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 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
12New |
$600 - $672
|
12
$667
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
10New |
$500 - $560
|
10
$556
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
10New |
$500 - $560
|
10
$556
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 5.26% |
$450 - $504
|
180
$10K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 70.0% |
$350 - $392
|
17
$945
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6New |
$300 - $336
|
6
$334
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5New |
$250 - $280
|
5
$278
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5+ 45.45% |
$250 - $280
|
16
$890
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3New |
$150 - $168
|
3
$167
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 14.29% |
$150 - $168
|
24
$1.33K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.68% |
$150 - $168
|
441
$24.5K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
2+ 2.82% |
$99.9 - $112
|
73
$4.06K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2New |
$99.9 - $112
|
2
$111
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.7% |
$50 - $56
|
28
$1.56K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$50 - $56
|
1.98K
$110K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.18% |
$50 - $56
|
567
$31.5K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
150K+ 352.18% |
$7.83M - $9.51M
|
193K
$10.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
93.6KNew |
$4.88M - $5.93M
|
93.6K
$5.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
65.2KNew |
$3.4M - $4.13M
|
65.2K
$3.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
45KNew |
$2.35M - $2.85M
|
45K
$2.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
39.4KNew |
$2.05M - $2.49M
|
39.4K
$2.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36.5KNew |
$1.9M - $2.31M
|
36.5K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
26.9KNew |
$1.4M - $1.71M
|
26.9K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Kennondale Capital Management LLC
Richmond, VA |
BUY
|
- |
26.3K+ 885.4% |
$1.37M - $1.67M
|
29.3K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
22.2KNew |
$1.16M - $1.41M
|
22.2K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
20.1KNew |
$1.05M - $1.27M
|
20.1K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
18.2KNew |
$948K - $1.15M
|
18.2K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
17.7KNew |
$921K - $1.12M
|
17.7K
$982K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
17.1KNew |
$891K - $1.08M
|
17.1K
$950K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
16.3K+ 189.51% |
$850K - $1.03M
|
24.9K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
15.5KNew |
$807K - $981K
|
15.5K
$861K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.8K+ 106.58% |
$717K - $872K
|
26.7K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
10.9KNew |
$570K - $693K
|
10.9K
$608K
|
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
BUY
|
- |
10.5KNew |
$547K - $664K
|
10.5K
$583K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
9.68KNew |
$505K - $613K
|
9.68K
$538K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
8.43KNew |
$439K - $534K
|
8.43K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
7.6KNew |
$396K - $482K
|
7.6K
$423K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.54K+ 51.54% |
$341K - $415K
|
19.2K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.88KNew |
$306K - $372K
|
5.88K
$327K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.87K+ 17.84% |
$306K - $372K
|
38.8K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
5KNew |
$261K - $317K
|
5K
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.4K+ 49.19% |
$229K - $279K
|
13.3K
$742K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.16K+ 1.02% |
$217K - $263K
|
410K
$22.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.05KNew |
$211K - $256K
|
4.05K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
CALL |
3.9KNew |
$203K - $247K
|
3.9K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.85KNew |
$201K - $244K
|
3.85K
$214K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.65K+ 2225.61% |
$190K - $231K
|
3.81K
$212K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
3.24K+ 27.95% |
$169K - $205K
|
14.8K
$825K
|
|
|
Feb 12, 2025
Q4 2024
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
3K+ 14.85% |
$156K - $190K
|
23.2K
$1.29M
|
|