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
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-800- 0.72% |
$40K - $44.8K
|
110K
$5.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
SELL
|
- |
-850- 12.13% |
$42.5K - $47.6K
|
6.16K
$309K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-883- 2.21% |
$44.1K - $49.4K
|
39K
$1.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-946- 23.84% |
$47.3K - $52.9K
|
3.02K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
SELL
|
- |
-992- 2.37% |
$49.6K - $55.5K
|
40.9K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-1.01K- 7.64% |
$50.3K - $56.3K
|
12.2K
$610K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.04K- 4.53% |
$51.8K - $58K
|
21.9K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.05K- 5.9% |
$52.3K - $58.5K
|
16.7K
$836K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.06K- 11.08% |
$53.1K - $59.4K
|
8.52K
$427K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.08K- 5.9% |
$54.1K - $60.6K
|
17.2K
$864K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.1K- 9.85% |
$55K - $61.6K
|
10.1K
$505K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.11K- 4.06% |
$55.7K - $62.4K
|
26.3K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-1.2K- 2.96% |
$60K - $67.2K
|
39.3K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.26K- 78.0% |
$62.7K - $70.2K
|
354
$17.7K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.27K- 9.9% |
$63.4K - $71.1K
|
11.6K
$579K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.27K- 90.02% |
$63.5K - $71.2K
|
141
$7.07K
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.3K- 1.1% |
$64.9K - $72.7K
|
117K
$5.88M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-1.33K- 4.89% |
$66.2K - $74.2K
|
25.8K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.34K- 12.01% |
$66.8K - $74.9K
|
9.8K
$491K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.34K- 4.0% |
$66.9K - $74.9K
|
32.1K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-1.38K- 19.69% |
$68.7K - $77K
|
5.61K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-1.41K- 38.11% |
$70.4K - $78.9K
|
2.29K
$115K
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-1.43K- 4.46% |
$71.5K - $80.1K
|
30.7K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.44K- 18.18% |
$72K - $80.7K
|
6.49K
$325K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.54K- 0.76% |
$77K - $86.2K
|
201K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-1.61K- 8.17% |
$80.2K - $89.8K
|
18.1K
$905K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.63K- 16.81% |
$81.2K - $91K
|
8.04K
$403K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.77K- 8.74% |
$88.2K - $98.8K
|
18.4K
$924K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.84K- 1.41% |
$91.9K - $103K
|
129K
$6.45M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-1.86K- 3.98% |
$92.7K - $104K
|
44.7K
$2.24M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.95K- 80.75% |
$97.4K - $109K
|
465
$23.3K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-2.05K- 6.58% |
$102K - $115K
|
29.1K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.12K- 5.78% |
$106K - $118K
|
34.5K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.14K- 11.17% |
$107K - $120K
|
17K
$854K
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-2.15K- 33.88% |
$107K - $120K
|
4.19K
$210K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.33K- 24.58% |
$116K - $130K
|
7.15K
$359K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-2.62K- 0.84% |
$131K - $146K
|
310K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.67K- 5.09% |
$133K - $149K
|
49.8K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.84K- 2.6% |
$142K - $159K
|
106K
$5.32M
|
|
|
May 13, 2025
Q1 2025
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-2.89K- 4.88% |
$144K - $161K
|
56.2K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.95K- 3.76% |
$147K - $165K
|
75.5K
$3.79M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.18K- 0.96% |
$159K - $178K
|
328K
$16.5M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3.3K- 10.61% |
$165K - $185K
|
27.8K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-3.39K- 7.55% |
$169K - $189K
|
41.5K
$2.08M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.5K- 4.84% |
$175K - $196K
|
68.9K
$3.45M
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.59K- 4.19% |
$179K - $201K
|
82.2K
$4.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-3.63K- 46.24% |
$181K - $203K
|
4.22K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.69K- 47.93% |
$185K - $207K
|
4.01K
$201K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.71K- 7.44% |
$185K - $208K
|
46.1K
$2.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.73K- 0.97% |
$186K - $209K
|
380K
$19.1M
|