Latest Institutional Transactions on Box Inc (BOX)
This table provides information on the latest institutional transactions involving Box Inc (BOX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-55.8K- 82.29% |
$1.34M - $1.76M
|
12K
$405K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
57New |
$1.37K - $1.8K
|
57
$1.92K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-19.3K- 60.37% |
$466K - $611K
|
12.7K
$428K
|
|
|
Oct 12, 2023
Q3 2023
|
Legato Capital Management LLC
|
BUY
|
- |
21.6KNew |
$519K - $681K
|
21.6K
$727K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-13.7K- 58.22% |
$330K - $434K
|
9.86K
$332K
|
|
| Q2 2023 | |||||||
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-7.45KClosed |
$194K - $224K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.11K+ 27.08% |
$80.9K - $93.5K
|
14.6K
$492K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
13.1KNew |
$341K - $394K
|
13.1K
$442K
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
78.1K+ 20.09% |
$2.03M - $2.35M
|
467K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
16KNew |
$416K - $480K
|
16K
$539K
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
CALL |
15KNew |
$390K - $451K
|
15K
$506K
|
|
|
Aug 14, 2023
Q2 2023
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
358KNew |
$9.33M - $10.8M
|
358K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-89- 9.32% |
$2.32K - $2.67K
|
866
$29.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-17.9K- 12.75% |
$466K - $538K
|
123K
$4.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
939+ 3.28% |
$24.4K - $28.2K
|
29.5K
$996K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-32.3K- 78.06% |
$841K - $971K
|
9.09K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Westerly Capital Management, LLC
San Francisco, CA |
BUY
|
- |
60KNew |
$1.56M - $1.8M
|
60K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Advent Capital Management
New York, NY |
BUY
|
CALL |
200KNew |
$5.2M - $6.01M
|
200K
$6.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
776+ 9.7% |
$20.2K - $23.3K
|
8.77K
$296K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.87K- 10.56% |
$48.7K - $56.2K
|
15.9K
$535K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.89KNew |
$179K - $207K
|
6.89K
$232K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
95New |
$2.47K - $2.85K
|
95
$3.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
29New |
$755 - $871
|
29
$978
|
|
|
Aug 03, 2023
Q2 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-3.41K- 16.7% |
$88.6K - $102K
|
17K
$573K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.3KNew |
$425K - $491K
|
16.3K
$551K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
4+ 0.05% |
$104 - $120
|
7.69K
$259K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-484- 95.46% |
$12.6K - $14.5K
|
23
$776
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
86+ 1.14% |
$2.24K - $2.58K
|
7.6K
$256K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.6KNew |
$67.7K - $78.1K
|
2.6K
$87.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
8.57KNew |
$223K - $257K
|
8.57K
$289K
|
|
|
Jul 25, 2023
Q2 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
7.25KNew |
$189K - $218K
|
7.25K
$245K
|
|
|
Jul 25, 2023
Q2 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
12.3KNew |
$321K - $370K
|
12.3K
$416K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
4.32KNew |
$112K - $130K
|
4.32K
$146K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 11.76% |
$52 - $60.1
|
19
$641
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
8.47KNew |
$220K - $254K
|
8.47K
$286K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-10.8KClosed |
$273K - $374K
|
0
$0
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
12.7KNew |
$321K - $440K
|
12.7K
$428K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
23.9KNew |
$604K - $829K
|
23.9K
$806K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-11.2K- 91.83% |
$284K - $390K
|
1K
$33.7K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
52New |
$1.31K - $1.8K
|
52
$1.75K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-14.8KClosed |
$375K - $514K
|
0
$0
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.4KNew |
$312K - $428K
|
12.4K
$417K
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-6.5K- 45.45% |
$164K - $225K
|
7.8K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-2.05K- 17.32% |
$51.7K - $71K
|
9.77K
$330K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
25.3KNew |
$640K - $878K
|
25.3K
$854K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2- 0.38% |
$50.5 - $69.4
|
519
$17.5K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
CALL |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
186KNew |
$4.7M - $6.44M
|
186K
$6.27M
|
|
|
May 15, 2023
Q1 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
8.63KNew |
$218K - $299K
|
8.63K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
BUY
|
CALL |
3KNew |
$75.8K - $104K
|
3K
$101K
|
|