Latest Institutional Sells of H&R Block Inc (HRB)
This list provides information on the latest institutional transactions involving H&R Block Inc (HRB) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-88.6KClosed |
$3.23M - $3.87M
|
0
$0
|
|
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-28.8KClosed |
$1.05M - $1.26M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-27K- 40.24% |
$986K - $1.18M
|
40.1K
$1.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-11KClosed |
$403K - $482K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.16K- 43.67% |
$152K - $182K
|
5.36K
$237K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.2K- 24.24% |
$117K - $140K
|
10K
$443K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.2K- 24.24% |
$117K - $140K
|
10K
$443K
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.8K- 32.94% |
$102K - $122K
|
5.7K
$252K
|
|
|
Feb 01, 2023
Q4 2022
|
Kestrel Investment Management Corp
San Mateo, CA |
SELL
|
- |
-2.7K- 2.6% |
$98.6K - $118K
|
101K
$4.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-1.96K- 19.54% |
$71.7K - $85.9K
|
8.09K
$358K
|
|
|
Jan 17, 2023
Q4 2022
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-700- 4.32% |
$25.6K - $30.6K
|
15.5K
$686K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-299- 1.33% |
$10.9K - $13.1K
|
22.2K
$984K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-152- 69.41% |
$5.55K - $6.65K
|
67
$2.97K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-112- 46.47% |
$4.09K - $4.9K
|
129
$5.71K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-5- 3.97% |
$183 - $219
|
121
$5.36K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-127K- 78.92% |
$4.63M - $6.15M
|
33.9K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
SELL
|
- |
-85.9K- 7.66% |
$3.13M - $4.16M
|
1.04M
$45.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-34.7K- 86.72% |
$1.26M - $1.68M
|
5.31K
$235K
|
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
PUT |
-25K- 50.0% |
$911K - $1.21M
|
25K
$1.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-13.5K- 25.23% |
$492K - $654K
|
40K
$1.77M
|
|
|
Oct 21, 2022
Q3 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-12K- 60.0% |
$437K - $581K
|
8K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-10.9K- 14.13% |
$397K - $528K
|
66.2K
$2.93M
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-3.4K- 34.34% |
$124K - $164K
|
6.49K
$287K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-2.72KClosed |
$99.3K - $132K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.2K- 3.56% |
$43.7K - $58.1K
|
32.5K
$1.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-649- 10.17% |
$23.7K - $31.4K
|
5.73K
$254K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-550- 20.95% |
$20K - $26.6K
|
2.08K
$91.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-456- 6.49% |
$16.6K - $22.1K
|
6.57K
$291K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-403- 5.8% |
$14.7K - $19.5K
|
6.54K
$290K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-273- 52.0% |
$9.95K - $13.2K
|
252
$11.2K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-642K- 77.92% |
$15.3M - $23.3M
|
182K
$8.05M
|
|
|
Jul 20, 2022
Q2 2022
|
Peregrine Capital Management LLC
|
SELL
|
- |
-615KClosed |
$14.6M - $22.3M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-324KClosed |
$7.71M - $11.8M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-159KClosed |
$3.78M - $5.77M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-129K- 31.99% |
$3.07M - $4.69M
|
275K
$12.2M
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-73.6K- 99.53% |
$1.75M - $2.67M
|
350
$15.5K
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-73.5KClosed |
$1.75M - $2.67M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-68K- 87.91% |
$1.62M - $2.47M
|
9.35K
$414K
|
|
|
Aug 12, 2022
Q2 2022
|
Franchise Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-51.4KClosed |
$1.22M - $1.86M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-34KClosed |
$808K - $1.23M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-31KClosed |
$737K - $1.12M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-22K- 96.49% |
$523K - $798K
|
800
$35.4K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-20.5KClosed |
$487K - $744K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Guardian Investment Management
|
SELL
|
- |
-15KClosed |
$357K - $544K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-13.5KClosed |
$322K - $491K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-12.7KClosed |
$302K - $460K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-11.6KClosed |
$276K - $422K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-11.5KClosed |
$273K - $416K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-10.6KClosed |
$253K - $386K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.03KClosed |
$24.6K - $37.5K
|
0
$0
|
|