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 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-568- 43.79% |
$29.6K - $36K
|
729
$38.3K
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-578- 3.16% |
$30.1K - $36.6K
|
17.7K
$932K
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-658- 0.52% |
$34.3K - $41.7K
|
125K
$6.59M
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 1.81% |
$36.5K - $44.4K
|
38K
$2M
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 2.11% |
$36.5K - $44.4K
|
32.5K
$1.71M
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-708- 3.72% |
$36.9K - $44.9K
|
18.3K
$964K
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-931- 0.3% |
$48.5K - $59K
|
313K
$16.5M
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-954- 7.73% |
$49.7K - $60.4K
|
11.4K
$599K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.05K- 17.72% |
$54.5K - $66.3K
|
4.86K
$255K
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.28K- 8.03% |
$66.6K - $81K
|
14.6K
$770K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.28K- 48.1% |
$66.7K - $81.1K
|
1.38K
$72.6K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.75K- 18.27% |
$91.4K - $111K
|
7.84K
$412K
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-2.35K- 18.54% |
$123K - $149K
|
10.3K
$544K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.66K- 7.63% |
$139K - $168K
|
32.2K
$1.69M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.71K- 19.44% |
$141K - $172K
|
11.2K
$590K
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.91K- 5.51% |
$152K - $184K
|
49.8K
$2.62M
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.05K- 4.04% |
$159K - $193K
|
72.4K
$3.81M
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-3.1K- 36.0% |
$162K - $196K
|
5.51K
$290K
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.5K- 3.71% |
$182K - $222K
|
90.8K
$4.77M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.64K- 2.25% |
$190K - $231K
|
158K
$8.33M
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.09K- 35.42% |
$213K - $259K
|
7.45K
$392K
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-4.15K- 8.64% |
$216K - $263K
|
43.9K
$2.31M
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.37K- 6.24% |
$228K - $277K
|
65.7K
$3.46M
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-7.06K- 4.09% |
$368K - $447K
|
165K
$8.7M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-8.13K- 27.79% |
$424K - $515K
|
21.1K
$1.11M
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-8.34K- 96.87% |
$435K - $529K
|
270
$14.2K
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-8.5K- 5.17% |
$443K - $539K
|
156K
$8.21M
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-10.8K- 13.01% |
$565K - $687K
|
72.5K
$3.81M
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-11.1K- 58.12% |
$579K - $704K
|
8K
$421K
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-13.1K- 16.27% |
$681K - $827K
|
67.2K
$3.53M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-18.5K- 75.43% |
$965K - $1.17M
|
6.03K
$317K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-22.3K- 60.54% |
$1.16M - $1.41M
|
14.5K
$763K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-22.5K- 97.55% |
$1.17M - $1.42M
|
566
$29.8K
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-22.6K- 85.64% |
$1.18M - $1.43M
|
3.8K
$200K
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-25.3K- 24.31% |
$1.32M - $1.6M
|
78.8K
$4.14M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.9K- 76.0% |
$1.71M - $2.08M
|
10.4K
$546K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-47.4K- 59.54% |
$2.47M - $3.01M
|
32.2K
$1.7M
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-68.6K- 57.47% |
$3.58M - $4.35M
|
50.8K
$2.67M
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-123K- 54.31% |
$6.41M - $7.78M
|
103K
$5.44M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-216K- 22.71% |
$11.3M - $13.7M
|
736K
$38.7M
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-425K- 85.07% |
$22.2M - $26.9M
|
74.6K
$3.92M
|