Purchases and Sales Made in Q2 2022 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
6.68KNew |
$159K - $242K
|
6.68K
$364K
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
6.66KNew |
$158K - $242K
|
6.66K
$363K
|
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
6.46K+ 1.51% |
$153K - $234K
|
434K
$23.7M
|
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
BUY
|
- |
6.36KNew |
$151K - $231K
|
6.36K
$347K
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
6.35KNew |
$151K - $230K
|
6.35K
$346K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.23KNew |
$148K - $226K
|
6.23K
$339K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.06KNew |
$144K - $220K
|
6.06K
$330K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6KNew |
$143K - $218K
|
6K
$327K
|
|
|
Aug 09, 2022
Q2 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.87K+ 36.94% |
$139K - $213K
|
21.7K
$1.19M
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
5.84KNew |
$139K - $212K
|
5.84K
$318K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.36K+ 87.05% |
$127K - $194K
|
11.5K
$628K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.33K+ 1.26% |
$127K - $193K
|
427K
$23.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.28K+ 12.61% |
$126K - $192K
|
47.1K
$2.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.86K+ 0.81% |
$115K - $176K
|
605K
$33M
|
|
|
Aug 11, 2022
Q2 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.69K+ 106.59% |
$111K - $170K
|
9.09K
$495K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.98K+ 9.87% |
$94.5K - $144K
|
44.3K
$2.41M
|
|
|
Aug 12, 2022
Q2 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
3.94K+ 39.39% |
$93.6K - $143K
|
13.9K
$759K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.5KNew |
$83.2K - $127K
|
3.5K
$191K
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.4K+ 27.18% |
$80.8K - $123K
|
15.9K
$867K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.04KNew |
$72.3K - $110K
|
3.04K
$166K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.97K+ 3.23% |
$70.6K - $108K
|
94.8K
$5.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
2.88K+ 4.77% |
$68.4K - $104K
|
63.2K
$3.44M
|
|
|
Aug 12, 2022
Q2 2022
|
Emc Capital Management
Houston, TX |
BUY
|
- |
2.79K+ 50.5% |
$66.4K - $101K
|
8.32K
$454K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.45K+ 7.67% |
$58.3K - $88.9K
|
34.4K
$1.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
2.22K+ 3.4% |
$52.8K - $80.5K
|
67.5K
$3.68M
|
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.9K+ 2.76% |
$45.2K - $68.9K
|
70.8K
$3.86M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.87K+ 20.66% |
$44.4K - $67.7K
|
10.9K
$594K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.62KNew |
$38.5K - $58.7K
|
1.62K
$88.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.52K+ 326.12% |
$36.2K - $55.2K
|
1.99K
$108K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.48K+ 7.53% |
$35.1K - $53.6K
|
21.1K
$1.15M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.32KNew |
$31.4K - $47.9K
|
1.32K
$72K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.12KNew |
$26.6K - $40.7K
|
1.12K
$61.1K
|
|
|
Feb 13, 2025
Q2 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
963+ 6.27% |
$22.9K - $34.9K
|
16.3K
$889K
|
|
|
Aug 09, 2022
Q2 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
926+ 8.96% |
$22K - $33.6K
|
11.3K
$614K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
875New |
$20.8K - $31.7K
|
875
$47.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
700+ 175.0% |
$16.6K - $25.4K
|
1.1K
$60K
|
|
|
Aug 02, 2022
Q2 2022
|
Xponance, Inc.
|
BUY
|
- |
670+ 2.1% |
$15.9K - $24.3K
|
32.6K
$1.78M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
618New |
$14.7K - $22.4K
|
618
$33.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
599+ 394.08% |
$14.2K - $21.7K
|
751
$40.9K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
589+ 5354.55% |
$14K - $21.4K
|
600
$32.7K
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
552+ 4.74% |
$13.1K - $20K
|
12.2K
$665K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
513+ 68.49% |
$12.2K - $18.6K
|
1.26K
$68.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
507New |
$12.1K - $18.4K
|
507
$27.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
385+ 0.41% |
$9.15K - $14K
|
93.9K
$5.12M
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
273+ 32.97% |
$6.49K - $9.9K
|
1.1K
$60K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
219New |
$5.21K - $7.94K
|
219
$11.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
201New |
$4.78K - $7.29K
|
201
$11K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
200New |
$4.75K - $7.25K
|
200
$10.9K
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
161+ 0.47% |
$3.83K - $5.84K
|
34.5K
$1.88M
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
159New |
$3.78K - $5.77K
|
159
$8.67K
|