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 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-90- 1.99% |
$4.44K - $5.11K
|
4.43K
$196K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
513New |
$25.3K - $29.1K
|
513
$22.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
8.93K+ 159.94% |
$440K - $507K
|
14.5K
$642K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-3.39K- 20.5% |
$167K - $192K
|
13.1K
$581K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-5.4K- 13.92% |
$266K - $307K
|
33.4K
$1.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
180+ 2.51% |
$8.87K - $10.2K
|
7.34K
$325K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.48K+ 39.32% |
$172K - $198K
|
12.3K
$546K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
79New |
$3.89K - $4.48K
|
79
$3.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
685New |
$33.8K - $38.9K
|
685
$30.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-1.03K- 2.23% |
$50.5K - $58.2K
|
45K
$1.99M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.2KNew |
$207K - $238K
|
4.2K
$186K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-884- 4.29% |
$43.6K - $50.2K
|
19.7K
$873K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-7.76K- 0.9% |
$382K - $440K
|
857K
$37.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-178- 1.22% |
$8.77K - $10.1K
|
14.4K
$636K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 4.39% |
$246 - $284
|
119
$5.27K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-526- 5.86% |
$25.9K - $29.9K
|
8.45K
$374K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-1.95K- 4.25% |
$95.9K - $110K
|
43.9K
$1.94M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1+ 1.12% |
$49.3 - $56.8
|
90
$3.98K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.12K- 49.06% |
$55.2K - $63.6K
|
1.16K
$51.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-895- 63.52% |
$44.1K - $50.8K
|
514
$22.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-104K- 15.69% |
$5.13M - $5.91M
|
559K
$24.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
30.1K+ 198.55% |
$1.48M - $1.71M
|
45.3K
$2M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.69KNew |
$231K - $266K
|
4.69K
$207K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
15.8KNew |
$778K - $896K
|
15.8K
$699K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.53K- 15.55% |
$125K - $144K
|
13.8K
$609K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.22K- 7.08% |
$159K - $183K
|
42.2K
$1.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 7.41% |
$98.6 - $114
|
25
$1.11K
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-677K- 91.7% |
$33.3M - $38.4M
|
61.3K
$2.71M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-497- 8.96% |
$24.5K - $28.2K
|
5.05K
$224K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
64+ 0.6% |
$3.15K - $3.63K
|
10.7K
$473K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-800- 14.55% |
$39.4K - $45.4K
|
4.7K
$208K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1- 11.11% |
$49.3 - $56.8
|
8
$354
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-48.7K- 13.92% |
$2.4M - $2.76M
|
301K
$13.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
72+ 0.39% |
$3.55K - $4.09K
|
18.3K
$812K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6- 60.0% |
$296 - $341
|
4
$177
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.2K+ 12.97% |
$58.9K - $67.8K
|
10.4K
$461K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.74% |
$98.6 - $114
|
274
$12.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.09K+ 13.33% |
$103K - $119K
|
17.8K
$787K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.14KNew |
$56K - $64.5K
|
1.14K
$50.3K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-140- 3.39% |
$6.9K - $7.95K
|
3.99K
$176K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-125- 1.28% |
$6.16K - $7.1K
|
9.66K
$428K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-58- 33.92% |
$2.86K - $3.29K
|
113
$5K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
22New |
$1.08K - $1.25K
|
22
$974
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
38+ 0.94% |
$1.87K - $2.16K
|
4.09K
$181K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
24.6KNew |
$1.21M - $1.39M
|
24.6K
$1.09M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-298- 13.8% |
$14.7K - $16.9K
|
1.86K
$82.4K
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
BUY
|
- |
846+ 12.99% |
$41.7K - $48K
|
7.36K
$326K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
818+ 409.0% |
$44.4K - $51.6K
|
1.02K
$45.1K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
258K+ 20.75% |
$14M - $16.3M
|
1.5M
$66.5M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-15.3K- 10.79% |
$830K - $963K
|
126K
$5.59M
|
|