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 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
210New |
$10.5K - $11.8K
|
210
$11.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
206New |
$10.3K - $11.5K
|
206
$11.5K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 42.92% |
$9.99K - $11.2K
|
666
$37K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
191+ 1.63% |
$9.54K - $10.7K
|
11.9K
$664K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
160New |
$7.99K - $8.96K
|
160
$8.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
BUY
|
- |
159+ 0.34% |
$7.94K - $8.9K
|
47.4K
$2.63M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
155+ 11.22% |
$7.74K - $8.68K
|
1.54K
$85.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
147New |
$7.34K - $8.23K
|
147
$8.17K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
143+ 6.26% |
$7.14K - $8K
|
2.43K
$135K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
142+ 51.64% |
$7.09K - $7.95K
|
417
$23.2K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
139+ 3475.0% |
$6.94K - $7.78K
|
143
$7.95K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
135+ 23.48% |
$6.74K - $7.56K
|
710
$39.5K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
133New |
$6.64K - $7.44K
|
133
$7.4K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
127+ 0.4% |
$6.34K - $7.11K
|
31.6K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
124New |
$6.2K - $6.94K
|
124
$6.9K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
120+ 0.7% |
$6K - $6.72K
|
17.2K
$958K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
101+ 2.37% |
$5.05K - $5.65K
|
4.36K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
100+ 0.94% |
$5K - $5.6K
|
10.7K
$595K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
93+ 0.14% |
$4.65K - $5.21K
|
66.9K
$3.72M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
91+ 2.03% |
$4.55K - $5.09K
|
4.58K
$255K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
87+ 11.93% |
$4.35K - $4.87K
|
816
$45.4K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
84+ 1.86% |
$4.2K - $4.7K
|
4.61K
$256K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
82+ 0.94% |
$4.1K - $4.59K
|
8.83K
$491K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
74+ 16.48% |
$3.7K - $4.14K
|
523
$29.1K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
61+ 2.02% |
$3.05K - $3.41K
|
3.09K
$172K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
56+ 8.52% |
$2.8K - $3.13K
|
713
$39.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
56New |
$2.8K - $3.13K
|
56
$3.11K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
55+ 0.09% |
$2.75K - $3.08K
|
58.7K
$3.26M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
53+ 70.67% |
$2.65K - $2.97K
|
128
$7.12K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
50New |
$2.5K - $2.8K
|
50
$2.78K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
49+ 85.96% |
$2.45K - $2.74K
|
106
$5.89K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
45+ 0.22% |
$2.25K - $2.52K
|
20.1K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
43New |
$2.15K - $2.41K
|
43
$2.39K
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
41+ 0.27% |
$2.05K - $2.29K
|
15.1K
$841K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
41+ 0.3% |
$2.05K - $2.29K
|
13.7K
$762K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39+ 0.68% |
$1.95K - $2.18K
|
5.74K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35+ 0.61% |
$1.75K - $1.96K
|
5.77K
$321K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
34+ 0.8% |
$1.7K - $1.9K
|
4.27K
$238K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
29New |
$1.45K - $1.62K
|
29
$1.61K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
28New |
$1.4K - $1.57K
|
28
$1.56K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
28+ 4.42% |
$1.4K - $1.57K
|
661
$36.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
28New |
$1.4K - $1.57K
|
28
$1.56K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
27+ 2700.0% |
$1.35K - $1.51K
|
28
$1.56K
|
|
|
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 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
22+ 0.52% |
$1.1K - $1.23K
|
4.22K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
21New |
$1.05K - $1.18K
|
21
$1.17K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 242.86% |
$849 - $951
|
24
$1.33K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
16New |
$799 - $896
|
16
$890
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
14+ 0.17% |
$699 - $784
|
8.28K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14+ 0.11% |
$699 - $784
|
12.8K
$712K
|