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 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-734- 14.82% |
$36.2K - $41.7K
|
4.22K
$187K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.62K- 2.18% |
$326K - $376K
|
297K
$13.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.79% |
$98.6 - $114
|
255
$11.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.18K+ 8.65% |
$58.1K - $66.9K
|
14.8K
$655K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-30- 1.33% |
$1.48K - $1.7K
|
2.22K
$98.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
53+ 0.28% |
$2.61K - $3.01K
|
19K
$839K
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
11.9K+ 22.25% |
$584K - $673K
|
65.1K
$2.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 11.76% |
$98.6 - $114
|
19
$841
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8+ 1.12% |
$394 - $454
|
725
$32.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.31K- 28.71% |
$163K - $188K
|
8.22K
$364K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.1K+ 445.34% |
$54.2K - $62.4K
|
1.35K
$59.6K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18+ 0.33% |
$887 - $1.02K
|
5.53K
$245K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-563K- 91.37% |
$27.7M - $31.9M
|
53.1K
$2.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
19.9K+ 234.33% |
$982K - $1.13M
|
28.4K
$1.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
51+ 6.22% |
$2.51K - $2.89K
|
871
$38.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-732K- 89.98% |
$36.1M - $41.6M
|
81.6K
$3.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
13.8K+ 6.45% |
$680K - $784K
|
228K
$10.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-147- 13.59% |
$7.24K - $8.34K
|
935
$41.4K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-2K- 2.38% |
$98.6K - $114K
|
82K
$3.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3.58K+ 243.2% |
$176K - $203K
|
5.05K
$223K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
200New |
$9.86K - $11.4K
|
200
$8.85K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.6K+ 17.04% |
$78.8K - $90.8K
|
11K
$486K
|
|
|
Nov 03, 2025
Q3 2025
|
Ruffer LLP
|
SELL
|
- |
-33.6K- 26.79% |
$1.66M - $1.91M
|
92K
$4.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
24New |
$1.18K - $1.36K
|
24
$1.06K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
221+ 5.73% |
$10.9K - $12.5K
|
4.08K
$180K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
553+ 1.42% |
$27.3K - $31.4K
|
39.6K
$1.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
6.09KNew |
$300K - $346K
|
6.09K
$270K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-57.4K- 60.49% |
$2.83M - $3.26M
|
37.5K
$1.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-44.7K- 49.36% |
$2.2M - $2.54M
|
45.9K
$2.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.8% |
$148 - $170
|
379
$16.8K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
674+ 2.53% |
$33.2K - $38.3K
|
27.3K
$1.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
168+ 115.07% |
$8.28K - $9.54K
|
314
$13.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-219K- 57.52% |
$10.8M - $12.4M
|
162K
$7.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.75K- 7.13% |
$234K - $270K
|
61.8K
$2.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-280- 1.62% |
$13.8K - $15.9K
|
17K
$751K
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
SELL
|
- |
-1.89K- 5.08% |
$93.1K - $107K
|
35.3K
$1.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-14.4K- 8.45% |
$708K - $816K
|
156K
$6.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.02KNew |
$198K - $228K
|
4.02K
$178K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
286+ 25.7% |
$14.1K - $16.2K
|
1.4K
$61.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
2+ 0.06% |
$98.6 - $114
|
3.17K
$140K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-30- 5.34% |
$1.48K - $1.7K
|
532
$23.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$49.3 - $56.8
|
4.99K
$221K
|
|
|
Oct 30, 2025
Q3 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
41+ 0.66% |
$2.02K - $2.33K
|
6.24K
$276K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.65K- 8.94% |
$180K - $207K
|
37.2K
$1.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.83K- 7.63% |
$90.3K - $104K
|
22.2K
$982K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-33- 0.05% |
$1.63K - $1.87K
|
62.5K
$2.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.14K+ 31.12% |
$450K - $519K
|
38.5K
$1.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.58KNew |
$423K - $487K
|
8.58K
$380K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
37+ 5.89% |
$1.82K - $2.1K
|
665
$29.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
339New |
$16.7K - $19.2K
|
339
$15K
|
|