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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
292New |
$13.5K - $15.8K
|
292
$15.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
268New |
$12.4K - $14.5K
|
268
$14.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
229New |
$10.6K - $12.4K
|
229
$12.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
128+ 1.06% |
$5.92K - $6.94K
|
12.2K
$643K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
123New |
$5.69K - $6.67K
|
123
$6.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
94+ 1.99% |
$4.35K - $5.1K
|
4.83K
$255K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
93+ 166.07% |
$4.3K - $5.04K
|
149
$7.87K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
76New |
$3.52K - $4.12K
|
76
$4.02K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
60+ 3.75% |
$2.78K - $3.25K
|
1.66K
$87.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
58New |
$2.68K - $3.15K
|
58
$3.06K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
50New |
$2.31K - $2.71K
|
50
$2.64K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
41New |
$1.9K - $2.22K
|
41
$2.17K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
36New |
$1.67K - $1.95K
|
36
$1.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
35+ 0.3% |
$1.62K - $1.9K
|
11.8K
$621K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
30New |
$1.39K - $1.63K
|
30
$1.59K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
27+ 0.48% |
$1.25K - $1.46K
|
5.71K
$302K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
25New |
$1.16K - $1.36K
|
25
$1.32K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
14+ 350.0% |
$648 - $759
|
18
$951
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
13New |
$601 - $705
|
13
$687
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
9New |
$416 - $488
|
9
$476
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6New |
$278 - $325
|
6
$317
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 17.39% |
$185 - $217
|
27
$1.43K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.56% |
$46.3 - $54.2
|
178
$9.41K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.0% |
$46.3 - $54.2
|
23.1K
$1.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Prevatt Capital LTD
Nassau, C5 |
BUY
|
- |
100K+ 27.78% |
$4.54M - $5.05M
|
460K
$24.3M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
82.6KNew |
$3.76M - $4.17M
|
82.6K
$4.37M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
64.1KNew |
$2.91M - $3.24M
|
64.1K
$3.39M
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
60.5K+ 717.04% |
$2.75M - $3.06M
|
69K
$3.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
49.7KNew |
$2.26M - $2.51M
|
49.7K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
40.2KNew |
$1.83M - $2.03M
|
40.2K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
35.3KNew |
$1.6M - $1.78M
|
35.3K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
25KNew |
$1.14M - $1.26M
|
25K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
24KNew |
$1.09M - $1.21M
|
24K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
20.9KNew |
$950K - $1.06M
|
20.9K
$1.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
17.8KNew |
$809K - $898K
|
17.8K
$940K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.8KNew |
$581K - $646K
|
12.8K
$676K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
11.1K+ 138.77% |
$505K - $561K
|
19.1K
$1.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.86KNew |
$448K - $498K
|
9.86K
$521K
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.66KNew |
$394K - $437K
|
8.66K
$458K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.7KNew |
$350K - $389K
|
7.7K
$407K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
6.4KNew |
$291K - $323K
|
6.4K
$338K
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
6.28KNew |
$285K - $317K
|
6.28K
$332K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.59KNew |
$254K - $282K
|
5.59K
$296K
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
5.3KNew |
$241K - $268K
|
5.3K
$280K
|
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
BUY
|
- |
5.29K+ 3.33% |
$240K - $267K
|
164K
$8.66M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5K+ 500.0% |
$227K - $252K
|
6K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
4.12KNew |
$187K - $208K
|
4.12K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
3.19K+ 51.02% |
$145K - $161K
|
9.45K
$499K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.96K+ 2060.0% |
$88.9K - $98.8K
|
2.05K
$108K
|
|