Latest Institutional Transactions on H&R Block Inc (HRB)

HRB Quotes by TradingView

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 16, 2021 Q4 2020
Barings LLC

SELL
 -
-23K
Closed
$348K - $440K
0 $0
Feb 16, 2021 Q4 2020
Quantitative Investment Management, LLC

Charlottesville, VA
SELL
 -
-40.5K
Closed
$614K - $777K
0 $0
Feb 16, 2021 Q4 2020
Pinz Capital Management, LP

New York, NY
SELL
 -
-30.7K
Closed
$466K - $590K
0 $0
Feb 16, 2021 Q4 2020
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
0
Closed
$0 - $0
0 $0
Feb 16, 2021 Q4 2020
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 CALL
200
New
$3.03K - $3.84K
200 $8.85K
Feb 12, 2021 Q4 2020
Carlson Capital L P

Dallas, TX
SELL
 -
-1.77M
Closed
$26.8M - $33.9M
0 $0
Feb 12, 2021 Q4 2020
Banco De Sabadell, S.A

Miami, FL
SELL
 -
-132K
Closed
$2M - $2.54M
0 $0
Feb 12, 2021 Q4 2020
Hsbc Holdings PLC

London, X0
BUY
 PUT
17.2K
New
$260K - $329K
17.2K $760K
Feb 11, 2021 Q4 2020
Global Endowment Management, LP

Charlotte, NC
SELL
 -
-12.7K
Closed
$193K - $244K
0 $0
Feb 11, 2021 Q4 2020
First Horizon Corp

Memphis, TN
SELL
 -
-44
- 86.27%
$667 - $844
7 $310
Feb 09, 2021 Q4 2020
Personal Cfo Solutions, LLC

SELL
 -
-38.8K
Closed
$588K - $744K
0 $0
Feb 09, 2021 Q4 2020
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-1.58K
Closed
$24K - $30.4K
0 $0
Feb 08, 2021 Q4 2020
Simmons Bank

SELL
 -
-49.6K
Closed
$751K - $951K
0 $0
Feb 08, 2021 Q4 2020
Wakefield Asset Management Lllp

Englewood, CO
SELL
 -
-130K
Closed
$1.98M - $2.5M
0 $0
Feb 03, 2021 Q4 2020
River Front Investment Group, LLC

Richmond, VA
SELL
 -
-11.2K
Closed
$169K - $214K
0 $0
Jan 26, 2021 Q4 2020
Prairie View Partners, LLC

BUY
 -
608
New
$9.22K - $11.7K
608 $26.9K
Jan 12, 2021 Q4 2020
Trust CO

SELL
 -
-293
Closed
$4.44K - $5.62K
0 $0
Q3 2020
Aug 13, 2024 Q3 2020
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-200
Closed
$2.63K - $3.26K
0 $0
Nov 16, 2020 Q3 2020
Rbf Capital, LLC

San Francisco, CA
SELL
 -
-72.4K
- 82.84%
$952K - $1.18M
15K $664K
Nov 16, 2020 Q3 2020
Adage Capital Partners Gp, L.L.C.

Boston, MA
SELL
 -
-207K
Closed
$2.72M - $3.37M
0 $0
Nov 16, 2020 Q3 2020
Private Capital Management, LLC

Naples, FL
SELL
 PUT
-15K
Closed
$197K - $244K
0 $0
Nov 16, 2020 Q3 2020
Corient Capital Partners, LLC

Newport Beach, CA
SELL
 -
-23.3K
Closed
$307K - $380K
0 $0
Nov 13, 2020 Q3 2020
Professional Financial Advisors, LLC

BUY
 -
100
New
$1.32K - $1.63K
100 $4.43K
Nov 13, 2020 Q3 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-979
Closed
$12.9K - $15.9K
0 $0
Nov 13, 2020 Q3 2020
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
29.5K
New
$388K - $481K
29.5K $1.31M
Nov 13, 2020 Q3 2020
Mufg Securities Emea PLC

London, X0
SELL
 -
-172K
Closed
$2.26M - $2.8M
0 $0
Nov 12, 2020 Q3 2020
Norinchukin Bank, The

Tokyo, M0
SELL
 -
-15.9K
Closed
$210K - $260K
0 $0
Nov 12, 2020 Q3 2020
Polaris Capital Management, LLC

Boston, MA
SELL
 -
-1.87M
Closed
$24.6M - $30.5M
0 $0
Nov 12, 2020 Q3 2020
Kentucky Retirement Systems

Frankfort, KY
SELL
 -
-10.7K
Closed
$141K - $175K
0 $0
Nov 10, 2020 Q3 2020
Td Asset Management Inc

SELL
 -
-83.7K
Closed
$1.1M - $1.36M
0 $0
Nov 09, 2020 Q3 2020
Fusion Family Wealth LLC

SELL
 -
-450
Closed
$5.92K - $7.33K
0 $0
Nov 09, 2020 Q3 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-1K
Closed
$13.2K - $16.3K
0 $0
Nov 09, 2020 Q3 2020
Sun Life Financial Inc

Toronto, A6
SELL
 -
-20.5K
Closed
$269K - $334K
0 $0
Nov 06, 2020 Q3 2020
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-151K
Closed
$1.98M - $2.46M
0 $0
Nov 05, 2020 Q3 2020
Sentry Investment Management LLC

SELL
 -
-8.26K
Closed
$109K - $135K
0 $0
Nov 05, 2020 Q3 2020
Migdal Insurance & Financial Holdings Ltd.

SELL
 -
-4.86K
Closed
$63.9K - $79.1K
0 $0
Nov 04, 2020 Q3 2020
Sageworth Trust CO

SELL
 -
-13
Closed
$171 - $212
0 $0
Nov 02, 2020 Q3 2020
Balentine LLC

Atlanta, GA
SELL
 -
0
Closed
$0 - $0
0 $0
Oct 29, 2020 Q3 2020
Sumitomo Mitsui Ds Asset Management Company, LTD

SELL
 -
-56K
Closed
$737K - $912K
0 $0
Oct 29, 2020 Q3 2020
Hartford Investment Management CO

SELL
 -
-21.6K
Closed
$283K - $351K
0 $0
Oct 23, 2020 Q3 2020
Nu Wave Investment Management, LLC

SELL
 -
-1.2K
Closed
$15.8K - $19.6K
0 $0
Oct 23, 2020 Q3 2020
Macroview Investment Management LLC

SELL
 -
-225
Closed
$2.96K - $3.67K
0 $0
Oct 22, 2020 Q3 2020
Procyon Advisors, LLC

SELL
 -
-8
Closed
$105 - $130
0 $0
Oct 19, 2020 Q3 2020
Foster & Motley Inc

Cincinnati, OH
SELL
 -
-17.1K
Closed
$225K - $278K
0 $0
Oct 15, 2020 Q3 2020
Evolution Wealth Advisors, LLC

SELL
 -
-95
Closed
$1.25K - $1.55K
0 $0
Oct 13, 2020 Q3 2020
Cordasco Financial Network

SELL
 -
-1.68K
- 83.75%
$22K - $27.3K
325 $14.4K
Oct 08, 2020 Q3 2020
Chicago Trust CO Na

BUY
 -
4K
+ 38.1%
$52.6K - $65.2K
14.5K $642K
Q2 2020
Dec 01, 2022 Q2 2020
Mufg Americas Holdings Corp

BUY
 -
1.52K
New
$18.2K - $30.1K
1.52K $67.5K
Aug 18, 2020 Q2 2020
Wfa Of San Diego, LLC

BUY
 -
41.3K
New
$493K - $817K
41.3K $1.83M

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