Institutional Ownership Box Inc (BOX)
This table provides information about the institutional ownership of Box Inc (BOX). We have compiled data on the 372 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $3.69 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
1,500
shares
|
$39,615
0.0% of portfolio
|
Q1 2024
New holding
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 26, 2024 Q1 2024 |
1,400
shares
|
$36,974
0.01% of portfolio
|
Q4 2022
New holding
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 25, 2024 Q1 2024 |
1,250
shares
|
$33,012
0.01% of portfolio
|
Q1 2024
New holding
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2024 Q1 2024 |
1,180
shares
|
$31,163
0.03% of portfolio
|
Q1 2024
Reduced 71.23%
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 30, 2024 Q1 2024 |
1,000
shares
|
$26,410
0.0% of portfolio
|
Q3 2019
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
987
shares
|
$26,066
0.0% of portfolio
|
Q4 2023
Reduced 50.33%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 15, 2024 Q1 2024 |
931
shares
|
$24,587
0.0% of portfolio
|
Q1 2024
Added 1968.89%
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Apr 25, 2024 Q1 2024 |
867
shares
|
$22,897
0.01% of portfolio
|
Q4 2023
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
846
shares
|
$22,342
0.0% of portfolio
|
Q1 2024
Reduced 57.08%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 10, 2024 Q1 2024 |
792
shares
|
$20,916
0.0% of portfolio
|
Q1 2024
Added 39.68%
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Apr 26, 2024 Q1 2024 |
752
shares
|
$19,860
0.0% of portfolio
|
Q1 2024
Added 12.07%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
669
shares
|
$17,668
0.0% of portfolio
|
Q1 2024
New holding
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 01, 2024 Q1 2024 |
589
shares
|
$15,555
0.0% of portfolio
|
Q1 2024
Added 0.86%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
550
shares
|
$14,525
0.0% of portfolio
|
Q2 2024
Added 292.86%
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
May 02, 2024 Q1 2024 |
489
shares
|
$12,914
0.0% of portfolio
|
Q1 2024
New holding
|
|
Eagle Bay Advisors LLC
New York, NY |
May 08, 2024 Q1 2024 |
400
shares
|
$10,564
0.01% of portfolio
|
Q1 2024
Added 2.3%
|
|
Future Financial Wealth Managment LLC
|
Apr 15, 2024 Q1 2024 |
400
shares
|
$10,564
0.01% of portfolio
|
Q1 2024
New holding
|
|
Quarry LP
New York, NY |
May 15, 2024 Q1 2024 |
334
shares
|
$8,820
0.0% of portfolio
|
Q1 2024
Reduced 48.06%
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2024 Q1 2024 |
300
shares
|
$7,923
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
284
shares
|
$7,500
0.0% of portfolio
|
Q1 2024
Added 136.67%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
250
shares
|
$6,602
0.0% of portfolio
|
Q2 2021
New holding
|
|
Globeflex Capital L P
San Diego, CA |
May 14, 2024 Q1 2024 |
233
shares
|
$6,153
0.0% of portfolio
|
Q1 2024
Reduced 13.38%
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
May 15, 2024 Q1 2024 |
222
shares
|
$5,863
0.0% of portfolio
|
Q1 2024
New holding
|
|
Operose Advisors LLC
Milwaukee, WI |
May 13, 2024 Q1 2024 |
200
shares
|
$5,282
0.0% of portfolio
|
Q4 2022
New holding
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
200
shares
|
$5,282
0.0% of portfolio
|
Q1 2024
Reduced 72.07%
|