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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
500+ 9.89% |
$26.5K - $33.3K
|
5.56K
$294K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
400+ 606.06% |
$21.2K - $26.6K
|
466
$24.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
282+ 1.59% |
$14.9K - $18.8K
|
18K
$954K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
234+ 137.65% |
$12.4K - $15.6K
|
404
$21.4K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
200+ 1.2% |
$10.6K - $13.3K
|
16.9K
$892K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
145New |
$7.68K - $9.66K
|
145
$7.66K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
111New |
$5.88K - $7.39K
|
111
$5.87K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
111+ 73.51% |
$5.88K - $7.39K
|
262
$13.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
97New |
$5.14K - $6.46K
|
97
$5.13K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
75New |
$3.97K - $5K
|
75
$3.96K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
52New |
$2.76K - $3.46K
|
52
$2.75K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
30+ 11.07% |
$1.59K - $2K
|
301
$15.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
23New |
$1.22K - $1.53K
|
23
$1.22K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
22+ 0.59% |
$1.17K - $1.47K
|
3.76K
$199K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
17+ 0.37% |
$901 - $1.13K
|
4.63K
$245K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
9New |
$477 - $599
|
9
$476
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$424 - $533
|
8
$423
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
8New |
$424 - $533
|
8
$423
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4New |
$212 - $266
|
4
$211
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
51.2K+ 56.8% |
$2.37M - $2.78M
|
141K
$7.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
9.1K+ 7.45% |
$421K - $493K
|
131K
$6.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
7.11K+ 48.85% |
$329K - $386K
|
21.7K
$1.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
6.15KNew |
$284K - $333K
|
6.15K
$325K
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
5.97K+ 46.74% |
$276K - $324K
|
18.8K
$991K
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
5.41KNew |
$250K - $294K
|
5.41K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
5.12KNew |
$237K - $277K
|
5.12K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
4.7KNew |
$217K - $255K
|
4.7K
$248K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.18KNew |
$193K - $227K
|
4.18K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.06KNew |
$188K - $220K
|
4.06K
$215K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.04KNew |
$187K - $219K
|
4.04K
$214K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
3.93KNew |
$182K - $213K
|
3.93K
$208K
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
3.77KNew |
$174K - $205K
|
3.77K
$199K
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.34KNew |
$108K - $127K
|
2.34K
$124K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.77K+ 12.05% |
$81.9K - $96K
|
16.5K
$870K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
500New |
$23.1K - $27.1K
|
500
$26.4K
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
449+ 2.63% |
$20.8K - $24.3K
|
17.5K
$927K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
400New |
$18.5K - $21.7K
|
400
$21.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
341+ 2841.67% |
$15.8K - $18.5K
|
353
$18.7K
|
|
|
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
$644K
|
|
|
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
$7.88K
|
|
|
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
$3.07K
|
|
|
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
|
|