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 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5+ 45.45% |
$250 - $280
|
16
$890
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5+ 0.12% |
$250 - $280
|
4.05K
$225K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.68% |
$150 - $168
|
441
$24.5K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 14.29% |
$150 - $168
|
24
$1.33K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3New |
$150 - $168
|
3
$167
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2New |
$99.9 - $112
|
2
$111
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
2+ 2.82% |
$99.9 - $112
|
73
$4.06K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.7% |
$50 - $56
|
28
$1.56K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.18% |
$50 - $56
|
567
$31.5K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$50 - $56
|
1.98K
$110K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 25.0% |
$99.9 - $112
|
6
$334
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4- 0.75% |
$200 - $224
|
528
$29.4K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-7- 53.85% |
$350 - $392
|
6
$334
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 3.56% |
$400 - $448
|
217
$12.1K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-10- 0.21% |
$500 - $560
|
4.86K
$270K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-12- 0.08% |
$600 - $672
|
15.3K
$849K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-15- 6.49% |
$749 - $840
|
216
$12K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16- 12.31% |
$799 - $896
|
114
$6.34K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-18Closed |
$899 - $1.01K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-22- 2.54% |
$1.1K - $1.23K
|
845
$47K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-23- 88.46% |
$1.15K - $1.29K
|
3
$167
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-23- 0.48% |
$1.15K - $1.29K
|
4.8K
$267K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-24- 1.61% |
$1.2K - $1.34K
|
1.47K
$81.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-27- 3.26% |
$1.35K - $1.51K
|
800
$44.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-28- 96.55% |
$1.4K - $1.57K
|
1
$55.6
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-36- 5.63% |
$1.8K - $2.01K
|
604
$33.6K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-38- 56.72% |
$1.9K - $2.13K
|
29
$1.61K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-45- 47.37% |
$2.25K - $2.52K
|
50
$2.78K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-49- 5.88% |
$2.45K - $2.74K
|
785
$43.7K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-51- 1.29% |
$2.55K - $2.85K
|
3.9K
$217K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-55- 0.99% |
$2.75K - $3.08K
|
5.5K
$306K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
SELL
|
- |
-58- 0.4% |
$2.9K - $3.25K
|
14.6K
$811K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-59- 0.86% |
$2.95K - $3.3K
|
6.8K
$378K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-60- 22.22% |
$3K - $3.36K
|
210
$11.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-61- 1.04% |
$3.05K - $3.41K
|
5.78K
$321K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-64- 23.62% |
$3.2K - $3.58K
|
207
$11.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-69- 0.95% |
$3.45K - $3.86K
|
7.16K
$398K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-75- 0.74% |
$3.75K - $4.2K
|
10.1K
$562K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-76- 0.61% |
$3.8K - $4.25K
|
12.3K
$683K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-85- 7.3% |
$4.25K - $4.76K
|
1.08K
$60.1K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-85- 98.84% |
$4.25K - $4.76K
|
1
$55.6
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-88- 2.11% |
$4.4K - $4.93K
|
4.09K
$227K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-94- 0.64% |
$4.7K - $5.26K
|
14.5K
$809K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-98- 1.11% |
$4.9K - $5.49K
|
8.76K
$487K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-100- 0.17% |
$5K - $5.6K
|
59.8K
$3.33M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-116- 0.12% |
$5.8K - $6.49K
|
95K
$5.28M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-131- 32.75% |
$6.54K - $7.33K
|
269
$15K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-137- 2.96% |
$6.84K - $7.67K
|
4.49K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-164- 77.73% |
$8.19K - $9.18K
|
47
$2.61K
|