Purchases and Sales Made in Q1 2023 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q1 2023. The information is specifically focused on institutions that hold shares of H&R BLOCK INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.1K- 2.78% |
$36.6K - $43.7K
|
38.5K
$2.09M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.15K- 8.37% |
$38.4K - $45.9K
|
12.6K
$686K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.17K- 2.76% |
$39K - $46.6K
|
41.2K
$2.24M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.18K- 1.32% |
$39.3K - $47K
|
88.4K
$4.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.2K- 2.88% |
$39.9K - $47.7K
|
40.4K
$2.19M
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.21K- 5.48% |
$40.3K - $48.2K
|
20.9K
$1.14M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.34K- 2.93% |
$44.6K - $53.3K
|
44.4K
$2.41M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1.35K- 1.93% |
$45K - $53.8K
|
68.6K
$3.72M
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.36K- 1.5% |
$45.3K - $54.2K
|
89.6K
$4.86M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.37K- 16.35% |
$45.7K - $54.6K
|
7.03K
$382K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.4K- 6.89% |
$46.5K - $55.6K
|
18.9K
$1.03M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.47K- 3.65% |
$48.8K - $58.4K
|
38.8K
$2.1M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.5K- 75.0% |
$49.9K - $59.6K
|
500
$27.1K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.82K- 20.6% |
$60.4K - $72.2K
|
7K
$380K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.91K- 23.08% |
$63.4K - $75.8K
|
6.36K
$345K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.16K- 16.13% |
$71.8K - $85.9K
|
11.2K
$610K
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-2.23K- 5.3% |
$74.2K - $88.8K
|
39.9K
$2.17M
|
|
|
May 12, 2023
Q1 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-2.31K- 20.89% |
$76.7K - $91.7K
|
8.74K
$474K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.59K- 1.49% |
$86.1K - $103K
|
172K
$9.32M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.66K- 4.37% |
$88.4K - $106K
|
58.3K
$3.16M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.7K- 3.21% |
$89.6K - $107K
|
81.2K
$4.41M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.16K- 12.96% |
$105K - $126K
|
21.3K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-3.5K- 18.43% |
$116K - $139K
|
15.5K
$840K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.6K- 6.51% |
$120K - $143K
|
51.7K
$2.81M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.76K- 4.05% |
$125K - $149K
|
89K
$4.83M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.93K- 5.42% |
$131K - $156K
|
68.6K
$3.72M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.26K- 71.59% |
$142K - $169K
|
1.69K
$91.7K
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.5K- 39.13% |
$150K - $179K
|
7K
$380K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.6K- 4.47% |
$153K - $183K
|
98.4K
$5.34M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.15K- 23.85% |
$171K - $205K
|
16.4K
$892K
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-5.15K- 2.03% |
$171K - $205K
|
248K
$13.5M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5.16K- 4.04% |
$171K - $205K
|
123K
$6.66M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-5.31K- 99.91% |
$177K - $211K
|
5
$271
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-5.61K- 11.16% |
$187K - $223K
|
44.7K
$2.43M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-5.84K- 29.45% |
$194K - $232K
|
14K
$759K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6K- 13.8% |
$199K - $238K
|
37.5K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.05K- 25.59% |
$201K - $241K
|
17.6K
$956K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.17K- 39.66% |
$205K - $245K
|
9.39K
$510K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.17K- 7.94% |
$205K - $245K
|
71.5K
$3.88M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-6.61K- 5.86% |
$220K - $263K
|
106K
$5.77M
|
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-6.67K- 15.74% |
$222K - $265K
|
35.7K
$1.94M
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-7.13K- 88.14% |
$237K - $283K
|
959
$52.1K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-7.21K- 2.97% |
$240K - $287K
|
236K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-7.4K- 5.89% |
$246K - $294K
|
118K
$6.42M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-8.09K- 3.83% |
$269K - $321K
|
203K
$11M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.58K- 5.25% |
$285K - $341K
|
155K
$8.4M
|
|
|
May 04, 2023
Q1 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-8.73K- 38.7% |
$290K - $347K
|
13.8K
$751K
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-9.08K- 20.43% |
$302K - $361K
|
35.4K
$1.92M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.12K- 99.4% |
$303K - $363K
|
55
$2.99K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-9.14K- 9.89% |
$304K - $363K
|
83.3K
$4.52M
|