Purchases and Sales Made in Q3 2022 in Box Inc (BOX)
This table provides information about the institutional ownership of Box Inc (BOX) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
92+ 2.11% |
$2.23K - $2.85K
|
4.44K
$157K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79+ 65.29% |
$1.92K - $2.45K
|
200
$7.08K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
70New |
$1.7K - $2.17K
|
70
$2.48K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
67New |
$1.62K - $2.08K
|
67
$2.37K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
57New |
$1.38K - $1.77K
|
57
$2.02K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
54+ 7.7% |
$1.31K - $1.68K
|
755
$26.7K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
50New |
$1.21K - $1.55K
|
50
$1.77K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
48+ 145.45% |
$1.16K - $1.49K
|
81
$2.87K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
46+ 4.58% |
$1.12K - $1.43K
|
1.05K
$37.2K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
39New |
$946 - $1.21K
|
39
$1.38K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
39+ 2.67% |
$946 - $1.21K
|
1.5K
$53.2K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
33+ 89.19% |
$800 - $1.02K
|
70
$2.48K
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
31+ 163.16% |
$752 - $962
|
50
$1.77K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
16+ 41.03% |
$388 - $496
|
55
$1.95K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 73.68% |
$340 - $434
|
33
$1.17K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9New |
$218 - $279
|
9
$319
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9+ 300.0% |
$218 - $279
|
12
$425
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5+ 0.93% |
$121 - $155
|
542
$19.2K
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 28.57% |
$97 - $124
|
18
$637
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
2+ 6.45% |
$48.5 - $62.1
|
33
$1.17K
|
|
Nov 10, 2022
Q3 2022
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-12- 0.03% |
$291 - $372
|
46.5K
$1.65M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17- 0.19% |
$412 - $528
|
8.89K
$315K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-17- 1.24% |
$412 - $528
|
1.35K
$47.9K
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-35- 6.12% |
$849 - $1.09K
|
537
$19K
|
|
Oct 27, 2022
Q3 2022
|
Baillie Gifford & CO
|
SELL
|
- |
-55- 5.62% |
$1.33K - $1.71K
|
924
$32.7K
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-64- 8.07% |
$1.55K - $1.99K
|
729
$25.8K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-68- 1.05% |
$1.65K - $2.11K
|
6.41K
$227K
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-69- 0.14% |
$1.67K - $2.14K
|
47.5K
$1.68M
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-96- 0.72% |
$2.33K - $2.98K
|
13.2K
$466K
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-106- 26.3% |
$2.57K - $3.29K
|
297
$10.5K
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-170- 11.72% |
$4.12K - $5.28K
|
1.28K
$45.3K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-175- 2.78% |
$4.24K - $5.43K
|
6.12K
$217K
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-223- 1.04% |
$5.41K - $6.92K
|
21.3K
$752K
|
|
Nov 16, 2022
Q3 2022
|
Tealwood Asset Management Inc
|
SELL
|
- |
-226- 0.38% |
$5.48K - $7.01K
|
58.7K
$2.08M
|
|
Oct 12, 2022
Q3 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-270- 2.29% |
$6.55K - $8.38K
|
11.5K
$408K
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-365- 1.74% |
$8.85K - $11.3K
|
20.6K
$728K
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-369- 3.72% |
$8.95K - $11.5K
|
9.56K
$338K
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-417- 2.57% |
$10.1K - $12.9K
|
15.8K
$560K
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-497- 2.62% |
$12.1K - $15.4K
|
18.5K
$655K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-537- 3.85% |
$13K - $16.7K
|
13.4K
$475K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-571- 1.46% |
$13.8K - $17.7K
|
38.4K
$1.36M
|
|
Oct 26, 2022
Q3 2022
|
Connable Office Inc
|
SELL
|
- |
-650- 4.12% |
$15.8K - $20.2K
|
15.1K
$536K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-650- 1.84% |
$15.8K - $20.2K
|
34.8K
$1.23M
|
|
Nov 14, 2022
Q3 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-741- 8.45% |
$18K - $23K
|
8.03K
$284K
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
SELL
|
- |
-859- 2.93% |
$20.8K - $26.7K
|
28.4K
$1.01M
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1K- 31.13% |
$24.3K - $31.1K
|
2.22K
$78.5K
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
SELL
|
- |
-1.21K- 3.02% |
$29.4K - $37.7K
|
39K
$1.38M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.23K- 2.12% |
$29.8K - $38.2K
|
56.9K
$2.01M
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.32K- 1.09% |
$32K - $41K
|
120K
$4.23M
|
|
Oct 14, 2022
Q3 2022
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-1.41K- 4.56% |
$34.3K - $43.9K
|
29.6K
$1.05M
|