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 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$261 - $317
|
5
$263
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4+ 1.36% |
$209 - $253
|
298
$15.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3+ 0.47% |
$156 - $190
|
640
$33.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.46% |
$104 - $127
|
438
$23K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.5% |
$104 - $127
|
400
$21K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1+ 0.25% |
$52.1 - $63.4
|
401
$21.1K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$52.1 - $63.4
|
1.98K
$104K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1New |
$52.1 - $63.4
|
1
$52.6
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 12.9% |
$209 - $253
|
27
$1.42K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 3.93% |
$365 - $444
|
171
$8.99K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7- 0.12% |
$365 - $444
|
5.66K
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-9- 11.54% |
$469 - $570
|
69
$3.63K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-10- 0.01% |
$521 - $634
|
95.1K
$5M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-13- 0.28% |
$678 - $824
|
4.69K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20- 6.31% |
$1.04K - $1.27K
|
297
$15.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-23- 25.56% |
$1.2K - $1.46K
|
67
$3.52K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-36- 21.69% |
$1.88K - $2.28K
|
130
$6.84K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-36- 0.01% |
$1.88K - $2.28K
|
410K
$21.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-48- 1.06% |
$2.5K - $3.04K
|
4.49K
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 2.22% |
$2.61K - $3.17K
|
2.2K
$116K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-54- 0.24% |
$2.82K - $3.42K
|
22.9K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-59- 0.63% |
$3.08K - $3.74K
|
9.34K
$491K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-59- 1.09% |
$3.08K - $3.74K
|
5.33K
$280K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-66- 8.86% |
$3.44K - $4.18K
|
679
$35.7K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-68- 0.63% |
$3.55K - $4.31K
|
10.7K
$561K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-69- 1.57% |
$3.6K - $4.37K
|
4.32K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-84- 0.39% |
$4.38K - $5.32K
|
21.2K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-106- 2.35% |
$5.53K - $6.72K
|
4.4K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-119- 0.28% |
$6.2K - $7.54K
|
41.9K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-119- 8.35% |
$6.2K - $7.54K
|
1.31K
$68.7K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-140- 0.08% |
$7.3K - $8.87K
|
168K
$8.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-143- 2.06% |
$7.46K - $9.06K
|
6.79K
$357K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-153- 2.07% |
$7.98K - $9.69K
|
7.23K
$380K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-218- 0.43% |
$11.4K - $13.8K
|
50.9K
$2.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-236- 0.55% |
$12.3K - $15K
|
42.8K
$2.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-246- 1.1% |
$12.8K - $15.6K
|
22.1K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-251- 1.01% |
$13.1K - $15.9K
|
24.6K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-259- 0.85% |
$13.5K - $16.4K
|
30.4K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-278- 96.86% |
$14.5K - $17.6K
|
9
$473
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-400- 1.11% |
$20.9K - $25.3K
|
35.7K
$1.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-431- 1.17% |
$22.5K - $27.3K
|
36.3K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-434- 2.51% |
$22.6K - $27.5K
|
16.8K
$885K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-446- 9.61% |
$23.3K - $28.3K
|
4.2K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-460- 6.9% |
$24K - $29.1K
|
6.21K
$327K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-462- 3.39% |
$24.1K - $29.3K
|
13.2K
$692K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-494- 4.55% |
$25.8K - $31.3K
|
10.4K
$545K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-500- 1.76% |
$26.1K - $31.7K
|
27.9K
$1.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-504- 1.64% |
$26.3K - $31.9K
|
30.3K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-512- 1.65% |
$26.7K - $32.4K
|
30.5K
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-548- 4.98% |
$28.6K - $34.7K
|
10.5K
$550K
|