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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
685+ 11.96% |
$35.7K - $43.4K
|
6.41K
$337K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
655+ 0.99% |
$34.2K - $41.5K
|
66.8K
$3.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
650+ 15.4% |
$33.9K - $41.2K
|
4.87K
$256K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
581+ 2.66% |
$30.3K - $36.8K
|
22.4K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
579+ 9.37% |
$30.2K - $36.7K
|
6.76K
$355K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
555New |
$28.9K - $35.2K
|
555
$29.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
532New |
$27.7K - $33.7K
|
532
$27.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
525+ 6.91% |
$27.4K - $33.3K
|
8.13K
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
500New |
$26.1K - $31.7K
|
500
$26.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
481+ 1.03% |
$25.1K - $30.5K
|
47.2K
$2.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
423+ 3.99% |
$22.1K - $26.8K
|
11K
$579K
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
410+ 5.19% |
$21.4K - $26K
|
8.31K
$436K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
400New |
$20.9K - $25.3K
|
400
$21K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
392+ 3.86% |
$20.4K - $24.8K
|
10.6K
$554K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
359+ 7.53% |
$18.7K - $22.7K
|
5.12K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
358+ 7.93% |
$18.7K - $22.7K
|
4.87K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
338+ 0.84% |
$17.6K - $21.4K
|
40.5K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
327+ 5.37% |
$17K - $20.7K
|
6.41K
$337K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
312New |
$16.3K - $19.8K
|
312
$16.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
300+ 6.56% |
$15.6K - $19K
|
4.88K
$256K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
289+ 52.64% |
$15.1K - $18.3K
|
838
$44K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
282+ 352.5% |
$14.7K - $17.9K
|
362
$19K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
280+ 6.6% |
$14.6K - $17.7K
|
4.53K
$238K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
274+ 1.53% |
$14.3K - $17.4K
|
18.2K
$955K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
274+ 7.67% |
$14.3K - $17.4K
|
3.85K
$202K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
271New |
$14.1K - $17.2K
|
271
$14.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
268+ 7.46% |
$14K - $17K
|
3.86K
$203K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
263+ 11.04% |
$13.7K - $16.7K
|
2.65K
$139K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
261+ 4.42% |
$13.6K - $16.5K
|
6.17K
$324K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
259+ 3.89% |
$13.5K - $16.4K
|
6.91K
$363K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
258+ 64.5% |
$13.5K - $16.3K
|
658
$34.5K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
241New |
$12.6K - $15.3K
|
241
$12.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
233+ 1.92% |
$12.1K - $14.8K
|
12.4K
$649K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
225+ 1406.25% |
$11.7K - $14.3K
|
241
$12.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
222+ 5.49% |
$11.6K - $14.1K
|
4.26K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
211New |
$11K - $13.4K
|
211
$11.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
152+ 2.72% |
$7.93K - $9.63K
|
5.74K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
148+ 6.02% |
$7.72K - $9.38K
|
2.61K
$137K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
146+ 28.57% |
$7.61K - $9.25K
|
657
$34.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
123New |
$6.41K - $7.79K
|
123
$6.46K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
119+ 1.25% |
$6.2K - $7.54K
|
9.67K
$508K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
117+ 1.34% |
$6.1K - $7.41K
|
8.85K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
104New |
$5.42K - $6.59K
|
104
$5.46K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
104+ 8.16% |
$5.42K - $6.59K
|
1.38K
$72.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
100+ 57.14% |
$5.21K - $6.34K
|
275
$14.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
100+ 1.05% |
$5.21K - $6.34K
|
9.61K
$504K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
98+ 3.35% |
$5.11K - $6.21K
|
3.03K
$159K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
95New |
$4.95K - $6.02K
|
95
$4.99K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
90+ 1.22% |
$4.69K - $5.7K
|
7.44K
$391K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
86New |
$4.48K - $5.45K
|
86
$4.51K
|