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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
312+ 2.53% |
$16.9K - $19.7K
|
12.6K
$560K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
297+ 521.05% |
$16.1K - $18.7K
|
354
$15.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
250+ 531.91% |
$13.6K - $15.8K
|
297
$13.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
170New |
$9.23K - $10.7K
|
170
$7.53K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
140New |
$7.6K - $8.83K
|
140
$6.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
96New |
$5.21K - $6.05K
|
96
$4.25K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
85+ 8500.0% |
$4.62K - $5.36K
|
86
$3.81K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
69+ 985.71% |
$3.75K - $4.35K
|
76
$3.36K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
58New |
$3.15K - $3.66K
|
58
$2.57K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
50New |
$2.72K - $3.15K
|
50
$2.21K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
41New |
$2.23K - $2.58K
|
41
$1.82K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
38New |
$2.06K - $2.4K
|
38
$1.68K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
27New |
$1.47K - $1.7K
|
27
$1.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
26+ 0.68% |
$1.41K - $1.64K
|
3.83K
$170K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
19+ 9.05% |
$1.03K - $1.2K
|
229
$10.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
18New |
$978 - $1.13K
|
18
$797
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
16New |
$869 - $1.01K
|
16
$708
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
13New |
$706 - $820
|
13
$576
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10+ 0.25% |
$543 - $630
|
4.04K
$179K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8+ 400.0% |
$435 - $504
|
10
$443
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
5+ 0.11% |
$272 - $315
|
4.41K
$195K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 100.0% |
$272 - $315
|
10
$443
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
3New |
$163 - $189
|
3
$133
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.05% |
$109 - $126
|
3.78K
$167K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
100KNew |
$5M - $5.6M
|
100K
$4.43M
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
50KNew |
$2.5M - $2.8M
|
50K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
37.3KNew |
$1.86M - $2.09M
|
37.3K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
24KNew |
$1.2M - $1.34M
|
24K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
24KNew |
$1.2M - $1.34M
|
24K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
16.7KNew |
$834K - $935K
|
16.7K
$739K
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
16.7K+ 144.06% |
$833K - $934K
|
28.3K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
11.8KNew |
$591K - $662K
|
11.8K
$524K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
9.27KNew |
$463K - $519K
|
9.27K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
8.46KNew |
$423K - $474K
|
8.46K
$375K
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
8.28KNew |
$414K - $463K
|
8.28K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
6.5KNew |
$325K - $364K
|
6.5K
$288K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
4.97KNew |
$248K - $278K
|
4.97K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.76KNew |
$238K - $266K
|
4.76K
$211K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
4KNew |
$200K - $224K
|
4K
$177K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
3.7KNew |
$185K - $207K
|
3.7K
$164K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.68KNew |
$184K - $206K
|
3.68K
$163K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.58KNew |
$179K - $200K
|
3.58K
$158K
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
3K+ 14.29% |
$150K - $168K
|
24K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
2.39K+ 46.71% |
$119K - $134K
|
7.5K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
744+ 11.01% |
$37.2K - $41.6K
|
7.5K
$332K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
717+ 7.74% |
$35.8K - $40.1K
|
9.98K
$442K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
507+ 30.56% |
$25.3K - $28.4K
|
2.17K
$95.9K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
475New |
$23.7K - $26.6K
|
475
$21K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
210New |
$10.5K - $11.8K
|
210
$9.3K
|
|