Purchases and Sales Made in Q2 2024 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-58- 5.95% |
$2.68K - $3.15K
|
916
$48.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-73- 0.24% |
$3.38K - $3.96K
|
30.8K
$1.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-82- 1.6% |
$3.79K - $4.45K
|
5.03K
$266K
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-83- 1.89% |
$3.84K - $4.5K
|
4.32K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-88- 16.27% |
$4.07K - $4.77K
|
453
$24K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-104- 1.02% |
$4.81K - $5.64K
|
10.1K
$534K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-106- 2.45% |
$4.9K - $5.75K
|
4.22K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-118- 0.51% |
$5.46K - $6.4K
|
23.2K
$1.23M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-122- 2.94% |
$5.64K - $6.62K
|
4.02K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-125- 1.0% |
$5.78K - $6.78K
|
12.4K
$657K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-128- 0.71% |
$5.92K - $6.94K
|
18K
$950K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-155- 10.88% |
$7.17K - $8.41K
|
1.27K
$67.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-169- 0.36% |
$7.82K - $9.16K
|
46.6K
$2.46M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-200- 8.33% |
$9.25K - $10.8K
|
2.2K
$116K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-210- 11.23% |
$9.71K - $11.4K
|
1.66K
$87.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-222- 1.28% |
$10.3K - $12K
|
17.1K
$903K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-222- 2.31% |
$10.3K - $12K
|
9.4K
$497K
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-225- 3.31% |
$10.4K - $12.2K
|
6.58K
$348K
|
|
|
Jul 09, 2024
Q2 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-228- 0.48% |
$10.5K - $12.4K
|
47.4K
$2.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-277- 1.02% |
$12.8K - $15K
|
26.8K
$1.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-286- 0.65% |
$13.2K - $15.5K
|
43.5K
$2.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-300- 4.72% |
$13.9K - $16.3K
|
6.06K
$320K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-306- 3.35% |
$14.2K - $16.6K
|
8.82K
$466K
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-307- 7.3% |
$14.2K - $16.6K
|
3.9K
$206K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-308- 1.98% |
$14.2K - $16.7K
|
15.2K
$806K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-311- 6.13% |
$14.4K - $16.9K
|
4.77K
$252K
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-325- 2.89% |
$15K - $17.6K
|
10.9K
$577K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-332- 12.22% |
$15.4K - $18K
|
2.39K
$126K
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-345- 3.01% |
$16K - $18.7K
|
11.1K
$589K
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-345- 3.31% |
$16K - $18.7K
|
10.1K
$534K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
SELL
|
- |
-367- 2.43% |
$17K - $19.9K
|
14.8K
$781K
|
|
|
Aug 06, 2024
Q2 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-435- 2.0% |
$20.1K - $23.6K
|
21.3K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-448- 2.22% |
$20.7K - $24.3K
|
19.7K
$1.04M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-450- 44.78% |
$20.8K - $24.4K
|
555
$29.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
SELL
|
- |
-496- 1.25% |
$22.9K - $26.9K
|
39.1K
$2.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-574- 3.11% |
$26.6K - $31.1K
|
17.9K
$946K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-582- 3.36% |
$26.9K - $31.6K
|
16.7K
$885K
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-600- 7.5% |
$27.8K - $32.5K
|
7.4K
$392K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-623- 5.11% |
$28.8K - $33.8K
|
11.6K
$611K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-635- 10.23% |
$29.4K - $34.4K
|
5.57K
$295K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-673- 15.27% |
$31.1K - $36.5K
|
3.74K
$198K
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 1.74% |
$32.4K - $38K
|
39.5K
$2.09M
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 2.04% |
$32.4K - $38K
|
33.6K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-749- 1.42% |
$34.6K - $40.6K
|
51.9K
$2.75M
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-749- 8.92% |
$34.6K - $40.6K
|
7.65K
$405K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-764- 1.97% |
$35.3K - $41.4K
|
38K
$2.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-767- 15.96% |
$35.5K - $41.6K
|
4.04K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-782- 2.97% |
$36.2K - $42.4K
|
25.6K
$1.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-815- 16.19% |
$37.7K - $44.2K
|
4.22K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-848- 4.08% |
$39.2K - $46K
|
20K
$1.06M
|