Purchases and Sales Made in Q1 2025 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q1 2025. The information is specifically focused on institutions that hold shares of H&R BLOCK INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
8.28KNew |
$414K - $463K
|
8.28K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.23K+ 5.19% |
$411K - $461K
|
167K
$9.27M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
7.68KNew |
$384K - $430K
|
7.68K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.62KNew |
$381K - $427K
|
7.62K
$424K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
7.58KNew |
$379K - $424K
|
7.58K
$422K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
6.66K+ 15.17% |
$333K - $373K
|
50.5K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
6.5KNew |
$325K - $364K
|
6.5K
$361K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.21K+ 111.88% |
$310K - $347K
|
11.8K
$654K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
6.06KNew |
$303K - $339K
|
6.06K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
5.78K+ 36.27% |
$289K - $323K
|
21.7K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.54K+ 32.8% |
$277K - $310K
|
22.4K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.53K+ 21.38% |
$276K - $310K
|
31.4K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
5.44K+ 20.44% |
$272K - $304K
|
32K
$1.78M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5.04K+ 6.4% |
$252K - $282K
|
83.8K
$4.66M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.01K+ 329.61% |
$250K - $280K
|
6.53K
$363K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.99K+ 29.34% |
$249K - $279K
|
22K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
4.97KNew |
$248K - $278K
|
4.97K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.82K+ 349.93% |
$241K - $270K
|
6.2K
$345K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.76KNew |
$238K - $266K
|
4.76K
$265K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
4.48KNew |
$224K - $251K
|
4.48K
$249K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.37KNew |
$218K - $245K
|
4.37K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
4.32KNew |
$216K - $242K
|
4.32K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.28K+ 25.39% |
$214K - $240K
|
21.1K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
4.27KNew |
$213K - $239K
|
4.27K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.25K+ 30.39% |
$212K - $238K
|
18.2K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.21KNew |
$210K - $235K
|
4.21K
$234K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.2KNew |
$210K - $235K
|
4.2K
$233K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
4KNew |
$200K - $224K
|
4K
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.87KNew |
$193K - $217K
|
3.87K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.86KNew |
$193K - $216K
|
3.86K
$215K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3.81KNew |
$190K - $213K
|
3.81K
$212K
|
|
|
May 07, 2025
Q1 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
3.75KNew |
$188K - $210K
|
3.75K
$209K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.68KNew |
$184K - $206K
|
3.68K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
3.61K+ 1.27% |
$180K - $202K
|
287K
$16M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.58KNew |
$179K - $200K
|
3.58K
$199K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.39K+ 25.75% |
$169K - $190K
|
16.5K
$920K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.28K+ 7.39% |
$164K - $184K
|
47.7K
$2.65M
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
3K+ 14.29% |
$150K - $168K
|
24K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.94K+ 3.27% |
$147K - $165K
|
92.9K
$5.16M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.89K+ 12.89% |
$144K - $162K
|
25.3K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.51K+ 31.93% |
$125K - $140K
|
10.4K
$576K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.49K+ 19.74% |
$124K - $139K
|
15.1K
$840K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
2.39K+ 46.71% |
$119K - $134K
|
7.5K
$417K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.33K+ 22.87% |
$116K - $130K
|
12.5K
$695K
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.26K+ 2.23% |
$113K - $127K
|
104K
$5.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
2.22K+ 4.22% |
$111K - $124K
|
54.8K
$3.04M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.2K+ 3142.86% |
$110K - $123K
|
2.27K
$126K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2K+ 19.34% |
$99.9K - $112K
|
12.3K
$686K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.91K+ 7.45% |
$95.4K - $107K
|
27.6K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.78K+ 25.63% |
$89.1K - $99.9K
|
8.75K
$486K
|