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 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.05% |
$109 - $126
|
3.78K
$189K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 1.56% |
$54.3 - $63
|
65
$3.26K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$54.3 - $63
|
1.98K
$99.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-1- 0.25% |
$54.3 - $63
|
400
$20.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 1.37% |
$54.3 - $63
|
72
$3.61K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.19% |
$54.3 - $63
|
527
$26.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 3.57% |
$54.3 - $63
|
27
$1.35K
|
|
|
Aug 14, 2025
Q2 2025
|
Altshuler Shaham LTD
|
SELL
|
- |
-2- 2.74% |
$109 - $126
|
71
$3.56K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6Closed |
$326 - $378
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-8- 0.16% |
$435 - $504
|
4.95K
$248K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-11- 40.74% |
$598 - $693
|
16
$802
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-25- 2.96% |
$1.36K - $1.58K
|
820
$41.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-26- 0.64% |
$1.41K - $1.64K
|
4.06K
$204K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-26- 0.28% |
$1.41K - $1.64K
|
9.39K
$471K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-29- 19.73% |
$1.58K - $1.83K
|
118
$5.92K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-31- 0.35% |
$1.68K - $1.95K
|
8.71K
$437K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-33- 0.19% |
$1.79K - $2.08K
|
17.7K
$889K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-38- 0.53% |
$2.06K - $2.4K
|
7.16K
$359K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-42- 0.05% |
$2.28K - $2.65K
|
81.8K
$4.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-44- 0.3% |
$2.39K - $2.77K
|
14.5K
$729K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-47- 1.82% |
$2.55K - $2.96K
|
2.54K
$127K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-55- 9.91% |
$2.99K - $3.47K
|
500
$25.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-60- 1.31% |
$3.26K - $3.78K
|
4.52K
$227K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-65- 14.74% |
$3.53K - $4.1K
|
376
$18.8K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-70- 1.34% |
$3.8K - $4.41K
|
5.17K
$259K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-74- 14.15% |
$4.02K - $4.66K
|
449
$22.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-77- 0.88% |
$4.18K - $4.85K
|
8.68K
$435K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-81- 1.12% |
$4.4K - $5.11K
|
7.17K
$359K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-86- 1.3% |
$4.67K - $5.42K
|
6.52K
$327K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-95- 0.48% |
$5.16K - $5.99K
|
19.7K
$989K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-100- 1.77% |
$5.43K - $6.3K
|
5.56K
$279K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-103- 49.76% |
$5.59K - $6.49K
|
104
$5.21K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-110- 1.19% |
$5.98K - $6.93K
|
9.11K
$457K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-112- 2.87% |
$6.08K - $7.06K
|
3.79K
$190K
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-114- 0.26% |
$6.19K - $7.19K
|
43.3K
$2.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-121- 8.25% |
$6.57K - $7.63K
|
1.35K
$67.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-124- 1.23% |
$6.74K - $7.82K
|
9.99K
$501K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-143- 5.89% |
$7.77K - $9.01K
|
2.28K
$114K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-144- 9.88% |
$7.82K - $9.08K
|
1.31K
$65.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-146- 50.0% |
$7.93K - $9.2K
|
146
$7.32K
|
|
|
Aug 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-178- 0.38% |
$9.67K - $11.2K
|
46.3K
$2.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-180- 4.27% |
$9.78K - $11.3K
|
4.04K
$202K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-182- 1.09% |
$9.89K - $11.5K
|
16.5K
$827K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-197- 3.05% |
$10.7K - $12.4K
|
6.26K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-201- 4.71% |
$10.9K - $12.7K
|
4.07K
$204K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-205- 4.56% |
$11.1K - $12.9K
|
4.29K
$215K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-207- 95.39% |
$11.2K - $13K
|
10
$501
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-217- 0.71% |
$11.8K - $13.7K
|
30.2K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-220- 2.18% |
$12K - $13.9K
|
9.85K
$494K
|