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 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
152New |
$3.61K - $5.51K
|
152
$8.29K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
131+ 5.62% |
$3.11K - $4.75K
|
2.46K
$134K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
125+ 9.94% |
$2.97K - $4.53K
|
1.38K
$75.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
122+ 73.05% |
$2.9K - $4.42K
|
289
$15.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
100+ 0.14% |
$2.38K - $3.63K
|
71.3K
$3.89M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 41.15% |
$2.38K - $3.63K
|
343
$18.7K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
87New |
$2.07K - $3.16K
|
87
$4.74K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
78+ 371.43% |
$1.85K - $2.83K
|
99
$5.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
75+ 14.04% |
$1.78K - $2.72K
|
609
$33.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
63+ 79.75% |
$1.5K - $2.29K
|
142
$7.74K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
59New |
$1.4K - $2.14K
|
59
$3.22K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
41+ 0.24% |
$975 - $1.49K
|
17.1K
$934K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
36+ 133.33% |
$856 - $1.31K
|
63
$3.43K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30+ 12.66% |
$713 - $1.09K
|
267
$14.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
30New |
$713 - $1.09K
|
30
$1.64K
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
21+ 0.25% |
$499 - $762
|
8.4K
$458K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
16+ 0.15% |
$380 - $580
|
10.9K
$593K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13New |
$309 - $472
|
13
$709
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11New |
$261 - $399
|
11
$600
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
10New |
$238 - $363
|
10
$545
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
8New |
$190 - $290
|
8
$436
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 30.43% |
$166 - $254
|
30
$1.64K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
6New |
$143 - $218
|
6
$327
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 1.17% |
$95.1 - $145
|
346
$18.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.95% |
$47.5 - $72.5
|
212
$11.6K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.1% |
$47.5 - $72.5
|
1.97K
$107K
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 0.16% |
$23.8 - $36.3
|
628
$34.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-8Closed |
$190 - $290
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-16- 0.33% |
$380 - $580
|
4.78K
$261K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-18- 1.57% |
$428 - $653
|
1.13K
$61.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-23Closed |
$547 - $834
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-27Closed |
$642 - $979
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-27- 14.67% |
$642 - $979
|
157
$8.56K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-29Closed |
$689 - $1.05K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-43Closed |
$1.02K - $1.56K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-44Closed |
$1.05K - $1.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-66Closed |
$1.57K - $2.39K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Denali Advisors LLC
|
SELL
|
- |
-73Closed |
$1.74K - $2.65K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-92- 0.58% |
$2.19K - $3.34K
|
15.7K
$856K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-96- 11.19% |
$2.28K - $3.48K
|
762
$41.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-99- 0.56% |
$2.35K - $3.59K
|
17.4K
$951K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100- 34.25% |
$2.38K - $3.63K
|
192
$10.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-109- 0.13% |
$2.59K - $3.95K
|
81.5K
$4.44M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-115- 4.2% |
$2.73K - $4.17K
|
2.63K
$143K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-177- 23.69% |
$4.21K - $6.42K
|
570
$31.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-182- 61.28% |
$4.33K - $6.6K
|
115
$6.27K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-190- 26.57% |
$4.52K - $6.89K
|
525
$28.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-204- 1.84% |
$4.85K - $7.4K
|
10.9K
$595K
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-204- 1.72% |
$4.85K - $7.4K
|
11.7K
$637K
|