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 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
7.8K+ 40.21% |
$384K - $443K
|
27.2K
$1.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.2K+ 42.59% |
$207K - $238K
|
14K
$622K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
149+ 1.27% |
$7.34K - $8.46K
|
11.9K
$525K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6New |
$296 - $341
|
6
$266
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.69K+ 10.84% |
$83.1K - $95.7K
|
17.2K
$763K
|
|
|
Nov 13, 2025
Q3 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-580- 4.41% |
$28.6K - $32.9K
|
12.6K
$556K
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15.4K+ 15.44% |
$758K - $874K
|
115K
$5.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.6K- 23.42% |
$816K - $939K
|
54.1K
$2.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
27.7K+ 3.66% |
$1.36M - $1.57M
|
784K
$34.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-218K- 57.58% |
$10.7M - $12.3M
|
160K
$7.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.9K+ 4.39% |
$93.8K - $108K
|
45.2K
$2M
|
|
|
Nov 13, 2025
Q3 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-327- 1.31% |
$16.1K - $18.6K
|
24.6K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
99.4KNew |
$4.9M - $5.64M
|
99.4K
$4.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Prevatt Capital LTD
Nassau, C5 |
SELL
|
- |
-110K- 23.91% |
$5.42M - $6.24M
|
350K
$15.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
69.8KNew |
$3.44M - $3.96M
|
69.8K
$3.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-529- 0.37% |
$26.1K - $30K
|
144K
$6.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
9.82KNew |
$484K - $557K
|
9.82K
$435K
|
|
|
Nov 13, 2025
Q3 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-10.9K- 23.33% |
$535K - $616K
|
35.7K
$1.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-26.6K- 4.2% |
$1.31M - $1.51M
|
606K
$26.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
125K+ 62.4% |
$6.17M - $7.11M
|
326K
$14.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-73- 0.84% |
$3.6K - $4.14K
|
8.61K
$381K
|
|
|
Nov 13, 2025
Q3 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-339K- 7.64% |
$16.7M - $19.2M
|
4.09M
$181M
|
|
|
Nov 13, 2025
Q3 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
392K+ 24.5% |
$19.3M - $22.2M
|
1.99M
$88.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
61.6K+ 16.05% |
$3.04M - $3.5M
|
445K
$19.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
617+ 3.8% |
$30.4K - $35K
|
16.8K
$745K
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
107K+ 9.8% |
$5.27M - $6.07M
|
1.2M
$53.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
28.4K+ 7.03% |
$1.4M - $1.61M
|
432K
$19.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
22+ 28.21% |
$1.08K - $1.25K
|
100
$4.43K
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
653K+ 20.18% |
$32.2M - $37M
|
3.89M
$172M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
311+ 7.45% |
$15.3K - $17.7K
|
4.49K
$199K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-88- 0.26% |
$4.34K - $4.99K
|
34.4K
$1.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
30New |
$1.48K - $1.7K
|
30
$1.33K
|
|
|
Nov 13, 2025
Q3 2025
|
Limestone Investment Advisors LP
New York, NY |
BUY
|
- |
14.8KNew |
$732K - $843K
|
14.8K
$657K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-155- 0.54% |
$7.64K - $8.8K
|
28.4K
$1.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-52.2K- 48.84% |
$2.57M - $2.97M
|
54.7K
$2.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
786New |
$38.7K - $44.6K
|
786
$34.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-355K- 77.62% |
$17.5M - $20.1M
|
102K
$4.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
6.7KNew |
$330K - $380K
|
6.7K
$297K
|
|
|
Nov 13, 2025
Q3 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
2New |
$98.6 - $114
|
2
$88.5
|
|
|
Nov 12, 2025
Q3 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-2.1K- 5.88% |
$103K - $119K
|
33.6K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-35.8K- 90.0% |
$1.77M - $2.03M
|
3.98K
$176K
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-97.8K- 48.58% |
$4.82M - $5.55M
|
104K
$4.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-3- 33.33% |
$148 - $170
|
6
$266
|
|
|
Nov 12, 2025
Q3 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-250- 0.25% |
$12.3K - $14.2K
|
99.7K
$4.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-680- 8.08% |
$33.5K - $38.6K
|
7.74K
$343K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-15.6K- 53.91% |
$767K - $883K
|
13.3K
$589K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 17.95% |
$73.8K - $85K
|
6.85K
$303K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.42K- 17.67% |
$168K - $194K
|
15.9K
$704K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
2.11KNew |
$104K - $120K
|
2.11K
$93.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
BUY
|
- |
135K+ 170.03% |
$6.66M - $7.67M
|
215K
$9.5M
|
|