Purchases and Sales Made in Q3 2023 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
23.4KNew |
$726K - $1.01M
|
23.4K
$1.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
22.5KNew |
$699K - $970K
|
22.5K
$1.22M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
21.1K+ 7.58% |
$656K - $909K
|
299K
$16.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
19.9KNew |
$618K - $857K
|
19.9K
$1.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
19.1K+ 37.48% |
$592K - $821K
|
69.9K
$3.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
17.9KNew |
$556K - $772K
|
17.9K
$972K
|
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
16.5K+ 2.53% |
$514K - $713K
|
670K
$36.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
16.3KNew |
$506K - $701K
|
16.3K
$883K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.1K+ 72.55% |
$469K - $650K
|
35.9K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
15.1K+ 1.0% |
$468K - $649K
|
1.52M
$82.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
14.8KNew |
$459K - $637K
|
14.8K
$803K
|
|
|
Nov 02, 2023
Q3 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
14.7K+ 5.4% |
$458K - $635K
|
288K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2K+ 152.43% |
$442K - $613K
|
23.6K
$1.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.8K+ 12.31% |
$430K - $596K
|
126K
$6.86M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
13.1K+ 11.52% |
$407K - $564K
|
127K
$6.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
12.6KNew |
$391K - $542K
|
12.6K
$683K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.4K+ 80.18% |
$385K - $535K
|
27.9K
$1.51M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12.1KNew |
$375K - $521K
|
12.1K
$656K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
11.7K+ 195.73% |
$364K - $504K
|
17.7K
$960K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
11.4KNew |
$354K - $490K
|
11.4K
$618K
|
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
BUY
|
- |
11K+ 172.67% |
$343K - $475K
|
17.4K
$945K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.6KNew |
$329K - $456K
|
10.6K
$574K
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
10.5KNew |
$326K - $452K
|
10.5K
$569K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.96K+ 81.88% |
$309K - $429K
|
22.1K
$1.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9.87KNew |
$307K - $425K
|
9.87K
$536K
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
9.76K+ 3.96% |
$303K - $420K
|
256K
$13.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
9.07KNew |
$282K - $391K
|
9.07K
$492K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.58KNew |
$266K - $370K
|
8.58K
$466K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
8.57K+ 113.22% |
$266K - $369K
|
16.1K
$877K
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
7.92KNew |
$246K - $341K
|
7.92K
$430K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.58KNew |
$235K - $326K
|
7.58K
$411K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
7.07KNew |
$220K - $305K
|
7.07K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
6.96KNew |
$216K - $300K
|
6.96K
$378K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.43K+ 198.98% |
$200K - $277K
|
9.65K
$524K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.2KNew |
$193K - $267K
|
6.2K
$337K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.03K+ 40.89% |
$187K - $260K
|
20.8K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.97K+ 60.35% |
$186K - $257K
|
15.9K
$861K
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
5.71KNew |
$178K - $246K
|
5.71K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.64KNew |
$175K - $243K
|
5.64K
$306K
|
|
|
Oct 24, 2023
Q3 2023
|
Arnhold LLC
|
BUY
|
- |
5.6KNew |
$174K - $241K
|
5.6K
$304K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
5.59KNew |
$174K - $241K
|
5.59K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
5.53KNew |
$172K - $238K
|
5.53K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.53KNew |
$172K - $238K
|
5.53K
$300K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.22K+ 28.07% |
$162K - $225K
|
23.8K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
5.22KNew |
$162K - $225K
|
5.22K
$283K
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
5.21KNew |
$162K - $224K
|
5.21K
$283K
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
5.2K+ 23.78% |
$162K - $224K
|
27.1K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.1KNew |
$159K - $220K
|
5.1K
$277K
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
5KNew |
$155K - $215K
|
5K
$271K
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5KNew |
$155K - $215K
|
5K
$271K
|