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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-14.2K- 99.71% |
$774K - $898K
|
42
$1.86K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-73.8K- 58.17% |
$4.01M - $4.65M
|
53.1K
$2.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-625- 5.14% |
$34K - $39.4K
|
11.5K
$511K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-103- 49.76% |
$5.59K - $6.49K
|
104
$4.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
1KNew |
$54.3K - $63K
|
1K
$44.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Whale Capital LLP
London, X0 |
SELL
|
- |
-474K- 84.49% |
$25.7M - $29.9M
|
87K
$3.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
32KNew |
$1.74M - $2.02M
|
32K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.2K+ 29.1% |
$65.2K - $75.6K
|
5.32K
$236K
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-512- 3.46% |
$27.8K - $32.3K
|
14.3K
$633K
|
|
|
Aug 11, 2025
Q2 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
15.6K+ 151.39% |
$846K - $981K
|
25.9K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-2.6K- 47.08% |
$141K - $164K
|
2.92K
$129K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-2.39K- 41.4% |
$130K - $151K
|
3.39K
$150K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.14K- 13.98% |
$61.7K - $71.6K
|
6.99K
$309K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
355+ 473.33% |
$19.3K - $22.4K
|
430
$19K
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
9.34KNew |
$507K - $588K
|
9.34K
$413K
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
16.2KNew |
$880K - $1.02M
|
16.2K
$717K
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
BUY
|
- |
76.6KNew |
$4.16M - $4.83M
|
76.6K
$3.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-302K- 82.33% |
$16.4M - $19.1M
|
64.9K
$2.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-197- 3.05% |
$10.7K - $12.4K
|
6.26K
$277K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
3New |
$163 - $189
|
3
$133
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8+ 400.0% |
$435 - $504
|
10
$443
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
140New |
$7.6K - $8.83K
|
140
$6.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.96K- 33.7% |
$106K - $123K
|
3.85K
$171K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
69+ 985.71% |
$3.75K - $4.35K
|
76
$3.36K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-530- 12.57% |
$28.8K - $33.4K
|
3.69K
$163K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.8K+ 86.94% |
$207K - $240K
|
8.18K
$362K
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
8KNew |
$435K - $504K
|
8K
$354K
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
332+ 5.45% |
$18K - $20.9K
|
6.43K
$285K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.95KNew |
$214K - $249K
|
3.95K
$175K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
170New |
$9.23K - $10.7K
|
170
$7.53K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
250+ 531.91% |
$13.6K - $15.8K
|
297
$13.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
85+ 8500.0% |
$4.62K - $5.36K
|
86
$3.81K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
297+ 521.05% |
$16.1K - $18.7K
|
354
$15.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
38New |
$2.06K - $2.4K
|
38
$1.68K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
379New |
$20.6K - $23.9K
|
379
$16.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-871- 0.28% |
$47.3K - $54.9K
|
310K
$13.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
10.6KNew |
$576K - $668K
|
10.6K
$469K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
14.3KNew |
$777K - $902K
|
14.3K
$633K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
15.7KNew |
$853K - $990K
|
15.7K
$695K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
14.3K+ 17.09% |
$778K - $903K
|
98.1K
$4.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
96New |
$5.21K - $6.05K
|
96
$4.25K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-56.7K- 56.39% |
$3.08M - $3.58M
|
43.9K
$1.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-29- 19.73% |
$1.58K - $1.83K
|
118
$5.22K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-1- 0.25% |
$54.3 - $63
|
400
$17.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-110- 1.19% |
$5.98K - $6.93K
|
9.11K
$403K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
18New |
$978 - $1.13K
|
18
$797
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-33- 0.19% |
$1.79K - $2.08K
|
17.7K
$785K
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-3.41K- 14.71% |
$185K - $215K
|
19.8K
$875K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
16New |
$869 - $1.01K
|
16
$708
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
41New |
$2.23K - $2.58K
|
41
$1.82K
|
|