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 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9+ 0.6% |
$444 - $511
|
1.5K
$66.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
23.9K+ 79.28% |
$1.18M - $1.36M
|
54.1K
$2.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
212+ 15.6% |
$10.4K - $12K
|
1.57K
$69.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
50.7K+ 239.89% |
$2.5M - $2.88M
|
71.9K
$3.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
593+ 1.38% |
$29.2K - $33.7K
|
43.7K
$1.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.47KNew |
$72.3K - $83.3K
|
1.47K
$65K
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-168K- 64.69% |
$8.27M - $9.53M
|
91.6K
$4.06M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
197K+ 26.59% |
$9.72M - $11.2M
|
939K
$41.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
114K+ 3.99% |
$5.6M - $6.45M
|
2.96M
$131M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.72K+ 26.01% |
$84.7K - $97.6K
|
8.33K
$369K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.04K- 7.92% |
$51.4K - $59.2K
|
12.1K
$537K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
188K+ 3375.94% |
$9.25M - $10.7M
|
193K
$8.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-340- 36.29% |
$16.8K - $19.3K
|
597
$26.4K
|
|
|
Nov 12, 2025
Q3 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-890- 3.05% |
$43.9K - $50.5K
|
28.3K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
8.54K+ 16.89% |
$421K - $485K
|
59.1K
$2.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
51.7K+ 66.93% |
$2.55M - $2.93M
|
129K
$5.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
8.36K+ 79.27% |
$412K - $475K
|
18.9K
$837K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3+ 0.06% |
$148 - $170
|
4.96K
$219K
|
|
|
Nov 12, 2025
Q3 2025
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-225- 0.4% |
$11.1K - $12.8K
|
55.5K
$2.46M
|
|
|
Nov 12, 2025
Q3 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.5K- 9.8% |
$73.9K - $85.1K
|
13.8K
$611K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39+ 0.67% |
$1.92K - $2.21K
|
5.82K
$258K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.43K+ 5.41% |
$169K - $195K
|
66.8K
$2.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.16KNew |
$303K - $350K
|
6.16K
$273K
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-868- 36.61% |
$42.8K - $49.3K
|
1.5K
$66.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
56.1K+ 2.48% |
$2.77M - $3.19M
|
2.32M
$103M
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-38- 0.11% |
$1.87K - $2.16K
|
34.4K
$1.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.57K+ 5.81% |
$127K - $146K
|
46.8K
$2.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.03K- 25.11% |
$100K - $115K
|
6.06K
$268K
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
180K+ 35.14% |
$8.88M - $10.2M
|
693K
$30.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.82K+ 34.45% |
$89.7K - $103K
|
7.1K
$314K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
262K+ 52.61% |
$12.9M - $14.9M
|
759K
$33.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
33.5K+ 27.68% |
$1.65M - $1.9M
|
155K
$6.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
26.8KNew |
$1.32M - $1.52M
|
26.8K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-107- 7.01% |
$5.27K - $6.07K
|
1.42K
$62.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.89K- 3.26% |
$143K - $164K
|
85.7K
$3.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-16.5K- 51.1% |
$813K - $936K
|
15.8K
$699K
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-238- 4.96% |
$11.7K - $13.5K
|
4.57K
$202K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
14K+ 50.89% |
$691K - $796K
|
41.6K
$1.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-12- 12.24% |
$591 - $681
|
86
$3.81K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-176- 3.4% |
$8.67K - $9.99K
|
5.01K
$222K
|
|
|
Nov 10, 2025
Q3 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
11.1KNew |
$549K - $632K
|
11.1K
$493K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-535- 0.03% |
$26.4K - $30.4K
|
1.64M
$72.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-17.4K- 31.07% |
$858K - $988K
|
38.6K
$1.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
293+ 134.4% |
$14.4K - $16.6K
|
511
$22.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-898- 3.45% |
$44.3K - $51K
|
25.1K
$1.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-122- 98.39% |
$6.01K - $6.92K
|
2
$88.5
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
482+ 52.74% |
$23.8K - $27.4K
|
1.4K
$61.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
454+ 908.0% |
$22.4K - $25.8K
|
504
$22.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.88% |
$49.3 - $56.8
|
113
$5K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
69+ 25.27% |
$3.4K - $3.92K
|
342
$15.1K
|
|