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 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
128+ 1.33% |
$6.95K - $8.07K
|
9.79K
$491K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
120+ 0.41% |
$6.52K - $7.56K
|
29.2K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
111+ 1.92% |
$6.03K - $7K
|
5.88K
$295K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
108New |
$5.87K - $6.81K
|
108
$5.41K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
105+ 2.61% |
$5.7K - $6.62K
|
4.13K
$207K
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.31% |
$5.43K - $6.3K
|
32.2K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
97+ 1.06% |
$5.27K - $6.11K
|
9.21K
$462K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
97+ 1.17% |
$5.27K - $6.11K
|
8.37K
$420K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
96New |
$5.21K - $6.05K
|
96
$4.81K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
85+ 8500.0% |
$4.62K - $5.36K
|
86
$4.31K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
79+ 1.21% |
$4.29K - $4.98K
|
6.61K
$331K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
69+ 6.81% |
$3.75K - $4.35K
|
1.08K
$54.2K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
69+ 985.71% |
$3.75K - $4.35K
|
76
$3.81K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
58+ 0.47% |
$3.15K - $3.66K
|
12.3K
$619K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
58New |
$3.15K - $3.66K
|
58
$2.91K
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
57+ 0.03% |
$3.1K - $3.59K
|
170K
$8.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
56+ 8.47% |
$3.04K - $3.53K
|
717
$35.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
50New |
$2.72K - $3.15K
|
50
$2.51K
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
41+ 0.67% |
$2.23K - $2.58K
|
6.2K
$311K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
41New |
$2.23K - $2.58K
|
41
$2.06K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38+ 0.66% |
$2.06K - $2.4K
|
5.78K
$290K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
38New |
$2.06K - $2.4K
|
38
$1.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
36+ 4.59% |
$1.96K - $2.27K
|
821
$41.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
36+ 28.13% |
$1.96K - $2.27K
|
164
$8.22K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
35+ 0.49% |
$1.9K - $2.21K
|
7.2K
$361K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
32+ 0.75% |
$1.74K - $2.02K
|
4.33K
$217K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
27New |
$1.47K - $1.7K
|
27
$1.35K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
26+ 0.68% |
$1.41K - $1.64K
|
3.83K
$192K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
24+ 114.29% |
$1.3K - $1.51K
|
45
$2.26K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
20+ 13.25% |
$1.09K - $1.26K
|
171
$8.57K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
19+ 9.05% |
$1.03K - $1.2K
|
229
$11.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
18New |
$978 - $1.13K
|
18
$902
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
16New |
$869 - $1.01K
|
16
$802
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
13New |
$706 - $820
|
13
$652
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
12+ 0.29% |
$652 - $756
|
4.21K
$211K
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10+ 0.25% |
$543 - $630
|
4.04K
$203K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
9+ 0.22% |
$489 - $567
|
4.05K
$203K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8+ 0.36% |
$435 - $504
|
2.24K
$112K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 3.7% |
$435 - $504
|
224
$11.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8+ 400.0% |
$435 - $504
|
10
$501
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8+ 7.55% |
$435 - $504
|
114
$5.71K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 233.33% |
$380 - $441
|
10
$501
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6+ 200.0% |
$326 - $378
|
9
$451
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5New |
$272 - $315
|
5
$251
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
5+ 0.11% |
$272 - $315
|
4.41K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 100.0% |
$272 - $315
|
10
$501
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4+ 80.0% |
$217 - $252
|
9
$451
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4+ 0.04% |
$217 - $252
|
10.9K
$545K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 1.12% |
$163 - $189
|
272
$13.6K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
3New |
$163 - $189
|
3
$150
|