Institutional Ownership Box Inc (BOX)
This table provides information about the institutional ownership of Box Inc (BOX). We have compiled data on the 448 institutions that hold shares in the stock, with a total of 147 Million shares, which have been reported (via 13F filing form) to have a value of $4.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
210
shares
|
$6,867
0.0% of portfolio
|
Q3 2024
Reduced 78.94%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
200
shares
|
$6,540
0.0% of portfolio
|
Q1 2024
Reduced 72.07%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
200
shares
|
$6,540
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
200
shares
|
$6,540
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
200
shares
|
$6,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
200
shares
|
$6,540
0.0% of portfolio
|
Q2 2024
Reduced 87.5%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
183
shares
|
$5,984
0.0% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
182
shares
|
$5,951
0.0% of portfolio
|
Q4 2024
Added 250.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
176
shares
|
$5,755
0.0% of portfolio
|
Q4 2024
Added 21.38%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
175
shares
|
$5,722
0.0% of portfolio
|
Q4 2019
Reduced 58.82%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
174
shares
|
$5,689
0.0% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
169
shares
|
$5,526
0.0% of portfolio
|
Q3 2024
Reduced 49.85%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
166
shares
|
$5,428
0.0% of portfolio
|
Q4 2024
Added 21.17%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
164
shares
|
$5,362
0.0% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
152
shares
|
$4,970
0.0% of portfolio
|
Q4 2024
Reduced 30.91%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Feb 14, 2025 Q4 2024 |
150
shares
|
$4,905
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
147
shares
|
$4,806
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
146
shares
|
$4,774
0.0% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
141
shares
|
$4,610
0.0% of portfolio
|
Q2 2024
Reduced 9.62%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
137
shares
|
$4,479
0.0% of portfolio
|
Q4 2024
Added 69.14%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
134
shares
|
$4,381
0.0% of portfolio
|
Q1 2024
Reduced 31.98%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
133
shares
|
$4,349
0.0% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
125
shares
|
$4,087
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
116
shares
|
$3,793
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
111
shares
|
$3,629
0.0% of portfolio
|
Q4 2024
Added 0.91%
|