Purchases and Sales Made in Q3 2023 in Box Inc (BOX)
This table provides information about the institutional ownership of Box Inc (BOX) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 0.88% |
$24.1 - $31.6
|
113
$3.99K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 5.56% |
$24.1 - $31.6
|
17
$601
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 9.86% |
$168 - $221
|
64
$2.26K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31- 2.34% |
$746 - $979
|
1.3K
$45.8K
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-32- 9.76% |
$770 - $1.01K
|
296
$10.5K
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-35- 0.18% |
$842 - $1.1K
|
19.9K
$704K
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-67- 25.38% |
$1.61K - $2.12K
|
197
$6.96K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-74- 0.49% |
$1.78K - $2.34K
|
15.2K
$536K
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-76- 12.04% |
$1.83K - $2.4K
|
555
$19.6K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-116- 1.84% |
$2.79K - $3.66K
|
6.19K
$219K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-153- 1.29% |
$3.68K - $4.83K
|
11.7K
$414K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-159- 2.55% |
$3.83K - $5.02K
|
6.08K
$215K
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-190- 1.54% |
$4.57K - $6K
|
12.1K
$429K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-215- 23.57% |
$5.17K - $6.79K
|
697
$24.6K
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-237- 2.03% |
$5.7K - $7.48K
|
11.5K
$405K
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-237- 2.03% |
$5.7K - $7.48K
|
11.5K
$405K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-278- 89.1% |
$6.69K - $8.78K
|
34
$1.2K
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-288- 5.04% |
$6.93K - $9.09K
|
5.43K
$192K
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-300- 1.88% |
$7.22K - $9.47K
|
15.7K
$555K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-399- 88.86% |
$9.6K - $12.6K
|
50
$1.77K
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-585- 95.12% |
$14.1K - $18.5K
|
30
$1.06K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-606- 19.57% |
$14.6K - $19.1K
|
2.49K
$88.1K
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-617- 8.13% |
$14.8K - $19.5K
|
6.97K
$246K
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-652- 0.25% |
$15.7K - $20.6K
|
258K
$9.12M
|
|
Nov 13, 2023
Q3 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-755- 0.57% |
$18.2K - $23.8K
|
133K
$4.68M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-780- 3.67% |
$18.8K - $24.6K
|
20.5K
$724K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-790- 1.15% |
$19K - $24.9K
|
68.2K
$2.41M
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-843- 2.64% |
$20.3K - $26.6K
|
31.1K
$1.1M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-887- 1.47% |
$21.3K - $28K
|
59.5K
$2.1M
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-891- 0.3% |
$21.4K - $28.1K
|
299K
$10.6M
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-959- 9.51% |
$23.1K - $30.3K
|
9.12K
$322K
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-966- 0.22% |
$23.2K - $30.5K
|
432K
$15.3M
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-986- 24.42% |
$23.7K - $31.1K
|
3.05K
$108K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.16K- 1.09% |
$27.9K - $36.6K
|
105K
$3.71M
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-1.16K- 2.28% |
$27.9K - $36.6K
|
49.6K
$1.75M
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.26K- 11.66% |
$30.4K - $39.9K
|
9.58K
$339K
|
|
Nov 14, 2023
Q3 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-1.28K- 0.09% |
$30.8K - $40.4K
|
1.5M
$53M
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.3K- 2.72% |
$31.3K - $41K
|
46.5K
$1.64M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.59K- 11.0% |
$38.3K - $50.2K
|
12.9K
$455K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.72K- 87.21% |
$41.4K - $54.3K
|
252
$8.91K
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.79K- 5.87% |
$43K - $56.4K
|
28.7K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-1.82K- 35.68% |
$43.7K - $57.4K
|
3.28K
$116K
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.9K- 11.43% |
$45.8K - $60.1K
|
14.7K
$521K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.93K- 46.0% |
$46.4K - $60.9K
|
2.27K
$80.1K
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-2K- 16.13% |
$48.1K - $63.1K
|
10.4K
$368K
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-2K- 27.21% |
$48.1K - $63.1K
|
5.35K
$189K
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.09K- 13.61% |
$50.4K - $66.1K
|
13.3K
$470K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.15K- 10.19% |
$51.8K - $67.9K
|
19K
$671K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.11K- 21.31% |
$74.9K - $98.2K
|
11.5K
$406K
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3.25K- 15.19% |
$78.1K - $103K
|
18.1K
$641K
|