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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.26KNew |
$431K - $523K
|
8.26K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.19K- 4.15% |
$62K - $75.3K
|
27.5K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
750+ 87.01% |
$39.1K - $47.5K
|
1.61K
$87K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.13K- 2.11% |
$59K - $71.7K
|
52.5K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-14- 2.16% |
$730 - $887
|
633
$34.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
90+ 1.22% |
$4.69K - $5.7K
|
7.44K
$402K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.46K+ 6.32% |
$76.1K - $92.5K
|
24.6K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
10.5K+ 75.08% |
$547K - $665K
|
24.5K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5.11K+ 6.97% |
$266K - $324K
|
78.5K
$4.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
13+ 22.41% |
$678 - $824
|
71
$3.83K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-63.6K- 33.95% |
$3.32M - $4.03M
|
124K
$6.67M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.91K+ 8.64% |
$152K - $184K
|
36.6K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
55.4K+ 4026.43% |
$2.89M - $3.51M
|
56.8K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-25.1K- 19.06% |
$1.31M - $1.59M
|
107K
$5.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
8.43KNew |
$439K - $534K
|
8.43K
$455K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
4.5K+ 57.69% |
$235K - $285K
|
12.3K
$664K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
10.9KNew |
$570K - $693K
|
10.9K
$590K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-50- 0.09% |
$2.61K - $3.17K
|
55K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
131K+ 42.24% |
$6.82M - $8.29M
|
440K
$23.8M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-39.2K- 9.13% |
$2.04M - $2.48M
|
390K
$21M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.31K+ 8.41% |
$68.2K - $82.9K
|
16.9K
$910K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.66K+ 279.95% |
$451K - $549K
|
11.8K
$634K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1.56K- 2.74% |
$81.5K - $99.1K
|
55.4K
$2.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.87K+ 17.84% |
$306K - $372K
|
38.8K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.03K+ 10.66% |
$262K - $319K
|
52.2K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.07K- 4.73% |
$160K - $195K
|
61.9K
$3.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
83+ 0.55% |
$4.33K - $5.26K
|
15.1K
$813K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-10.5K- 48.48% |
$548K - $666K
|
11.2K
$603K
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.15K- 4.32% |
$112K - $136K
|
47.6K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
105KNew |
$5.45M - $6.63M
|
105K
$5.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
158KNew |
$8.24M - $10M
|
158K
$8.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
327+ 5.37% |
$17K - $20.7K
|
6.41K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.36KNew |
$227K - $276K
|
4.36K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
12.2K+ 2100.86% |
$639K - $776K
|
12.8K
$692K
|
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
20.3KNew |
$1.06M - $1.29M
|
20.3K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
280+ 6.6% |
$14.6K - $17.7K
|
4.53K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-29.9K- 36.4% |
$1.56M - $1.9M
|
52.3K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.31K+ 12.96% |
$225K - $273K
|
37.6K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
26.9KNew |
$1.4M - $1.71M
|
26.9K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-79- 50.0% |
$4.12K - $5.01K
|
79
$4.26K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-110K- 14.57% |
$5.73M - $6.96M
|
644K
$34.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
12.8KNew |
$668K - $812K
|
12.8K
$691K
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-729- 3.51% |
$38K - $46.2K
|
20K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.08MNew |
$56.5M - $68.7M
|
1.08M
$58.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
999+ 5.49% |
$52.1K - $63.3K
|
19.2K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.62K+ 28.99% |
$84.6K - $103K
|
7.22K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9+ 0.18% |
$469 - $570
|
4.96K
$268K
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
31.1KNew |
$1.62M - $1.97M
|
31.1K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$261 - $317
|
5
$270
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
98+ 3.35% |
$5.11K - $6.21K
|
3.03K
$163K
|