Purchases and Sales Made in Q2 2025 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
60.8K+ 21.29% |
$3.3M - $3.83M
|
346K
$19.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.4K+ 84.04% |
$728K - $845K
|
29.4K
$1.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
7.06K+ 1.27% |
$383K - $445K
|
561K
$31.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
5.58KNew |
$303K - $352K
|
5.58K
$310K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3.63K+ 74.54% |
$197K - $229K
|
8.5K
$473K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.96KNew |
$161K - $186K
|
2.96K
$164K
|
|
|
Jul 11, 2025
Q2 2025
|
Fcf Advisors LLC
|
BUY
|
- |
1.29K+ 1.74% |
$70K - $81.2K
|
75.3K
$4.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
805+ 133.28% |
$43.7K - $50.7K
|
1.41K
$78.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
251+ 2.42% |
$13.6K - $15.8K
|
10.6K
$590K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
134+ 9.63% |
$7.28K - $8.45K
|
1.53K
$84.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
128+ 1.33% |
$6.95K - $8.07K
|
9.79K
$544K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
97+ 1.06% |
$5.27K - $6.11K
|
9.21K
$512K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
50New |
$2.72K - $3.15K
|
50
$2.78K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
36+ 4.59% |
$1.96K - $2.27K
|
821
$45.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
26+ 0.68% |
$1.41K - $1.64K
|
3.83K
$213K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
20+ 13.25% |
$1.09K - $1.26K
|
171
$9.51K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
9+ 0.22% |
$489 - $567
|
4.05K
$225K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 3.7% |
$435 - $504
|
224
$12.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 1.12% |
$163 - $189
|
272
$15.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.05% |
$109 - $126
|
3.78K
$210K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-26- 0.64% |
$1.41K - $1.64K
|
4.06K
$226K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-44- 0.3% |
$2.39K - $2.77K
|
14.5K
$809K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-70- 1.34% |
$3.8K - $4.41K
|
5.17K
$287K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-86- 1.3% |
$4.67K - $5.42K
|
6.52K
$362K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-124- 1.23% |
$6.74K - $7.82K
|
9.99K
$555K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-144- 9.88% |
$7.82K - $9.08K
|
1.31K
$73.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-255- 1.54% |
$13.9K - $16.1K
|
16.3K
$906K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-526- 9.6% |
$28.6K - $33.2K
|
4.95K
$275K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-45K- 5.74% |
$2.44M - $2.83M
|
738K
$41M
|