Purchases and Sales Made in Q4 2024 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
1.66M+ 58.46% |
$86.6M - $105M
|
4.5M
$237M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
484KNew |
$25.2M - $30.6M
|
484K
$25.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
477K+ 21.12% |
$24.9M - $30.2M
|
2.74M
$144M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
315KNew |
$16.4M - $20M
|
315K
$16.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
285KNew |
$14.9M - $18.1M
|
285K
$15M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
283K+ 5.72% |
$14.7M - $17.9M
|
5.22M
$274M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
243K+ 105.69% |
$12.7M - $15.4M
|
473K
$24.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
203KNew |
$10.6M - $12.9M
|
203K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
194KNew |
$10.1M - $12.3M
|
194K
$10.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
169K+ 1341.13% |
$8.8M - $10.7M
|
181K
$9.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
150K+ 352.18% |
$7.83M - $9.51M
|
193K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
119K+ 46.67% |
$6.22M - $7.55M
|
375K
$19.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
119K+ 122.15% |
$6.2M - $7.53M
|
216K
$11.4M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
113K+ 11.52% |
$5.9M - $7.17M
|
1.1M
$57.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
107K+ 13.82% |
$5.6M - $6.81M
|
885K
$46.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
93.6KNew |
$4.88M - $5.93M
|
93.6K
$4.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Ruffer LLP
|
BUY
|
- |
79.5KNew |
$4.15M - $5.04M
|
79.5K
$4.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
BUY
|
- |
73.7KNew |
$3.84M - $4.67M
|
73.7K
$3.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
70.5K+ 54.28% |
$3.68M - $4.47M
|
200K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
59.9KNew |
$3.12M - $3.8M
|
59.9K
$3.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
57.2K+ 17.51% |
$2.98M - $3.63M
|
384K
$20.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
56.2KNew |
$2.93M - $3.56M
|
56.2K
$2.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
49.7KNew |
$2.59M - $3.15M
|
49.7K
$2.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
45KNew |
$2.35M - $2.85M
|
45K
$2.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
39.4KNew |
$2.05M - $2.49M
|
39.4K
$2.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36.5KNew |
$1.9M - $2.31M
|
36.5K
$1.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
35.9K+ 0.25% |
$1.87M - $2.28M
|
14.3M
$750M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
34.1K+ 10.1% |
$1.78M - $2.16M
|
372K
$19.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
30.5KNew |
$1.59M - $1.93M
|
30.5K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
30.1K+ 50.25% |
$1.57M - $1.91M
|
90K
$4.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
28.1K+ 143.03% |
$1.46M - $1.78M
|
47.7K
$2.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.2K+ 34.36% |
$1.31M - $1.6M
|
98.6K
$5.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
19.6K+ 2.98% |
$1.02M - $1.24M
|
676K
$35.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
17.1KNew |
$891K - $1.08M
|
17.1K
$898K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
15.5KNew |
$807K - $981K
|
15.5K
$814K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15.4K+ 17.8% |
$802K - $974K
|
102K
$5.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
13.1K+ 12.15% |
$683K - $829K
|
121K
$6.35M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
12.4K+ 26.8% |
$646K - $785K
|
58.6K
$3.08M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
10.6KNew |
$551K - $670K
|
10.6K
$556K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
10.2K+ 232.39% |
$534K - $649K
|
14.6K
$770K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.2K+ 28.08% |
$532K - $647K
|
46.6K
$2.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.1K+ 39.06% |
$527K - $641K
|
36K
$1.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
9.68KNew |
$505K - $613K
|
9.68K
$509K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
9.37K+ 28.9% |
$489K - $594K
|
41.8K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
8.75KNew |
$456K - $554K
|
8.75K
$460K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
8.7K+ 22.98% |
$453K - $551K
|
46.5K
$2.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
7.01KNew |
$365K - $444K
|
7.01K
$369K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
6.99K+ 15.35% |
$364K - $443K
|
52.5K
$2.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
6.94K+ 99.57% |
$362K - $439K
|
13.9K
$731K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.86KNew |
$357K - $434K
|
6.86K
$361K
|