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 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4- 0.09% |
$209 - $253
|
4.47K
$249K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 12.9% |
$209 - $253
|
27
$1.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-6- 0.05% |
$313 - $380
|
11.8K
$653K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7- 0.12% |
$365 - $444
|
5.66K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 3.93% |
$365 - $444
|
171
$9.51K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-9- 11.54% |
$469 - $570
|
69
$3.84K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-10- 0.01% |
$521 - $634
|
95.1K
$5.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-10- 0.13% |
$521 - $634
|
7.8K
$434K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-13- 0.28% |
$678 - $824
|
4.69K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-14- 2.16% |
$730 - $887
|
633
$35.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20- 6.31% |
$1.04K - $1.27K
|
297
$16.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-23- 25.56% |
$1.2K - $1.46K
|
67
$3.73K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-27- 0.26% |
$1.41K - $1.71K
|
10.3K
$571K
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-31- 96.88% |
$1.62K - $1.96K
|
1
$55.6
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-36- 0.01% |
$1.88K - $2.28K
|
410K
$22.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-36- 21.69% |
$1.88K - $2.28K
|
130
$7.23K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-48- 1.06% |
$2.5K - $3.04K
|
4.49K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-50- 0.09% |
$2.61K - $3.17K
|
55K
$3.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 2.22% |
$2.61K - $3.17K
|
2.2K
$122K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-54- 0.24% |
$2.82K - $3.42K
|
22.9K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-59- 0.63% |
$3.08K - $3.74K
|
9.34K
$519K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-59- 1.09% |
$3.08K - $3.74K
|
5.33K
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-66- 8.86% |
$3.44K - $4.18K
|
679
$37.8K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-68- 0.63% |
$3.55K - $4.31K
|
10.7K
$593K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-69- 1.57% |
$3.6K - $4.37K
|
4.32K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-79- 50.0% |
$4.12K - $5.01K
|
79
$4.39K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-79- 50.0% |
$4.12K - $5.01K
|
79
$4.39K
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-84- 0.39% |
$4.38K - $5.32K
|
21.2K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-105- 8.62% |
$5.47K - $6.65K
|
1.11K
$61.9K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-106- 2.35% |
$5.53K - $6.72K
|
4.4K
$245K
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-111- 1.39% |
$5.79K - $7.03K
|
7.85K
$437K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-119- 0.28% |
$6.2K - $7.54K
|
41.9K
$2.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-119- 8.35% |
$6.2K - $7.54K
|
1.31K
$72.7K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-140- 0.08% |
$7.3K - $8.87K
|
168K
$9.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-143- 2.06% |
$7.46K - $9.06K
|
6.79K
$378K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-153- 2.07% |
$7.98K - $9.69K
|
7.23K
$402K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-197- 1.92% |
$10.3K - $12.5K
|
10K
$559K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-218- 0.43% |
$11.4K - $13.8K
|
50.9K
$2.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-236- 0.55% |
$12.3K - $15K
|
42.8K
$2.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-246- 1.1% |
$12.8K - $15.6K
|
22.1K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-248- 5.08% |
$12.9K - $15.7K
|
4.63K
$257K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-251- 1.01% |
$13.1K - $15.9K
|
24.6K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-256- 2.72% |
$13.3K - $16.2K
|
9.16K
$509K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-259- 0.85% |
$13.5K - $16.4K
|
30.4K
$1.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-278- 96.86% |
$14.5K - $17.6K
|
9
$500
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-304- 5.46% |
$15.9K - $19.3K
|
5.27K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-306- 20.56% |
$16K - $19.4K
|
1.18K
$65.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-400- 1.11% |
$20.9K - $25.3K
|
35.7K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-431- 1.17% |
$22.5K - $27.3K
|
36.3K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-434- 2.51% |
$22.6K - $27.5K
|
16.8K
$936K
|