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 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-548- 4.98% |
$28.6K - $34.7K
|
10.5K
$570K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-568- 43.79% |
$29.6K - $36K
|
729
$39.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-578- 3.16% |
$30.1K - $36.6K
|
17.7K
$966K
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-658- 0.52% |
$34.3K - $41.7K
|
125K
$6.83M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 2.11% |
$36.5K - $44.4K
|
32.5K
$1.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 1.81% |
$36.5K - $44.4K
|
38K
$2.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-708- 3.72% |
$36.9K - $44.9K
|
18.3K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-709- 96.46% |
$37K - $44.9K
|
26
$1.42K
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-729- 3.51% |
$38K - $46.2K
|
20K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-931- 0.3% |
$48.5K - $59K
|
313K
$17.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-954- 7.73% |
$49.7K - $60.4K
|
11.4K
$621K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.05K- 17.72% |
$54.5K - $66.3K
|
4.86K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.06K- 18.19% |
$55.4K - $67.4K
|
4.78K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.13K- 2.11% |
$59K - $71.7K
|
52.5K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.19K- 4.15% |
$62K - $75.3K
|
27.5K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.28K- 4.58% |
$66.6K - $80.9K
|
26.6K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.28K- 8.03% |
$66.6K - $81K
|
14.6K
$798K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.28K- 48.1% |
$66.7K - $81.1K
|
1.38K
$75.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.36K- 2.25% |
$71.1K - $86.4K
|
59.1K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1.56K- 2.74% |
$81.5K - $99.1K
|
55.4K
$3.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.75K- 18.27% |
$91.4K - $111K
|
7.84K
$427K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1.87K- 27.05% |
$97.2K - $118K
|
5.03K
$274K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.98K- 1.0% |
$103K - $125K
|
196K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-2K- 15.87% |
$104K - $127K
|
10.6K
$578K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.07K- 29.46% |
$108K - $131K
|
4.95K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.15K- 4.32% |
$112K - $136K
|
47.6K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.17K- 1.63% |
$113K - $137K
|
131K
$7.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-2.35K- 18.54% |
$123K - $149K
|
10.3K
$564K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.66K- 7.63% |
$139K - $168K
|
32.2K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.71K- 19.44% |
$141K - $172K
|
11.2K
$611K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2.76K- 4.5% |
$144K - $175K
|
58.6K
$3.19M
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-2.82K- 5.7% |
$147K - $179K
|
46.7K
$2.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.91K- 5.51% |
$152K - $184K
|
49.8K
$2.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-2.95K- 2.6% |
$154K - $187K
|
111K
$6.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.05K- 4.04% |
$159K - $193K
|
72.4K
$3.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.07K- 4.73% |
$160K - $195K
|
61.9K
$3.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-3.1K- 36.0% |
$162K - $196K
|
5.51K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-3.27K- 3.4% |
$170K - $207K
|
92.9K
$5.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-3.45K- 8.65% |
$180K - $219K
|
36.5K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.46K- 31.0% |
$181K - $219K
|
7.71K
$420K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.5K- 3.71% |
$182K - $222K
|
90.8K
$4.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.64K- 2.25% |
$190K - $231K
|
158K
$8.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-3.72K- 23.74% |
$194K - $236K
|
11.9K
$651K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.84K- 3.4% |
$200K - $243K
|
109K
$5.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.94K- 12.56% |
$205K - $250K
|
27.4K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.09K- 35.42% |
$213K - $259K
|
7.45K
$406K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-4.15K- 8.64% |
$216K - $263K
|
43.9K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.26K- 21.84% |
$222K - $270K
|
15.2K
$830K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.37K- 6.24% |
$228K - $277K
|
65.7K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-4.97K- 0.51% |
$259K - $315K
|
967K
$52.7M
|