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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
477K+ 21.12% |
$24.9M - $30.2M
|
2.74M
$148M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15New |
$782 - $950
|
15
$809
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
93.6KNew |
$4.88M - $5.93M
|
93.6K
$5.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.25K+ 13.96% |
$65K - $78.9K
|
10.2K
$549K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
225+ 1406.25% |
$11.7K - $14.3K
|
241
$13K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
243K+ 105.69% |
$12.7M - $15.4M
|
473K
$25.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.54K+ 0.84% |
$80.4K - $97.7K
|
184K
$9.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-22.3K- 60.54% |
$1.16M - $1.41M
|
14.5K
$782K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 116.67% |
$365 - $444
|
13
$701
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.41KNew |
$73.7K - $89.5K
|
1.41K
$76.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
9+ 0.21% |
$469 - $570
|
4.26K
$230K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-259- 0.85% |
$13.5K - $16.4K
|
30.4K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-548- 4.98% |
$28.6K - $34.7K
|
10.5K
$564K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 12.9% |
$209 - $253
|
27
$1.46K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-153- 2.07% |
$7.98K - $9.69K
|
7.23K
$390K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
60+ 0.84% |
$3.13K - $3.8K
|
7.2K
$388K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
392+ 3.86% |
$20.4K - $24.8K
|
10.6K
$569K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-2.35K- 18.54% |
$123K - $149K
|
10.3K
$558K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.88KNew |
$306K - $372K
|
5.88K
$317K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.85KNew |
$201K - $244K
|
3.85K
$208K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-10.8K- 13.01% |
$565K - $687K
|
72.5K
$3.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
655+ 0.99% |
$34.2K - $41.5K
|
66.8K
$3.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-18.5K- 75.43% |
$965K - $1.17M
|
6.03K
$325K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
282+ 352.5% |
$14.7K - $17.9K
|
362
$19.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
500New |
$26.1K - $31.7K
|
500
$27K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
58New |
$3.02K - $3.67K
|
58
$3.13K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
359+ 7.53% |
$18.7K - $22.7K
|
5.12K
$276K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-13- 0.28% |
$678 - $824
|
4.69K
$253K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
63+ 37.5% |
$3.28K - $3.99K
|
231
$12.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.28K+ 3.16% |
$171K - $208K
|
107K
$5.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-59- 0.63% |
$3.08K - $3.74K
|
9.34K
$504K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
107K+ 13.82% |
$5.6M - $6.81M
|
885K
$47.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.86KNew |
$357K - $434K
|
6.86K
$370K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4+ 1.36% |
$209 - $253
|
298
$16.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-48- 1.06% |
$2.5K - $3.04K
|
4.49K
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.14K+ 7.2% |
$59.5K - $72.3K
|
17K
$917K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
289+ 52.64% |
$15.1K - $18.3K
|
838
$45.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
869+ 1.9% |
$45.3K - $55.1K
|
46.6K
$2.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.66K- 7.63% |
$139K - $168K
|
32.2K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-13.1K- 16.27% |
$681K - $827K
|
67.2K
$3.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
51+ 1.19% |
$2.66K - $3.23K
|
4.33K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
100+ 1.05% |
$5.21K - $6.34K
|
9.61K
$518K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 2.22% |
$2.61K - $3.17K
|
2.2K
$119K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1+ 0.25% |
$52.1 - $63.4
|
401
$21.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-9- 11.54% |
$469 - $570
|
69
$3.72K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.09K- 35.42% |
$213K - $259K
|
7.45K
$402K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 4.17% |
$469 - $570
|
225
$12.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
481+ 1.03% |
$25.1K - $30.5K
|
47.2K
$2.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
30.5KNew |
$1.59M - $1.93M
|
30.5K
$1.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2.2KNew |
$115K - $139K
|
2.2K
$119K
|