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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
135+ 23.48% |
$6.74K - $7.56K
|
710
$39.5K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
133New |
$6.64K - $7.44K
|
133
$7.4K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
133+ 2.06% |
$6.64K - $7.44K
|
6.6K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
127+ 0.4% |
$6.34K - $7.11K
|
31.6K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
124New |
$6.2K - $6.94K
|
124
$6.9K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
120+ 0.7% |
$6K - $6.72K
|
17.2K
$958K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
112+ 2.19% |
$5.6K - $6.27K
|
5.24K
$291K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
101+ 2.37% |
$5.05K - $5.65K
|
4.36K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
100+ 0.94% |
$5K - $5.6K
|
10.7K
$595K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
93+ 0.14% |
$4.65K - $5.21K
|
66.9K
$3.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
93+ 160.34% |
$4.65K - $5.21K
|
151
$8.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
91+ 2.03% |
$4.55K - $5.09K
|
4.58K
$255K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
87+ 11.93% |
$4.35K - $4.87K
|
816
$45.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
85+ 6.5% |
$4.25K - $4.76K
|
1.39K
$77.4K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
84+ 1.86% |
$4.2K - $4.7K
|
4.61K
$256K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
82+ 0.94% |
$4.1K - $4.59K
|
8.83K
$491K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
74+ 16.48% |
$3.7K - $4.14K
|
523
$29.1K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
61+ 2.02% |
$3.05K - $3.41K
|
3.09K
$172K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
56+ 8.52% |
$2.8K - $3.13K
|
713
$39.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
56New |
$2.8K - $3.13K
|
56
$3.11K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
55+ 0.09% |
$2.75K - $3.08K
|
58.7K
$3.26M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
53+ 70.67% |
$2.65K - $2.97K
|
128
$7.12K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
50New |
$2.5K - $2.8K
|
50
$2.78K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
49+ 85.96% |
$2.45K - $2.74K
|
106
$5.89K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
45+ 0.22% |
$2.25K - $2.52K
|
20.1K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
43New |
$2.15K - $2.41K
|
43
$2.39K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
41+ 0.3% |
$2.05K - $2.29K
|
13.7K
$762K
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
41+ 0.27% |
$2.05K - $2.29K
|
15.1K
$841K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39+ 0.68% |
$1.95K - $2.18K
|
5.74K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35+ 0.61% |
$1.75K - $1.96K
|
5.77K
$321K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
34+ 0.8% |
$1.7K - $1.9K
|
4.27K
$238K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
29New |
$1.45K - $1.62K
|
29
$1.61K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
28New |
$1.4K - $1.57K
|
28
$1.56K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
28+ 4.42% |
$1.4K - $1.57K
|
661
$36.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
28New |
$1.4K - $1.57K
|
28
$1.56K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
27+ 2700.0% |
$1.35K - $1.51K
|
28
$1.56K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
25+ 0.08% |
$1.25K - $1.4K
|
30.4K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
22+ 0.52% |
$1.1K - $1.23K
|
4.22K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
21New |
$1.05K - $1.18K
|
21
$1.17K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 242.86% |
$849 - $951
|
24
$1.33K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
16New |
$799 - $896
|
16
$890
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
14+ 0.17% |
$699 - $784
|
8.28K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14+ 0.11% |
$699 - $784
|
12.8K
$712K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
12New |
$600 - $672
|
12
$667
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
10New |
$500 - $560
|
10
$556
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
10New |
$500 - $560
|
10
$556
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 5.26% |
$450 - $504
|
180
$10K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 70.0% |
$350 - $392
|
17
$945
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6New |
$300 - $336
|
6
$334
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5New |
$250 - $280
|
5
$278
|