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 |
|---|---|---|---|---|---|---|---|
|
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
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
23.5KNew |
$678K - $833K
|
23.5K
$1.23M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.6KNew |
$566K - $695K
|
19.6K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
18KNew |
$519K - $638K
|
18K
$944K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
11.6KNew |
$336K - $412K
|
11.6K
$611K
|
|
|
Aug 10, 2023
Q2 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
11.4KNew |
$330K - $405K
|
11.4K
$600K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
9.71KNew |
$280K - $344K
|
9.71K
$510K
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
8.56KNew |
$247K - $303K
|
8.56K
$449K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
7.63KNew |
$220K - $271K
|
7.63K
$401K
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
7.59KNew |
$219K - $269K
|
7.59K
$399K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
7.35K+ 66.55% |
$212K - $261K
|
18.4K
$965K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
6.78KNew |
$196K - $240K
|
6.78K
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
4.6K+ 65.71% |
$133K - $163K
|
11.6K
$609K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
703+ 6.9% |
$20.3K - $24.9K
|
10.9K
$572K
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
578+ 0.78% |
$16.7K - $20.5K
|
74.3K
$3.9M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
52New |
$1.5K - $1.84K
|
52
$2.73K
|
|
| 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
$109M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
80.5KNew |
$2.68M - $3.2M
|
80.5K
$4.23M
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
38.6KNew |
$1.28M - $1.53M
|
38.6K
$2.03M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
33.4KNew |
$1.11M - $1.33M
|
33.4K
$1.75M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
25.2KNew |
$838K - $1M
|
25.2K
$1.32M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
17.4KNew |
$578K - $692K
|
17.4K
$913K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
11.4K+ 184.37% |
$378K - $452K
|
17.5K
$920K
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.58KNew |
$285K - $341K
|
8.58K
$450K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
8.5KNew |
$283K - $338K
|
8.5K
$446K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.53K+ 59.16% |
$250K - $299K
|
20.3K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
7.24KNew |
$241K - $288K
|
7.24K
$380K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.71K+ 51.79% |
$190K - $227K
|
16.7K
$879K
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
4.86K+ 1.92% |
$162K - $193K
|
258K
$13.6M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.09KNew |
$136K - $162K
|
4.09K
$214K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3.58KNew |
$119K - $142K
|
3.58K
$188K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.5KNew |
$49.9K - $59.6K
|
1.5K
$78.7K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.49KNew |
$49.5K - $59.2K
|
1.49K
$78.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
833New |
$27.7K - $33.1K
|
833
$43.7K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
801+ 1.57% |
$26.6K - $31.8K
|
51.8K
$2.72M
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
729+ 2.36% |
$24.2K - $29K
|
31.6K
$1.66M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
500New |
$16.6K - $19.9K
|
500
$26.2K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
419+ 1.51% |
$13.9K - $16.7K
|
28.1K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
405+ 68.3% |
$13.5K - $16.1K
|
998
$52.4K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
230+ 3.88% |
$7.65K - $9.14K
|
6.16K
$323K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
212+ 78.81% |
$7.05K - $8.43K
|
481
$25.2K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
200New |
$6.65K - $7.95K
|
200
$10.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
200New |
$6.65K - $7.95K
|
200
$10.5K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
33New |
$1.1K - $1.31K
|
33
$1.73K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 57.14% |
$133 - $159
|
11
$577
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$99.7 - $119
|
3
$157
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.79% |
$33.2 - $39.8
|
127
$6.67K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
35.8KNew |
$1.31M - $1.57M
|
35.8K
$1.88M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
20.7K+ 92.86% |
$757K - $907K
|
43.1K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Rayliant Investment Research
Santa Monica, CA |
BUY
|
- |
19.7KNew |
$720K - $863K
|
19.7K
$1.04M
|
|