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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
7.06K+ 1.27% |
$383K - $445K
|
561K
$31.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
5.58KNew |
$303K - $352K
|
5.58K
$310K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-70- 1.34% |
$3.8K - $4.41K
|
5.17K
$287K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.05% |
$109 - $126
|
3.78K
$210K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-526- 9.6% |
$28.6K - $33.2K
|
4.95K
$275K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-45K- 5.74% |
$2.44M - $2.83M
|
738K
$41M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-255- 1.54% |
$13.9K - $16.1K
|
16.3K
$906K
|
|
|
Jul 11, 2025
Q2 2025
|
Fcf Advisors LLC
|
BUY
|
- |
1.29K+ 1.74% |
$70K - $81.2K
|
75.3K
$4.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
97+ 1.06% |
$5.27K - $6.11K
|
9.21K
$512K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
60.8K+ 21.29% |
$3.3M - $3.83M
|
346K
$19.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.4K+ 84.04% |
$728K - $845K
|
29.4K
$1.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-124- 1.23% |
$6.74K - $7.82K
|
9.99K
$555K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
251+ 2.42% |
$13.6K - $15.8K
|
10.6K
$590K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
20+ 13.25% |
$1.09K - $1.26K
|
171
$9.51K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
9+ 0.22% |
$489 - $567
|
4.05K
$225K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
805+ 133.28% |
$43.7K - $50.7K
|
1.41K
$78.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.96KNew |
$161K - $186K
|
2.96K
$164K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
128+ 1.33% |
$6.95K - $8.07K
|
9.79K
$544K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-26- 0.64% |
$1.41K - $1.64K
|
4.06K
$226K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 1.12% |
$163 - $189
|
272
$15.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-44- 0.3% |
$2.39K - $2.77K
|
14.5K
$809K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
26+ 0.68% |
$1.41K - $1.64K
|
3.83K
$213K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 3.7% |
$435 - $504
|
224
$12.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-144- 9.88% |
$7.82K - $9.08K
|
1.31K
$73.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
50New |
$2.72K - $3.15K
|
50
$2.78K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
36+ 4.59% |
$1.96K - $2.27K
|
821
$45.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
134+ 9.63% |
$7.28K - $8.45K
|
1.53K
$84.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3.63K+ 74.54% |
$197K - $229K
|
8.5K
$473K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-86- 1.3% |
$4.67K - $5.42K
|
6.52K
$362K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-461- 7.47% |
$23K - $25.8K
|
5.71K
$317K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.64K+ 14.39% |
$82.1K - $92K
|
13.1K
$727K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
14+ 0.17% |
$699 - $784
|
8.28K
$460K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.57K+ 1109.93% |
$78.2K - $87.6K
|
1.71K
$94.9K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-69.3K- 38.2% |
$3.46M - $3.88M
|
112K
$6.23M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
54K+ 6.57% |
$2.7M - $3.02M
|
876K
$48.7M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-192- 2.58% |
$9.59K - $10.7K
|
7.25K
$403K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
27.5K+ 13.74% |
$1.38M - $1.54M
|
228K
$12.7M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5New |
$250 - $280
|
5
$278
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
100KNew |
$5M - $5.6M
|
100K
$5.56M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
14.6K+ 114.12% |
$731K - $818K
|
27.4K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14+ 0.11% |
$699 - $784
|
12.8K
$712K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
26.9K+ 37.53% |
$1.34M - $1.5M
|
98.5K
$5.48M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.84K- 2.6% |
$142K - $159K
|
106K
$5.9M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
16New |
$799 - $896
|
16
$890
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.57K- 47.41% |
$278K - $312K
|
6.18K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35+ 0.61% |
$1.75K - $1.96K
|
5.77K
$321K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-118K- 2.56% |
$5.87M - $6.58M
|
4.48M
$249M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.26K+ 2.23% |
$113K - $127K
|
104K
$5.77M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
876KNew |
$43.8M - $49M
|
876K
$48.7M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
16.7K+ 144.06% |
$833K - $934K
|
28.3K
$1.57M
|
|