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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-5.69K- 26.01% |
$309K - $359K
|
16.2K
$716K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
27New |
$1.47K - $1.7K
|
27
$1.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-289K- 98.55% |
$15.7M - $18.2M
|
4.24K
$188K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-180- 4.27% |
$9.78K - $11.3K
|
4.04K
$179K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-11- 40.74% |
$598 - $693
|
16
$708
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
13New |
$706 - $820
|
13
$576
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
312+ 2.53% |
$16.9K - $19.7K
|
12.6K
$560K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 1.37% |
$54.3 - $63
|
72
$3.19K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-70- 1.34% |
$3.8K - $4.41K
|
5.17K
$229K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.05% |
$109 - $126
|
3.78K
$167K
|
|
|
Jul 11, 2025
Q2 2025
|
Fcf Advisors LLC
|
BUY
|
- |
1.29K+ 1.74% |
$70K - $81.2K
|
75.3K
$3.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
60.8K+ 21.29% |
$3.3M - $3.83M
|
346K
$15.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-124- 1.23% |
$6.74K - $7.82K
|
9.99K
$442K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.96KNew |
$161K - $186K
|
2.96K
$131K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-26- 0.64% |
$1.41K - $1.64K
|
4.06K
$180K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
26+ 0.68% |
$1.41K - $1.64K
|
3.83K
$170K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-144- 9.88% |
$7.82K - $9.08K
|
1.31K
$58.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
50New |
$2.72K - $3.15K
|
50
$2.21K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
100KNew |
$5M - $5.6M
|
100K
$4.43M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
16.7K+ 144.06% |
$833K - $934K
|
28.3K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-611- 8.46% |
$30.5K - $34.2K
|
6.61K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
50KNew |
$2.5M - $2.8M
|
50K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
12New |
$600 - $672
|
12
$531
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-20.2K- 2.64% |
$1.01M - $1.13M
|
744K
$32.9M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
744+ 11.01% |
$37.2K - $41.6K
|
7.5K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
6.5KNew |
$325K - $364K
|
6.5K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
37.3KNew |
$1.86M - $2.09M
|
37.3K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-5.07K- 55.01% |
$253K - $283K
|
4.14K
$183K
|
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
16.7KNew |
$834K - $935K
|
16.7K
$739K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
9.27KNew |
$463K - $519K
|
9.27K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
8.46KNew |
$423K - $474K
|
8.46K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-215- 0.57% |
$10.7K - $12K
|
37.4K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-1.43K- 4.46% |
$71.5K - $80.1K
|
30.7K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
475New |
$23.7K - $26.6K
|
475
$21K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.68KNew |
$184K - $206K
|
3.68K
$163K
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-67K- 90.88% |
$3.34M - $3.75M
|
6.72K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
101+ 2.37% |
$5.05K - $5.65K
|
4.36K
$193K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
4KNew |
$200K - $224K
|
4K
$177K
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
8.28KNew |
$414K - $463K
|
8.28K
$367K
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
3K+ 14.29% |
$150K - $168K
|
24K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.27K- 9.9% |
$63.4K - $71.1K
|
11.6K
$511K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-260- 23.85% |
$13K - $14.6K
|
830
$36.7K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
10New |
$500 - $560
|
10
$443
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
24KNew |
$1.2M - $1.34M
|
24K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
4.97KNew |
$248K - $278K
|
4.97K
$220K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
3.7KNew |
$185K - $207K
|
3.7K
$164K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
717+ 7.74% |
$35.8K - $40.1K
|
9.98K
$442K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
2.39K+ 46.71% |
$119K - $134K
|
7.5K
$332K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.44K- 18.18% |
$72K - $80.7K
|
6.49K
$287K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-7.83K- 56.3% |
$391K - $438K
|
6.08K
$269K
|
|