Latest Institutional Transactions on H&R Block Inc (HRB)
This table provides information on the latest institutional transactions involving H&R Block Inc (HRB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
95New |
$4.21K - $5K
|
95
$4.21K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 75.0% |
$133 - $158
|
7
$310
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-70- 0.23% |
$3.1K - $3.68K
|
30.9K
$1.37M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.59K- 18.83% |
$70.4K - $83.6K
|
6.86K
$304K
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
5.55K+ 8.5% |
$245K - $292K
|
70.8K
$3.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.3K- 6.17% |
$102K - $121K
|
35K
$1.55M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-10.1K- 6.26% |
$449K - $533K
|
152K
$6.72M
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
688+ 4.79% |
$30.5K - $36.2K
|
15.1K
$666K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.9K- 6.61% |
$350K - $415K
|
112K
$4.94M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-44- 61.11% |
$1.95K - $2.31K
|
28
$1.24K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 12.0% |
$133 - $158
|
22
$974
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
2.47K+ 4.04% |
$110K - $130K
|
63.8K
$2.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.4K+ 8.89% |
$62.2K - $73.8K
|
17.2K
$761K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
509+ 5.27% |
$22.5K - $26.8K
|
10.2K
$450K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
12New |
$531 - $631
|
12
$531
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
317+ 61.08% |
$14K - $16.7K
|
836
$37K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.8K- 19.64% |
$301K - $357K
|
27.8K
$1.23M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23+ 20.35% |
$1.02K - $1.21K
|
136
$6.02K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
416+ 208.0% |
$18.4K - $21.9K
|
616
$27.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-633- 9.54% |
$28K - $33.3K
|
6K
$266K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
90K+ 1750.86% |
$3.98M - $4.73M
|
95.1K
$4.21M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4- 66.67% |
$177 - $210
|
2
$88.5
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-11.4K- 9.33% |
$506K - $601K
|
111K
$4.91M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.41KNew |
$417K - $495K
|
9.41K
$417K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-5.62K- 54.04% |
$249K - $296K
|
4.78K
$212K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.09K+ 2.83% |
$48.2K - $57.3K
|
39.6K
$1.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-853- 81.86% |
$37.8K - $44.9K
|
189
$8.37K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-116- 65.17% |
$5.14K - $6.1K
|
62
$2.74K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
765New |
$33.9K - $40.2K
|
765
$33.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-10.4K- 23.16% |
$461K - $548K
|
34.6K
$1.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-52- 32.91% |
$2.3K - $2.73K
|
106
$4.69K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-3- 0.04% |
$133 - $158
|
7.36K
$326K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
760+ 40.82% |
$33.6K - $40K
|
2.62K
$116K
|
|
| Q3 2025 | |||||||
|
Jan 20, 2026
Q3 2025
|
Kbc Group Nv
|
BUY
|
- |
542+ 16.0% |
$26.7K - $30.8K
|
3.93K
$174K
|
|
|
Dec 16, 2025
Q3 2025
|
Lindenwold Advisors
|
BUY
|
- |
35+ 0.65% |
$1.72K - $1.99K
|
5.4K
$239K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.16K- 29.01% |
$106K - $122K
|
5.28K
$234K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
846+ 16.99% |
$41.7K - $48K
|
5.83K
$258K
|
|
|
Dec 01, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-12.3K- 6.61% |
$605K - $697K
|
173K
$7.67M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-91- 20.27% |
$4.48K - $5.17K
|
358
$15.8K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 18.33% |
$1.63K - $1.87K
|
147
$6.51K
|
|
|
Nov 21, 2025
Q3 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-600- 7.5% |
$29.6K - $34.1K
|
7.4K
$328K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
432+ 12.69% |
$21.3K - $24.5K
|
3.84K
$170K
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-6.84K- 36.06% |
$337K - $388K
|
12.1K
$537K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
120+ 2.8% |
$5.91K - $6.81K
|
4.41K
$195K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.47K+ 67.45% |
$171K - $197K
|
8.61K
$381K
|
|
|
Nov 19, 2025
Q3 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-222- 0.48% |
$10.9K - $12.6K
|
46K
$2.04M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.55KNew |
$175K - $202K
|
3.55K
$157K
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
104KNew |
$5.1M - $5.88M
|
104K
$4.59M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.91K- 1.78% |
$94.2K - $108K
|
106K
$4.68M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
9New |
$444 - $511
|
9
$398
|
|