Latest Institutional Transactions on Box Inc (BOX)
This table provides information on the latest institutional transactions involving Box Inc (BOX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-1.16K- 9.69% |
$36.1K - $39K
|
10.8K
$347K
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-985- 5.62% |
$30.6K - $33K
|
16.5K
$529K
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.21K+ 1.51% |
$37.6K - $40.5K
|
81.1K
$2.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
195+ 90.7% |
$6.07K - $6.54K
|
410
$13.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 6.25% |
$31.1 - $33.5
|
17
$544
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
55New |
$1.71K - $1.84K
|
55
$1.76K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
159+ 8.27% |
$4.95K - $5.33K
|
2.08K
$66.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
361New |
$11.2K - $12.1K
|
361
$11.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.33K+ 11.24% |
$41.4K - $44.6K
|
13.2K
$421K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9New |
$280 - $302
|
9
$288
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 27.27% |
$93.3 - $101
|
8
$256
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.81K- 12.85% |
$181K - $195K
|
39.4K
$1.26M
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
4.81K+ 11.31% |
$150K - $161K
|
47.3K
$1.52M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
865New |
$26.9K - $29K
|
865
$27.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 10.0% |
$436 - $469
|
154
$4.93K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
387+ 1.44% |
$12K - $13K
|
27.3K
$873K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.18K- 13.64% |
$130K - $140K
|
26.5K
$847K
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-900- 65.93% |
$28K - $30.2K
|
465
$14.9K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-8- 14.29% |
$249 - $268
|
48
$1.54K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
96New |
$2.99K - $3.22K
|
96
$3.07K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.3% |
$6.22K - $6.71K
|
66.4K
$2.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
40+ 10.08% |
$1.24K - $1.34K
|
437
$14K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-528- 15.03% |
$16.4K - $17.7K
|
2.99K
$95.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-7- 18.42% |
$218 - $235
|
31
$992
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
585+ 1.42% |
$18.2K - $19.6K
|
41.8K
$1.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.03K+ 1.67% |
$31.9K - $34.4K
|
62.5K
$2M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
16New |
$498 - $536
|
16
$512
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-2- 1.79% |
$62.2 - $67.1
|
110
$3.52K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
172K+ 21.21% |
$5.37M - $5.78M
|
986K
$31.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
29+ 34.94% |
$902 - $972
|
112
$3.59K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-190- 40.43% |
$5.91K - $6.37K
|
280
$8.96K
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.05K+ 5.75% |
$32.7K - $35.2K
|
19.3K
$619K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.36K- 14.64% |
$136K - $146K
|
25.4K
$813K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
914+ 7.05% |
$28.4K - $30.6K
|
13.9K
$444K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
28KNew |
$871K - $939K
|
28K
$897K
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
SELL
|
- |
-84.6K- 4.36% |
$2.63M - $2.84M
|
1.86M
$59.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-45.4K- 12.21% |
$1.41M - $1.52M
|
327K
$10.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-53.7K- 77.82% |
$1.67M - $1.8M
|
15.3K
$490K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-136- 0.93% |
$4.23K - $4.56K
|
14.6K
$466K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.07K- 23.94% |
$64.3K - $69.3K
|
6.57K
$210K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-158- 8.07% |
$4.92K - $5.3K
|
1.8K
$57.6K
|
|
|
Jan 07, 2026
Q4 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-1.01K- 2.26% |
$31.3K - $33.8K
|
43.6K
$1.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-131- 9.63% |
$4.08K - $4.39K
|
1.23K
$39.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.9K- 19.49% |
$59K - $63.6K
|
7.83K
$251K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
600+ 10.56% |
$18.7K - $20.1K
|
6.28K
$201K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-191- 2.65% |
$5.94K - $6.4K
|
7.01K
$224K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.21K- 20.02% |
$37.5K - $40.5K
|
4.82K
$154K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.95K- 5.42% |
$60.4K - $65.7K
|
34K
$1.09M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.05K- 21.29% |
$63.6K - $69.1K
|
7.58K
$243K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-89Closed |
$2.76K - $3K
|
0
$0
|
|