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
|
Stephens Inc
|
BUY
|
- |
5KNew |
$155K - $215K
|
5K
$271K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5KNew |
$155K - $215K
|
5K
$271K
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
5KNew |
$155K - $215K
|
5K
$271K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
4.8KNew |
$149K - $207K
|
4.8K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
4.73KNew |
$147K - $204K
|
4.73K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
4.66K+ 36.85% |
$145K - $201K
|
17.3K
$939K
|
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
4.57K+ 570.41% |
$142K - $197K
|
5.37K
$292K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.36KNew |
$135K - $188K
|
4.36K
$236K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.23K+ 10.5% |
$131K - $182K
|
44.5K
$2.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.05KNew |
$126K - $174K
|
4.05K
$220K
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
BUY
|
- |
3.82KNew |
$119K - $164K
|
3.82K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.66K+ 3.76% |
$114K - $157K
|
101K
$5.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3.59K+ 310.38% |
$111K - $155K
|
4.74K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.45K+ 42.0% |
$107K - $149K
|
11.7K
$633K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.44K+ 3.76% |
$107K - $148K
|
95K
$5.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
3.3K+ 1.0% |
$103K - $142K
|
335K
$18.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.24K+ 16.57% |
$101K - $139K
|
22.8K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.05K+ 3.86% |
$94.7K - $131K
|
82K
$4.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.96K+ 3.75% |
$91.9K - $128K
|
81.8K
$4.44M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.88K+ 7.97% |
$89.4K - $124K
|
39K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.73K+ 27.02% |
$84.8K - $118K
|
12.8K
$696K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.66K+ 21.48% |
$82.8K - $115K
|
15.1K
$818K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.64K+ 4.56% |
$82.1K - $114K
|
60.6K
$3.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.54KNew |
$78.8K - $109K
|
2.54K
$138K
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.39K+ 10.03% |
$74.3K - $103K
|
26.2K
$1.42M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
2.3K+ 115.78% |
$71.4K - $99K
|
4.28K
$232K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.1K+ 1.39% |
$65.3K - $90.6K
|
153K
$8.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.03K+ 4.6% |
$63K - $87.4K
|
46.1K
$2.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.92K+ 23.86% |
$59.8K - $82.9K
|
9.99K
$542K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 5.92% |
$59K - $81.8K
|
33.9K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.7K+ 14.94% |
$52.8K - $73.2K
|
13.1K
$709K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.59K+ 42.06% |
$49.5K - $68.6K
|
5.38K
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
1.53K+ 17.25% |
$47.5K - $65.9K
|
10.4K
$565K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.47K+ 10.68% |
$45.5K - $63.2K
|
15.2K
$825K
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.35K+ 0.86% |
$41.9K - $58.2K
|
159K
$8.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
1.34K+ 18.28% |
$41.5K - $57.6K
|
8.65K
$470K
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.32KNew |
$41.1K - $57K
|
1.32K
$71.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.15KNew |
$35.7K - $49.6K
|
1.15K
$62.4K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.05K+ 80.54% |
$32.5K - $45.1K
|
2.35K
$127K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
840+ 2.91% |
$26.1K - $36.2K
|
29.7K
$1.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
798+ 7.19% |
$24.8K - $34.4K
|
11.9K
$646K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
731+ 137.15% |
$22.7K - $31.5K
|
1.26K
$68.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
685+ 1.18% |
$21.3K - $29.5K
|
58.9K
$3.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
608+ 129.64% |
$18.9K - $26.2K
|
1.08K
$58.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
600+ 1200.0% |
$18.6K - $25.9K
|
650
$35.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
589+ 2.74% |
$18.3K - $25.4K
|
22.1K
$1.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
588+ 1.37% |
$18.3K - $25.3K
|
43.4K
$2.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
522+ 1581.82% |
$16.2K - $22.5K
|
555
$30.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
473+ 227.4% |
$14.7K - $20.4K
|
681
$37K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
438+ 2.04% |
$13.6K - $18.9K
|
21.9K
$1.19M
|