Institutional Ownership Box Inc (BOX)
This table provides information about the institutional ownership of Box Inc (BOX). We have compiled data on the 426 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $4.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
448
shares
|
$14,958
0.0% of portfolio
|
Q3 2024
Added 87.45%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
384
shares
|
$12,821
0.0% of portfolio
|
Q4 2024
Added 114.53%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
338
shares
|
$11,285
0.0% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
315
shares
|
$10,517
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
300
shares
|
$10,017
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
300
shares
|
$10,017
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
292
shares
|
$9,749
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
265
shares
|
$8,848
0.0% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
254
shares
|
$8,481
0.0% of portfolio
|
Q3 2024
Added 12600.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
250
shares
|
$8,347
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
220
shares
|
$7,345
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
210
shares
|
$7,011
0.0% of portfolio
|
Q3 2024
Reduced 78.94%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
200
shares
|
$6,678
0.0% of portfolio
|
Q1 2024
Reduced 72.07%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
200
shares
|
$6,678
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
200
shares
|
$6,678
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
200
shares
|
$6,678
0.0% of portfolio
|
Q2 2024
Reduced 87.5%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
183
shares
|
$6,110
0.0% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
175
shares
|
$5,843
0.0% of portfolio
|
Q4 2019
Reduced 58.82%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
175
shares
|
$5,843
0.0% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
174
shares
|
$5,809
0.0% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
169
shares
|
$5,642
0.0% of portfolio
|
Q3 2024
Reduced 49.85%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
166
shares
|
$5,542
0.0% of portfolio
|
Q4 2024
Added 21.17%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
164
shares
|
$5,475
0.0% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
150
shares
|
$5,008
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
147
shares
|
$4,908
0.0% of portfolio
|
Q4 2023
New holding
|