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 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
532New |
$27.7K - $33.7K
|
532
$28K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
525+ 6.91% |
$27.4K - $33.3K
|
8.13K
$427K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
500New |
$26.1K - $31.7K
|
500
$26.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
481+ 1.03% |
$25.1K - $30.5K
|
47.2K
$2.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
423+ 3.99% |
$22.1K - $26.8K
|
11K
$580K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
400New |
$20.9K - $25.3K
|
400
$21K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
392+ 3.86% |
$20.4K - $24.8K
|
10.6K
$555K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
359+ 7.53% |
$18.7K - $22.7K
|
5.12K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
338+ 0.84% |
$17.6K - $21.4K
|
40.5K
$2.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
331+ 1.29% |
$17.3K - $21K
|
26K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
312New |
$16.3K - $19.8K
|
312
$16.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
300+ 6.56% |
$15.6K - $19K
|
4.88K
$256K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
289+ 52.64% |
$15.1K - $18.3K
|
838
$44.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
282+ 352.5% |
$14.7K - $17.9K
|
362
$19K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
274+ 7.67% |
$14.3K - $17.4K
|
3.85K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
268+ 7.46% |
$14K - $17K
|
3.86K
$203K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
259+ 3.89% |
$13.5K - $16.4K
|
6.91K
$363K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
258+ 64.5% |
$13.5K - $16.3K
|
658
$34.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
233+ 1.92% |
$12.1K - $14.8K
|
12.4K
$650K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
225+ 1406.25% |
$11.7K - $14.3K
|
241
$12.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
222+ 5.49% |
$11.6K - $14.1K
|
4.26K
$224K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
146+ 28.57% |
$7.61K - $9.25K
|
657
$34.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
123New |
$6.41K - $7.79K
|
123
$6.47K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
119+ 1.25% |
$6.2K - $7.54K
|
9.67K
$509K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
117+ 1.34% |
$6.1K - $7.41K
|
8.85K
$466K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
100+ 57.14% |
$5.21K - $6.34K
|
275
$14.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
100+ 1.05% |
$5.21K - $6.34K
|
9.61K
$505K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
86New |
$4.48K - $5.45K
|
86
$4.52K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
79+ 0.31% |
$4.12K - $5.01K
|
25.9K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
63+ 37.5% |
$3.28K - $3.99K
|
231
$12.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
60+ 0.84% |
$3.13K - $3.8K
|
7.2K
$378K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
58New |
$3.02K - $3.67K
|
58
$3.05K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
56+ 7.2% |
$2.92K - $3.55K
|
834
$43.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
51+ 1.19% |
$2.66K - $3.23K
|
4.33K
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
47+ 9.13% |
$2.45K - $2.98K
|
562
$29.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
40+ 0.61% |
$2.09K - $2.53K
|
6.63K
$349K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.6% |
$1.77K - $2.15K
|
5.7K
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
29New |
$1.51K - $1.84K
|
29
$1.53K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
27+ 3.38% |
$1.41K - $1.71K
|
827
$43.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
26+ 53.06% |
$1.36K - $1.65K
|
75
$3.94K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
21+ 40.38% |
$1.09K - $1.33K
|
73
$3.84K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
21New |
$1.09K - $1.33K
|
21
$1.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15New |
$782 - $950
|
15
$789
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
14+ 0.95% |
$730 - $887
|
1.49K
$78.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13+ 0.54% |
$678 - $824
|
2.42K
$127K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 4.17% |
$469 - $570
|
225
$11.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
9+ 0.21% |
$469 - $570
|
4.26K
$224K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8New |
$417 - $507
|
8
$421
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7New |
$365 - $444
|
7
$368
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 116.67% |
$365 - $444
|
13
$684
|