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 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2.2KNew |
$115K - $139K
|
2.2K
$117K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.09K+ 11.53% |
$109K - $132K
|
20.2K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2KNew |
$104K - $127K
|
2K
$106K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
1.61K+ 4.21% |
$84K - $102K
|
39.9K
$2.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.54K+ 0.84% |
$80.4K - $97.7K
|
184K
$9.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.46K+ 111.92% |
$75.9K - $92.2K
|
2.76K
$147K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.41KNew |
$73.7K - $89.5K
|
1.41K
$75.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.34K+ 17.23% |
$69.8K - $84.8K
|
9.1K
$485K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.31K+ 1.52% |
$68.1K - $82.8K
|
87.2K
$4.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
1.28K+ 5.85% |
$66.9K - $81.3K
|
23.2K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.25K+ 13.96% |
$65K - $78.9K
|
10.2K
$541K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 6.68% |
$62.7K - $76.2K
|
19.2K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.14K+ 7.2% |
$59.5K - $72.3K
|
17K
$905K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
1.08K+ 2.04% |
$56.1K - $68.1K
|
53.7K
$2.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
892+ 4.54% |
$46.5K - $56.5K
|
20.5K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
869+ 1.9% |
$45.3K - $55.1K
|
46.6K
$2.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
867New |
$45.2K - $54.9K
|
867
$46.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
766+ 24.73% |
$39.9K - $48.5K
|
3.86K
$206K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
710+ 7.49% |
$37K - $45K
|
10.2K
$542K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
693+ 12.0% |
$36.1K - $43.9K
|
6.47K
$344K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
687+ 19.35% |
$35.8K - $43.5K
|
4.24K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
655+ 0.99% |
$34.2K - $41.5K
|
66.8K
$3.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
581+ 2.66% |
$30.3K - $36.8K
|
22.4K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
555New |
$28.9K - $35.2K
|
555
$29.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
532New |
$27.7K - $33.7K
|
532
$28.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
525+ 6.91% |
$27.4K - $33.3K
|
8.13K
$432K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
500New |
$26.1K - $31.7K
|
500
$26.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
481+ 1.03% |
$25.1K - $30.5K
|
47.2K
$2.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
423+ 3.99% |
$22.1K - $26.8K
|
11K
$587K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
392+ 3.86% |
$20.4K - $24.8K
|
10.6K
$562K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
359+ 7.53% |
$18.7K - $22.7K
|
5.12K
$273K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
338+ 0.84% |
$17.6K - $21.4K
|
40.5K
$2.16M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
331+ 1.29% |
$17.3K - $21K
|
26K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
312New |
$16.3K - $19.8K
|
312
$16.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
300+ 6.56% |
$15.6K - $19K
|
4.88K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
289+ 52.64% |
$15.1K - $18.3K
|
838
$44.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
282+ 352.5% |
$14.7K - $17.9K
|
362
$19.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
268+ 7.46% |
$14K - $17K
|
3.86K
$205K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
258+ 64.5% |
$13.5K - $16.3K
|
658
$35K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
233+ 1.92% |
$12.1K - $14.8K
|
12.4K
$658K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
225+ 1406.25% |
$11.7K - $14.3K
|
241
$12.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
222+ 5.49% |
$11.6K - $14.1K
|
4.26K
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
146+ 28.57% |
$7.61K - $9.25K
|
657
$35K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
123New |
$6.41K - $7.79K
|
123
$6.55K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
119+ 1.25% |
$6.2K - $7.54K
|
9.67K
$515K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
117+ 1.34% |
$6.1K - $7.41K
|
8.85K
$471K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
100+ 1.05% |
$5.21K - $6.34K
|
9.61K
$511K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
63+ 37.5% |
$3.28K - $3.99K
|
231
$12.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
60+ 0.84% |
$3.13K - $3.8K
|
7.2K
$383K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
58New |
$3.02K - $3.67K
|
58
$3.09K
|