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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
80.3KNew |
$3.96M - $4.56M
|
80.3K
$3.56M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.09KNew |
$202K - $232K
|
4.09K
$181K
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
15.9K+ 45.24% |
$781K - $900K
|
50.9K
$2.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3+ 0.2% |
$148 - $170
|
1.54K
$68.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-78.1K- 86.94% |
$3.85M - $4.44M
|
11.7K
$520K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
85New |
$4.19K - $4.82K
|
85
$3.76K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6New |
$296 - $341
|
6
$266
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.15K- 3.57% |
$56.8K - $65.4K
|
31.1K
$1.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-60- 4.46% |
$2.96K - $3.41K
|
1.29K
$56.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20.8KNew |
$1.03M - $1.18M
|
20.8K
$921K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.74K+ 9.95% |
$332K - $383K
|
74.5K
$3.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
6.39K+ 5.51% |
$315K - $363K
|
122K
$5.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
541New |
$26.7K - $30.7K
|
541
$24K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
20+ 2.31% |
$986 - $1.14K
|
886
$39.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.92K- 67.97% |
$292K - $336K
|
2.79K
$124K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
221+ 26.92% |
$10.9K - $12.5K
|
1.04K
$46.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-1.15K- 0.21% |
$56.8K - $65.4K
|
560K
$24.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10New |
$493 - $568
|
10
$443
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-38- 23.17% |
$1.87K - $2.16K
|
126
$5.58K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-8.35K- 5.5% |
$411K - $474K
|
143K
$6.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-139- 1.37% |
$6.85K - $7.89K
|
10K
$444K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
4.6K+ 10.82% |
$227K - $261K
|
47.1K
$2.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.76KNew |
$333K - $384K
|
6.76K
$299K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.21K+ 28.8% |
$59.7K - $68.8K
|
5.42K
$240K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-8- 1.52% |
$394 - $454
|
519
$23K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
SELL
|
- |
-32- 46.38% |
$1.58K - $1.82K
|
37
$1.64K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
120+ 2.39% |
$5.91K - $6.81K
|
5.14K
$227K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
41.1K+ 52.37% |
$2.02M - $2.33M
|
119K
$5.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
29New |
$1.43K - $1.65K
|
29
$1.28K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-335- 0.58% |
$16.5K - $19K
|
57.6K
$2.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-500- 1.82% |
$24.6K - $28.4K
|
26.9K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.72K+ 6.75% |
$134K - $154K
|
43K
$1.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
326+ 3.76% |
$16.1K - $18.5K
|
9.01K
$399K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-68- 0.41% |
$3.35K - $3.86K
|
16.4K
$727K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.6K+ 15.56% |
$227K - $261K
|
34.2K
$1.51M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
191+ 4.41% |
$9.41K - $10.8K
|
4.52K
$200K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.21K- 90.12% |
$59.8K - $68.8K
|
133
$5.89K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-779- 2.2% |
$38.4K - $44.2K
|
34.6K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$49.3 - $56.8
|
1.98K
$87.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 1.06% |
$19.7K - $22.7K
|
37.3K
$1.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5New |
$246 - $284
|
5
$221
|
|
|
Oct 22, 2025
Q3 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-231- 4.79% |
$11.4K - $13.1K
|
4.59K
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-66- 29.46% |
$3.25K - $3.75K
|
158
$6.99K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.94K+ 8.27% |
$391K - $450K
|
104K
$4.6M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
168+ 1680.0% |
$8.28K - $9.54K
|
178
$7.88K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
25.7K+ 17.85% |
$1.27M - $1.46M
|
170K
$7.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-188- 28.88% |
$9.26K - $10.7K
|
463
$20.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-245- 12.78% |
$12.1K - $13.9K
|
1.67K
$74K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
4KNew |
$197K - $227K
|
4K
$177K
|
|