Latest Institutional Purchases of H&R Block Inc (HRB)
This list provides information on the latest institutional transactions involving H&R Block Inc (HRB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
484KNew |
$25.2M - $30.6M
|
484K
$26.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
477K+ 21.12% |
$24.9M - $30.2M
|
2.74M
$151M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
315KNew |
$16.4M - $20M
|
315K
$17.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
285KNew |
$14.9M - $18.1M
|
285K
$15.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
243K+ 105.69% |
$12.7M - $15.4M
|
473K
$26.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
194KNew |
$10.1M - $12.3M
|
194K
$10.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
107K+ 13.82% |
$5.6M - $6.81M
|
885K
$48.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
93.6KNew |
$4.88M - $5.93M
|
93.6K
$5.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
BUY
|
- |
73.7KNew |
$3.84M - $4.67M
|
73.7K
$4.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
70.5K+ 54.28% |
$3.68M - $4.47M
|
200K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
57.2K+ 17.51% |
$2.98M - $3.63M
|
384K
$21.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36.5KNew |
$1.9M - $2.31M
|
36.5K
$2.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
30.5KNew |
$1.59M - $1.93M
|
30.5K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
30.1K+ 50.25% |
$1.57M - $1.91M
|
90K
$4.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
19.6K+ 2.98% |
$1.02M - $1.24M
|
676K
$37.4M
|
|
|
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
$856K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15.4K+ 17.8% |
$802K - $974K
|
102K
$5.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
13.1K+ 12.15% |
$683K - $829K
|
121K
$6.68M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
12.4K+ 26.8% |
$646K - $785K
|
58.6K
$3.24M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
10.6KNew |
$551K - $670K
|
10.6K
$585K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
10.2K+ 232.39% |
$534K - $649K
|
14.6K
$810K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
9.68KNew |
$505K - $613K
|
9.68K
$535K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
8.75KNew |
$456K - $554K
|
8.75K
$484K
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
7.01KNew |
$365K - $444K
|
7.01K
$388K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
6.94K+ 99.57% |
$362K - $439K
|
13.9K
$769K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.86KNew |
$357K - $434K
|
6.86K
$379K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
6.7K+ 5.99% |
$349K - $425K
|
119K
$6.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.54K+ 51.54% |
$341K - $415K
|
19.2K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.88KNew |
$306K - $372K
|
5.88K
$325K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.55KNew |
$289K - $352K
|
5.55K
$307K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.38K+ 46.75% |
$281K - $341K
|
16.9K
$934K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
5KNew |
$261K - $317K
|
5K
$277K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.4K+ 49.19% |
$229K - $279K
|
13.3K
$738K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.85KNew |
$201K - $244K
|
3.85K
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.28K+ 3.16% |
$171K - $208K
|
107K
$5.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
3.24K+ 27.95% |
$169K - $205K
|
14.8K
$820K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.32K+ 141.07% |
$121K - $147K
|
3.97K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
2.28K+ 64.07% |
$119K - $145K
|
5.84K
$323K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2.2KNew |
$115K - $139K
|
2.2K
$122K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2KNew |
$104K - $127K
|
2K
$111K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.54K+ 0.84% |
$80.4K - $97.7K
|
184K
$10.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.41KNew |
$73.7K - $89.5K
|
1.41K
$78.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.34K+ 17.23% |
$69.8K - $84.8K
|
9.1K
$504K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.25K+ 13.96% |
$65K - $78.9K
|
10.2K
$563K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.14K+ 7.2% |
$59.5K - $72.3K
|
17K
$940K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
1.08K+ 2.04% |
$56.1K - $68.1K
|
53.7K
$2.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
892+ 4.54% |
$46.5K - $56.5K
|
20.5K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
869+ 1.9% |
$45.3K - $55.1K
|
46.6K
$2.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
766+ 24.73% |
$39.9K - $48.5K
|
3.86K
$214K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
710+ 7.49% |
$37K - $45K
|
10.2K
$563K
|