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 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
1.61K+ 4.21% |
$84K - $102K
|
39.9K
$2.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
338+ 0.84% |
$17.6K - $21.4K
|
40.5K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.54K+ 23.92% |
$133K - $161K
|
13.2K
$710K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
203KNew |
$10.6M - $12.9M
|
203K
$11M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.46K+ 111.92% |
$75.9K - $92.2K
|
2.76K
$149K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
39.4KNew |
$2.05M - $2.49M
|
39.4K
$2.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-54- 0.24% |
$2.82K - $3.42K
|
22.9K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
47+ 9.13% |
$2.45K - $2.98K
|
562
$30.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
1.28K+ 5.85% |
$66.9K - $81.3K
|
23.2K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.05K- 4.04% |
$159K - $193K
|
72.4K
$3.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-278- 96.86% |
$14.5K - $17.6K
|
9
$486
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
233+ 1.92% |
$12.1K - $14.8K
|
12.4K
$667K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
146+ 28.57% |
$7.61K - $9.25K
|
657
$35.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
423+ 3.99% |
$22.1K - $26.8K
|
11K
$595K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.65K+ 2225.61% |
$190K - $231K
|
3.81K
$206K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
867New |
$45.2K - $54.9K
|
867
$46.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
268+ 7.46% |
$14K - $17K
|
3.86K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
119+ 1.25% |
$6.2K - $7.54K
|
9.67K
$522K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-8.13K- 27.79% |
$424K - $515K
|
21.1K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
9.37K+ 28.9% |
$489K - $594K
|
41.8K
$2.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
119K+ 122.15% |
$6.2M - $7.53M
|
216K
$11.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.37K- 6.24% |
$228K - $277K
|
65.7K
$3.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-500- 1.76% |
$26.1K - $31.7K
|
27.9K
$1.51M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
113K+ 11.52% |
$5.9M - $7.17M
|
1.1M
$59.1M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.28K- 8.03% |
$66.6K - $81K
|
14.6K
$790K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
312New |
$16.3K - $19.8K
|
312
$16.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-400- 1.11% |
$20.9K - $25.3K
|
35.7K
$1.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-25.3K- 24.31% |
$1.32M - $1.6M
|
78.8K
$4.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
710+ 7.49% |
$37K - $45K
|
10.2K
$550K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
BUY
|
- |
73.7KNew |
$3.84M - $4.67M
|
73.7K
$3.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
315KNew |
$16.4M - $20M
|
315K
$17M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-218- 0.43% |
$11.4K - $13.8K
|
50.9K
$2.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-119- 0.28% |
$6.2K - $7.54K
|
41.9K
$2.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-578- 3.16% |
$30.1K - $36.6K
|
17.7K
$956K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
19.6K+ 2.98% |
$1.02M - $1.24M
|
676K
$36.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
222+ 5.49% |
$11.6K - $14.1K
|
4.26K
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-68- 0.63% |
$3.55K - $4.31K
|
10.7K
$575K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.54K+ 51.54% |
$341K - $415K
|
19.2K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-66- 8.86% |
$3.44K - $4.18K
|
679
$36.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
9.68KNew |
$505K - $613K
|
9.68K
$522K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.5K- 3.71% |
$182K - $222K
|
90.8K
$4.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
687+ 19.35% |
$35.8K - $43.5K
|
4.24K
$229K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-246- 1.1% |
$12.8K - $15.6K
|
22.1K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
766+ 24.73% |
$39.9K - $48.5K
|
3.86K
$208K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.4K+ 49.19% |
$229K - $279K
|
13.3K
$720K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
30.1K+ 50.25% |
$1.57M - $1.91M
|
90K
$4.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-143- 2.06% |
$7.46K - $9.06K
|
6.79K
$366K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-7.06K- 4.09% |
$368K - $447K
|
165K
$8.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-36- 0.01% |
$1.88K - $2.28K
|
410K
$22.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-708- 3.72% |
$36.9K - $44.9K
|
18.3K
$989K
|