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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
8.11KNew |
$400K - $460K
|
8.11K
$359K
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
286+ 0.62% |
$14.1K - $16.2K
|
46.2K
$2.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29K+ 14.81% |
$1.43M - $1.64M
|
224K
$9.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.74KNew |
$234K - $269K
|
4.74K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
14.3KNew |
$705K - $812K
|
14.3K
$633K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.27K- 26.99% |
$260K - $299K
|
14.3K
$631K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-63.5K- 54.88% |
$3.13M - $3.6M
|
52.2K
$2.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-288K- 82.48% |
$14.2M - $16.4M
|
61.2K
$2.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
205K+ 184.28% |
$10.1M - $11.6M
|
316K
$14M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-14.3K- 7.63% |
$702K - $809K
|
172K
$7.63M
|
|
|
Nov 14, 2025
Q3 2025
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
3.76KNew |
$185K - $214K
|
3.76K
$167K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-16.1K- 21.7% |
$791K - $911K
|
57.9K
$2.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.58K- 22.74% |
$176K - $203K
|
12.1K
$538K
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-74.2K- 79.98% |
$3.66M - $4.21M
|
18.6K
$822K
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
2.41K+ 513.4% |
$119K - $137K
|
2.88K
$128K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.82K+ 1.09% |
$89.5K - $103K
|
168K
$7.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
9.18K+ 39.33% |
$452K - $521K
|
32.5K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-1.36K- 11.38% |
$66.8K - $77K
|
10.6K
$468K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.88K+ 534.88% |
$438K - $504K
|
10.5K
$467K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
39+ 86.67% |
$1.92K - $2.21K
|
84
$3.72K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-686K- 44.28% |
$33.8M - $38.9M
|
863K
$38.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-116K- 11.45% |
$5.71M - $6.58M
|
896K
$39.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-226K- 10.99% |
$11.1M - $12.8M
|
1.83M
$81M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-92.7K- 98.42% |
$4.57M - $5.26M
|
1.49K
$66K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
SELL
|
- |
-58- 0.62% |
$2.86K - $3.29K
|
9.26K
$410K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
100+ 30.49% |
$4.93K - $5.68K
|
428
$18.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-43.1K- 84.29% |
$2.12M - $2.44M
|
8.02K
$355K
|
|
|
Nov 14, 2025
Q3 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-16.1K- 9.99% |
$793K - $913K
|
145K
$6.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.6K+ 9.48% |
$178K - $205K
|
41.6K
$1.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
26.7K+ 0.84% |
$1.32M - $1.52M
|
3.21M
$142M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
22.9KNew |
$1.13M - $1.3M
|
22.9K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-3.4K- 79.79% |
$167K - $193K
|
860
$38.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
2KNew |
$98.6K - $114K
|
2K
$88.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
18.3KNew |
$902K - $1.04M
|
18.3K
$810K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10K+ 32.78% |
$494K - $569K
|
40.6K
$1.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
325New |
$16K - $18.4K
|
325
$14.4K
|
|
|
Nov 14, 2025
Q3 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
2New |
$98.6 - $114
|
2
$88.5
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
270K+ 10.87% |
$13.3M - $15.3M
|
2.75M
$122M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.95K+ 9.07% |
$145K - $168K
|
35.5K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-46- 70.77% |
$2.27K - $2.61K
|
19
$841
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-27.3K- 70.85% |
$1.35M - $1.55M
|
11.2K
$498K
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
6+ 0.0% |
$296 - $341
|
128K
$5.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-24.3K- 80.33% |
$1.2M - $1.38M
|
5.94K
$263K
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.66KNew |
$229K - $264K
|
4.66K
$206K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-24.3K- 27.75% |
$1.2M - $1.38M
|
63.2K
$2.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-9.6K- 46.89% |
$473K - $545K
|
10.9K
$481K
|
|
|
Nov 14, 2025
Q3 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
6.72KNew |
$331K - $381K
|
6.72K
$297K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
611+ 10.38% |
$30.1K - $34.7K
|
6.5K
$288K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.9K+ 36.78% |
$635K - $732K
|
47.9K
$2.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-5.01K- 15.41% |
$247K - $285K
|
27.5K
$1.22M
|
|