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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
4.12KNew |
$187K - $208K
|
4.12K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-1.41K- 26.06% |
$64.1K - $71.2K
|
4K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
24KNew |
$1.09M - $1.21M
|
24K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
6.4KNew |
$291K - $323K
|
6.4K
$355K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-16- 23.19% |
$727 - $808
|
53
$2.94K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
121New |
$5.5K - $6.11K
|
121
$6.71K
|
|
|
May 14, 2024
Q1 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-3.11K- 39.99% |
$141K - $157K
|
4.66K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.55K+ 27.54% |
$70.4K - $78.3K
|
7.18K
$398K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
842+ 5.6% |
$38.3K - $42.5K
|
15.9K
$881K
|
|
|
May 13, 2024
Q1 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
572+ 75.76% |
$26K - $28.9K
|
1.33K
$73.6K
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.66KNew |
$394K - $437K
|
8.66K
$481K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
55New |
$2.5K - $2.78K
|
55
$3.05K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4New |
$182 - $202
|
4
$222
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-9.75K- 4.99% |
$443K - $492K
|
186K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.27K- 99.76% |
$57.7K - $64.1K
|
3
$166
|
|
|
May 13, 2024
Q1 2024
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
25KNew |
$1.14M - $1.26M
|
25K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
59+ 0.03% |
$2.68K - $2.98K
|
226K
$12.5M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9New |
$409 - $454
|
9
$499
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
8New |
$364 - $404
|
8
$444
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5K+ 500.0% |
$227K - $252K
|
6K
$333K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1- 33.33% |
$45.4 - $50.5
|
2
$111
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.45% |
$45.4 - $50.5
|
224
$12.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
33+ 4.52% |
$1.5K - $1.67K
|
763
$42.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
33New |
$1.5K - $1.67K
|
33
$1.83K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
120New |
$5.45K - $6.06K
|
120
$6.66K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
49.7KNew |
$2.26M - $2.51M
|
49.7K
$2.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
44+ 41.12% |
$2K - $2.22K
|
151
$8.38K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-215- 4.05% |
$9.77K - $10.9K
|
5.1K
$283K
|
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
BUY
|
- |
5.29K+ 3.33% |
$240K - $267K
|
164K
$9.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.7K- 27.36% |
$123K - $136K
|
7.17K
$398K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-1.59K- 34.16% |
$72K - $80K
|
3.06K
$170K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-161- 14.61% |
$7.32K - $8.13K
|
941
$52.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-3.1K- 91.18% |
$141K - $157K
|
300
$16.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.86KNew |
$448K - $498K
|
9.86K
$547K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
411+ 1.2% |
$18.7K - $20.8K
|
34.7K
$1.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.23K- 90.1% |
$55.8K - $62K
|
135
$7.49K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-20- 33.33% |
$909 - $1.01K
|
40
$2.22K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
17.8KNew |
$809K - $898K
|
17.8K
$987K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-34.6K- 12.06% |
$1.42M - $1.7M
|
253K
$14M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
78New |
$3.19K - $3.82K
|
78
$4.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
24.4KNew |
$996K - $1.19M
|
24.4K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.17K- 47.31% |
$170K - $204K
|
4.65K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
14.2KNew |
$581K - $696K
|
14.2K
$789K
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
SELL
|
CALL |
-20K- 86.96% |
$817K - $979K
|
3K
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-72K- 53.33% |
$2.94M - $3.52M
|
63K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
167New |
$6.82K - $8.17K
|
167
$9.27K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-48.6K- 35.64% |
$1.98M - $2.38M
|
87.7K
$4.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
26.4KNew |
$1.08M - $1.29M
|
26.4K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
184New |
$7.52K - $9.01K
|
184
$10.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
167New |
$6.82K - $8.17K
|
167
$9.27K
|
|