H&R Block shares owned by HighTower Advisors
Historical chart of HighTower Advisors investment in H&R Block
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All positions including H&R Block held by HighTower Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in H&R Block by HighTower Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $965k | 19k | 50.57 |
| 2025-06-30 | $821k | 15k | 54.89 |
| 2025-03-31 | $936k | 17k | 54.91 |
| 2024-12-31 | $1.0M | 19k | 52.84 |
| 2024-09-30 | $1.1M | 18k | 63.79 |
| 2024-06-30 | $825k | 15k | 54.35 |
| 2024-03-31 | $951k | 19k | 49.08 |
| 2023-12-31 | $46M | 961k | 48.35 |
| 2023-09-30 | $41M | 954k | 43.09 |
| 2023-06-30 | $28M | 889k | 31.85 |
| 2023-03-31 | $29M | 826k | 35.24 |
| 2022-12-31 | $25M | 697k | 36.51 |
| 2022-09-30 | $49M | 1.2M | 42.53 |
| 2022-06-30 | $41M | 1.2M | 35.31 |
| 2022-03-31 | $26M | 993k | 26.04 |
| 2021-12-31 | $22M | 927k | 23.57 |
| 2021-09-30 | $21M | 847k | 25.04 |
| 2021-06-30 | $13M | 554k | 23.52 |
| 2020-12-31 | $1.2M | 75k | 15.79 |
| 2019-09-30 | $958k | 41k | 23.38 |
| 2019-06-30 | $204k | 7.1k | 28.80 |
| 2018-12-31 | $231k | 9.2k | 25.22 |
| 2018-09-30 | $488k | 19k | 25.66 |
| 2018-06-30 | $813k | 36k | 22.76 |
| 2018-03-31 | $301k | 12k | 25.25 |
| 2017-12-31 | $344k | 13k | 25.99 |
| 2017-06-30 | $300k | 9.7k | 30.79 |
| 2017-03-31 | $235k | 10k | 23.22 |
| 2016-12-31 | $282k | 12k | 22.97 |
| 2016-09-30 | $303k | 13k | 23.23 |
| 2016-03-31 | $831k | 31k | 26.47 |
| 2015-12-31 | $1.5M | 44k | 33.32 |
| 2015-09-30 | $1.7M | 46k | 36.15 |
| 2015-03-31 | $1.3M | 42k | 32.07 |
| 2014-12-31 | $1.0M | 30k | 33.68 |
| 2014-09-30 | $874k | 28k | 31.01 |
| 2014-06-30 | $925k | 28k | 33.50 |
| 2014-03-31 | $752k | 25k | 30.18 |
| 2013-12-31 | $677k | 23k | 29.06 |
| 2013-09-30 | $630k | 24k | 26.66 |