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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 17, 2025
Q3 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-24.5K- 25.0% |
$1.21M - $1.39M
|
73.6K
$3.26M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-7.42K- 54.88% |
$366K - $421K
|
6.1K
$270K
|
|
|
Nov 17, 2025
Q3 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
530+ 1.29% |
$26.1K - $30.1K
|
41.8K
$1.85M
|
|
|
Nov 17, 2025
Q3 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
16.8KNew |
$827K - $952K
|
16.8K
$743K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.75K- 4.82% |
$86.4K - $99.6K
|
34.6K
$1.53M
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.59K- 2.01% |
$78.2K - $90.1K
|
77.3K
$3.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
19.3KNew |
$953K - $1.1M
|
19.3K
$856K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3+ 0.02% |
$148 - $170
|
13.1K
$582K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
679+ 2.63% |
$33.5K - $38.5K
|
26.5K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
129+ 18.14% |
$6.36K - $7.32K
|
840
$37.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-20.9K- 69.67% |
$1.03M - $1.19M
|
9.11K
$403K
|
|
|
Nov 14, 2025
Q3 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-26K- 80.52% |
$1.28M - $1.48M
|
6.3K
$279K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.5K+ 30.52% |
$864K - $995K
|
75K
$3.32M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-60.4K- 1.43% |
$2.98M - $3.43M
|
4.16M
$184M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
32.9KNew |
$1.62M - $1.86M
|
32.9K
$1.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
CALL |
13.1KNew |
$646K - $744K
|
13.1K
$580K
|
|
|
Nov 14, 2025
Q3 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
121+ 0.12% |
$5.96K - $6.87K
|
101K
$4.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
5.82KNew |
$287K - $330K
|
5.82K
$258K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-712K- 40.65% |
$35.1M - $40.4M
|
1.04M
$46M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
51.7K+ 2.3% |
$2.55M - $2.94M
|
2.3M
$102M
|
|
|
Nov 14, 2025
Q3 2025
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
200+ 0.77% |
$9.86K - $11.4K
|
26.1K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
38.6KNew |
$1.9M - $2.19M
|
38.6K
$1.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Aigen Investment Management, LP
|
SELL
|
- |
-7.46K- 47.75% |
$368K - $423K
|
8.16K
$361K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.6KNew |
$718K - $827K
|
14.6K
$645K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.52K- 7.3% |
$75.1K - $86.4K
|
19.3K
$856K
|
|
|
Nov 14, 2025
Q3 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-39.9K- 9.22% |
$1.97M - $2.27M
|
393K
$17.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
577K+ 335.39% |
$28.4M - $32.8M
|
749K
$33.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
7.59KNew |
$374K - $431K
|
7.59K
$336K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-137- 0.89% |
$6.75K - $7.78K
|
15.2K
$672K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-38.1K- 88.3% |
$1.88M - $2.16M
|
5.05K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-77.6K- 50.67% |
$3.83M - $4.41M
|
75.6K
$3.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
80.3K+ 8.14% |
$3.96M - $4.56M
|
1.07M
$47.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.49K- 3.48% |
$172K - $198K
|
96.8K
$4.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.69K+ 39.43% |
$83.1K - $95.8K
|
5.97K
$264K
|
|