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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
7New |
$166 - $187
|
7
$224
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.2KNew |
$243K - $273K
|
10.2K
$327K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-200- 74.63% |
$4.75K - $5.34K
|
68
$2.18K
|
|
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
1.87KNew |
$44.5K - $50K
|
1.87K
$60K
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-20.3K- 44.23% |
$482K - $542K
|
25.6K
$819K
|
|
|
Feb 01, 2024
Q4 2023
|
Ursa Fund Management, LLC
|
BUY
|
- |
49KNew |
$1.16M - $1.31M
|
49K
$1.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Ursa Fund Management, LLC
|
BUY
|
CALL |
122KNew |
$2.9M - $3.26M
|
122K
$3.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
36.6K+ 78.81% |
$869K - $977K
|
83K
$2.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-9.62K- 14.36% |
$228K - $257K
|
57.4K
$1.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7.22KNew |
$171K - $193K
|
7.22K
$231K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
68New |
$1.61K - $1.81K
|
68
$2.18K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-103- 0.68% |
$2.45K - $2.75K
|
15.1K
$482K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-11.8K- 52.89% |
$279K - $314K
|
10.5K
$336K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
777New |
$18.4K - $20.7K
|
777
$24.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-6.95K- 13.51% |
$165K - $185K
|
44.5K
$1.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
4KNew |
$95K - $107K
|
4K
$128K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
117New |
$2.78K - $3.12K
|
117
$3.75K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
531+ 0.93% |
$12.8K - $16.8K
|
57.3K
$1.84M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12New |
$289 - $379
|
12
$384
|
|
|
Nov 14, 2023
Q3 2023
|
Ophir Asset Management Pty LTD
|
BUY
|
- |
124K+ 14.78% |
$2.98M - $3.92M
|
963K
$30.8M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
9New |
$217 - $284
|
9
$288
|
|
|
Nov 14, 2023
Q3 2023
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
160KNew |
$3.85M - $5.05M
|
160K
$5.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-652- 0.25% |
$15.7K - $20.6K
|
258K
$8.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.16K- 1.09% |
$27.9K - $36.6K
|
105K
$3.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.58KNew |
$38.1K - $50K
|
1.58K
$50.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.29K+ 10.47% |
$31.1K - $40.9K
|
13.7K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-10.4K- 7.59% |
$250K - $328K
|
127K
$4.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-778K- 73.46% |
$18.7M - $24.6M
|
281K
$9M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
12+ 26.67% |
$289 - $379
|
57
$1.82K
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-5.81K- 3.31% |
$140K - $184K
|
170K
$5.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-158K- 6.24% |
$3.8M - $4.98M
|
2.37M
$75.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-35- 0.18% |
$842 - $1.1K
|
19.9K
$637K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-15.9K- 39.44% |
$383K - $503K
|
24.5K
$783K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.26K- 11.66% |
$30.4K - $39.9K
|
9.58K
$307K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
124KNew |
$2.98M - $3.91M
|
124K
$3.97M
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-32- 9.76% |
$770 - $1.01K
|
296
$9.47K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9KNew |
$217K - $284K
|
9K
$288K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
682+ 8.47% |
$16.4K - $21.5K
|
8.74K
$280K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-55.8K- 82.29% |
$1.34M - $1.76M
|
12K
$384K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
57New |
$1.37K - $1.8K
|
57
$1.82K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-19.3K- 60.37% |
$466K - $611K
|
12.7K
$407K
|
|
|
Oct 12, 2023
Q3 2023
|
Legato Capital Management LLC
|
BUY
|
- |
21.6KNew |
$519K - $681K
|
21.6K
$690K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-13.7K- 58.22% |
$330K - $434K
|
9.86K
$315K
|
|
| Q2 2023 | |||||||
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-7.45KClosed |
$194K - $224K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.11K+ 27.08% |
$80.9K - $93.5K
|
14.6K
$467K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
13.1KNew |
$341K - $394K
|
13.1K
$419K
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
78.1K+ 20.09% |
$2.03M - $2.35M
|
467K
$14.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
CALL |
15KNew |
$390K - $451K
|
15K
$480K
|
|
|
Aug 14, 2023
Q2 2023
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
358KNew |
$9.33M - $10.8M
|
358K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-89- 9.32% |
$2.32K - $2.67K
|
866
$27.7K
|
|