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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.18K+ 8.65% |
$58.1K - $66.9K
|
14.8K
$655K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.14KNew |
$56K - $64.5K
|
1.14K
$50.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.13KNew |
$55.8K - $64.3K
|
1.13K
$50.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
1.11K+ 11.7% |
$54.8K - $63.1K
|
10.6K
$469K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.1K+ 445.34% |
$54.2K - $62.4K
|
1.35K
$59.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.05K+ 38.18% |
$51.6K - $59.5K
|
3.79K
$168K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
846+ 16.99% |
$41.7K - $48K
|
5.83K
$258K
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
BUY
|
- |
846+ 12.99% |
$41.7K - $48K
|
7.36K
$326K
|
|
|
Nov 05, 2025
Q3 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
815+ 2.7% |
$40.2K - $46.3K
|
31K
$1.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
786New |
$38.7K - $44.6K
|
786
$34.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
685New |
$33.8K - $38.9K
|
685
$30.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
679+ 2.63% |
$33.5K - $38.5K
|
26.5K
$1.17M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
674+ 2.53% |
$33.2K - $38.3K
|
27.3K
$1.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
659+ 29.47% |
$32.5K - $37.4K
|
2.9K
$128K
|
|
|
Nov 13, 2025
Q3 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
617+ 3.8% |
$30.4K - $35K
|
16.8K
$745K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
611+ 10.38% |
$30.1K - $34.7K
|
6.5K
$288K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
593+ 1.38% |
$29.2K - $33.7K
|
43.7K
$1.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
553+ 1.42% |
$27.3K - $31.4K
|
39.6K
$1.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
541New |
$26.7K - $30.7K
|
541
$24K
|
|
|
Nov 17, 2025
Q3 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
530+ 1.29% |
$26.1K - $30.1K
|
41.8K
$1.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
513New |
$25.3K - $29.1K
|
513
$22.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
482+ 52.74% |
$23.8K - $27.4K
|
1.4K
$61.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
454+ 908.0% |
$22.4K - $25.8K
|
504
$22.3K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
432+ 12.69% |
$21.3K - $24.5K
|
3.84K
$170K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
339New |
$16.7K - $19.2K
|
339
$15K
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
326+ 3.76% |
$16.1K - $18.5K
|
9.01K
$399K
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
325New |
$16K - $18.4K
|
325
$14.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
311+ 7.45% |
$15.3K - $17.7K
|
4.49K
$199K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
293+ 134.4% |
$14.4K - $16.6K
|
511
$22.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
286+ 0.62% |
$14.1K - $16.2K
|
46.2K
$2.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
286+ 25.7% |
$14.1K - $16.2K
|
1.4K
$61.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
261+ 2.12% |
$12.9K - $14.8K
|
12.6K
$558K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
223+ 1.3% |
$11K - $12.7K
|
17.4K
$770K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
221+ 5.73% |
$10.9K - $12.5K
|
4.08K
$180K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
221+ 26.92% |
$10.9K - $12.5K
|
1.04K
$46.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
212+ 15.6% |
$10.4K - $12K
|
1.57K
$69.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
200+ 0.77% |
$9.86K - $11.4K
|
26.1K
$1.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
200New |
$9.86K - $11.4K
|
200
$8.85K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
191+ 4.41% |
$9.41K - $10.8K
|
4.52K
$200K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
180+ 2.51% |
$8.87K - $10.2K
|
7.34K
$325K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
168+ 115.07% |
$8.28K - $9.54K
|
314
$13.9K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
168+ 1680.0% |
$8.28K - $9.54K
|
178
$7.88K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
149+ 1.27% |
$7.34K - $8.46K
|
11.9K
$525K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
129+ 18.14% |
$6.36K - $7.32K
|
840
$37.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
121+ 0.12% |
$5.96K - $6.87K
|
101K
$4.48M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
120+ 2.8% |
$5.91K - $6.81K
|
4.41K
$195K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
120+ 2.39% |
$5.91K - $6.81K
|
5.14K
$227K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
112+ 9.14% |
$5.52K - $6.36K
|
1.34K
$59.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
111New |
$5.47K - $6.3K
|
111
$4.91K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
100+ 30.49% |
$4.93K - $5.68K
|
428
$18.9K
|
|