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 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
111+ 73.51% |
$5.88K - $7.39K
|
262
$14.8K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-20.6K- 17.93% |
$1.09M - $1.37M
|
94.3K
$5.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.6K+ 26.03% |
$85K - $107K
|
7.77K
$437K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
97New |
$5.14K - $6.46K
|
97
$5.46K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-600- 2.07% |
$31.8K - $40K
|
28.4K
$1.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.53K+ 34.96% |
$187K - $235K
|
13.6K
$767K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.65K+ 67.56% |
$247K - $310K
|
11.5K
$650K
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-5.35K- 19.6% |
$283K - $356K
|
22K
$1.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 6.56% |
$212 - $266
|
57
$3.21K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
11.6KNew |
$614K - $772K
|
11.6K
$653K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-3.92K- 46.54% |
$208K - $261K
|
4.5K
$254K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-4.79K- 2.7% |
$254K - $319K
|
173K
$9.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.84% |
$159 - $200
|
166
$9.35K
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.05K- 8.61% |
$109K - $137K
|
21.8K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
6.05K+ 4.07% |
$321K - $403K
|
155K
$8.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.46% |
$106 - $133
|
436
$24.6K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.1K+ 2.44% |
$58.3K - $73.3K
|
46.2K
$2.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-64K- 43.42% |
$3.39M - $4.26M
|
83.3K
$4.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.93KNew |
$473K - $595K
|
8.93K
$503K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.13K+ 11.81% |
$484K - $608K
|
86.4K
$4.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 2.03% |
$42.4K - $53.3K
|
38.7K
$2.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-829- 33.49% |
$43.9K - $55.2K
|
1.65K
$92.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6.77K+ 6.71% |
$359K - $451K
|
108K
$6.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
7.96KNew |
$422K - $530K
|
7.96K
$448K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
52New |
$2.76K - $3.46K
|
52
$2.93K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.77K+ 61.59% |
$518K - $651K
|
25.6K
$1.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18+ 0.39% |
$954 - $1.2K
|
4.64K
$261K
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
19.1K+ 257.68% |
$1.01M - $1.27M
|
26.4K
$1.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.52K- 24.01% |
$80.4K - $101K
|
4.8K
$270K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.74K- 4.45% |
$198K - $249K
|
80.3K
$4.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-18- 5.37% |
$954 - $1.2K
|
317
$17.9K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.8KNew |
$1.31M - $1.65M
|
24.8K
$1.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
56+ 1.33% |
$2.97K - $3.73K
|
4.28K
$241K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
400+ 606.06% |
$21.2K - $26.6K
|
466
$26.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
22+ 0.32% |
$1.17K - $1.47K
|
6.97K
$392K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-960- 16.77% |
$50.9K - $63.9K
|
4.77K
$268K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
400New |
$21.2K - $26.6K
|
400
$22.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
399+ 5.71% |
$21.1K - $26.6K
|
7.39K
$416K
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
51+ 0.27% |
$2.7K - $3.4K
|
19K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.5KNew |
$185K - $233K
|
3.5K
$197K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-787- 2.95% |
$41.7K - $52.4K
|
25.9K
$1.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.02K+ 0.63% |
$54.3K - $68.2K
|
164K
$9.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-10.3K- 70.13% |
$548K - $689K
|
4.41K
$248K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-11.6K- 20.25% |
$615K - $773K
|
45.7K
$2.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.2K- 17.7% |
$170K - $213K
|
14.9K
$838K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
91.6K+ 329.63% |
$4.85M - $6.1M
|
119K
$6.72M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
8New |
$424 - $533
|
8
$451
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-94- 2.5% |
$4.98K - $6.26K
|
3.66K
$206K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
95+ 1.1% |
$5.03K - $6.33K
|
8.74K
$492K
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-170- 0.55% |
$9.01K - $11.3K
|
30.6K
$1.73M
|