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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
49+ 85.96% |
$2.45K - $2.74K
|
106
$5.89K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-55- 0.99% |
$2.75K - $3.08K
|
5.5K
$306K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
410+ 1.27% |
$20.5K - $22.9K
|
32.6K
$1.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.48K+ 140.62% |
$424K - $475K
|
14.5K
$807K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.28K+ 0.66% |
$63.9K - $71.6K
|
195K
$10.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
28New |
$1.4K - $1.57K
|
28
$1.56K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2New |
$99.9 - $112
|
2
$111
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
405+ 3.87% |
$20.2K - $22.7K
|
10.9K
$604K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.33K+ 22.87% |
$116K - $130K
|
12.5K
$695K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.99K+ 29.34% |
$249K - $279K
|
22K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
310+ 2.94% |
$15.5K - $17.4K
|
10.9K
$604K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.71K- 7.44% |
$185K - $208K
|
46.1K
$2.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-18Closed |
$899 - $1.01K
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-81.3K- 98.18% |
$4.06M - $4.55M
|
1.51K
$83.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2K+ 19.34% |
$99.9K - $112K
|
12.3K
$686K
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
BUY
|
- |
159+ 0.34% |
$7.94K - $8.9K
|
47.4K
$2.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-33K- 49.17% |
$1.65M - $1.85M
|
34.2K
$1.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
27.9KNew |
$1.39M - $1.56M
|
27.9K
$1.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
16.2K+ 107926.67% |
$809K - $906K
|
16.2K
$901K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-59- 0.86% |
$2.95K - $3.3K
|
6.8K
$378K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-255- 81.73% |
$12.7K - $14.3K
|
57
$3.17K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
91+ 2.03% |
$4.55K - $5.09K
|
4.58K
$255K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 3.56% |
$400 - $448
|
217
$12.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 242.86% |
$849 - $951
|
24
$1.33K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.18% |
$50 - $56
|
567
$31.5K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.28K- 6.88% |
$171K - $208K
|
44.4K
$2.47M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.9K- 59.76% |
$778K - $945K
|
10K
$559K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.16K+ 1.02% |
$217K - $263K
|
410K
$22.8M
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-31- 96.88% |
$1.62K - $1.96K
|
1
$55.6
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-684- 4.38% |
$35.7K - $43.3K
|
14.9K
$830K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
18New |
$939 - $1.14K
|
18
$1K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
23New |
$1.2K - $1.46K
|
23
$1.28K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
241New |
$12.6K - $15.3K
|
241
$13.4K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$52.1 - $63.4
|
1
$55.6
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
274+ 1.53% |
$14.3K - $17.4K
|
18.2K
$1.01M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-27- 0.26% |
$1.41K - $1.71K
|
10.3K
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-137K- 17.47% |
$7.17M - $8.71M
|
649K
$36.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
16.3K+ 189.51% |
$850K - $1.03M
|
24.9K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
104New |
$5.42K - $6.59K
|
104
$5.78K
|
|
|
Feb 14, 2025
Q4 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
20.1KNew |
$1.05M - $1.27M
|
20.1K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1New |
$52.1 - $63.4
|
1
$55.6
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
64New |
$3.34K - $4.06K
|
64
$3.56K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.94K- 12.56% |
$205K - $250K
|
27.4K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-439- 2.88% |
$22.9K - $27.8K
|
14.8K
$823K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.8K+ 106.58% |
$717K - $872K
|
26.7K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-6.2K- 18.96% |
$323K - $393K
|
26.5K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-110K- 79.71% |
$5.74M - $6.97M
|
28K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
22.2KNew |
$1.16M - $1.41M
|
22.2K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
CALL |
3.9KNew |
$203K - $247K
|
3.9K
$217K
|
|