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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
697+ 2.02% |
$37.9K - $43.9K
|
35.2K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
657New |
$35.7K - $41.4K
|
657
$32.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
652+ 43.24% |
$35.4K - $41.1K
|
2.16K
$108K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
643+ 3.87% |
$34.9K - $40.5K
|
17.2K
$864K
|
|
|
Jul 30, 2025
Q2 2025
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
630+ 1.14% |
$34.2K - $39.7K
|
56K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
621+ 4.11% |
$33.7K - $39.1K
|
15.7K
$788K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
618+ 16.01% |
$33.6K - $39K
|
4.48K
$224K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
612+ 3825.0% |
$33.2K - $38.6K
|
628
$31.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
579+ 2.29% |
$31.5K - $36.5K
|
25.9K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
572+ 4.42% |
$31.1K - $36.1K
|
13.5K
$678K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
557+ 4.26% |
$30.3K - $35.1K
|
13.6K
$683K
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
554+ 25.29% |
$30.1K - $34.9K
|
2.75K
$138K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
544+ 8.77% |
$29.6K - $34.3K
|
6.74K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
513+ 71.95% |
$27.9K - $32.3K
|
1.23K
$61.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
500New |
$27.2K - $31.5K
|
500
$25.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
497+ 119.18% |
$27K - $31.3K
|
914
$45.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
470+ 46.03% |
$25.5K - $29.6K
|
1.49K
$74.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
470+ 0.49% |
$25.5K - $29.6K
|
95.9K
$4.81M
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
460+ 0.29% |
$25K - $29K
|
161K
$8.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
379New |
$20.6K - $23.9K
|
379
$19K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
357+ 100.85% |
$19.4K - $22.5K
|
711
$35.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
355+ 473.33% |
$19.3K - $22.4K
|
430
$21.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
BUY
|
- |
348+ 2.4% |
$18.9K - $21.9K
|
14.9K
$746K
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
332+ 5.45% |
$18K - $20.9K
|
6.43K
$322K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
327+ 31.69% |
$17.8K - $20.6K
|
1.36K
$68.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
325+ 2.54% |
$17.7K - $20.5K
|
13.1K
$658K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
312+ 2.53% |
$16.9K - $19.7K
|
12.6K
$634K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
304+ 1266.67% |
$16.5K - $19.2K
|
328
$16.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
297+ 521.05% |
$16.1K - $18.7K
|
354
$17.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
255+ 31.25% |
$13.9K - $16.1K
|
1.07K
$53.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
253New |
$13.7K - $15.9K
|
253
$12.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
251+ 2.42% |
$13.6K - $15.8K
|
10.6K
$532K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
250+ 531.91% |
$13.6K - $15.8K
|
297
$14.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
233+ 4.09% |
$12.7K - $14.7K
|
5.94K
$298K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
219+ 782.14% |
$11.9K - $13.8K
|
247
$12.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
212+ 3533.33% |
$11.5K - $13.4K
|
218
$10.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 0.73% |
$10.9K - $12.6K
|
27.4K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 30.03% |
$10.9K - $12.6K
|
866
$43.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.53% |
$10.9K - $12.6K
|
37.7K
$1.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
197+ 1.32% |
$10.7K - $12.4K
|
15.2K
$760K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
186+ 40.0% |
$10.1K - $11.7K
|
651
$32.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
170New |
$9.23K - $10.7K
|
170
$8.52K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
163+ 4.21% |
$8.85K - $10.3K
|
4.03K
$202K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
160+ 0.87% |
$8.69K - $10.1K
|
18.6K
$932K
|
|
|
Aug 12, 2025
Q2 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
151+ 3.23% |
$8.2K - $9.52K
|
4.82K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
140+ 105.26% |
$7.6K - $8.83K
|
273
$13.7K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
140+ 0.45% |
$7.6K - $8.83K
|
31.5K
$1.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
140New |
$7.6K - $8.83K
|
140
$7.02K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
134+ 9.63% |
$7.28K - $8.45K
|
1.53K
$76.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
130+ 0.44% |
$7.06K - $8.2K
|
29.9K
$1.5M
|