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

HRB Quotes by TradingView

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
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
May 14, 2024 Q1 2024
Barnett & Company, Inc.

BUY
 -
4.12K
New
$187K - $208K
4.12K $182K
May 15, 2024 Q1 2024
Lmr Partners LLP

London, X0
BUY
 -
3.19K
+ 51.02%
$145K - $161K
9.45K $418K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.55K
+ 27.54%
$70.4K - $78.3K
7.18K $318K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
842
+ 5.6%
$38.3K - $42.5K
15.9K $703K
May 13, 2024 Q1 2024
Chiron Investment Management, LLC

New York, NY
BUY
 -
572
+ 75.76%
$26K - $28.9K
1.33K $58.7K
May 14, 2024 Q1 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
121
New
$5.5K - $6.11K
121 $5.36K
May 10, 2024 Q1 2024
Credit Suisse Ag

Zurich, V8
BUY
 -
59
+ 0.03%
$2.68K - $2.98K
226K $10M
May 13, 2024 Q1 2024
Pingora Partners LLC

Wilson, WY
BUY
 -
55
New
$2.5K - $2.78K
55 $2.43K
Apr 23, 2024 Q1 2024
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
44
+ 41.12%
$2K - $2.22K
151 $6.68K
Apr 26, 2024 Q1 2024
Planning Capital Management Corp

Paoli, PA
BUY
 -
33
New
$1.5K - $1.67K
33 $1.46K
Apr 26, 2024 Q1 2024
Systm Wealth Solutions LLC

Chicago, IL
BUY
 -
33
+ 4.52%
$1.5K - $1.67K
763 $33.8K
Aug 09, 2024 Q1 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
27
New
$1.23K - $1.36K
27 $1.2K
May 09, 2024 Q1 2024
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
9
New
$409 - $454
9 $398
May 08, 2024 Q1 2024
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
8
New
$364 - $404
8 $354
May 13, 2024 Q1 2024
Td Capital Management LLC

Memphis, TN
BUY
 -
4
New
$182 - $202
4 $177
Apr 30, 2024 Q1 2024
Retirement Group, LLC

BUY
 -
1
+ 0.45%
$45.4 - $50.5
224 $9.92K
Q4 2023
Feb 09, 2024 Q4 2023
Ubs Group Ag

BUY
 PUT
75K
New
$3.06M - $3.67M
75K $3.32M
Feb 14, 2024 Q4 2023
Point72 Europe (London) LLP

London, X0
BUY
 -
26.4K
New
$1.08M - $1.29M
26.4K $1.17M
Jan 17, 2024 Q4 2023
Assenagon Asset Management S.A.

BUY
 -
25.4K
New
$1.04M - $1.24M
25.4K $1.12M
Feb 14, 2024 Q4 2023
Susquehanna Portfolio Strategies, LLC

Bala Cynwyd, PA
BUY
 -
24.4K
New
$996K - $1.19M
24.4K $1.08M
Jan 30, 2024 Q4 2023
Moloney Securities Asset Management, LLC

BUY
 -
19.4K
New
$795K - $952K
19.4K $861K
Feb 14, 2024 Q4 2023
Cipher Capital LP

New York, NY
BUY
 -
14.2K
New
$581K - $696K
14.2K $629K
Jan 29, 2024 Q4 2023
Sawtooth Solutions, LLC

BUY
 -
7.09K
New
$290K - $347K
7.09K $314K
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
6.47K
New
$264K - $317K
6.47K $286K
Jan 11, 2024 Q4 2023
Bcs Wealth Management

BUY
 -
4.61K
New
$188K - $226K
4.61K $204K
Jan 25, 2024 Q4 2023
Meeder Asset Management Inc

BUY
 -
1.1K
New
$44.9K - $53.8K
1.1K $48.7K
Jan 26, 2024 Q4 2023
Turtle Creek Wealth Advisors, LLC

Dallas, TX
BUY
 -
224
New
$9.15K - $11K
224 $9.92K
Jan 26, 2024 Q4 2023
Albion Financial Group

BUY
 -
185
New
$7.56K - $9.06K
185 $8.19K
Feb 13, 2024 Q4 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
184
New
$7.52K - $9.01K
184 $8.15K
Feb 14, 2024 Q4 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
167
New
$6.82K - $8.17K
167 $7.39K
Feb 12, 2024 Q4 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
167
New
$6.82K - $8.17K
167 $7.39K
Feb 09, 2024 Q4 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
13
New
$531 - $636
13 $576
Q3 2023
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
16.3K
New
$506K - $701K
16.3K $720K
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
10.6K
New
$329K - $456K
10.6K $468K
Nov 02, 2023 Q3 2023
Duality Advisers, LP

Miami, FL
BUY
 -
7.92K
New
$246K - $341K
7.92K $350K
Oct 24, 2023 Q3 2023
Arnhold LLC

BUY
 -
5.6K
New
$174K - $241K
5.6K $248K
Nov 13, 2023 Q3 2023
Stokes Family Office, LLC

BUY
 -
5.53K
New
$172K - $238K
5.53K $245K
Nov 14, 2023 Q3 2023
Stephens Inc

BUY
 -
5K
New
$155K - $215K
5K $221K
Oct 19, 2023 Q3 2023
Roof Eidam & Maycock

BUY
 -
5K
New
$155K - $215K
5K $221K
Oct 05, 2023 Q3 2023
Lbmc Investment Advisors, LLC

BUY
 -
5K
New
$155K - $215K
5K $221K
Oct 25, 2023 Q3 2023
Guyasuta Investment Advisors Inc

BUY
 -
4.8K
New
$149K - $207K
4.8K $212K
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
BUY
 -
1.15K
New
$35.7K - $49.6K
1.15K $50.9K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
600
+ 1200.0%
$18.6K - $25.9K
650 $28.8K
Oct 17, 2023 Q3 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
302
+ 3.86%
$9.38K - $13K
8.12K $359K
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
133
New
$4.13K - $5.73K
133 $5.89K

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