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 |
---|---|---|---|---|---|---|---|
Aug 13, 2020
Q2 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-9.31KClosed |
$111K - $184K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7Closed |
$83.6 - $138
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-7K- 24.48% |
$83.6K - $138K
|
21.6K
$1.19M
|
|
Aug 12, 2020
Q2 2020
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-32.1KClosed |
$383K - $633K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-90.9KClosed |
$1.09M - $1.8M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.15KClosed |
$13.7K - $22.7K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-45.4KClosed |
$542K - $897K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Uss Investment Management LTD
|
SELL
|
- |
-63.2KClosed |
$755K - $1.25M
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Arkadios Wealth Advisors
|
SELL
|
- |
-177Closed |
$2.11K - $3.5K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-5.47MClosed |
$65.3M - $108M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-1KClosed |
$11.9K - $19.8K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-184Closed |
$2.2K - $3.64K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-17.5KClosed |
$209K - $346K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Jnba Financial Advisors
|
SELL
|
- |
-600Closed |
$7.16K - $11.9K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-11.5KClosed |
$138K - $228K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Optimum Investment Advisors
|
BUY
|
CALL |
1.5KNew |
$17.9K - $29.6K
|
1.5K
$82.4K
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-26.3KClosed |
$314K - $519K
|
0
$0
|
|
Q1 2020 | |||||||
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-280KClosed |
$3.47M - $6.99M
|
0
$0
|
|
Sep 07, 2021
Q1 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5Closed |
$61.9 - $125
|
0
$0
|
|
May 26, 2020
Q1 2020
|
Signature Wealth Management Group
|
SELL
|
- |
-123KClosed |
$1.53M - $3.08M
|
0
$0
|
|
May 20, 2020
Q1 2020
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-15.3KClosed |
$190K - $382K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-19KClosed |
$236K - $475K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$12.4 - $25
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-60.4KClosed |
$748K - $1.51M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Seeyond
Paris, I0 |
SELL
|
- |
-236KClosed |
$2.92M - $5.9M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-8.71KClosed |
$108K - $217K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-272KClosed |
$3.37M - $6.79M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-1.46MClosed |
$18.1M - $36.6M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Australian Super Pty LTD
|
SELL
|
- |
-4.09MClosed |
$50.6M - $102M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Wolverine Asset Management LLC
|
SELL
|
- |
-4.23KClosed |
$52.3K - $106K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-700Closed |
$8.67K - $17.5K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-18.1KClosed |
$224K - $452K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-21.8KClosed |
$270K - $545K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Gam Holding Ag
|
SELL
|
- |
-30.8KClosed |
$381K - $769K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-11.8KClosed |
$146K - $295K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-499- 2.28% |
$6.18K - $12.5K
|
21.3K
$1.17M
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.5KClosed |
$18.6K - $37.5K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-2.36MClosed |
$29.2M - $58.9M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4Closed |
$49.5 - $99.9
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Tredje Ap Fonden
|
SELL
|
- |
-10.1KClosed |
$125K - $253K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-49.5KClosed |
$613K - $1.24M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-66Closed |
$817 - $1.65K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-99.6KClosed |
$1.23M - $2.49M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-26Closed |
$322 - $649
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-18.9KClosed |
$234K - $472K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Bp PLC
|
SELL
|
- |
-22KClosed |
$272K - $549K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-11.6KClosed |
$143K - $289K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-292Closed |
$3.61K - $7.29K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-35.9KClosed |
$445K - $897K
|
0
$0
|