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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.06KNew |
$188K - $220K
|
4.06K
$226K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
3.93KNew |
$182K - $213K
|
3.93K
$219K
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
3.77KNew |
$174K - $205K
|
3.77K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.34KNew |
$108K - $127K
|
2.34K
$130K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
500New |
$23.1K - $27.1K
|
500
$27.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
341+ 2841.67% |
$15.8K - $18.5K
|
353
$19.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
292New |
$13.5K - $15.8K
|
292
$16.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
268New |
$12.4K - $14.5K
|
268
$14.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
229New |
$10.6K - $12.4K
|
229
$12.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
128+ 1.06% |
$5.92K - $6.94K
|
12.2K
$677K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
93+ 166.07% |
$4.3K - $5.04K
|
149
$8.29K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
76New |
$3.52K - $4.12K
|
76
$4.23K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
58New |
$2.68K - $3.15K
|
58
$3.23K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
50New |
$2.31K - $2.71K
|
50
$2.78K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
41New |
$1.9K - $2.22K
|
41
$2.28K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
36New |
$1.67K - $1.95K
|
36
$2K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
30New |
$1.39K - $1.63K
|
30
$1.67K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
27+ 0.48% |
$1.25K - $1.46K
|
5.71K
$317K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
25New |
$1.16K - $1.36K
|
25
$1.39K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
13New |
$601 - $705
|
13
$723
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
9New |
$416 - $488
|
9
$500
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.72MNew |
$77.9M - $86.6M
|
1.72M
$95.4M
|
|
|
May 15, 2024
Q1 2024
|
Prevatt Capital LTD
Nassau, C5 |
BUY
|
- |
100K+ 27.78% |
$4.54M - $5.05M
|
460K
$25.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
49.7KNew |
$2.26M - $2.51M
|
49.7K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
35.3KNew |
$1.6M - $1.78M
|
35.3K
$1.96M
|
|
|
May 13, 2024
Q1 2024
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
25KNew |
$1.14M - $1.26M
|
25K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
24KNew |
$1.09M - $1.21M
|
24K
$1.33M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
17.8KNew |
$809K - $898K
|
17.8K
$989K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.86KNew |
$448K - $498K
|
9.86K
$548K
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.66KNew |
$394K - $437K
|
8.66K
$482K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
6.4KNew |
$291K - $323K
|
6.4K
$356K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.59KNew |
$254K - $282K
|
5.59K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
5.3KNew |
$241K - $268K
|
5.3K
$295K
|
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
BUY
|
- |
5.29K+ 3.33% |
$240K - $267K
|
164K
$9.11M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5K+ 500.0% |
$227K - $252K
|
6K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
4.12KNew |
$187K - $208K
|
4.12K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
3.19K+ 51.02% |
$145K - $161K
|
9.45K
$525K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.55K+ 27.54% |
$70.4K - $78.3K
|
7.18K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
842+ 5.6% |
$38.3K - $42.5K
|
15.9K
$883K
|
|
|
May 13, 2024
Q1 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
572+ 75.76% |
$26K - $28.9K
|
1.33K
$73.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
411+ 1.2% |
$18.7K - $20.8K
|
34.7K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
121New |
$5.5K - $6.11K
|
121
$6.73K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
120New |
$5.45K - $6.06K
|
120
$6.67K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
59+ 0.03% |
$2.68K - $2.98K
|
226K
$12.6M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
55+ 785.71% |
$2.5K - $2.78K
|
62
$3.45K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
55New |
$2.5K - $2.78K
|
55
$3.06K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
44+ 41.12% |
$2K - $2.22K
|
151
$8.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
33New |
$1.5K - $1.67K
|
33
$1.84K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
33+ 4.52% |
$1.5K - $1.67K
|
763
$42.4K
|
|