Purchases and Sales Made in Q1 2023 in Box Inc (BOX)
This table provides information about the institutional ownership of Box Inc (BOX) during Q1 2023. The information is specifically focused on institutions that hold shares of BOX INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
338+ 3380.0% |
$8.54K - $11.7K
|
348
$12.1K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
338+ 304.5% |
$8.54K - $11.7K
|
449
$15.6K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
327+ 0.58% |
$8.26K - $11.3K
|
56.8K
$1.97M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
313New |
$7.91K - $10.9K
|
313
$10.9K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
260+ 0.55% |
$6.57K - $9.02K
|
47.8K
$1.66M
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
250+ 0.11% |
$6.32K - $8.67K
|
219K
$7.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
250+ 0.66% |
$6.32K - $8.67K
|
38.3K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
243+ 1.29% |
$6.14K - $8.43K
|
19.1K
$664K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
221+ 0.33% |
$5.58K - $7.66K
|
68K
$2.36M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
212New |
$5.36K - $7.35K
|
212
$7.36K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
206New |
$5.21K - $7.14K
|
206
$7.15K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
176+ 1.42% |
$4.45K - $6.1K
|
12.6K
$438K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
148+ 0.48% |
$3.74K - $5.13K
|
30.7K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
146New |
$3.69K - $5.06K
|
146
$5.07K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
138New |
$3.49K - $4.79K
|
138
$4.79K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
137+ 304.44% |
$3.46K - $4.75K
|
182
$6.32K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
128+ 1.45% |
$3.23K - $4.44K
|
8.98K
$311K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
125+ 23.02% |
$3.16K - $4.34K
|
668
$23.2K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
125+ 1.47% |
$3.16K - $4.34K
|
8.63K
$299K
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
123+ 13.31% |
$3.11K - $4.27K
|
1.05K
$36.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
102+ 1.28% |
$2.58K - $3.54K
|
8.1K
$281K
|
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
100+ 0.05% |
$2.53K - $3.47K
|
192K
$6.67M
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
92+ 0.07% |
$2.32K - $3.19K
|
140K
$4.87M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
83+ 11.72% |
$2.1K - $2.88K
|
791
$27.4K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
67+ 34.01% |
$1.69K - $2.32K
|
264
$9.16K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
60New |
$1.52K - $2.08K
|
60
$2.08K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
52New |
$1.31K - $1.8K
|
52
$1.8K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
52New |
$1.31K - $1.8K
|
52
$1.8K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
51+ 212.5% |
$1.29K - $1.77K
|
75
$2.6K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
30New |
$758 - $1.04K
|
30
$1.04K
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
28+ 0.08% |
$708 - $971
|
37.3K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18New |
$455 - $624
|
18
$625
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 21.88% |
$354 - $486
|
78
$2.71K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
14+ 0.07% |
$354 - $486
|
20.2K
$701K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
5+ 0.08% |
$126 - $173
|
6.31K
$219K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$75.8 - $104
|
3
$104
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2- 0.38% |
$50.5 - $69.4
|
519
$18K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 10.53% |
$50.5 - $69.4
|
17
$590
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 20.83% |
$126 - $173
|
19
$659
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 55.56% |
$126 - $173
|
4
$139
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-6- 15.0% |
$152 - $208
|
34
$1.18K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-7- 12.73% |
$177 - $243
|
48
$1.67K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-8- 72.73% |
$202 - $277
|
3
$104
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9- 39.13% |
$227 - $312
|
14
$486
|
|
|
May 12, 2023
Q1 2023
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-15- 0.03% |
$379 - $520
|
46.5K
$1.61M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-17- 4.11% |
$430 - $590
|
397
$13.8K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-44- 0.35% |
$1.11K - $1.53K
|
12.4K
$430K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-45- 50.0% |
$1.14K - $1.56K
|
45
$1.56K
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-47- 1.16% |
$1.19K - $1.63K
|
4K
$139K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-48- 0.32% |
$1.21K - $1.66K
|
14.9K
$519K
|