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 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-246- 1.1% |
$12.8K - $15.6K
|
22.1K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-248- 5.08% |
$12.9K - $15.7K
|
4.63K
$242K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-251- 1.01% |
$13.1K - $15.9K
|
24.6K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-256- 2.72% |
$13.3K - $16.2K
|
9.16K
$479K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-259- 0.85% |
$13.5K - $16.4K
|
30.4K
$1.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-278- 96.86% |
$14.5K - $17.6K
|
9
$471
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-304- 5.46% |
$15.9K - $19.3K
|
5.27K
$276K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-400- 1.11% |
$20.9K - $25.3K
|
35.7K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-431- 1.17% |
$22.5K - $27.3K
|
36.3K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-434- 2.51% |
$22.6K - $27.5K
|
16.8K
$881K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-439- 2.88% |
$22.9K - $27.8K
|
14.8K
$775K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-446- 9.61% |
$23.3K - $28.3K
|
4.2K
$220K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-460- 6.9% |
$24K - $29.1K
|
6.21K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-462- 3.39% |
$24.1K - $29.3K
|
13.2K
$688K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-494- 4.55% |
$25.8K - $31.3K
|
10.4K
$542K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-500- 1.76% |
$26.1K - $31.7K
|
27.9K
$1.46M
|
|
|
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
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-512- 1.65% |
$26.7K - $32.4K
|
30.5K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-548- 4.98% |
$28.6K - $34.7K
|
10.5K
$547K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-568- 43.79% |
$29.6K - $36K
|
729
$38.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-578- 3.16% |
$30.1K - $36.6K
|
17.7K
$928K
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-658- 0.52% |
$34.3K - $41.7K
|
125K
$6.56M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 2.11% |
$36.5K - $44.4K
|
32.5K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 1.81% |
$36.5K - $44.4K
|
38K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-708- 3.72% |
$36.9K - $44.9K
|
18.3K
$959K
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-729- 3.51% |
$38K - $46.2K
|
20K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-931- 0.3% |
$48.5K - $59K
|
313K
$16.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-954- 7.73% |
$49.7K - $60.4K
|
11.4K
$596K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.05K- 17.72% |
$54.5K - $66.3K
|
4.86K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.06K- 18.19% |
$55.4K - $67.4K
|
4.78K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.13K- 2.11% |
$59K - $71.7K
|
52.5K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.19K- 4.15% |
$62K - $75.3K
|
27.5K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.28K- 4.58% |
$66.6K - $80.9K
|
26.6K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.28K- 8.03% |
$66.6K - $81K
|
14.6K
$766K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.28K- 48.1% |
$66.7K - $81.1K
|
1.38K
$72.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.36K- 2.25% |
$71.1K - $86.4K
|
59.1K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1.56K- 2.74% |
$81.5K - $99.1K
|
55.4K
$2.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.75K- 18.27% |
$91.4K - $111K
|
7.84K
$410K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1.87K- 27.05% |
$97.2K - $118K
|
5.03K
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.98K- 1.0% |
$103K - $125K
|
196K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-2K- 15.87% |
$104K - $127K
|
10.6K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.07K- 29.46% |
$108K - $131K
|
4.95K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.15K- 4.32% |
$112K - $136K
|
47.6K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.17K- 1.63% |
$113K - $137K
|
131K
$6.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-2.35K- 18.54% |
$123K - $149K
|
10.3K
$541K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.66K- 7.63% |
$139K - $168K
|
32.2K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.71K- 19.44% |
$141K - $172K
|
11.2K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2.76K- 4.5% |
$144K - $175K
|
58.6K
$3.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.91K- 5.51% |
$152K - $184K
|
49.8K
$2.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-2.95K- 2.6% |
$154K - $187K
|
111K
$5.79M
|