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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
8+ 5.41% |
$195 - $240
|
156
$4.12K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-897- 14.88% |
$21.9K - $26.9K
|
5.13K
$136K
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
28.5KNew |
$695K - $855K
|
28.5K
$753K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
669New |
$16.3K - $20.1K
|
669
$17.7K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 13.92% |
$268 - $330
|
68
$1.8K
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
601+ 1.15% |
$14.7K - $18K
|
52.7K
$1.39M
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
797K+ 4889.17% |
$19.4M - $23.9M
|
813K
$21.5M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.2K- 66.94% |
$566K - $697K
|
11.5K
$303K
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-25.3K- 63.68% |
$616K - $758K
|
14.4K
$380K
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
64.9KNew |
$1.58M - $1.95M
|
64.9K
$1.71M
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
81+ 12.07% |
$1.98K - $2.43K
|
752
$19.9K
|
|
Apr 26, 2024
Q1 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
126+ 0.03% |
$3.07K - $3.78K
|
502K
$13.3M
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-339- 85.39% |
$8.27K - $10.2K
|
58
$1.53K
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-3.26K- 10.5% |
$79.4K - $97.7K
|
27.8K
$733K
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.25KNew |
$30.5K - $37.5K
|
1.25K
$33K
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
45.3KNew |
$1.1M - $1.36M
|
45.3K
$1.2M
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
62.5KNew |
$1.52M - $1.88M
|
62.5K
$1.65M
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
90.1K+ 46.47% |
$2.2M - $2.7M
|
284K
$7.5M
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
11.7K+ 12.64% |
$286K - $352K
|
105K
$2.76M
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
16.9K+ 33.48% |
$412K - $507K
|
67.4K
$1.78M
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
81.3KNew |
$1.98M - $2.44M
|
81.3K
$2.15M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
13.1K+ 18.19% |
$320K - $393K
|
85.1K
$2.25M
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-19.5K- 49.31% |
$477K - $586K
|
20.1K
$531K
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
25.1K+ 124.46% |
$613K - $754K
|
45.3K
$1.2M
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
71.1KNew |
$1.73M - $2.13M
|
71.1K
$1.88M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-954- 6.75% |
$23.3K - $28.6K
|
13.2K
$348K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.1K- 48.42% |
$490K - $603K
|
21.4K
$566K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-6.2K- 70.45% |
$151K - $186K
|
2.6K
$68.7K
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
191+ 2.41% |
$4.66K - $5.73K
|
8.12K
$214K
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
87.5KNew |
$2.13M - $2.62M
|
87.5K
$2.31M
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
51.7KNew |
$1.26M - $1.55M
|
51.7K
$1.37M
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5New |
$122 - $150
|
5
$132
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-6.43K- 23.94% |
$157K - $193K
|
20.4K
$539K
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-17.1K- 39.45% |
$417K - $512K
|
26.2K
$692K
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6New |
$146 - $180
|
6
$158
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-49.1K- 73.67% |
$1.2M - $1.47M
|
17.5K
$463K
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
70New |
$1.71K - $2.1K
|
70
$1.85K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 62.5% |
$244 - $300
|
26
$687
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.24K+ 27.48% |
$54.7K - $67.3K
|
10.4K
$275K
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-400- 2.55% |
$9.76K - $12K
|
15.3K
$404K
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-98- 1.11% |
$2.39K - $2.94K
|
8.7K
$230K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
400New |
$9.76K - $12K
|
400
$10.6K
|
|
Apr 12, 2024
Q1 2024
|
Fcf Advisors LLC
|
SELL
|
- |
-25.4K- 44.89% |
$620K - $762K
|
31.2K
$824K
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-730- 1.51% |
$17.8K - $21.9K
|
47.8K
$1.26M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
122New |
$2.98K - $3.66K
|
122
$3.22K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
164+ 136.67% |
$4K - $4.92K
|
284
$7.5K
|
|
Q4 2023 | |||||||
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-75- 0.66% |
$1.78K - $2K
|
11.4K
$300K
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-247- 1.63% |
$5.86K - $6.59K
|
14.9K
$394K
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 20.0% |
$95 - $107
|
16
$423
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
147New |
$3.49K - $3.92K
|
147
$3.88K
|