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 10, 2025
Q3 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
7.12KNew |
$351K - $404K
|
7.12K
$315K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
261+ 2.12% |
$12.9K - $14.8K
|
12.6K
$558K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
223+ 1.3% |
$11K - $12.7K
|
17.4K
$770K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-27.2K- 30.25% |
$1.34M - $1.54M
|
62.6K
$2.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.36K- 24.97% |
$215K - $247K
|
13.1K
$579K
|
|
|
Nov 10, 2025
Q3 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-15.7K- 72.17% |
$773K - $891K
|
6.05K
$268K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-108Closed |
$5.32K - $6.13K
|
0
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.02K- 54.75% |
$149K - $171K
|
2.49K
$110K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-101- 0.54% |
$4.98K - $5.73K
|
18.5K
$819K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.01KNew |
$197K - $227K
|
4.01K
$177K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 20.0% |
$49.3 - $56.8
|
6
$266
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.51K- 7.8% |
$173K - $199K
|
41.4K
$1.83M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-294K- 31.12% |
$14.5M - $16.7M
|
650K
$28.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-103- 0.95% |
$5.08K - $5.85K
|
10.8K
$477K
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-50- 0.17% |
$2.46K - $2.84K
|
29.8K
$1.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
1.11K+ 11.7% |
$54.8K - $63.1K
|
10.6K
$469K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-183K- 1.32% |
$9.01M - $10.4M
|
13.7M
$605M
|
|
|
Nov 07, 2025
Q3 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
9.79KNew |
$483K - $556K
|
9.79K
$434K
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.88K+ 29.51% |
$92.8K - $107K
|
8.27K
$366K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.13KNew |
$55.8K - $64.3K
|
1.13K
$50.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-22- 0.26% |
$1.08K - $1.25K
|
8.35K
$370K
|
|
|
Nov 07, 2025
Q3 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-22.6K- 64.62% |
$1.11M - $1.28M
|
12.4K
$547K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-111K- 11.61% |
$5.46M - $6.29M
|
843K
$37.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
14+ 1.04% |
$690 - $795
|
1.36K
$60.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.97K+ 39.55% |
$147K - $169K
|
10.5K
$464K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-330- 1.82% |
$16.3K - $18.7K
|
17.8K
$788K
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
16.6KNew |
$820K - $944K
|
16.6K
$736K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-2.55K- 1.45% |
$126K - $145K
|
174K
$7.69M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.01KNew |
$197K - $227K
|
4.01K
$177K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.89K- 49.8% |
$93K - $107K
|
1.9K
$84.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-11K- 2.77% |
$544K - $627K
|
387K
$17.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
44.4KNew |
$2.19M - $2.52M
|
44.4K
$1.96M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
7.99KNew |
$394K - $454K
|
7.99K
$354K
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-131K- 8.12% |
$6.44M - $7.42M
|
1.48M
$65.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-266- 24.84% |
$13.1K - $15.1K
|
805
$35.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.34KNew |
$115K - $133K
|
2.34K
$104K
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
8.13K+ 9.38% |
$401K - $462K
|
94.9K
$4.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
BUY
|
- |
17.4KNew |
$858K - $988K
|
17.4K
$771K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.11K+ 27.46% |
$202K - $233K
|
19.1K
$844K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
659+ 29.47% |
$32.5K - $37.4K
|
2.9K
$128K
|
|
|
Nov 05, 2025
Q3 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
5.96K+ 25.14% |
$294K - $338K
|
29.7K
$1.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1K- 5.19% |
$49.3K - $56.8K
|
18.3K
$808K
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.93% |
$14.8K - $17K
|
31.9K
$1.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
101K+ 32.54% |
$4.98M - $5.73M
|
411K
$18.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
112+ 9.14% |
$5.52K - $6.36K
|
1.34K
$59.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
14New |
$690 - $795
|
14
$620
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-242- 4.08% |
$11.9K - $13.7K
|
5.69K
$252K
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-434- 3.12% |
$21.4K - $24.6K
|
13.5K
$596K
|
|
|
Nov 05, 2025
Q3 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
815+ 2.7% |
$40.2K - $46.3K
|
31K
$1.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-764- 2.42% |
$37.6K - $43.4K
|
30.8K
$1.36M
|
|