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 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
8.7K+ 22.98% |
$453K - $551K
|
46.5K
$2.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
803+ 3.23% |
$41.9K - $50.9K
|
25.7K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
56.2KNew |
$2.93M - $3.56M
|
56.2K
$3.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8New |
$417 - $507
|
8
$432
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
79+ 0.31% |
$4.12K - $5.01K
|
25.9K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-434- 2.51% |
$22.6K - $27.5K
|
16.8K
$908K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-59- 1.09% |
$3.08K - $3.74K
|
5.33K
$288K
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-8.5K- 5.17% |
$443K - $539K
|
156K
$8.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.43K+ 1552.17% |
$74.5K - $90.5K
|
1.52K
$82K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.64K- 2.25% |
$190K - $231K
|
158K
$8.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.29K+ 15.74% |
$67.3K - $81.7K
|
9.49K
$512K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.24K+ 45.72% |
$64.7K - $78.6K
|
3.95K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-23- 25.56% |
$1.2K - $1.46K
|
67
$3.61K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-47.4K- 59.54% |
$2.47M - $3.01M
|
32.2K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-119- 8.35% |
$6.2K - $7.54K
|
1.31K
$70.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
274+ 7.67% |
$14.3K - $17.4K
|
3.85K
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
86New |
$4.48K - $5.45K
|
86
$4.64K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13+ 0.54% |
$678 - $824
|
2.42K
$130K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
784+ 4.15% |
$40.9K - $49.7K
|
19.7K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
1.46K+ 26.47% |
$76.2K - $92.6K
|
6.99K
$377K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
169K+ 1341.13% |
$8.8M - $10.7M
|
181K
$9.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
1.66M+ 58.46% |
$86.6M - $105M
|
4.5M
$243M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-8.34K- 96.87% |
$435K - $529K
|
270
$14.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
6.99K+ 15.35% |
$364K - $443K
|
52.5K
$2.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.09K+ 11.53% |
$109K - $132K
|
20.2K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
21New |
$1.09K - $1.33K
|
21
$1.13K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.31K+ 1.52% |
$68.1K - $82.8K
|
87.2K
$4.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-431- 1.17% |
$22.5K - $27.3K
|
36.3K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.9K- 76.0% |
$1.71M - $2.08M
|
10.4K
$560K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-954- 7.73% |
$49.7K - $60.4K
|
11.4K
$614K
|
|
|
Feb 07, 2025
Q4 2024
|
Ruffer LLP
|
BUY
|
- |
79.5KNew |
$4.15M - $5.04M
|
79.5K
$4.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 3.93% |
$365 - $444
|
171
$9.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
29New |
$1.51K - $1.84K
|
29
$1.56K
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-84- 0.39% |
$4.38K - $5.32K
|
21.2K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-931- 0.3% |
$48.5K - $59K
|
313K
$16.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-4.15K- 8.64% |
$216K - $263K
|
43.9K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
28.1K+ 143.03% |
$1.46M - $1.78M
|
47.7K
$2.57M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 6.68% |
$62.7K - $76.2K
|
19.2K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
100+ 57.14% |
$5.21K - $6.34K
|
275
$14.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
259+ 3.89% |
$13.5K - $16.4K
|
6.91K
$373K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-462- 3.39% |
$24.1K - $29.3K
|
13.2K
$710K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$261 - $317
|
5
$270
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
45KNew |
$2.35M - $2.85M
|
45K
$2.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-251- 1.01% |
$13.1K - $15.9K
|
24.6K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
300+ 6.56% |
$15.6K - $19K
|
4.88K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
283K+ 5.72% |
$14.7M - $17.9M
|
5.22M
$282M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 2.11% |
$36.5K - $44.4K
|
32.5K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-425K- 85.07% |
$22.2M - $26.9M
|
74.6K
$4.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.75K- 18.27% |
$91.4K - $111K
|
7.84K
$423K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-568- 43.79% |
$29.6K - $36K
|
729
$39.3K
|