Latest Institutional Purchases of H&R Block Inc (HRB)
This list provides information on the latest institutional transactions involving H&R Block Inc (HRB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
45New |
$1.4K - $1.94K
|
45
$2.39K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
37New |
$1.15K - $1.59K
|
37
$1.97K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
30+ 0.37% |
$932 - $1.29K
|
8.23K
$438K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11New |
$342 - $474
|
11
$585
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10New |
$311 - $431
|
10
$532
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Sandler Capital Management
New York, NY |
BUY
|
PUT |
300KNew |
$8.66M - $10.6M
|
300K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
115K+ 197.87% |
$3.33M - $4.09M
|
174K
$9.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
33.6KNew |
$971K - $1.19M
|
33.6K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
24.7KNew |
$712K - $875K
|
24.7K
$1.31M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
23.8KNew |
$687K - $843K
|
23.8K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
23.5KNew |
$678K - $833K
|
23.5K
$1.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.6KNew |
$566K - $695K
|
19.6K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
18KNew |
$519K - $638K
|
18K
$957K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
11.6KNew |
$336K - $412K
|
11.6K
$619K
|
|
|
Aug 10, 2023
Q2 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
11.4KNew |
$330K - $405K
|
11.4K
$608K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
9.71KNew |
$280K - $344K
|
9.71K
$517K
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
8.56KNew |
$247K - $303K
|
8.56K
$456K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
7.63KNew |
$220K - $271K
|
7.63K
$406K
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
7.59KNew |
$219K - $269K
|
7.59K
$404K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
7.35K+ 66.55% |
$212K - $261K
|
18.4K
$979K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
6.78KNew |
$196K - $240K
|
6.78K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
4.6K+ 65.71% |
$133K - $163K
|
11.6K
$617K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
703+ 6.9% |
$20.3K - $24.9K
|
10.9K
$580K
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
578+ 0.78% |
$16.7K - $20.5K
|
74.3K
$3.96M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
52New |
$1.5K - $1.84K
|
52
$2.77K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.07MNew |
$68.9M - $82.3M
|
2.07M
$110M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
80.5KNew |
$2.68M - $3.2M
|
80.5K
$4.29M
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
38.6KNew |
$1.28M - $1.53M
|
38.6K
$2.05M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
33.4KNew |
$1.11M - $1.33M
|
33.4K
$1.78M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
25.2KNew |
$838K - $1M
|
25.2K
$1.34M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
17.4KNew |
$578K - $692K
|
17.4K
$926K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
11.4K+ 184.37% |
$378K - $452K
|
17.5K
$932K
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.58KNew |
$285K - $341K
|
8.58K
$457K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
8.5KNew |
$283K - $338K
|
8.5K
$452K
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
8.18K+ 57.15% |
$272K - $325K
|
22.5K
$1.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.53K+ 59.16% |
$250K - $299K
|
20.3K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
7.24KNew |
$241K - $288K
|
7.24K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.71K+ 51.79% |
$190K - $227K
|
16.7K
$891K
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
4.86K+ 1.92% |
$162K - $193K
|
258K
$13.8M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.09KNew |
$136K - $162K
|
4.09K
$217K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3.58KNew |
$119K - $142K
|
3.58K
$191K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.5KNew |
$49.9K - $59.6K
|
1.5K
$79.8K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.49KNew |
$49.5K - $59.2K
|
1.49K
$79.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
833New |
$27.7K - $33.1K
|
833
$44.3K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
801+ 1.57% |
$26.6K - $31.8K
|
51.8K
$2.76M
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
729+ 2.36% |
$24.2K - $29K
|
31.6K
$1.68M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
500New |
$16.6K - $19.9K
|
500
$26.6K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
419+ 1.51% |
$13.9K - $16.7K
|
28.1K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
405+ 68.3% |
$13.5K - $16.1K
|
998
$53.1K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
230+ 3.88% |
$7.65K - $9.14K
|
6.16K
$328K
|
|