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 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
337+ 3.43% |
$17.9K - $22.4K
|
10.2K
$591K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.22K+ 28.59% |
$64.6K - $81.2K
|
5.48K
$319K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 3.13% |
$53 - $66.6
|
31
$1.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-100- 1.0% |
$5.3K - $6.66K
|
9.92K
$577K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
9New |
$477 - $599
|
9
$523
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
73+ 1.69% |
$3.87K - $4.86K
|
4.39K
$255K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
6.2KNew |
$329K - $413K
|
6.2K
$361K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
648+ 26.46% |
$34.3K - $43.2K
|
3.1K
$180K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.49KNew |
$291K - $366K
|
5.49K
$319K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
373+ 4.1% |
$19.8K - $24.8K
|
9.48K
$551K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50+ 2.27% |
$2.65K - $3.33K
|
2.25K
$131K
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
69.4K+ 32.14% |
$3.68M - $4.62M
|
285K
$16.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
76+ 54.29% |
$4.03K - $5.06K
|
216
$12.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
501+ 0.96% |
$26.5K - $33.4K
|
52.6K
$3.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.51% |
$106 - $133
|
398
$23.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
40K+ 86.59% |
$2.12M - $2.66M
|
86.2K
$5.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
549New |
$29.1K - $36.6K
|
549
$31.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
732K+ 1630.91% |
$38.8M - $48.8M
|
777K
$45.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
12.7KNew |
$672K - $845K
|
12.7K
$738K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.72K- 9.65% |
$197K - $248K
|
34.9K
$2.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.63KNew |
$193K - $242K
|
3.63K
$211K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-25.4K- 12.2% |
$1.35M - $1.69M
|
183K
$10.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
22+ 0.59% |
$1.17K - $1.47K
|
3.76K
$218K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
36.6K+ 29301.6% |
$1.94M - $2.44M
|
36.8K
$2.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-375- 6.14% |
$19.9K - $25K
|
5.73K
$333K
|
|
|
Oct 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
BUY
|
- |
2+ 0.0% |
$106 - $133
|
44.1K
$2.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-641- 1.35% |
$34K - $42.7K
|
46.7K
$2.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
578+ 6.47% |
$30.6K - $38.5K
|
9.51K
$553K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
12.9K+ 79.3% |
$686K - $862K
|
29.3K
$1.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
349+ 8.02% |
$18.5K - $23.2K
|
4.7K
$273K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
78New |
$4.13K - $5.19K
|
78
$4.54K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
500+ 9.89% |
$26.5K - $33.3K
|
5.56K
$323K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
282+ 1.59% |
$14.9K - $18.8K
|
18K
$1.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
55+ 7.61% |
$2.91K - $3.66K
|
778
$45.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
7.4K+ 25.78% |
$392K - $493K
|
36.1K
$2.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
34+ 9.29% |
$1.8K - $2.26K
|
400
$23.3K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
200+ 1.2% |
$10.6K - $13.3K
|
16.9K
$981K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-29.7K- 54.75% |
$1.57M - $1.98M
|
24.5K
$1.43M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
303+ 1.95% |
$16.1K - $20.2K
|
15.9K
$922K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
37+ 28.24% |
$1.96K - $2.46K
|
168
$9.77K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-282- 4.66% |
$14.9K - $18.8K
|
5.78K
$336K
|
|
| Q2 2024 | |||||||
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
51.1K+ 15.45% |
$2.36M - $2.77M
|
382K
$22.2M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-450- 44.78% |
$20.8K - $24.4K
|
555
$32.3K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
9New |
$416 - $488
|
9
$523
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
22.2KNew |
$1.03M - $1.2M
|
22.2K
$1.29M
|
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-29.5K- 79.04% |
$1.36M - $1.6M
|
7.81K
$454K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
341+ 2841.67% |
$15.8K - $18.5K
|
353
$20.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
30New |
$1.39K - $1.63K
|
30
$1.74K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-311- 6.13% |
$14.4K - $16.9K
|
4.77K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-9.2K- 15.86% |
$426K - $499K
|
48.8K
$2.84M
|
|