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 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-205- 9.88% |
$4.87K - $7.44K
|
1.87K
$102K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-214- 63.13% |
$5.09K - $7.76K
|
125
$6.81K
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-214- 1.45% |
$5.09K - $7.76K
|
14.5K
$793K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-227Closed |
$5.4K - $8.23K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-241- 9.79% |
$5.73K - $8.74K
|
2.22K
$121K
|
|
|
Jul 26, 2022
Q2 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-255- 3.13% |
$6.06K - $9.25K
|
7.91K
$431K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-260- 9.51% |
$6.18K - $9.43K
|
2.48K
$135K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-320- 0.95% |
$7.61K - $11.6K
|
33.4K
$1.82M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-345Closed |
$8.2K - $12.5K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-385- 0.82% |
$9.15K - $14K
|
46.7K
$2.55M
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-400Closed |
$9.51K - $14.5K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-400Closed |
$9.51K - $14.5K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-400- 46.3% |
$9.51K - $14.5K
|
464
$25.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-400- 2.0% |
$9.51K - $14.5K
|
19.6K
$1.07M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-426- 6.46% |
$10.1K - $15.5K
|
6.17K
$336K
|
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-479- 1.94% |
$11.4K - $17.4K
|
24.2K
$1.32M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-500- 69.83% |
$11.9K - $18.1K
|
216
$11.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-530- 0.6% |
$12.6K - $19.2K
|
87.3K
$4.76M
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-546- 10.41% |
$13K - $19.8K
|
4.7K
$256K
|
|
|
Jul 21, 2022
Q2 2022
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-550- 2.2% |
$13.1K - $19.9K
|
24.5K
$1.33M
|
|
|
Jul 08, 2022
Q2 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-555- 2.36% |
$13.2K - $20.1K
|
22.9K
$1.25M
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-587- 4.98% |
$14K - $21.3K
|
11.2K
$610K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-600Closed |
$14.3K - $21.8K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-614- 2.25% |
$14.6K - $22.3K
|
26.7K
$1.46M
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-682- 12.94% |
$16.2K - $24.7K
|
4.59K
$250K
|
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-720- 0.62% |
$17.1K - $26.1K
|
116K
$6.32M
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-750- 0.5% |
$17.8K - $27.2K
|
150K
$8.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-770- 33.86% |
$18.3K - $27.9K
|
1.5K
$82K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-791- 45.2% |
$18.8K - $28.7K
|
959
$52.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-845- 7.7% |
$20.1K - $30.6K
|
10.1K
$552K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-847- 22.51% |
$20.1K - $30.7K
|
2.92K
$159K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-887- 51.66% |
$21.1K - $32.2K
|
830
$45.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-980- 5.87% |
$23.3K - $35.5K
|
15.7K
$856K
|
|
|
Aug 15, 2022
Q2 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.03KClosed |
$24.6K - $37.5K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.05K- 1.71% |
$25K - $38.1K
|
60.3K
$3.28M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.13K- 2.62% |
$26.7K - $40.8K
|
41.9K
$2.28M
|
|
|
Aug 08, 2022
Q2 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.2K- 2.87% |
$28.5K - $43.5K
|
40.6K
$2.21M
|
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.2K- 2.78% |
$28.5K - $43.5K
|
41.9K
$2.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.24K- 5.47% |
$29.5K - $44.9K
|
21.4K
$1.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.25K- 4.43% |
$29.8K - $45.4K
|
27K
$1.47M
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.35K- 16.31% |
$32.2K - $49.1K
|
6.94K
$379K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.39K- 3.17% |
$33.1K - $50.5K
|
42.6K
$2.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.4KClosed |
$33.3K - $50.8K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.52KClosed |
$36.2K - $55.3K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.54K- 2.39% |
$36.5K - $55.7K
|
62.7K
$3.42M
|
|
|
Aug 09, 2022
Q2 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.97K- 8.25% |
$46.9K - $71.5K
|
21.9K
$1.2M
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.99K- 13.2% |
$47.3K - $72.2K
|
13.1K
$713K
|
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.19K- 2.82% |
$52K - $79.3K
|
75.3K
$4.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.22K- 10.02% |
$52.7K - $80.3K
|
19.9K
$1.08M
|
|
|
Jul 28, 2022
Q2 2022
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-2.35K- 5.55% |
$55.9K - $85.2K
|
40K
$2.18M
|