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 |
---|---|---|---|---|---|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
57
shares
|
$1,507
0.0% of portfolio
|
Q3 2023
New holding
|
|
Walleye Trading LLC
Plymouth, MN |
May 15, 2024 Q1 2024 |
46
shares
|
$1,216
0.0% of portfolio
|
Q1 2024
Reduced 99.81%
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
44
shares
|
$1,163
0.0% of portfolio
|
Q1 2024
Added 7.32%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
42
shares
|
$1,110
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
40
shares
|
$1,057
0.0% of portfolio
|
Q2 2021
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
30
shares
|
$793
0.0% of portfolio
|
Q1 2023
New holding
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
27
shares
|
$713
0.0% of portfolio
|
Q4 2022
Reduced 30.77%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 18, 2024 Q1 2024 |
26
shares
|
$687
0.0% of portfolio
|
Q1 2024
Added 62.5%
|
|
Manchester Capital Management LLC
Manchester, VT |
May 06, 2024 Q1 2024 |
22
shares
|
$581
0.0% of portfolio
|
Q1 2024
Added 100.0%
|
|
Emfo, LLC
|
May 03, 2024 Q1 2024 |
21
shares
|
$555
0.0% of portfolio
|
Q2 2021
New holding
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
May 06, 2024 Q1 2024 |
20
shares
|
$528
0.0% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 09, 2024 Q1 2024 |
12
shares
|
$317
0.0% of portfolio
|
Q1 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
12
shares
|
$317
0.0% of portfolio
|
Q3 2023
New holding
|
|
Mv Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
6
shares
|
$158
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hexagon Capital Partners LLC
|
Apr 18, 2024 Q1 2024 |
5
shares
|
$132
0.0% of portfolio
|
Q1 2024
New holding
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
4
shares
|
$105
0.0% of portfolio
|
Q1 2023
Reduced 55.56%
|
|
Tfo Tdc, LLC
|
May 13, 2024 Q1 2024 |
3
shares
|
$79
0.0% of portfolio
|
Q1 2024
Reduced 99.84%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|