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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.32K+ 141.07% |
$121K - $147K
|
3.97K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.34K+ 17.23% |
$69.8K - $84.8K
|
9.1K
$491K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-460- 6.9% |
$24K - $29.1K
|
6.21K
$335K
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
7.01KNew |
$365K - $444K
|
7.01K
$378K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
1.08K+ 2.04% |
$56.1K - $68.1K
|
53.7K
$2.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-36- 21.69% |
$1.88K - $2.28K
|
130
$7.01K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
40+ 0.61% |
$2.09K - $2.53K
|
6.63K
$358K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-22.5K- 97.55% |
$1.17M - $1.42M
|
566
$30.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 1.81% |
$36.5K - $44.4K
|
38K
$2.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-68.6K- 57.47% |
$3.58M - $4.35M
|
50.8K
$2.74M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
15.5KNew |
$807K - $981K
|
15.5K
$835K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
26+ 53.06% |
$1.36K - $1.65K
|
75
$4.05K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1New |
$52.1 - $63.4
|
1
$54
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-22.6K- 85.64% |
$1.18M - $1.43M
|
3.8K
$205K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7- 0.12% |
$365 - $444
|
5.66K
$305K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.28K- 48.1% |
$66.7K - $81.1K
|
1.38K
$74.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
8.75KNew |
$456K - $554K
|
8.75K
$472K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
70.5K+ 54.28% |
$3.68M - $4.47M
|
200K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
555New |
$28.9K - $35.2K
|
555
$29.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.71K- 19.44% |
$141K - $172K
|
11.2K
$605K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.91K- 5.51% |
$152K - $184K
|
49.8K
$2.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
57.2K+ 17.51% |
$2.98M - $3.63M
|
384K
$20.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15.4K+ 17.8% |
$802K - $974K
|
102K
$5.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
892+ 4.54% |
$46.5K - $56.5K
|
20.5K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
13.1K+ 12.15% |
$683K - $829K
|
121K
$6.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-236- 0.55% |
$12.3K - $15K
|
42.8K
$2.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.6% |
$1.77K - $2.15K
|
5.7K
$308K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
12.4K+ 26.8% |
$646K - $785K
|
58.6K
$3.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-69- 1.57% |
$3.6K - $4.37K
|
4.32K
$233K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.46% |
$104 - $127
|
438
$23.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
581+ 2.66% |
$30.3K - $36.8K
|
22.4K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
3.24K+ 27.95% |
$169K - $205K
|
14.8K
$800K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36.5KNew |
$1.9M - $2.31M
|
36.5K
$1.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2KNew |
$104K - $127K
|
2K
$108K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
14+ 0.95% |
$730 - $887
|
1.49K
$80.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
532New |
$27.7K - $33.7K
|
532
$28.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.55KNew |
$289K - $352K
|
5.55K
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
27+ 3.38% |
$1.41K - $1.71K
|
827
$44.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20- 6.31% |
$1.04K - $1.27K
|
297
$16K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
484KNew |
$25.2M - $30.6M
|
484K
$26.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
194KNew |
$10.1M - $12.3M
|
194K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
285KNew |
$14.9M - $18.1M
|
285K
$15.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-3.1K- 36.0% |
$162K - $196K
|
5.51K
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
525+ 6.91% |
$27.4K - $33.3K
|
8.13K
$438K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.05K- 17.72% |
$54.5K - $66.3K
|
4.86K
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
117+ 1.34% |
$6.1K - $7.41K
|
8.85K
$478K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
5KNew |
$261K - $317K
|
5K
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
6.94K+ 99.57% |
$362K - $439K
|
13.9K
$750K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-446- 9.61% |
$23.3K - $28.3K
|
4.2K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
2.28K+ 64.07% |
$119K - $145K
|
5.84K
$315K
|