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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
687+ 19.35% |
$35.8K - $43.5K
|
4.24K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
685+ 11.96% |
$35.7K - $43.4K
|
6.41K
$350K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
655+ 0.99% |
$34.2K - $41.5K
|
66.8K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
650+ 15.4% |
$33.9K - $41.2K
|
4.87K
$266K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
581+ 2.66% |
$30.3K - $36.8K
|
22.4K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
579+ 9.37% |
$30.2K - $36.7K
|
6.76K
$368K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
555New |
$28.9K - $35.2K
|
555
$30.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
532New |
$27.7K - $33.7K
|
532
$29K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
525+ 6.91% |
$27.4K - $33.3K
|
8.13K
$443K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
500New |
$26.1K - $31.7K
|
500
$27.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
481+ 1.03% |
$25.1K - $30.5K
|
47.2K
$2.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
423+ 3.99% |
$22.1K - $26.8K
|
11K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
410+ 5.19% |
$21.4K - $26K
|
8.31K
$453K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
400New |
$20.9K - $25.3K
|
400
$21.8K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
392+ 3.86% |
$20.4K - $24.8K
|
10.6K
$575K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
359+ 7.53% |
$18.7K - $22.7K
|
5.12K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
358+ 7.93% |
$18.7K - $22.7K
|
4.87K
$266K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
338+ 0.84% |
$17.6K - $21.4K
|
40.5K
$2.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
331+ 1.29% |
$17.3K - $21K
|
26K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
327+ 5.37% |
$17K - $20.7K
|
6.41K
$350K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
312New |
$16.3K - $19.8K
|
312
$17K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
300+ 6.56% |
$15.6K - $19K
|
4.88K
$266K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
289+ 52.64% |
$15.1K - $18.3K
|
838
$45.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
282+ 352.5% |
$14.7K - $17.9K
|
362
$19.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
280+ 6.6% |
$14.6K - $17.7K
|
4.53K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
274+ 7.67% |
$14.3K - $17.4K
|
3.85K
$210K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
274+ 1.53% |
$14.3K - $17.4K
|
18.2K
$991K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
271New |
$14.1K - $17.2K
|
271
$14.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
268+ 7.46% |
$14K - $17K
|
3.86K
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
263+ 11.04% |
$13.7K - $16.7K
|
2.65K
$144K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
261+ 4.42% |
$13.6K - $16.5K
|
6.17K
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
259+ 3.89% |
$13.5K - $16.4K
|
6.91K
$377K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
258+ 64.5% |
$13.5K - $16.3K
|
658
$35.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
233+ 1.92% |
$12.1K - $14.8K
|
12.4K
$674K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
225+ 1406.25% |
$11.7K - $14.3K
|
241
$13.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
222+ 5.49% |
$11.6K - $14.1K
|
4.26K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
211New |
$11K - $13.4K
|
211
$11.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
152+ 2.72% |
$7.93K - $9.63K
|
5.74K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
148+ 6.02% |
$7.72K - $9.38K
|
2.61K
$142K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
146+ 28.57% |
$7.61K - $9.25K
|
657
$35.8K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
123New |
$6.41K - $7.79K
|
123
$6.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
119+ 1.25% |
$6.2K - $7.54K
|
9.67K
$527K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
117+ 1.34% |
$6.1K - $7.41K
|
8.85K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
104New |
$5.42K - $6.59K
|
104
$5.67K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
104+ 8.16% |
$5.42K - $6.59K
|
1.38K
$75.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
100+ 57.14% |
$5.21K - $6.34K
|
275
$15K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
100+ 1.05% |
$5.21K - $6.34K
|
9.61K
$524K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
98+ 3.35% |
$5.11K - $6.21K
|
3.03K
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
95New |
$4.95K - $6.02K
|
95
$5.18K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
90+ 1.22% |
$4.69K - $5.7K
|
7.44K
$406K
|