Purchases and Sales Made in Q4 2025 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q4 2025. 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, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
101K+ 1999.7% |
$4.47M - $5.31M
|
106K
$4.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
90K+ 1750.86% |
$3.98M - $4.73M
|
95.1K
$4.21M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15.2K+ 34.35% |
$675K - $802K
|
59.6K
$2.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.41KNew |
$417K - $495K
|
9.41K
$417K
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
5.55K+ 8.5% |
$245K - $292K
|
70.8K
$3.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
2.47K+ 4.04% |
$110K - $130K
|
63.8K
$2.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.4K+ 8.89% |
$62.2K - $73.8K
|
17.2K
$761K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.09K+ 2.83% |
$48.2K - $57.3K
|
39.6K
$1.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
765New |
$33.9K - $40.2K
|
765
$33.9K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
760+ 40.82% |
$33.6K - $40K
|
2.62K
$116K
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
688+ 4.79% |
$30.5K - $36.2K
|
15.1K
$666K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
509+ 5.27% |
$22.5K - $26.8K
|
10.2K
$450K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
416+ 208.0% |
$18.4K - $21.9K
|
616
$27.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
380+ 82.07% |
$16.8K - $20K
|
843
$37.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
317+ 61.08% |
$14K - $16.7K
|
836
$37K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
95New |
$4.21K - $5K
|
95
$4.21K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
49+ 306.25% |
$2.17K - $2.58K
|
65
$2.88K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
26New |
$1.15K - $1.37K
|
26
$1.15K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23+ 20.35% |
$1.02K - $1.21K
|
136
$6.02K
|
|
|
Jan 21, 2026
Q4 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
15+ 1.32% |
$664 - $789
|
1.15K
$51K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
12New |
$531 - $631
|
12
$531
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 75.0% |
$133 - $158
|
7
$310
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2New |
$88.5 - $105
|
2
$88.5
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-3- 0.04% |
$133 - $158
|
7.36K
$326K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 12.0% |
$133 - $158
|
22
$974
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4- 66.67% |
$177 - $210
|
2
$88.5
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-44- 61.11% |
$1.95K - $2.31K
|
28
$1.24K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-52- 32.91% |
$2.3K - $2.73K
|
106
$4.69K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-70- 0.23% |
$3.1K - $3.68K
|
30.9K
$1.37M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-116- 65.17% |
$5.14K - $6.1K
|
62
$2.74K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-633- 9.54% |
$28K - $33.3K
|
6K
$266K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-853- 81.86% |
$37.8K - $44.9K
|
189
$8.37K
|
|
|
Jan 21, 2026
Q4 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.23K- 13.45% |
$54.2K - $64.4K
|
7.89K
$349K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.59K- 18.83% |
$70.4K - $83.6K
|
6.86K
$304K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.3K- 6.17% |
$102K - $121K
|
35K
$1.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-5.62K- 54.04% |
$249K - $296K
|
4.78K
$212K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.8K- 19.64% |
$301K - $357K
|
27.8K
$1.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.9K- 6.61% |
$350K - $415K
|
112K
$4.94M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-10.1K- 6.26% |
$449K - $533K
|
152K
$6.72M
|
|
|
Jan 07, 2026
Q4 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-10.4K- 23.16% |
$461K - $548K
|
34.6K
$1.53M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-11.4K- 9.33% |
$506K - $601K
|
111K
$4.91M
|
|