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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
83+ 0.55% |
$4.33K - $5.26K
|
15.1K
$797K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
79+ 0.31% |
$4.12K - $5.01K
|
25.9K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
72+ 5.35% |
$3.75K - $4.56K
|
1.42K
$74.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
64New |
$3.34K - $4.06K
|
64
$3.38K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
63+ 37.5% |
$3.28K - $3.99K
|
231
$12.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
60+ 0.84% |
$3.13K - $3.8K
|
7.2K
$380K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
58New |
$3.02K - $3.67K
|
58
$3.07K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
56+ 7.2% |
$2.92K - $3.55K
|
834
$44.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
51+ 1.19% |
$2.66K - $3.23K
|
4.33K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
50+ 4.48% |
$2.61K - $3.17K
|
1.17K
$61.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
47+ 9.13% |
$2.45K - $2.98K
|
562
$29.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
45+ 0.82% |
$2.35K - $2.85K
|
5.54K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
40+ 0.61% |
$2.09K - $2.53K
|
6.63K
$351K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
39+ 0.24% |
$2.03K - $2.47K
|
16K
$845K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.6% |
$1.77K - $2.15K
|
5.7K
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
29New |
$1.51K - $1.84K
|
29
$1.53K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
27+ 3.38% |
$1.41K - $1.71K
|
827
$43.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
26+ 53.06% |
$1.36K - $1.65K
|
75
$3.96K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
25+ 55.56% |
$1.3K - $1.58K
|
70
$3.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
21New |
$1.09K - $1.33K
|
21
$1.11K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
21+ 40.38% |
$1.09K - $1.33K
|
73
$3.86K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15New |
$782 - $950
|
15
$793
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
14+ 0.95% |
$730 - $887
|
1.49K
$78.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
13+ 22.41% |
$678 - $824
|
71
$3.75K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13+ 0.54% |
$678 - $824
|
2.42K
$128K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9+ 0.18% |
$469 - $570
|
4.96K
$262K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
9+ 0.21% |
$469 - $570
|
4.26K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 4.17% |
$469 - $570
|
225
$11.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8New |
$417 - $507
|
8
$423
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 116.67% |
$365 - $444
|
13
$687
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7New |
$365 - $444
|
7
$370
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$261 - $317
|
5
$264
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$261 - $317
|
5
$264
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4+ 1.36% |
$209 - $253
|
298
$15.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3+ 0.47% |
$156 - $190
|
640
$33.8K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2+ 22.22% |
$104 - $127
|
11
$581
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.46% |
$104 - $127
|
438
$23.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.5% |
$104 - $127
|
400
$21.1K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$52.1 - $63.4
|
1
$52.9
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1New |
$52.1 - $63.4
|
1
$52.9
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$52.1 - $63.4
|
1.98K
$105K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1New |
$52.1 - $63.4
|
1
$52.9
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1+ 0.25% |
$52.1 - $63.4
|
401
$21.2K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
136K+ 264.3% |
$7.19M - $9.03M
|
187K
$9.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
104KNew |
$5.53M - $6.94M
|
104K
$5.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
95.4KNew |
$5.06M - $6.36M
|
95.4K
$5.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
88.1KNew |
$4.67M - $5.87M
|
88.1K
$4.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
63.6KNew |
$3.37M - $4.24M
|
63.6K
$3.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
58.1K+ 413.13% |
$3.08M - $3.87M
|
72.1K
$3.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
46.7K+ 114.56% |
$2.48M - $3.11M
|
87.5K
$4.63M
|
|