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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
45+ 15.52% |
$2.04K - $2.27K
|
335
$20.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
44+ 41.12% |
$2K - $2.22K
|
151
$9.06K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
39+ 0.38% |
$1.77K - $1.97K
|
10.4K
$626K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
33New |
$1.5K - $1.67K
|
33
$1.98K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
33+ 4.52% |
$1.5K - $1.67K
|
763
$45.8K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
31+ 0.78% |
$1.41K - $1.57K
|
4K
$240K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
30+ 0.06% |
$1.36K - $1.51K
|
46.7K
$2.8M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
27New |
$1.23K - $1.36K
|
27
$1.62K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
25New |
$1.14K - $1.26K
|
25
$1.5K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
24+ 3.73% |
$1.09K - $1.21K
|
668
$40.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23New |
$1.05K - $1.16K
|
23
$1.38K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 10.63% |
$772 - $858
|
177
$10.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
16+ 0.37% |
$727 - $808
|
4.3K
$258K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
14+ 14.89% |
$636 - $707
|
108
$6.48K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 2.46% |
$591 - $656
|
541
$32.5K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
11+ 78.57% |
$500 - $555
|
25
$1.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
10+ 0.14% |
$454 - $505
|
7.14K
$428K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9New |
$409 - $454
|
9
$540
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
8New |
$364 - $404
|
8
$480
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6New |
$273 - $303
|
6
$360
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4New |
$182 - $202
|
4
$240
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4New |
$182 - $202
|
4
$240
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.55% |
$90.9 - $101
|
364
$21.8K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.1% |
$90.9 - $101
|
1.98K
$119K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.45% |
$45.4 - $50.5
|
224
$13.4K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 3.23% |
$45.4 - $50.5
|
32
$1.92K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.5% |
$45.4 - $50.5
|
200
$12K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1- 33.33% |
$45.4 - $50.5
|
2
$120
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.76% |
$45.4 - $50.5
|
130
$7.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 5.88% |
$90.9 - $101
|
32
$1.92K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 7.58% |
$227 - $252
|
61
$3.66K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-8- 0.93% |
$364 - $404
|
850
$51K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10- 0.22% |
$454 - $505
|
4.55K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-16- 23.19% |
$727 - $808
|
53
$3.18K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-18- 0.26% |
$818 - $909
|
6.91K
$415K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-20- 33.33% |
$909 - $1.01K
|
40
$2.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-21- 28.77% |
$954 - $1.06K
|
52
$3.12K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-21- 1.3% |
$954 - $1.06K
|
1.6K
$96K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-22- 0.05% |
$1K - $1.11K
|
41.1K
$2.47M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25- 0.4% |
$1.14K - $1.26K
|
6.25K
$375K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 62.5% |
$1.14K - $1.26K
|
15
$900
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-29- 1.99% |
$1.32K - $1.46K
|
1.43K
$85.5K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-30- 0.13% |
$1.36K - $1.51K
|
23.1K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-32- 12.85% |
$1.45K - $1.62K
|
217
$13K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-33- 0.47% |
$1.5K - $1.67K
|
6.99K
$419K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36- 0.2% |
$1.64K - $1.82K
|
18K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-37- 0.4% |
$1.68K - $1.87K
|
9.12K
$547K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-73- 0.86% |
$3.32K - $3.69K
|
8.44K
$506K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-77- 1.48% |
$3.5K - $3.89K
|
5.11K
$307K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-98- 2.18% |
$4.45K - $4.95K
|
4.4K
$264K
|