Institutional Owners for HRB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MOODY LYNN & LIEBERSON LLC | COM | 551 | $350,498 | 7,137 | 0.00 | 0.00 | 10 | 0.14 | 03-31-2024 |
| LIDO ADVISORS LLC | COM | 552 | $350,901 | 7,101 | 0.00 | 7,101 | +Inf | 03-31-2024 | |
| SIMPLICITY SOLUTIONS LLC | COM | 553 | $342,918 | 7,089 | 0.00 | 7,089 | +Inf | 12-31-2023 | |
| STEEL GROVE CAPITAL ADVISORS LLC | COM | 554 | $344,703 | 7,019 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
