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 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.51K- 31.89% |
$136K - $160K
|
9.63K
$325K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-468- 64.37% |
$14.1K - $16.6K
|
259
$8.74K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 5.71% |
$121 - $142
|
74
$2.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-409- 0.74% |
$12.4K - $14.5K
|
54.8K
$1.85M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.78K- 2.18% |
$53.6K - $62.8K
|
79.6K
$2.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
13.6K+ 57.17% |
$412K - $483K
|
37.5K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-448- 4.95% |
$13.5K - $15.9K
|
8.6K
$290K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12.3K+ 88.32% |
$373K - $436K
|
26.3K
$887K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 25.0% |
$60.4 - $70.8
|
6
$202
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
322+ 4.12% |
$9.73K - $11.4K
|
8.13K
$274K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
84New |
$2.54K - $2.97K
|
84
$2.83K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$907 - $1.06K
|
30
$1.01K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-232K- 32.99% |
$7.02M - $8.23M
|
472K
$15.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 19.05% |
$121 - $142
|
17
$573
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
24.3K+ 420.1% |
$734K - $859K
|
30.1K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Fcf Advisors LLC
|
SELL
|
- |
-13.6K- 12.93% |
$411K - $481K
|
91.5K
$3.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-9.47K- 16.18% |
$286K - $335K
|
49K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
168+ 49.7% |
$5.08K - $5.95K
|
506
$17.1K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
76New |
$2.3K - $2.69K
|
76
$2.56K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
578+ 6.12% |
$17.5K - $20.5K
|
10K
$338K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.13K+ 43.82% |
$34.1K - $40K
|
3.71K
$125K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.04K- 1.92% |
$31.5K - $36.9K
|
53.2K
$1.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-123K- 96.76% |
$3.73M - $4.37M
|
4.14K
$139K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
186K+ 11.23% |
$5.63M - $6.6M
|
1.85M
$62.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-1.15K- 2.41% |
$34.7K - $40.6K
|
46.4K
$1.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
665+ 332.5% |
$20.1K - $23.5K
|
865
$29.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
653+ 1166.07% |
$19.7K - $23.1K
|
709
$23.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
75+ 68.18% |
$2.27K - $2.65K
|
185
$6.24K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.43K+ 7.43% |
$43.1K - $50.5K
|
20.6K
$696K
|
|
|
Apr 08, 2025
Q1 2025
|
Profit Investment Management, LLC
|
BUY
|
- |
2.61K+ 2.61% |
$78.9K - $92.4K
|
103K
$3.46M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
16+ 266.67% |
$484 - $566
|
22
$742
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
475K+ 22.82% |
$15M - $16.9M
|
2.56M
$86.2M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
40KNew |
$1.26M - $1.43M
|
40K
$1.35M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.16K+ 34.93% |
$99.7K - $112K
|
12.2K
$411K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-101- 0.03% |
$3.19K - $3.6K
|
388K
$13.1M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-1.3K- 11.5% |
$41.1K - $46.3K
|
10K
$337K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
34New |
$1.07K - $1.21K
|
34
$1.15K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-13- 12.5% |
$411 - $463
|
91
$3.07K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.37K+ 38.46% |
$75K - $84.6K
|
8.54K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
51.1KNew |
$1.61M - $1.82M
|
51.1K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-44.9K- 6.34% |
$1.42M - $1.6M
|
663K
$22.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
38.6KNew |
$1.22M - $1.37M
|
38.6K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
PUT |
56.3KNew |
$1.78M - $2.01M
|
56.3K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-65K- 84.63% |
$2.06M - $2.32M
|
11.8K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
32.5KNew |
$1.03M - $1.16M
|
32.5K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
20KNew |
$632K - $713K
|
20K
$675K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
CALL |
8.7KNew |
$275K - $310K
|
8.7K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-5.51K- 29.36% |
$174K - $197K
|
13.3K
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-1.13K- 12.12% |
$35.6K - $40.1K
|
8.16K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-97.1K- 79.86% |
$3.07M - $3.46M
|
24.5K
$826K
|
|