Purchases and Sales Made in Q1 2024 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
842+ 5.6% |
$38.3K - $42.5K
|
15.9K
$862K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
818+ 2.98% |
$37.2K - $41.3K
|
28.2K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
784+ 2.98% |
$35.6K - $39.6K
|
27.1K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
781+ 40.34% |
$35.5K - $39.4K
|
2.72K
$148K
|
|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
773+ 0.31% |
$35.1K - $39K
|
248K
$13.5M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
745+ 98.54% |
$33.9K - $37.6K
|
1.5K
$81.5K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
700+ 7.55% |
$31.8K - $35.3K
|
9.97K
$541K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
656+ 8.26% |
$29.8K - $33.1K
|
8.6K
$467K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
642+ 5.39% |
$29.2K - $32.4K
|
12.5K
$681K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
575New |
$26.1K - $29K
|
575
$31.2K
|
|
|
May 13, 2024
Q1 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
572+ 75.76% |
$26K - $28.9K
|
1.33K
$72K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
562+ 29.86% |
$25.5K - $28.4K
|
2.44K
$133K
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
538+ 0.44% |
$24.4K - $27.2K
|
123K
$6.7M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
509+ 2.12% |
$23.1K - $25.7K
|
24.6K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
498+ 2.77% |
$22.6K - $25.1K
|
18.5K
$1M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
437+ 0.65% |
$19.9K - $22.1K
|
68.2K
$3.7M
|
|
|
May 15, 2024
Q1 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
427+ 2.65% |
$19.4K - $21.6K
|
16.6K
$899K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
411+ 1.2% |
$18.7K - $20.8K
|
34.7K
$1.88M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
403New |
$18.3K - $20.3K
|
403
$21.9K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
393New |
$17.9K - $19.8K
|
393
$21.3K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
389+ 14.22% |
$17.7K - $19.6K
|
3.13K
$170K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
350+ 13.25% |
$15.9K - $17.7K
|
2.99K
$162K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
347+ 2.2% |
$15.8K - $17.5K
|
16.1K
$876K
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
301+ 1.77% |
$13.7K - $15.2K
|
17.3K
$938K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
292+ 13.09% |
$13.3K - $14.7K
|
2.52K
$137K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
288+ 1.79% |
$13.1K - $14.5K
|
16.3K
$887K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
287New |
$13K - $14.5K
|
287
$15.6K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
263+ 5.51% |
$12K - $13.3K
|
5.04K
$273K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
243+ 0.25% |
$11K - $12.3K
|
97.5K
$5.29M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
220+ 3.45% |
$10K - $11.1K
|
6.6K
$358K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
208+ 9.51% |
$9.45K - $10.5K
|
2.4K
$130K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
208+ 0.31% |
$9.45K - $10.5K
|
67.2K
$3.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
180+ 1.78% |
$8.18K - $9.09K
|
10.3K
$559K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
144+ 1.2% |
$6.54K - $7.27K
|
12.1K
$657K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
121New |
$5.5K - $6.11K
|
121
$6.57K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
120New |
$5.45K - $6.06K
|
120
$6.51K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
115New |
$5.23K - $5.81K
|
115
$6.24K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
106+ 2.51% |
$4.82K - $5.35K
|
4.33K
$235K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
91+ 0.45% |
$4.14K - $4.59K
|
20.2K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
81+ 11.42% |
$3.68K - $4.09K
|
790
$42.9K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
76New |
$3.45K - $3.84K
|
76
$4.13K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
74+ 19.02% |
$3.36K - $3.74K
|
463
$25.1K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
73+ 1.42% |
$3.32K - $3.69K
|
5.23K
$284K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
73+ 8.1% |
$3.32K - $3.69K
|
974
$52.9K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
59+ 0.03% |
$2.68K - $2.98K
|
226K
$12.3M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
56New |
$2.54K - $2.83K
|
56
$3.04K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
55+ 785.71% |
$2.5K - $2.78K
|
62
$3.37K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
55New |
$2.5K - $2.78K
|
55
$2.99K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
52+ 44.07% |
$2.36K - $2.63K
|
170
$9.23K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
48+ 0.85% |
$2.18K - $2.42K
|
5.68K
$308K
|