SELL
|
- |
-45.4KClosed |
$993K - $1.19M
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-792Closed |
$17.3K - $20.7K
|
0
$0
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
1.05KNew |
$23K - $27.5K
|
1.05K
$46.5K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-23.3KClosed |
$365K - $508K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-30.7KClosed |
$481K - $669K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-17KClosed |
$266K - $370K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-168KClosed |
$2.64M - $3.67M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Continental Advisors LLC
Chicago, IL |
SELL
|
CALL |
-20KClosed |
$313K - $436K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1KNew |
$15.7K - $21.8K
|
1K
$44.3K
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-98KClosed |
$1.53M - $2.14M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-558Closed |
$8.74K - $12.2K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-46.7KClosed |
$731K - $1.02M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-60Closed |
$940 - $1.31K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-10.6KClosed |
$166K - $230K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-370Closed |
$5.79K - $8.07K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-305Closed |
$4.78K - $6.65K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-29.3KClosed |
$458K - $638K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-16.6K- 97.06% |
$260K - $362K
|
502
$22.2K
|
|
|
May 05, 2021
Q1 2021
|
Unigestion Holding Sa
|
SELL
|
- |
-11.7KClosed |
$183K - $255K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-757Closed |
$11.9K - $16.5K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-886Closed |
$13.9K - $19.3K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-37Closed |
$579 - $807
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-266Closed |
$4.17K - $5.8K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-80- 95.24% |
$1.25K - $1.74K
|
4
$177
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-14Closed |
$212 - $269
|
0
$0
|
|