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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-12- 0.08% |
$600 - $672
|
15.3K
$676K
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-47.9K- 53.22% |
$2.39M - $2.68M
|
42.1K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
210New |
$10.5K - $11.8K
|
210
$9.3K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
82+ 0.94% |
$4.1K - $4.59K
|
8.83K
$391K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-10- 0.21% |
$500 - $560
|
4.86K
$215K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
11.8KNew |
$591K - $662K
|
11.8K
$524K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.58KNew |
$179K - $200K
|
3.58K
$158K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
507+ 30.56% |
$25.3K - $28.4K
|
2.17K
$95.9K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
29New |
$1.45K - $1.62K
|
29
$1.28K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-116- 0.12% |
$5.8K - $6.49K
|
95K
$4.21M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-7- 53.85% |
$350 - $392
|
6
$266
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3.3K- 10.61% |
$165K - $185K
|
27.8K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
50New |
$2.5K - $2.8K
|
50
$2.21K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-720- 3.39% |
$36K - $40.3K
|
20.5K
$908K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.76KNew |
$238K - $266K
|
4.76K
$211K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
206New |
$10.3K - $11.5K
|
206
$9.12K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-28- 96.55% |
$1.4K - $1.57K
|
1
$44.3
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-5.71K- 3.12% |
$285K - $320K
|
178K
$7.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-27- 3.26% |
$1.35K - $1.51K
|
800
$35.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
24KNew |
$1.2M - $1.34M
|
24K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
27+ 2700.0% |
$1.35K - $1.51K
|
28
$1.24K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
160New |
$7.99K - $8.96K
|
160
$7.08K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
56New |
$2.8K - $3.13K
|
56
$2.48K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-85- 7.3% |
$4.25K - $4.76K
|
1.08K
$47.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6New |
$300 - $336
|
6
$266
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
10New |
$500 - $560
|
10
$443
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
28New |
$1.4K - $1.57K
|
28
$1.24K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-18Closed |
$899 - $1.01K
|
0
$0
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 242.86% |
$849 - $951
|
24
$1.06K
|
|
| Q4 2024 | |||||||
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-31- 96.88% |
$1.62K - $1.96K
|
1
$44.3
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-684- 4.38% |
$35.7K - $43.3K
|
14.9K
$661K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
23New |
$1.2K - $1.46K
|
23
$1.02K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
241New |
$12.6K - $15.3K
|
241
$10.7K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$52.1 - $63.4
|
1
$44.3
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
274+ 1.53% |
$14.3K - $17.4K
|
18.2K
$805K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-27- 0.26% |
$1.41K - $1.71K
|
10.3K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-137K- 17.47% |
$7.17M - $8.71M
|
649K
$28.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
16.3K+ 189.51% |
$850K - $1.03M
|
24.9K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
104New |
$5.42K - $6.59K
|
104
$4.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
20.1KNew |
$1.05M - $1.27M
|
20.1K
$890K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1New |
$52.1 - $63.4
|
1
$44.3
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.94K- 12.56% |
$205K - $250K
|
27.4K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-110K- 79.71% |
$5.74M - $6.97M
|
28K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
CALL |
3.9KNew |
$203K - $247K
|
3.9K
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-16.4K- 73.87% |
$855K - $1.04M
|
5.8K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Kennondale Capital Management LLC
Richmond, VA |
BUY
|
- |
26.3K+ 885.4% |
$1.37M - $1.67M
|
29.3K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-16.9K- 62.23% |
$881K - $1.07M
|
10.3K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.61KNew |
$84.2K - $102K
|
1.61K
$71.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
65.2KNew |
$3.4M - $4.13M
|
65.2K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-79- 50.0% |
$4.12K - $5.01K
|
79
$3.5K
|
|