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 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
86New |
$4.48K - $5.45K
|
86
$4.69K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
83+ 0.55% |
$4.33K - $5.26K
|
15.1K
$822K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
79+ 0.31% |
$4.12K - $5.01K
|
25.9K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
72+ 5.35% |
$3.75K - $4.56K
|
1.42K
$77.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
64New |
$3.34K - $4.06K
|
64
$3.49K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
63+ 37.5% |
$3.28K - $3.99K
|
231
$12.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
60+ 0.84% |
$3.13K - $3.8K
|
7.2K
$392K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
58New |
$3.02K - $3.67K
|
58
$3.16K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
56+ 7.2% |
$2.92K - $3.55K
|
834
$45.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
51+ 1.19% |
$2.66K - $3.23K
|
4.33K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
50+ 4.48% |
$2.61K - $3.17K
|
1.17K
$63.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
47+ 9.13% |
$2.45K - $2.98K
|
562
$30.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
45+ 0.82% |
$2.35K - $2.85K
|
5.54K
$302K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
40+ 0.61% |
$2.09K - $2.53K
|
6.63K
$362K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
39+ 0.24% |
$2.03K - $2.47K
|
16K
$871K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.6% |
$1.77K - $2.15K
|
5.7K
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
29New |
$1.51K - $1.84K
|
29
$1.58K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
27+ 3.38% |
$1.41K - $1.71K
|
827
$45.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
26+ 53.06% |
$1.36K - $1.65K
|
75
$4.09K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
25+ 55.56% |
$1.3K - $1.58K
|
70
$3.82K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
21+ 40.38% |
$1.09K - $1.33K
|
73
$3.98K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
21New |
$1.09K - $1.33K
|
21
$1.14K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15New |
$782 - $950
|
15
$818
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
14+ 0.95% |
$730 - $887
|
1.49K
$81.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13+ 0.54% |
$678 - $824
|
2.42K
$132K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
13+ 22.41% |
$678 - $824
|
71
$3.87K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
9+ 0.21% |
$469 - $570
|
4.26K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 4.17% |
$469 - $570
|
225
$12.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9+ 0.18% |
$469 - $570
|
4.96K
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8New |
$417 - $507
|
8
$436
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 116.67% |
$365 - $444
|
13
$709
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7New |
$365 - $444
|
7
$382
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$261 - $317
|
5
$273
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$261 - $317
|
5
$273
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4+ 1.36% |
$209 - $253
|
298
$16.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3+ 0.47% |
$156 - $190
|
640
$34.9K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2+ 22.22% |
$104 - $127
|
11
$600
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.46% |
$104 - $127
|
438
$23.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.5% |
$104 - $127
|
400
$21.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1+ 0.25% |
$52.1 - $63.4
|
401
$21.9K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$52.1 - $63.4
|
1
$54.5
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$52.1 - $63.4
|
1.98K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1New |
$52.1 - $63.4
|
1
$54.5
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1New |
$52.1 - $63.4
|
1
$54.5
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4- 0.09% |
$209 - $253
|
4.47K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 12.9% |
$209 - $253
|
27
$1.47K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-6- 0.05% |
$313 - $380
|
11.8K
$641K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 3.93% |
$365 - $444
|
171
$9.32K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7- 0.12% |
$365 - $444
|
5.66K
$309K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-9- 11.54% |
$469 - $570
|
69
$3.76K
|