Purchases and Sales Made in Q2 2023 in Box Inc (BOX)
This table provides information about the institutional ownership of Box Inc (BOX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55+ 30.22% |
$1.43K - $1.65K
|
237
$8.39K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
29New |
$755 - $871
|
29
$1.03K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 35.71% |
$130 - $150
|
19
$672
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
4+ 0.05% |
$104 - $120
|
7.69K
$272K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 11.76% |
$52 - $60.1
|
19
$672
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.13% |
$26 - $30
|
792
$28K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.01% |
$26 - $30
|
7.74K
$274K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 5.26% |
$26 - $30
|
18
$637
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 6.25% |
$78.1 - $90.1
|
45
$1.59K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3- 0.01% |
$78.1 - $90.1
|
42K
$1.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 8.97% |
$182 - $210
|
71
$2.51K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-10- 0.05% |
$260 - $300
|
18.2K
$645K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-12- 3.56% |
$312 - $360
|
325
$11.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-19- 21.11% |
$494 - $571
|
71
$2.51K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-19- 5.48% |
$494 - $571
|
328
$11.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-20- 14.93% |
$520 - $601
|
114
$4.03K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-25- 1.37% |
$651 - $751
|
1.81K
$63.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-30- 0.06% |
$781 - $901
|
47.7K
$1.69M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-33- 1.93% |
$859 - $991
|
1.68K
$59.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-36- 10.34% |
$937 - $1.08K
|
312
$11K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-68- 0.1% |
$1.77K - $2.04K
|
66.7K
$2.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-68- 0.55% |
$1.77K - $2.04K
|
12.4K
$437K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-70- 0.56% |
$1.82K - $2.1K
|
12.3K
$436K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-77- 0.73% |
$2K - $2.31K
|
10.5K
$373K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-89- 9.32% |
$2.32K - $2.67K
|
866
$30.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-210- 0.65% |
$5.46K - $6.31K
|
32K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-258- 1.74% |
$6.71K - $7.75K
|
14.6K
$517K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-259- 2.9% |
$6.74K - $7.78K
|
8.68K
$307K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-290- 8.82% |
$7.55K - $8.71K
|
3K
$106K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-349- 20.84% |
$9.08K - $10.5K
|
1.33K
$46.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-356- 0.23% |
$9.26K - $10.7K
|
157K
$5.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-370- 1.82% |
$9.63K - $11.1K
|
19.9K
$706K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-446- 0.73% |
$11.6K - $13.4K
|
60.4K
$2.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-484- 95.46% |
$12.6K - $14.5K
|
23
$814
|
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-510- 8.2% |
$13.3K - $15.3K
|
5.71K
$202K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-673- 51.61% |
$17.5K - $20.2K
|
631
$22.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-707- 1.71% |
$18.4K - $21.2K
|
40.5K
$1.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-740- 5.87% |
$19.3K - $22.2K
|
11.9K
$420K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-759- 8.61% |
$19.7K - $22.8K
|
8.06K
$285K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-760- 9.1% |
$19.8K - $22.8K
|
7.59K
$269K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-769- 0.72% |
$20K - $23.1K
|
106K
$3.76M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-923- 8.39% |
$24K - $27.7K
|
10.1K
$357K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-928- 0.87% |
$24.1K - $27.9K
|
105K
$3.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.06K- 5.34% |
$27.6K - $31.9K
|
18.8K
$665K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-1.14K- 86.02% |
$29.8K - $34.4K
|
186
$6.58K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.28K- 9.19% |
$33.4K - $38.5K
|
12.7K
$448K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.34K- 6.62% |
$34.8K - $40.2K
|
18.9K
$667K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.48K- 17.85% |
$38.4K - $44.4K
|
6.8K
$241K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.48K- 17.85% |
$38.4K - $44.4K
|
6.8K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.51K- 16.87% |
$39.4K - $45.5K
|
7.46K
$264K
|