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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
282+ 1.59% |
$14.9K - $18.8K
|
18K
$1M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
200+ 1.2% |
$10.6K - $13.3K
|
16.9K
$936K
|
|
| Q2 2024 | |||||||
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-19.5K- 57.71% |
$903K - $1.06M
|
14.3K
$794K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
9New |
$416 - $488
|
9
$499
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
341+ 2841.67% |
$15.8K - $18.5K
|
353
$19.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
30New |
$1.39K - $1.63K
|
30
$1.66K
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-9.2K- 15.86% |
$426K - $499K
|
48.8K
$2.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.34KNew |
$108K - $127K
|
2.34K
$130K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
128+ 1.06% |
$5.92K - $6.94K
|
12.2K
$676K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
27+ 0.48% |
$1.25K - $1.46K
|
5.71K
$317K
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-600- 7.5% |
$27.8K - $32.5K
|
7.4K
$411K
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
7.11K+ 48.85% |
$329K - $386K
|
21.7K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-332K- 2.0% |
$15.4M - $18M
|
16.3M
$904M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.06KNew |
$188K - $220K
|
4.06K
$225K
|
|
|
Aug 12, 2024
Q2 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-4.25K- 29.59% |
$197K - $231K
|
10.1K
$562K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.18KNew |
$193K - $227K
|
4.18K
$232K
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
3.77KNew |
$174K - $205K
|
3.77K
$209K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
76New |
$3.52K - $4.12K
|
76
$4.22K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
50New |
$2.31K - $2.71K
|
50
$2.77K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
93+ 166.07% |
$4.3K - $5.04K
|
149
$8.27K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-5.45K- 8.78% |
$252K - $296K
|
56.6K
$3.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
229New |
$10.6K - $12.4K
|
229
$12.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
25New |
$1.16K - $1.36K
|
25
$1.39K
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
5.97K+ 46.74% |
$276K - $324K
|
18.8K
$1.04M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
13New |
$601 - $705
|
13
$721
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
36New |
$1.67K - $1.95K
|
36
$2K
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
5.41KNew |
$250K - $294K
|
5.41K
$300K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
292New |
$13.5K - $15.8K
|
292
$16.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
6.15KNew |
$284K - $333K
|
6.15K
$341K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-82- 1.6% |
$3.79K - $4.45K
|
5.03K
$279K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
268New |
$12.4K - $14.5K
|
268
$14.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
500New |
$23.1K - $27.1K
|
500
$27.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
3.93KNew |
$182K - $213K
|
3.93K
$218K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
58New |
$2.68K - $3.15K
|
58
$3.22K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.51K- 25.9% |
$69.9K - $81.9K
|
4.32K
$240K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
41New |
$1.9K - $2.22K
|
41
$2.28K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-749- 8.92% |
$34.6K - $40.6K
|
7.65K
$424K
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.72MNew |
$77.9M - $86.6M
|
1.72M
$95.2M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
27New |
$1.23K - $1.36K
|
27
$1.5K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.59KNew |
$254K - $282K
|
5.59K
$310K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.5% |
$45.4 - $50.5
|
200
$11.1K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
55+ 785.71% |
$2.5K - $2.78K
|
62
$3.44K
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
5.3KNew |
$241K - $268K
|
5.3K
$294K
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
35.3KNew |
$1.6M - $1.78M
|
35.3K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Prevatt Capital LTD
Nassau, C5 |
BUY
|
- |
100K+ 27.78% |
$4.54M - $5.05M
|
460K
$25.5M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.63K- 6.21% |
$74.1K - $82.3K
|
24.6K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
3.19K+ 51.02% |
$145K - $161K
|
9.45K
$524K
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-13.3K- 63.94% |
$604K - $672K
|
7.5K
$416K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
PUT |
-20.7K- 33.28% |
$941K - $1.05M
|
41.5K
$2.3M
|
|