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 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.2K+ 3142.86% |
$110K - $123K
|
2.27K
$114K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2K+ 19.34% |
$99.9K - $112K
|
12.3K
$618K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.91K+ 7.45% |
$95.4K - $107K
|
27.6K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.78K+ 25.63% |
$89.1K - $99.9K
|
8.75K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.73K+ 5.71% |
$86.3K - $96.7K
|
32K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
1.7KNew |
$84.9K - $95.1K
|
1.7K
$85.2K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.64K+ 14.39% |
$82.1K - $92K
|
13.1K
$655K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.57K+ 1109.93% |
$78.2K - $87.6K
|
1.71K
$85.5K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.48K+ 1.35% |
$74.1K - $83K
|
111K
$5.56M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.46K+ 11.35% |
$72.7K - $81.5K
|
14.3K
$716K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
1.42K+ 3.3% |
$70.7K - $79.3K
|
44.3K
$2.22M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.4K+ 12.52% |
$70.1K - $78.6K
|
12.6K
$633K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.28K+ 0.66% |
$63.9K - $71.6K
|
195K
$9.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.22K+ 17.98% |
$61K - $68.3K
|
8.01K
$402K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.22K+ 25.02% |
$61K - $68.3K
|
6.1K
$306K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.21K+ 17.54% |
$60.6K - $67.8K
|
8.12K
$407K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 3.33% |
$59.9K - $67.1K
|
37.2K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.1K+ 7.22% |
$55K - $61.6K
|
16.3K
$819K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
1.01K+ 8.46% |
$50.5K - $56.5K
|
13K
$649K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.01K+ 85.36% |
$50.4K - $56.5K
|
2.19K
$110K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
920+ 5.76% |
$46K - $51.5K
|
16.9K
$847K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
918+ 16.58% |
$45.9K - $51.4K
|
6.45K
$324K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
794+ 16.94% |
$39.7K - $44.4K
|
5.48K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
757+ 28.61% |
$37.8K - $42.4K
|
3.4K
$171K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
744+ 11.01% |
$37.2K - $41.6K
|
7.5K
$376K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
718+ 1.3% |
$35.9K - $40.2K
|
55.7K
$2.79M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
717+ 7.74% |
$35.8K - $40.1K
|
9.98K
$500K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
639+ 3.33% |
$31.9K - $35.8K
|
19.8K
$994K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
617+ 152.72% |
$30.8K - $34.5K
|
1.02K
$51.2K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
548+ 0.75% |
$27.4K - $30.7K
|
74K
$3.71M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
507+ 30.56% |
$25.3K - $28.4K
|
2.17K
$109K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
475New |
$23.7K - $26.6K
|
475
$23.8K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
459+ 5.58% |
$22.9K - $25.7K
|
8.69K
$435K
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
450+ 505.62% |
$22.5K - $25.2K
|
539
$27K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
415+ 9.53% |
$20.7K - $23.2K
|
4.77K
$239K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
410+ 1.27% |
$20.5K - $22.9K
|
32.6K
$1.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
405+ 3.87% |
$20.2K - $22.7K
|
10.9K
$545K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
400+ 3.63% |
$20K - $22.4K
|
11.4K
$573K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
319New |
$15.9K - $17.9K
|
319
$16K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
317+ 3.39% |
$15.8K - $17.7K
|
9.66K
$484K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
310+ 2.94% |
$15.5K - $17.4K
|
10.9K
$545K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
243+ 21.83% |
$12.1K - $13.6K
|
1.36K
$68K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
230+ 1.31% |
$11.5K - $12.9K
|
17.8K
$891K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
215+ 72.15% |
$10.7K - $12K
|
513
$25.7K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
210New |
$10.5K - $11.8K
|
210
$10.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
206New |
$10.3K - $11.5K
|
206
$10.3K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 42.92% |
$9.99K - $11.2K
|
666
$33.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
191+ 1.63% |
$9.54K - $10.7K
|
11.9K
$599K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
160New |
$7.99K - $8.96K
|
160
$8.02K
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
BUY
|
- |
159+ 0.34% |
$7.94K - $8.9K
|
47.4K
$2.37M
|