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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
6.7K+ 5.99% |
$349K - $425K
|
119K
$6.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.54K+ 51.54% |
$341K - $415K
|
19.2K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.88KNew |
$306K - $372K
|
5.88K
$309K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.55KNew |
$289K - $352K
|
5.55K
$292K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.38K+ 46.75% |
$281K - $341K
|
16.9K
$888K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
5KNew |
$261K - $317K
|
5K
$263K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.4K+ 49.19% |
$229K - $279K
|
13.3K
$702K
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.05KNew |
$211K - $256K
|
4.05K
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.85KNew |
$201K - $244K
|
3.85K
$203K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.65K+ 2225.61% |
$190K - $231K
|
3.81K
$201K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.28K+ 3.16% |
$171K - $208K
|
107K
$5.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
3.24K+ 27.95% |
$169K - $205K
|
14.8K
$780K
|
|
|
Feb 10, 2025
Q4 2024
|
Kennondale Capital Management LLC
Richmond, VA |
BUY
|
- |
2.97KNew |
$155K - $188K
|
2.97K
$156K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.54K+ 23.92% |
$133K - $161K
|
13.2K
$693K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.32K+ 141.07% |
$121K - $147K
|
3.97K
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
2.28K+ 64.07% |
$119K - $145K
|
5.84K
$307K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.2K+ 0.81% |
$115K - $139K
|
275K
$14.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2.2KNew |
$115K - $139K
|
2.2K
$116K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.09K+ 11.53% |
$109K - $132K
|
20.2K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2KNew |
$104K - $127K
|
2K
$105K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
1.61K+ 4.21% |
$84K - $102K
|
39.9K
$2.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.54K+ 0.84% |
$80.4K - $97.7K
|
184K
$9.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
1.46K+ 26.47% |
$76.2K - $92.6K
|
6.99K
$367K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.46K+ 111.92% |
$75.9K - $92.2K
|
2.76K
$145K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.45K+ 26.5% |
$75.8K - $92.1K
|
6.94K
$365K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.43K+ 1552.17% |
$74.5K - $90.5K
|
1.52K
$79.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.43K+ 779.23% |
$74.4K - $90.4K
|
1.61K
$84.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.41KNew |
$73.7K - $89.5K
|
1.41K
$74.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.34K+ 17.23% |
$69.8K - $84.8K
|
9.1K
$479K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.31K+ 1.52% |
$68.1K - $82.8K
|
87.2K
$4.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.29K+ 15.74% |
$67.3K - $81.7K
|
9.49K
$499K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
1.28K+ 5.85% |
$66.9K - $81.3K
|
23.2K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.25K+ 13.96% |
$65K - $78.9K
|
10.2K
$535K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.24K+ 45.72% |
$64.7K - $78.6K
|
3.95K
$208K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 6.68% |
$62.7K - $76.2K
|
19.2K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.14K+ 7.2% |
$59.5K - $72.3K
|
17K
$894K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
1.08K+ 2.04% |
$56.1K - $68.1K
|
53.7K
$2.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
892+ 4.54% |
$46.5K - $56.5K
|
20.5K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
885+ 14.57% |
$46.1K - $56.1K
|
6.96K
$366K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
869+ 1.9% |
$45.3K - $55.1K
|
46.6K
$2.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
867New |
$45.2K - $54.9K
|
867
$45.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
803+ 3.23% |
$41.9K - $50.9K
|
25.7K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
784+ 4.15% |
$40.9K - $49.7K
|
19.7K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
766+ 24.73% |
$39.9K - $48.5K
|
3.86K
$203K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
710+ 7.49% |
$37K - $45K
|
10.2K
$536K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
693+ 12.0% |
$36.1K - $43.9K
|
6.47K
$340K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
687+ 19.35% |
$35.8K - $43.5K
|
4.24K
$223K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
655+ 0.99% |
$34.2K - $41.5K
|
66.8K
$3.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
581+ 2.66% |
$30.3K - $36.8K
|
22.4K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
555New |
$28.9K - $35.2K
|
555
$29.2K
|