Purchases and Sales Made in Q1 2024 in Box Inc (BOX)
This table provides information about the institutional ownership of Box Inc (BOX) during Q1 2024. The information is specifically focused on institutions that hold shares of BOX INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
222New |
$5.41K - $6.66K
|
222
$7.19K
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
208+ 1.26% |
$5.07K - $6.24K
|
16.7K
$541K
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
205+ 3.3% |
$5K - $6.15K
|
6.41K
$208K
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
191+ 2.41% |
$4.66K - $5.73K
|
8.12K
$263K
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
188+ 1.02% |
$4.59K - $5.64K
|
18.5K
$601K
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
179New |
$4.37K - $5.37K
|
179
$5.8K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
164+ 136.67% |
$4K - $4.92K
|
284
$9.2K
|
|
Apr 26, 2024
Q1 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
126+ 0.03% |
$3.07K - $3.78K
|
502K
$16.3M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
122New |
$2.98K - $3.66K
|
122
$3.95K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
120New |
$2.93K - $3.6K
|
120
$3.89K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
119+ 116.67% |
$2.9K - $3.57K
|
221
$7.16K
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
118+ 536.36% |
$2.88K - $3.54K
|
140
$4.53K
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
105+ 5.56% |
$2.56K - $3.15K
|
2K
$64.6K
|
|
May 10, 2024
Q1 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
100New |
$2.44K - $3K
|
100
$3.24K
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
93New |
$2.27K - $2.79K
|
93
$3.01K
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
81+ 12.07% |
$1.98K - $2.43K
|
752
$24.4K
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
70New |
$1.71K - $2.1K
|
70
$2.27K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
65+ 138.3% |
$1.59K - $1.95K
|
112
$3.63K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
42New |
$1.02K - $1.26K
|
42
$1.36K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
21+ 0.16% |
$512 - $630
|
12.9K
$417K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
12New |
$293 - $360
|
12
$389
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
11+ 100.0% |
$268 - $330
|
22
$713
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11New |
$268 - $330
|
11
$356
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 62.5% |
$244 - $300
|
26
$842
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
9+ 2.3% |
$220 - $270
|
400
$13K
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
8+ 5.41% |
$195 - $240
|
156
$5.05K
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6New |
$146 - $180
|
6
$194
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 100.0% |
$122 - $150
|
10
$324
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5New |
$122 - $150
|
5
$162
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
5+ 0.86% |
$122 - $150
|
589
$19.1K
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 25.0% |
$97.6 - $120
|
20
$648
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 7.32% |
$73.2 - $90
|
44
$1.43K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3- -0.0% |
$73.2 - $90
|
66.6K
$2.16M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5- 3.25% |
$122 - $150
|
149
$4.83K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 13.92% |
$268 - $330
|
68
$2.2K
|
|
May 14, 2024
Q1 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-36- 13.38% |
$878 - $1.08K
|
233
$7.55K
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-41- 0.07% |
$1K - $1.23K
|
58.9K
$1.91M
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-63- 31.98% |
$1.54K - $1.89K
|
134
$4.34K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-82- 1.32% |
$2K - $2.46K
|
6.13K
$199K
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-98- 1.11% |
$2.39K - $2.94K
|
8.7K
$282K
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-216- 1.41% |
$5.27K - $6.48K
|
15.1K
$490K
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-291- 2.26% |
$7.1K - $8.73K
|
12.6K
$408K
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-309- 48.06% |
$7.54K - $9.27K
|
334
$10.8K
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-310- 1.9% |
$7.56K - $9.3K
|
16K
$517K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-339- 85.39% |
$8.27K - $10.2K
|
58
$1.88K
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-348- 3.73% |
$8.49K - $10.4K
|
8.97K
$291K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-387- 78.18% |
$9.44K - $11.6K
|
108
$3.5K
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-400- 2.55% |
$9.76K - $12K
|
15.3K
$496K
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
SELL
|
- |
-453- 1.37% |
$11K - $13.6K
|
32.7K
$1.06M
|