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
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.9K- 5.93% |
$195K - $218K
|
61.8K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.94K- 7.73% |
$197K - $220K
|
47K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-4.05K- 25.84% |
$202K - $226K
|
11.6K
$582K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.16K- 1.01% |
$208K - $233K
|
406K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-4.96K- 49.11% |
$248K - $278K
|
5.14K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-5.07K- 55.01% |
$253K - $283K
|
4.14K
$208K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.39K- 25.25% |
$269K - $302K
|
16K
$800K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-5.52K- 48.5% |
$276K - $309K
|
5.86K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.57K- 47.41% |
$278K - $312K
|
6.18K
$310K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-5.71K- 3.12% |
$285K - $320K
|
178K
$8.91M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-5.76K- 11.01% |
$288K - $322K
|
46.5K
$2.33M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.77K- 28.1% |
$288K - $323K
|
14.8K
$740K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5.88K- 3.0% |
$294K - $329K
|
190K
$9.53M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-5.93K- 11.65% |
$296K - $332K
|
44.9K
$2.25M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-6.17K- 29.18% |
$308K - $345K
|
15K
$750K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.37K- 59.73% |
$318K - $357K
|
4.3K
$215K
|
|
|
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
$15.5M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-6.56K- 5.93% |
$327K - $367K
|
104K
$5.22M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.8K- 7.49% |
$340K - $381K
|
84K
$4.21M
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-7.49K- 4.45% |
$374K - $419K
|
161K
$8.06M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-7.83K- 56.3% |
$391K - $438K
|
6.08K
$305K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-7.84K- 8.44% |
$392K - $439K
|
85.1K
$4.26M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.77K- 16.81% |
$438K - $491K
|
43.4K
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-9K- 3.28% |
$450K - $504K
|
266K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-9.8K- 9.56% |
$490K - $548K
|
92.7K
$4.64M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.92K- 16.02% |
$495K - $555K
|
52K
$2.61M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-9.94K- 7.67% |
$496K - $556K
|
120K
$6M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-10.2K- 65.72% |
$512K - $573K
|
5.34K
$268K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
SELL
|
- |
-10.5K- 34.41% |
$525K - $588K
|
20K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-11.1K- 8.94% |
$553K - $619K
|
113K
$5.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-11.6K- 16.0% |
$579K - $649K
|
60.9K
$3.05M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-12.8K- 7.76% |
$641K - $718K
|
153K
$7.65M
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-13.3K- 8.52% |
$664K - $744K
|
143K
$7.16M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-14.4K- 3.64% |
$718K - $805K
|
380K
$19.1M
|
|
|
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
$352K
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-18K- 40.73% |
$898K - $1.01M
|
26.2K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-20.2K- 17.46% |
$1.01M - $1.13M
|
95.4K
$4.78M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-20.2K- 2.64% |
$1.01M - $1.13M
|
744K
$37.3M
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-20.9K- 3.83% |
$1.04M - $1.17M
|
525K
$26.3M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-21K- 15.73% |
$1.05M - $1.18M
|
113K
$5.64M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-21K- 9.23% |
$1.05M - $1.18M
|
207K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.4K- 0.98% |
$1.07M - $1.2M
|
2.15M
$108M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-23.6K- 50.76% |
$1.18M - $1.32M
|
22.9K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-27.2K- 40.06% |
$1.36M - $1.52M
|
40.7K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-28.5K- 8.45% |
$1.43M - $1.6M
|
309K
$15.5M
|
|
|
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
$8.53M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-32K- 54.64% |
$1.6M - $1.79M
|
26.6K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-33K- 49.17% |
$1.65M - $1.85M
|
34.2K
$1.71M
|