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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-17.9K- 12.75% |
$466K - $538K
|
123K
$3.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
939+ 3.28% |
$24.4K - $28.2K
|
29.5K
$946K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-32.3K- 78.06% |
$841K - $971K
|
9.09K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Westerly Capital Management, LLC
San Francisco, CA |
BUY
|
- |
60KNew |
$1.56M - $1.8M
|
60K
$1.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Advent Capital Management
New York, NY |
BUY
|
CALL |
200KNew |
$5.2M - $6.01M
|
200K
$6.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
776+ 9.7% |
$20.2K - $23.3K
|
8.77K
$281K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.87K- 10.56% |
$48.7K - $56.2K
|
15.9K
$508K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.89KNew |
$179K - $207K
|
6.89K
$221K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
95New |
$2.47K - $2.85K
|
95
$3.04K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
29New |
$755 - $871
|
29
$928
|
|
|
Aug 03, 2023
Q2 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-3.41K- 16.7% |
$88.6K - $102K
|
17K
$544K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.3KNew |
$425K - $491K
|
16.3K
$523K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
4+ 0.05% |
$104 - $120
|
7.69K
$246K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-484- 95.46% |
$12.6K - $14.5K
|
23
$736
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
86+ 1.14% |
$2.24K - $2.58K
|
7.6K
$243K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.6KNew |
$67.7K - $78.1K
|
2.6K
$83.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
8.57KNew |
$223K - $257K
|
8.57K
$274K
|
|
|
Jul 25, 2023
Q2 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
7.25KNew |
$189K - $218K
|
7.25K
$232K
|
|
|
Jul 25, 2023
Q2 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
12.3KNew |
$321K - $370K
|
12.3K
$395K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
4.32KNew |
$112K - $130K
|
4.32K
$138K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 11.76% |
$52 - $60.1
|
19
$608
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
8.47KNew |
$220K - $254K
|
8.47K
$271K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-10.8KClosed |
$273K - $374K
|
0
$0
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
12.7KNew |
$321K - $440K
|
12.7K
$406K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
23.9KNew |
$604K - $829K
|
23.9K
$765K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-11.2K- 91.83% |
$284K - $390K
|
1K
$32K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-14.8KClosed |
$375K - $514K
|
0
$0
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.4KNew |
$312K - $428K
|
12.4K
$395K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
25.3KNew |
$640K - $878K
|
25.3K
$811K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2- 0.38% |
$50.5 - $69.4
|
519
$16.6K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
CALL |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
186KNew |
$4.7M - $6.44M
|
186K
$5.95M
|
|
|
May 15, 2023
Q1 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
8.63KNew |
$218K - $299K
|
8.63K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
BUY
|
CALL |
3KNew |
$75.8K - $104K
|
3K
$96K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-361- 2.72% |
$9.12K - $12.5K
|
12.9K
$413K
|
|
|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
39.2KNew |
$990K - $1.36M
|
39.2K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
566+ 2.44% |
$14.3K - $19.6K
|
23.8K
$761K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
13.9K+ 637.47% |
$352K - $483K
|
16.1K
$516K
|
|
|
May 15, 2023
Q1 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-51.6K- 18.46% |
$1.3M - $1.79M
|
228K
$7.3M
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
7.6K+ 58.63% |
$192K - $263K
|
20.6K
$658K
|
|
|
May 12, 2023
Q1 2023
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-15- 0.03% |
$379 - $520
|
46.5K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
8.58KNew |
$217K - $298K
|
8.58K
$275K
|
|
|
May 12, 2023
Q1 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
9.93KNew |
$251K - $344K
|
9.93K
$318K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
CALL |
100KNew |
$2.53M - $3.47M
|
100K
$3.2M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-100Closed |
$2.53K - $3.47K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-45- 50.0% |
$1.14K - $1.56K
|
45
$1.44K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-14.4K- 21.02% |
$365K - $501K
|
54.2K
$1.74M
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-162- 12.66% |
$4.09K - $5.62K
|
1.12K
$35.8K
|
|
|
May 09, 2023
Q1 2023
|
Roubaix Capital, LLC
|
SELL
|
- |
-15.1K- 20.26% |
$382K - $524K
|
59.4K
$1.9M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
924KNew |
$23.4M - $32.1M
|
924K
$29.6M
|
|