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 12, 2018
Q4 2017
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-37.2KClosed |
$888K - $1.08M
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Mcia Inc
|
SELL
|
- |
-237Closed |
$5.65K - $6.87K
|
0
$0
|
|
|
Feb 08, 2018
Q4 2017
|
American Research & Management Co.
|
SELL
|
- |
-200Closed |
$4.77K - $5.8K
|
0
$0
|
|
|
Feb 05, 2018
Q4 2017
|
Bank Of The West
|
SELL
|
- |
-8.28KClosed |
$198K - $240K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-302KClosed |
$7.21M - $8.76M
|
0
$0
|
|
|
Jan 26, 2018
Q4 2017
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-16.3KClosed |
$389K - $473K
|
0
$0
|
|
|
Jan 18, 2018
Q4 2017
|
First Bank & Trust
|
SELL
|
- |
-20Closed |
$477 - $580
|
0
$0
|
|
|
Jan 16, 2018
Q4 2017
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.75KClosed |
$233K - $283K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Jan 25, 2018
Q3 2017
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-5.5KClosed |
$141K - $173K
|
0
$0
|
|
|
Nov 14, 2017
Q3 2017
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
280New |
$7.19K - $8.82K
|
280
$15.1K
|
|
|
Nov 13, 2017
Q3 2017
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-7.02KClosed |
$180K - $221K
|
0
$0
|
|
|
Nov 13, 2017
Q3 2017
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-11.3KClosed |
$290K - $355K
|
0
$0
|
|
|
Nov 09, 2017
Q3 2017
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
40New |
$1.03K - $1.26K
|
40
$2.16K
|
|
|
Nov 06, 2017
Q3 2017
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-7KClosed |
$180K - $220K
|
0
$0
|
|
|
Oct 30, 2017
Q3 2017
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
18KNew |
$462K - $567K
|
18K
$971K
|
|
|
Oct 24, 2017
Q3 2017
|
Leisure Capital Management
|
SELL
|
- |
-8.33KClosed |
$214K - $262K
|
0
$0
|
|
|
Oct 24, 2017
Q3 2017
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
CALL |
1KNew |
$25.7K - $31.5K
|
1K
$54K
|
|
|
Oct 05, 2017
Q3 2017
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
406New |
$10.4K - $12.8K
|
406
$21.9K
|
|
| Q2 2017 | |||||||
|
Dec 21, 2023
Q2 2017
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2017
Q2 2017
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
30KNew |
N/A
|
30K
$1.62M
|
|
|
Aug 14, 2017
Q2 2017
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
10KNew |
N/A
|
10K
$540K
|
|
|
Aug 14, 2017
Q2 2017
|
Highbridge Capital Management LLC
New York, NY |
BUY
|
- |
288KNew |
N/A
|
288K
$15.5M
|
|
| Q3 2015 | |||||||
|
Apr 29, 2019
Q3 2015
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
386K+ 2553.0% |
N/A
|
401K
$21.6M
|
|
| Q4 2014 | |||||||
|
Feb 17, 2015
Q4 2014
|
Viking Global Investors LP
|
SELL
|
- |
-3.12MClosed |
N/A
|
0
$0
|
|