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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.11K+ 2.85% |
$59K - $74.2K
|
40.2K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage Rock Capital Management LP
New York, NY |
BUY
|
- |
1.1KNew |
$58.3K - $73.3K
|
1.1K
$60.7K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.1K+ 2.44% |
$58.3K - $73.3K
|
46.2K
$2.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.1K+ 542.08% |
$58K - $72.9K
|
1.3K
$71.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.09K+ 4.96% |
$57.5K - $72.3K
|
23K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.07K+ 17.2% |
$56.8K - $71.4K
|
7.31K
$403K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.02K+ 0.63% |
$54.3K - $68.2K
|
164K
$9.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
988+ 1.54% |
$52.4K - $65.8K
|
65K
$3.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
916+ 12.58% |
$48.5K - $61K
|
8.2K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
862New |
$45.7K - $57.4K
|
862
$47.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
854+ 5.2% |
$45.3K - $56.9K
|
17.3K
$953K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
773New |
$41K - $51.5K
|
773
$42.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
746+ 14.47% |
$39.5K - $49.7K
|
5.9K
$326K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
648+ 26.46% |
$34.3K - $43.2K
|
3.1K
$171K
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
581+ 0.31% |
$30.8K - $38.7K
|
187K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
544+ 22.81% |
$28.8K - $36.2K
|
2.93K
$162K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
539New |
$28.6K - $35.9K
|
539
$29.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
530+ 59.15% |
$28.1K - $35.3K
|
1.43K
$78.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
501+ 0.96% |
$26.5K - $33.4K
|
52.6K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
500+ 4.18% |
$26.5K - $33.3K
|
12.4K
$687K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
500+ 9.89% |
$26.5K - $33.3K
|
5.56K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
470+ 6.59% |
$24.9K - $31.3K
|
7.6K
$419K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
467+ 1.91% |
$24.7K - $31.1K
|
24.9K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
452+ 4.28% |
$24K - $30.1K
|
11K
$607K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
429+ 46.83% |
$22.7K - $28.6K
|
1.35K
$74.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
410+ 7.8% |
$21.7K - $27.3K
|
5.67K
$313K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
400+ 606.06% |
$21.2K - $26.6K
|
466
$25.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
399+ 5.71% |
$21.1K - $26.6K
|
7.39K
$408K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
378+ 7.24% |
$20K - $25.2K
|
5.6K
$309K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
373+ 4.1% |
$19.8K - $24.8K
|
9.48K
$523K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
337+ 3.43% |
$17.9K - $22.4K
|
10.2K
$561K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
298+ 7.54% |
$15.8K - $19.8K
|
4.25K
$235K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
298+ 29.74% |
$15.8K - $19.8K
|
1.3K
$71.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
288+ 5.44% |
$15.3K - $19.2K
|
5.59K
$308K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
282+ 1.59% |
$14.9K - $18.8K
|
18K
$996K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
234+ 137.65% |
$12.4K - $15.6K
|
404
$22.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
228+ 2.48% |
$12.1K - $15.2K
|
9.42K
$520K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
221+ 5.49% |
$11.7K - $14.7K
|
4.25K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
218+ 9.73% |
$11.6K - $14.5K
|
2.46K
$136K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
200+ 0.15% |
$10.6K - $13.3K
|
132K
$7.27M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
200+ 1.2% |
$10.6K - $13.3K
|
16.9K
$931K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
198+ 4.23% |
$10.5K - $13.2K
|
4.88K
$269K
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
192+ 4.44% |
$10.2K - $12.8K
|
4.52K
$249K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
158New |
$8.37K - $10.5K
|
158
$8.72K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
158New |
$8.37K - $10.5K
|
158
$8.72K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
157+ 7.05% |
$8.32K - $10.5K
|
2.38K
$131K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
145New |
$7.68K - $9.66K
|
145
$8K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
141+ 3.62% |
$7.47K - $9.39K
|
4.04K
$223K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
111New |
$5.88K - $7.39K
|
111
$6.12K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
111+ 73.51% |
$5.88K - $7.39K
|
262
$14.5K
|