Latest Institutional Transactions on H&R Block Inc (HRB)
This table provides information on the latest institutional transactions involving H&R Block Inc (HRB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
241New |
$12.6K - $15.3K
|
241
$12K
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
200KNew |
$10.4M - $12.7M
|
200K
$9.99M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
271New |
$14.1K - $17.2K
|
271
$13.5K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$52.1 - $63.4
|
1
$50
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
39+ 0.24% |
$2.03K - $2.47K
|
16K
$798K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
274+ 1.53% |
$14.3K - $17.4K
|
18.2K
$909K
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-2.82K- 5.7% |
$147K - $179K
|
46.7K
$2.33M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-27- 0.26% |
$1.41K - $1.71K
|
10.3K
$513K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
50.9KNew |
$2.65M - $3.22M
|
50.9K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2.76K- 4.5% |
$144K - $175K
|
58.6K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
7.88K+ 12.37% |
$411K - $499K
|
71.6K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-137K- 17.47% |
$7.17M - $8.71M
|
649K
$32.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
78K+ 6.9% |
$4.06M - $4.94M
|
1.21M
$60.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
5.11KNew |
$267K - $324K
|
5.11K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.8K+ 113.34% |
$354K - $431K
|
12.8K
$639K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.26K- 21.84% |
$222K - $270K
|
15.2K
$761K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
16.3K+ 189.51% |
$850K - $1.03M
|
24.9K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
17.1K+ 293.04% |
$893K - $1.09M
|
23K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
152+ 2.72% |
$7.93K - $9.63K
|
5.74K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.28K- 4.58% |
$66.6K - $80.9K
|
26.6K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-31.6K- 24.94% |
$1.65M - $2M
|
95.1K
$4.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-16.7K- 63.59% |
$873K - $1.06M
|
9.58K
$479K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
103K+ 2.29% |
$5.37M - $6.53M
|
4.59M
$230M
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.74K+ 1.75% |
$90.8K - $110K
|
101K
$5.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5.61K+ 0.74% |
$292K - $355K
|
764K
$38.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
104New |
$5.42K - $6.59K
|
104
$5.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
14.8K+ 280.93% |
$773K - $939K
|
20.1K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
211New |
$11K - $13.4K
|
211
$10.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
15.9KNew |
$830K - $1.01M
|
15.9K
$796K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.76KNew |
$248K - $301K
|
4.76K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
429K+ 88.33% |
$22.4M - $27.2M
|
915K
$45.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
95New |
$4.95K - $6.02K
|
95
$4.75K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
45+ 0.82% |
$2.35K - $2.85K
|
5.54K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
4.34K+ 1.94% |
$226K - $275K
|
228K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-6- 0.05% |
$313 - $380
|
11.8K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
20.1KNew |
$1.05M - $1.27M
|
20.1K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
650+ 15.4% |
$33.9K - $41.2K
|
4.87K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1New |
$52.1 - $63.4
|
1
$50
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
11.6K+ 35.68% |
$605K - $735K
|
44.1K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-248- 5.08% |
$12.9K - $15.7K
|
4.63K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-3.72K- 23.74% |
$194K - $236K
|
11.9K
$597K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
650K+ 375.48% |
$33.9M - $41.2M
|
823K
$41.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.49K+ 9.55% |
$77.7K - $94.4K
|
17.1K
$854K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.11K+ 2.57% |
$57.9K - $70.4K
|
44.4K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.93K+ 26.5% |
$153K - $186K
|
14K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
192K+ 8.9% |
$9.99M - $12.1M
|
2.35M
$117M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
124K+ 17.8% |
$6.48M - $7.87M
|
822K
$41.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
4.67K+ 42.93% |
$243K - $296K
|
15.5K
$777K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
64New |
$3.34K - $4.06K
|
64
$3.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
523K+ 12.52% |
$27.3M - $33.2M
|
4.7M
$235M
|