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 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
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
85New |
$4.19K - $4.82K
|
85
$3.76K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
79New |
$3.89K - $4.48K
|
79
$3.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
72+ 0.39% |
$3.55K - $4.09K
|
18.3K
$812K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
69+ 25.27% |
$3.4K - $3.92K
|
342
$15.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
64+ 0.6% |
$3.15K - $3.63K
|
10.7K
$473K
|
|
|
Nov 04, 2025
Q3 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
53+ 0.28% |
$2.61K - $3.01K
|
19K
$839K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
51New |
$2.51K - $2.89K
|
51
$2.26K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
51+ 6.22% |
$2.51K - $2.89K
|
871
$38.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
41+ 0.66% |
$2.02K - $2.33K
|
6.24K
$276K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
39+ 86.67% |
$1.92K - $2.21K
|
84
$3.72K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39+ 0.67% |
$1.92K - $2.21K
|
5.82K
$258K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
38+ 0.94% |
$1.87K - $2.16K
|
4.09K
$181K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
37+ 5.89% |
$1.82K - $2.1K
|
665
$29.4K
|
|
|
Dec 16, 2025
Q3 2025
|
Lindenwold Advisors
|
BUY
|
- |
35+ 0.65% |
$1.72K - $1.99K
|
5.4K
$239K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
30New |
$1.48K - $1.7K
|
30
$1.33K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
29New |
$1.43K - $1.65K
|
29
$1.28K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
24New |
$1.18K - $1.36K
|
24
$1.06K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
24New |
$1.18K - $1.36K
|
24
$1.06K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
22+ 28.21% |
$1.08K - $1.25K
|
100
$4.43K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
22New |
$1.08K - $1.25K
|
22
$974
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
20+ 2.31% |
$986 - $1.14K
|
886
$39.2K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18+ 0.33% |
$887 - $1.02K
|
5.53K
$245K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
14+ 1.04% |
$690 - $795
|
1.36K
$60.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
14New |
$690 - $795
|
14
$620
|
|
|
Nov 13, 2025
Q3 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
11+ 15.49% |
$542 - $624
|
82
$3.63K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10New |
$493 - $568
|
10
$443
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
9New |
$444 - $511
|
9
$398
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9+ 0.6% |
$444 - $511
|
1.5K
$66.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8+ 1.12% |
$394 - $454
|
725
$32.1K
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
6+ 0.0% |
$296 - $341
|
128K
$5.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
6New |
$296 - $341
|
6
$266
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6New |
$296 - $341
|
6
$266
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6New |
$296 - $341
|
6
$266
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5New |
$246 - $284
|
5
$221
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 4.39% |
$246 - $284
|
119
$5.27K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3+ 0.02% |
$148 - $170
|
13.1K
$582K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3+ 0.06% |
$148 - $170
|
4.96K
$219K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.8% |
$148 - $170
|
379
$16.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3+ 0.2% |
$148 - $170
|
1.54K
$68.1K
|
|
|
Nov 14, 2025
Q3 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
2New |
$98.6 - $114
|
2
$88.5
|
|
|
Nov 13, 2025
Q3 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
2New |
$98.6 - $114
|
2
$88.5
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.79% |
$98.6 - $114
|
255
$11.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 11.76% |
$98.6 - $114
|
19
$841
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
2+ 0.06% |
$98.6 - $114
|
3.17K
$140K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.74% |
$98.6 - $114
|
274
$12.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$49.3 - $56.8
|
4.99K
$221K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$49.3 - $56.8
|
1.98K
$87.8K
|
|