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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.39K- 25.25% |
$269K - $302K
|
16K
$887K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-5.52K- 48.5% |
$276K - $309K
|
5.86K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.57K- 47.41% |
$278K - $312K
|
6.18K
$344K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-5.71K- 3.12% |
$285K - $320K
|
178K
$9.88M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-5.76K- 11.01% |
$288K - $322K
|
46.5K
$2.59M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.77K- 28.1% |
$288K - $323K
|
14.8K
$821K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5.88K- 3.0% |
$294K - $329K
|
190K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-5.93K- 11.65% |
$296K - $332K
|
44.9K
$2.5M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-6.17K- 29.18% |
$308K - $345K
|
15K
$832K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.37K- 59.73% |
$318K - $357K
|
4.3K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.41KClosed |
$320K - $359K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.55K- 2.08% |
$327K - $367K
|
309K
$17.2M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-6.56K- 5.93% |
$327K - $367K
|
104K
$5.79M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.8K- 7.49% |
$340K - $381K
|
84K
$4.67M
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-7.49K- 4.45% |
$374K - $419K
|
161K
$8.94M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-7.83K- 56.3% |
$391K - $438K
|
6.08K
$338K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-7.84K- 8.44% |
$392K - $439K
|
85.1K
$4.73M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.77K- 16.81% |
$438K - $491K
|
43.4K
$2.41M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-9K- 3.28% |
$450K - $504K
|
266K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-9.8K- 9.56% |
$490K - $548K
|
92.7K
$5.15M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.92K- 16.02% |
$495K - $555K
|
52K
$2.89M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-9.94K- 7.67% |
$496K - $556K
|
120K
$6.65M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-10.2K- 65.72% |
$512K - $573K
|
5.34K
$297K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
SELL
|
- |
-10.5K- 34.41% |
$525K - $588K
|
20K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-11.1K- 8.94% |
$553K - $619K
|
113K
$6.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-11.6K- 16.0% |
$579K - $649K
|
60.9K
$3.39M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-12.8K- 7.76% |
$641K - $718K
|
153K
$8.49M
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-13.3K- 8.52% |
$664K - $744K
|
143K
$7.94M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-14.4K- 3.64% |
$718K - $805K
|
380K
$21.2M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-15.5KClosed |
$777K - $870K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-17.6K- 71.43% |
$877K - $982K
|
7.02K
$390K
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-18K- 40.73% |
$898K - $1.01M
|
26.2K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-20.2K- 17.46% |
$1.01M - $1.13M
|
95.4K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-20.2K- 2.64% |
$1.01M - $1.13M
|
744K
$41.4M
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-20.9K- 3.83% |
$1.04M - $1.17M
|
525K
$29.2M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-21K- 15.73% |
$1.05M - $1.18M
|
113K
$6.26M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-21K- 9.23% |
$1.05M - $1.18M
|
207K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.4K- 0.98% |
$1.07M - $1.2M
|
2.15M
$120M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-23.6K- 50.76% |
$1.18M - $1.32M
|
22.9K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-27.2K- 40.06% |
$1.36M - $1.52M
|
40.7K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-28.5K- 8.45% |
$1.43M - $1.6M
|
309K
$17.2M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-29.8K- 14.91% |
$1.49M - $1.67M
|
170K
$9.46M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-32K- 54.64% |
$1.6M - $1.79M
|
26.6K
$1.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-33K- 49.17% |
$1.65M - $1.85M
|
34.2K
$1.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-41K- 22.26% |
$2.05M - $2.3M
|
143K
$7.97M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-41.3K- 47.94% |
$2.06M - $2.31M
|
44.9K
$2.49M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-47.9K- 53.22% |
$2.39M - $2.68M
|
42.1K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-52.9K- 2.27% |
$2.64M - $2.96M
|
2.28M
$127M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-54K- 52.2% |
$2.7M - $3.02M
|
49.4K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-55.4K- 97.46% |
$2.77M - $3.1M
|
1.45K
$80.4K
|