Latest Institutional Purchases of H&R Block Inc (HRB)
This list provides information on the latest institutional transactions involving H&R Block Inc (HRB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.68KNew |
$184K - $206K
|
3.68K
$204K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.58KNew |
$179K - $200K
|
3.58K
$199K
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
3K+ 14.29% |
$150K - $168K
|
24K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.94K+ 3.27% |
$147K - $165K
|
92.9K
$5.16M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.89K+ 12.89% |
$144K - $162K
|
25.3K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.49K+ 19.74% |
$124K - $139K
|
15.1K
$840K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
2.39K+ 46.71% |
$119K - $134K
|
7.5K
$417K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.33K+ 22.87% |
$116K - $130K
|
12.5K
$695K
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.26K+ 2.23% |
$113K - $127K
|
104K
$5.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
2.22K+ 4.22% |
$111K - $124K
|
54.8K
$3.04M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.2K+ 3142.86% |
$110K - $123K
|
2.27K
$126K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2K+ 19.34% |
$99.9K - $112K
|
12.3K
$686K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.91K+ 7.45% |
$95.4K - $107K
|
27.6K
$1.53M
|
|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.73K+ 5.71% |
$86.3K - $96.7K
|
32K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
1.7KNew |
$84.9K - $95.1K
|
1.7K
$94.5K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.64K+ 14.39% |
$82.1K - $92K
|
13.1K
$727K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.57K+ 1109.93% |
$78.2K - $87.6K
|
1.71K
$94.9K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.48K+ 1.35% |
$74.1K - $83K
|
111K
$6.17M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.46K+ 11.35% |
$72.7K - $81.5K
|
14.3K
$795K
|
|
|
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 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.4K+ 12.52% |
$70.1K - $78.6K
|
12.6K
$702K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.28K+ 0.66% |
$63.9K - $71.6K
|
195K
$10.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.22K+ 17.98% |
$61K - $68.3K
|
8.01K
$446K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.22K+ 25.02% |
$61K - $68.3K
|
6.1K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.21K+ 17.54% |
$60.6K - $67.8K
|
8.12K
$452K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 3.33% |
$59.9K - $67.1K
|
37.2K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.1K+ 7.22% |
$55K - $61.6K
|
16.3K
$908K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
1.01K+ 8.46% |
$50.5K - $56.5K
|
13K
$720K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.01K+ 85.36% |
$50.4K - $56.5K
|
2.19K
$122K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
920+ 5.76% |
$46K - $51.5K
|
16.9K
$940K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
918+ 16.58% |
$45.9K - $51.4K
|
6.45K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
757+ 28.61% |
$37.8K - $42.4K
|
3.4K
$189K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
744+ 11.01% |
$37.2K - $41.6K
|
7.5K
$417K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
718+ 1.3% |
$35.9K - $40.2K
|
55.7K
$3.1M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
717+ 7.74% |
$35.8K - $40.1K
|
9.98K
$555K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
639+ 3.33% |
$31.9K - $35.8K
|
19.8K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
617+ 152.72% |
$30.8K - $34.5K
|
1.02K
$56.8K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
548+ 0.75% |
$27.4K - $30.7K
|
74K
$4.11M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
507+ 30.56% |
$25.3K - $28.4K
|
2.17K
$120K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
475New |
$23.7K - $26.6K
|
475
$26.4K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
459+ 5.58% |
$22.9K - $25.7K
|
8.69K
$483K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
415+ 9.53% |
$20.7K - $23.2K
|
4.77K
$265K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
410+ 1.27% |
$20.5K - $22.9K
|
32.6K
$1.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
405+ 3.87% |
$20.2K - $22.7K
|
10.9K
$604K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
319New |
$15.9K - $17.9K
|
319
$17.7K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
310+ 2.94% |
$15.5K - $17.4K
|
10.9K
$604K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
243+ 21.83% |
$12.1K - $13.6K
|
1.36K
$75.4K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
230+ 1.31% |
$11.5K - $12.9K
|
17.8K
$988K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
215+ 72.15% |
$10.7K - $12K
|
513
$28.5K
|