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 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5.04K+ 6.4% |
$252K - $282K
|
83.8K
$4.66M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
1.42K+ 3.3% |
$70.7K - $79.3K
|
44.3K
$2.46M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
151K+ 69.96% |
$7.56M - $8.46M
|
367K
$20.4M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
19.3KNew |
$965K - $1.08M
|
19.3K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
29New |
$1.45K - $1.62K
|
29
$1.61K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-779- 4.04% |
$38.9K - $43.6K
|
18.5K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 14.29% |
$150 - $168
|
24
$1.33K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
11.7K+ 9.7% |
$585K - $656K
|
133K
$7.37M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-116- 0.12% |
$5.8K - $6.49K
|
95K
$5.28M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
39K+ 52.27% |
$1.95M - $2.18M
|
114K
$6.32M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-7- 53.85% |
$350 - $392
|
6
$334
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.8K- 7.49% |
$340K - $381K
|
84K
$4.67M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.5K- 4.84% |
$175K - $196K
|
68.9K
$3.83M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-1.2K- 2.96% |
$60K - $67.2K
|
39.3K
$2.19M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 1.32% |
$25K - $28K
|
37.5K
$2.09M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-700- 7.06% |
$35K - $39.2K
|
9.22K
$513K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-6.17K- 29.18% |
$308K - $345K
|
15K
$832K
|
|
|
May 01, 2025
Q1 2025
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-784- 1.4% |
$39.2K - $43.9K
|
55.4K
$3.08M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-195- 1.88% |
$9.74K - $10.9K
|
10.2K
$565K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 42.92% |
$9.99K - $11.2K
|
666
$37K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.95K- 80.75% |
$97.4K - $109K
|
465
$25.9K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
194KNew |
$9.67M - $10.8M
|
194K
$10.8M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-22- 2.54% |
$1.1K - $1.23K
|
845
$47K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-883- 2.21% |
$44.1K - $49.4K
|
39K
$2.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.87KNew |
$193K - $217K
|
3.87K
$215K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
25+ 0.08% |
$1.25K - $1.4K
|
30.4K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-11.6K- 16.0% |
$579K - $649K
|
60.9K
$3.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 70.0% |
$350 - $392
|
17
$945
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3.3K- 10.61% |
$165K - $185K
|
27.8K
$1.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
50New |
$2.5K - $2.8K
|
50
$2.78K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-946- 23.84% |
$47.3K - $52.9K
|
3.02K
$168K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
14.5K+ 4.86% |
$725K - $813K
|
313K
$17.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-20.2K- 17.46% |
$1.01M - $1.13M
|
95.4K
$5.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
6.06KNew |
$303K - $339K
|
6.06K
$337K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 1.23% |
$20K - $22.4K
|
32.1K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-1.61K- 8.17% |
$80.2K - $89.8K
|
18.1K
$1M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-64- 23.62% |
$3.2K - $3.58K
|
207
$11.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
91.1K+ 13.47% |
$4.55M - $5.1M
|
767K
$42.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-720- 3.39% |
$36K - $40.3K
|
20.5K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.76KNew |
$238K - $266K
|
4.76K
$265K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
206New |
$10.3K - $11.5K
|
206
$11.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-28- 96.55% |
$1.4K - $1.57K
|
1
$55.6
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
106K+ 17.73% |
$5.29M - $5.93M
|
704K
$39.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.05K- 5.9% |
$52.3K - $58.5K
|
16.7K
$928K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
28+ 4.42% |
$1.4K - $1.57K
|
661
$36.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-5.71K- 3.12% |
$285K - $320K
|
178K
$9.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.78K+ 25.63% |
$89.1K - $99.9K
|
8.75K
$486K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
19.4K+ 18.13% |
$970K - $1.09M
|
126K
$7.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
191+ 1.63% |
$9.54K - $10.7K
|
11.9K
$664K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-3.63K- 46.24% |
$181K - $203K
|
4.22K
$234K
|