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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7.22KNew |
$171K - $193K
|
7.22K
$191K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
100New |
$2.37K - $2.67K
|
100
$2.64K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
40+ 148.15% |
$950 - $1.07K
|
67
$1.77K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-103- 0.68% |
$2.45K - $2.75K
|
15.1K
$397K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
68New |
$1.61K - $1.81K
|
68
$1.8K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4- 16.0% |
$95 - $107
|
21
$555
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 8.48% |
$332 - $374
|
179
$4.73K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-11.8K- 52.89% |
$279K - $314K
|
10.5K
$277K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
777New |
$18.4K - $20.7K
|
777
$20.5K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
153New |
$3.63K - $4.08K
|
153
$4.04K
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-6.95K- 13.51% |
$165K - $185K
|
44.5K
$1.17M
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
117New |
$2.78K - $3.12K
|
117
$3.09K
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
4KNew |
$95K - $107K
|
4K
$106K
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
319New |
$7.57K - $8.51K
|
319
$8.42K
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.21K+ 17.76% |
$29K - $38.1K
|
8K
$211K
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
23.5K+ 47.19% |
$565K - $742K
|
73.3K
$1.94M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12New |
$289 - $379
|
12
$317
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
531+ 0.93% |
$12.8K - $16.8K
|
57.3K
$1.51M
|
|
Nov 14, 2023
Q3 2023
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
160KNew |
$3.85M - $5.05M
|
160K
$4.22M
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
9New |
$217 - $284
|
9
$238
|
|
Nov 14, 2023
Q3 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
55.3KNew |
$1.33M - $1.75M
|
55.3K
$1.46M
|
|
Nov 14, 2023
Q3 2023
|
Ophir Asset Management Pty LTD
|
BUY
|
- |
124K+ 14.78% |
$2.98M - $3.92M
|
963K
$25.4M
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-652- 0.25% |
$15.7K - $20.6K
|
258K
$6.82M
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
14.7KNew |
$353K - $463K
|
14.7K
$387K
|
|
Nov 14, 2023
Q3 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
85.3KNew |
$2.05M - $2.69M
|
85.3K
$2.25M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.16K- 1.09% |
$27.9K - $36.6K
|
105K
$2.77M
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.29K+ 10.47% |
$31.1K - $40.9K
|
13.7K
$361K
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.58KNew |
$38.1K - $50K
|
1.58K
$41.8K
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
9.08KNew |
$218K - $287K
|
9.08K
$240K
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-10.4K- 7.59% |
$250K - $328K
|
127K
$3.34M
|
|
Nov 13, 2023
Q3 2023
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-778K- 73.46% |
$18.7M - $24.6M
|
281K
$7.43M
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
12+ 26.67% |
$289 - $379
|
57
$1.51K
|
|
Nov 09, 2023
Q3 2023
|
Paralel Advisors LLC
|
BUY
|
- |
892+ 1.26% |
$21.5K - $28.2K
|
71.5K
$1.89M
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-5.81K- 3.31% |
$140K - $184K
|
170K
$4.49M
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-158K- 6.24% |
$3.8M - $4.98M
|
2.37M
$62.6M
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-35- 0.18% |
$842 - $1.1K
|
19.9K
$526K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.1K- 25.2% |
$243K - $319K
|
30K
$792K
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.66KNew |
$208K - $273K
|
8.66K
$229K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-15.9K- 39.44% |
$383K - $503K
|
24.5K
$646K
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3.25K- 15.19% |
$78.1K - $103K
|
18.1K
$479K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
866New |
$20.8K - $27.3K
|
866
$22.9K
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.26K- 11.66% |
$30.4K - $39.9K
|
9.58K
$253K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
124KNew |
$2.98M - $3.91M
|
124K
$3.27M
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-32- 9.76% |
$770 - $1.01K
|
296
$7.82K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-399- 88.86% |
$9.6K - $12.6K
|
50
$1.32K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9KNew |
$217K - $284K
|
9K
$238K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 44.44% |
$192 - $253
|
26
$687
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-55.8K- 82.29% |
$1.34M - $1.76M
|
12K
$317K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
682+ 8.47% |
$16.4K - $21.5K
|
8.74K
$231K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
57New |
$1.37K - $1.8K
|
57
$1.51K
|