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
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.5K- 3.71% |
$182K - $222K
|
90.8K
$5.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.64K- 2.25% |
$190K - $231K
|
158K
$8.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-3.72K- 23.74% |
$194K - $236K
|
11.9K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.84K- 3.4% |
$200K - $243K
|
109K
$6.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.94K- 12.56% |
$205K - $250K
|
27.4K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.09K- 35.42% |
$213K - $259K
|
7.45K
$414K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-4.15K- 8.64% |
$216K - $263K
|
43.9K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.26K- 21.84% |
$222K - $270K
|
15.2K
$847K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.37K- 6.24% |
$228K - $277K
|
65.7K
$3.65M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.63K- 17.84% |
$242K - $294K
|
21.3K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-4.97K- 0.51% |
$259K - $315K
|
967K
$53.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-5.32K- 2.82% |
$277K - $337K
|
183K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.42K- 5.19% |
$282K - $343K
|
98.9K
$5.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.83K- 6.36% |
$304K - $370K
|
85.8K
$4.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.88K- 35.31% |
$359K - $436K
|
12.6K
$701K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-6.9K- 32.35% |
$360K - $437K
|
14.4K
$802K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-7.06K- 4.09% |
$368K - $447K
|
165K
$9.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-7.69K- 19.2% |
$401K - $487K
|
32.3K
$1.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-8.13K- 27.79% |
$424K - $515K
|
21.1K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-8.34K- 96.87% |
$435K - $529K
|
270
$15K
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-8.5K- 5.17% |
$443K - $539K
|
156K
$8.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-10.4K- 47.26% |
$541K - $657K
|
11.6K
$644K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-10.5K- 48.48% |
$548K - $666K
|
11.2K
$621K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-10.8K- 13.01% |
$565K - $687K
|
72.5K
$4.03M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-10.9K- 12.93% |
$569K - $691K
|
73.4K
$4.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-11.1K- 58.12% |
$579K - $704K
|
8K
$445K
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-12K- 5.85% |
$626K - $761K
|
193K
$10.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-13.1K- 16.27% |
$681K - $827K
|
67.2K
$3.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-13.6K- 49.82% |
$708K - $860K
|
13.7K
$760K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-13.9K- 23.61% |
$723K - $878K
|
44.8K
$2.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-14.2K- 0.54% |
$739K - $898K
|
2.6M
$145M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.9K- 17.31% |
$778K - $945K
|
71.3K
$3.96M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.9K- 59.76% |
$778K - $945K
|
10K
$559K
|
|
|
Feb 13, 2025
Q4 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-15.4K- 8.66% |
$805K - $978K
|
163K
$9.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-16.4K- 73.87% |
$855K - $1.04M
|
5.8K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-16.7K- 63.59% |
$873K - $1.06M
|
9.58K
$533K
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-16.8K- 5.59% |
$875K - $1.06M
|
284K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-16.9K- 62.23% |
$881K - $1.07M
|
10.3K
$570K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-17K- 12.83% |
$888K - $1.08M
|
116K
$6.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-17.7K- 53.21% |
$924K - $1.12M
|
15.6K
$866K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-18.5K- 75.43% |
$965K - $1.17M
|
6.03K
$335K
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-18.6K- 3.29% |
$968K - $1.18M
|
546K
$30.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Whale Capital LLP
London, X0 |
SELL
|
- |
-21.8K- 4.26% |
$1.14M - $1.38M
|
490K
$27.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-22.3K- 60.54% |
$1.16M - $1.41M
|
14.5K
$806K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-22.5K- 97.55% |
$1.17M - $1.42M
|
566
$31.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-22.6K- 85.64% |
$1.18M - $1.43M
|
3.8K
$211K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-25.3K- 24.31% |
$1.32M - $1.6M
|
78.8K
$4.38M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-28.4K- 59.59% |
$1.48M - $1.8M
|
19.3K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-29.9K- 36.4% |
$1.56M - $1.9M
|
52.3K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-30.4K- 36.84% |
$1.59M - $1.93M
|
52.2K
$2.9M
|