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 |
---|---|---|---|---|---|---|---|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-3.2KClosed |
$54.1K - $67.9K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-400Closed |
$6.77K - $8.49K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-297Closed |
$5.03K - $6.31K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-16.2KClosed |
$274K - $344K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-3.6KClosed |
$60.9K - $76.4K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-30Closed |
$508 - $637
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Washington Capital Management Inc
|
SELL
|
- |
-28KClosed |
$474K - $594K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.1KClosed |
$238K - $299K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.28KClosed |
$89.3K - $112K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-25.9KClosed |
$439K - $550K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-100Closed |
$1.69K - $2.12K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-500Closed |
$8.46K - $10.6K
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-1KClosed |
$16.9K - $21.2K
|
0
$0
|
|
Q2 2020 | |||||||
Jan 02, 2024
Q2 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
190+ 253.33% |
$2.69K - $4.19K
|
265
$8.36K
|
|
Aug 14, 2020
Q2 2020
|
Clearline Capital LP
New York, NY |
SELL
|
- |
-288KClosed |
$4.08M - $6.36M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-25.5KClosed |
$361K - $562K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-277KClosed |
$3.92M - $6.11M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-19.5KClosed |
$276K - $430K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-16.1KClosed |
$227K - $354K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Savant Capital, LLC
|
SELL
|
- |
-47.5KClosed |
$673K - $1.05M
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
7KNew |
$99.2K - $154K
|
7K
$221K
|
|
Jul 21, 2020
Q2 2020
|
Atlas Brown,Inc.
|
SELL
|
- |
-10KClosed |
$142K - $221K
|
0
$0
|
|
Jul 07, 2020
Q2 2020
|
First Premier Bank
|
SELL
|
- |
-1KClosed |
$14.2K - $22.1K
|
0
$0
|
|
Q1 2020 | |||||||
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-24.2KClosed |
$221K - $419K
|
0
$0
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
100New |
$912 - $1.73K
|
100
$3.16K
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-107Closed |
$976 - $1.85K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Crosslink Capital Inc
Menlo Park, CA |
SELL
|
- |
-45.7KClosed |
$416K - $791K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Dorsal Capital Management, LLC
Redwood City, CA |
SELL
|
- |
-1.98MClosed |
$18M - $34.2M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-11.6KClosed |
$106K - $201K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Pittenger & Anderson Inc
|
SELL
|
- |
-270Closed |
$2.46K - $4.68K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Emerald Advisers, LLC
|
SELL
|
- |
-800Closed |
$7.3K - $13.9K
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Steph & CO
|
SELL
|
- |
-4.58KClosed |
$41.8K - $79.3K
|
0
$0
|
|
Apr 07, 2020
Q1 2020
|
Gradient Investments LLC
|
SELL
|
- |
-200Closed |
$1.82K - $3.46K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 21, 2020
Q4 2019
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-60Closed |
$935 - $1.12K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-67.7KClosed |
$1.06M - $1.26M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-1.63KClosed |
$25.4K - $30.4K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Jet Capital Investors L P
New York, NY |
SELL
|
- |
-250KClosed |
$3.9M - $4.66M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-64.2KClosed |
$1M - $1.2M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
CALL |
100KNew |
$1.56M - $1.86M
|
100K
$3.16M
|
|
Feb 14, 2020
Q4 2019
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-12.7KClosed |
$198K - $237K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.4KClosed |
$163K - $194K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-12KClosed |
$187K - $223K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1KClosed |
$15.6K - $18.6K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-417KClosed |
$6.49M - $7.76M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.75KClosed |
$27.3K - $32.6K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-55.7KClosed |
$868K - $1.04M
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-5.35KClosed |
$83.4K - $99.7K
|
0
$0
|
|
Feb 06, 2020
Q4 2019
|
Sandy Spring Bank
|
SELL
|
- |
-250- 58.82% |
$3.9K - $4.66K
|
175
$5.52K
|
|
Feb 06, 2020
Q4 2019
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-10.5KClosed |
$164K - $196K
|
0
$0
|