Purchases and Sales Made in Q4 2024 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q4 2024. The information is specifically focused on institutions that hold shares of H&R BLOCK INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.77K+ 0.13% |
$144K - $175K
|
2.17M
$118M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.54K+ 23.92% |
$133K - $161K
|
13.2K
$718K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.32K+ 141.07% |
$121K - $147K
|
3.97K
$216K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
2.28K+ 64.07% |
$119K - $145K
|
5.84K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.24K+ 2.09% |
$117K - $142K
|
109K
$5.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.2K+ 0.81% |
$115K - $139K
|
275K
$15M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2.2KNew |
$115K - $139K
|
2.2K
$120K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.09K+ 11.53% |
$109K - $132K
|
20.2K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2KNew |
$104K - $127K
|
2K
$109K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.98K+ 3.15% |
$103K - $126K
|
64.8K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.97K+ 18.14% |
$103K - $125K
|
12.8K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.9K+ 0.15% |
$99.3K - $121K
|
1.23M
$67.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.86K+ 1.71% |
$97.1K - $118K
|
111K
$6.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.74K+ 1.75% |
$90.8K - $110K
|
101K
$5.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.62K+ 28.99% |
$84.6K - $103K
|
7.22K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.61KNew |
$84.2K - $102K
|
1.61K
$88K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
1.61K+ 4.21% |
$84K - $102K
|
39.9K
$2.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.54K+ 0.84% |
$80.4K - $97.7K
|
184K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.49K+ 9.55% |
$77.7K - $94.4K
|
17.1K
$932K
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
1.46K+ 26.47% |
$76.2K - $92.6K
|
6.99K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.46K+ 6.32% |
$76.1K - $92.5K
|
24.6K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.46K+ 111.92% |
$75.9K - $92.2K
|
2.76K
$150K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.45K+ 26.5% |
$75.8K - $92.1K
|
6.94K
$378K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.43K+ 1552.17% |
$74.5K - $90.5K
|
1.52K
$82.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.43K+ 779.23% |
$74.4K - $90.4K
|
1.61K
$87.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.41KNew |
$73.7K - $89.5K
|
1.41K
$77K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.34K+ 17.23% |
$69.8K - $84.8K
|
9.1K
$496K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.31K+ 8.41% |
$68.2K - $82.9K
|
16.9K
$919K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.31K+ 1.52% |
$68.1K - $82.8K
|
87.2K
$4.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.29K+ 15.74% |
$67.3K - $81.7K
|
9.49K
$517K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
1.28K+ 5.85% |
$66.9K - $81.3K
|
23.2K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.25K+ 13.96% |
$65K - $78.9K
|
10.2K
$555K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.24K+ 45.72% |
$64.7K - $78.6K
|
3.95K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.22K+ 7.5% |
$63.8K - $77.6K
|
17.5K
$956K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 6.68% |
$62.7K - $76.2K
|
19.2K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.14K+ 7.2% |
$59.5K - $72.3K
|
17K
$927K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.11K+ 2.57% |
$57.9K - $70.4K
|
44.4K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
1.08K+ 2.04% |
$56.1K - $68.1K
|
53.7K
$2.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
999+ 5.49% |
$52.1K - $63.3K
|
19.2K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
892+ 4.54% |
$46.5K - $56.5K
|
20.5K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
885+ 14.57% |
$46.1K - $56.1K
|
6.96K
$379K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
869+ 1.9% |
$45.3K - $55.1K
|
46.6K
$2.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
867New |
$45.2K - $54.9K
|
867
$47.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
803+ 3.23% |
$41.9K - $50.9K
|
25.7K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
784+ 4.15% |
$40.9K - $49.7K
|
19.7K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
766+ 24.73% |
$39.9K - $48.5K
|
3.86K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
750+ 87.01% |
$39.1K - $47.5K
|
1.61K
$87.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
750+ 13.43% |
$39.1K - $47.5K
|
6.34K
$345K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
710+ 7.49% |
$37K - $45K
|
10.2K
$555K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
693+ 12.0% |
$36.1K - $43.9K
|
6.47K
$353K
|