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
Nov 13, 2024 Q3 2024	True Vision Mn LLC Woodbury, MN	BUY	-	1.07K + 17.2%	$56.8K - $71.4K	7.31K $323K
Oct 18, 2024 Q3 2024	Raymond James & Associates St Petersburg, FL	BUY	-	1.02K + 0.63%	$54.3K - $68.2K	164K $7.24M
Oct 17, 2024 Q3 2024	Friedenthal Financial	BUY	-	773 New	$41K - $51.5K	773 $34.2K
Oct 07, 2024 Q3 2024	Axiom Advisory, LLC San Diego, CA	BUY	-	282 + 1.59%	$14.9K - $18.8K	18K $799K

Oct 03, 2024 Q3 2024	Rockland Trust CO	BUY	-	200 + 1.2%	$10.6K - $13.3K	16.9K $747K
Oct 31, 2024 Q3 2024	Hollencrest Capital Management	BUY	-	111 New	$5.88K - $7.39K	111 $4.91K
Oct 28, 2024 Q3 2024	Creative Financial Designs Inc	BUY	-	111 + 73.51%	$5.88K - $7.39K	262 $11.6K
Oct 28, 2024 Q3 2024	Reston Wealth Management LLC	BUY	-	97 New	$5.14K - $6.46K	97 $4.29K
Nov 05, 2024 Q3 2024	Laurel Wealth Advisors LLC Charlotte, NC	BUY	-	75 New	$3.97K - $5K	75 $3.32K
Oct 23, 2024 Q3 2024	Strategic Investment Solutions, Inc. /Il Orland Park, IL	BUY	-	52 New	$2.76K - $3.46K	52 $2.3K
Nov 06, 2024 Q3 2024	Frazier Financial Advisors, LLC Columbus, OH	BUY	-	30 + 11.07%	$1.59K - $2K	301 $13.3K
Nov 04, 2024 Q3 2024	Ashton Thomas Securities, LLC Rochester, NY	BUY	-	23 New	$1.22K - $1.53K	23 $1.02K
Oct 29, 2024 Q3 2024	Fort, L.P. Chevy Chase, MD	BUY	-	17 + 0.37%	$901 - $1.13K	4.63K $205K
Oct 16, 2024 Q3 2024	Annapolis Financial Services, LLC	BUY	-	9 New	$477 - $599	9 $398
Oct 31, 2024 Q3 2024	Claris Advisors, LLC	BUY	-	8 New	$424 - $533	8 $354
Oct 18, 2024 Q3 2024	West Branch Capital LLC	BUY	-	8 New	$424 - $533	8 $354
Q2 2024
Aug 13, 2024 Q2 2024	Sumitomo Mitsui Financial Group, Inc. Tokyo, M0	BUY	-	7.11K + 48.85%	$329K - $386K	21.7K $959K
Jul 30, 2024 Q2 2024	Vci Wealth Management LLC St Louis, MO	BUY	-	5.97K + 46.74%	$276K - $324K	18.8K $830K
Jul 29, 2024 Q2 2024	True Mark Investments, LLC Chicago, IL	BUY	-	5.41K New	$250K - $294K	5.41K $240K
Aug 09, 2024 Q2 2024	Brown Brothers Harriman & CO New York, NY	BUY	-	4.18K New	$193K - $227K	4.18K $185K
Jul 12, 2024 Q2 2024	Retirement Planning Group	BUY	-	3.93K New	$182K - $213K	3.93K $174K
Aug 09, 2024 Q2 2024	Taylor Hoffman Wealth Management Richmond, VA	BUY	-	3.77K New	$174K - $205K	3.77K $167K
Aug 14, 2024 Q2 2024	Parallax Volatility Advisers, L.P. San Francisco, CA	BUY	-	2.34K New	$108K - $127K	2.34K $104K
Jul 24, 2024 Q2 2024	Transcendent Capital Group LLC Edmond, OK	BUY	-	500 New	$23.1K - $27.1K	500 $22.1K
Aug 15, 2024 Q2 2024	Coppell Advisory Solutions LLC Coppell, TX	BUY	-	341 + 2841.67%	$15.8K - $18.5K	353 $15.6K
Jul 24, 2024 Q2 2024	Family Firm, Inc.	BUY	-	268 New	$12.4K - $14.5K	268 $11.9K
Dec 02, 2025 Q2 2024	Flagship Harbor Advisors, LLC	BUY	-	233 + 3.28%	$10.8K - $12.6K	7.33K $324K
Aug 06, 2024 Q2 2024	Ashton Thomas Private Wealth, LLC Scottsdale, AZ	BUY	-	229 New	$10.6K - $12.4K	229 $10.1K
Aug 07, 2024 Q2 2024	Vital Stone Financial, LLC Shavano Park, TX	BUY	-	93 + 166.07%	$4.3K - $5.04K	149 $6.6K
Aug 09, 2024 Q2 2024	Fairway Wealth LLC Independence, OH	BUY	-	76 New	$3.52K - $4.12K	76 $3.36K
Jul 12, 2024 Q2 2024	Opal Wealth Advisors, LLC Jericho, NY	BUY	-	58 New	$2.68K - $3.15K	58 $2.57K
Aug 08, 2024 Q2 2024	Hallmark Capital Management Inc	BUY	-	50 New	$2.31K - $2.71K	50 $2.21K
Jul 09, 2024 Q2 2024	Cva Family Office, LLC	BUY	-	41 New	$1.9K - $2.22K	41 $1.82K
Jul 29, 2024 Q2 2024	Innealta Capital, LLC Austin, TX	BUY	-	36 New	$1.67K - $1.95K	36 $1.59K
Aug 14, 2024 Q2 2024	Capital Analysts, LLC Fort Washington, PA	BUY	-	30 New	$1.39K - $1.63K	30 $1.33K
Aug 14, 2024 Q2 2024	Rain Capital Management, LLC Lake Oswego, OR	BUY	-	27 + 0.48%	$1.25K - $1.46K	5.71K $253K
Aug 05, 2024 Q2 2024	Cullen/Frost Bankers, Inc.	BUY	-	25 New	$1.16K - $1.36K	25 $1.11K
Jul 29, 2024 Q2 2024	Ridgewood Investments LLC	BUY	-	13 New	$601 - $705	13 $576
Aug 22, 2024 Q2 2024	Cypress Capital, LLC	BUY	-	9 New	$416 - $488	9 $398
Aug 09, 2024 Q2 2024	Great Lakes Retirement, Inc. Sandusky, OH	BUY	-	0 New	$0 - $0	0 $0
Q1 2024
Apr 24, 2024 Q1 2024	Verity & Verity, LLC Beaufort, SC	BUY	-	49.7K New	$2.26M - $2.51M	49.7K $2.2M
May 15, 2024 Q1 2024	Caption Management, LLC Oklahoma City, OK	BUY	PUT	35.3K New	$1.6M - $1.78M	35.3K $1.56M
May 13, 2024 Q1 2024	Boulder Hill Capital Management LP New York, NY	BUY	-	25K New	$1.14M - $1.26M	25K $1.11M
May 14, 2024 Q1 2024	Axq Capital, LP Jersey City, NJ	BUY	-	24K New	$1.09M - $1.21M	24K $1.06M
Apr 12, 2024 Q1 2024	Global Assets Advisory, LLC Orlando, FL	BUY	-	17.8K New	$809K - $898K	17.8K $788K
Apr 19, 2024 Q1 2024	Norden Group LLC Provo, UT	BUY	-	9.86K New	$448K - $498K	9.86K $436K
May 14, 2024 Q1 2024	Delap Wealth Advisory, LLC Lake Oswego, OR	BUY	-	6.4K New	$291K - $323K	6.4K $283K
Aug 09, 2024 Q1 2024	Grey Street Capital, LLC Chicago, IL	BUY	-	5.59K New	$254K - $282K	5.59K $248K
May 15, 2024 Q1 2024	Ehp Funds Inc. Toronto, Z4	BUY	-	5.3K New	$241K - $268K	5.3K $235K
Apr 22, 2024 Q1 2024	Paradiem, LLC	BUY	-	5.29K + 3.33%	$240K - $267K	164K $7.25M

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Latest Institutional Purchases of H&R Block Inc (HRB)

1.07K

1.02K

773

282

200

111

111

97

75

52

30

23

17

9

8

8

7.11K

5.97K

5.41K

4.18K

3.93K

3.77K

2.34K

500

341

268

233

229

93

76

58

50

41

36

30

27

25

13

9

0

49.7K

35.3K

25K

24K

17.8K

9.86K

6.4K

5.59K

5.3K

5.29K

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