Purchases and Sales Made in Q1 2025 in Box Inc (BOX)
This table provides information about the institutional ownership of Box Inc (BOX) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
235New |
$7.1K - $8.32K
|
235
$7.79K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
215+ 36.38% |
$6.5K - $7.61K
|
806
$26.7K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
205+ 152.99% |
$6.2K - $7.25K
|
339
$11.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
182+ 6.04% |
$5.5K - $6.44K
|
3.19K
$106K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
168+ 49.7% |
$5.08K - $5.95K
|
506
$16.8K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
152+ 2.65% |
$4.59K - $5.38K
|
5.89K
$195K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
126New |
$3.81K - $4.46K
|
126
$4.18K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
124New |
$3.75K - $4.39K
|
124
$4.11K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
118New |
$3.57K - $4.18K
|
118
$3.91K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
109New |
$3.29K - $3.86K
|
109
$3.61K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
101+ 0.03% |
$3.05K - $3.57K
|
388K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
101New |
$3.05K - $3.57K
|
101
$3.35K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
84New |
$2.54K - $2.97K
|
84
$2.79K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
77+ 1.85% |
$2.33K - $2.73K
|
4.24K
$141K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
76New |
$2.3K - $2.69K
|
76
$2.52K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
75+ 68.18% |
$2.27K - $2.65K
|
185
$6.13K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
71+ 0.38% |
$2.15K - $2.51K
|
18.7K
$621K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
67New |
$2.02K - $2.37K
|
67
$2.22K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
64+ 57.66% |
$1.93K - $2.26K
|
175
$5.8K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
57+ 633.33% |
$1.72K - $2.02K
|
66
$2.19K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
54+ 108.0% |
$1.63K - $1.91K
|
104
$3.45K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
54+ 3.68% |
$1.63K - $1.91K
|
1.52K
$50.5K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
54+ 56.25% |
$1.63K - $1.91K
|
150
$4.97K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
52+ 0.18% |
$1.57K - $1.84K
|
28.7K
$950K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
36+ 0.24% |
$1.09K - $1.27K
|
15.3K
$509K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
36+ 0.23% |
$1.09K - $1.27K
|
15.5K
$513K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$907 - $1.06K
|
30
$995
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30+ 42.25% |
$907 - $1.06K
|
101
$3.35K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
28+ 10.37% |
$846 - $991
|
298
$9.88K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
16+ 266.67% |
$484 - $566
|
22
$730
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13New |
$393 - $460
|
13
$431
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
11+ 20.37% |
$332 - $389
|
65
$2.16K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
9+ 0.06% |
$272 - $319
|
14.6K
$483K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
8+ 12.7% |
$242 - $283
|
71
$2.35K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 2.96% |
$151 - $177
|
174
$5.77K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5New |
$151 - $177
|
5
$166
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5New |
$151 - $177
|
5
$166
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4+ 0.05% |
$121 - $142
|
8.07K
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 5.71% |
$121 - $142
|
74
$2.45K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$60.4 - $70.8
|
2
$66.3
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
1+ 0.55% |
$30.2 - $35.4
|
184
$6.1K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 25.0% |
$60.4 - $70.8
|
6
$199
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 19.05% |
$121 - $142
|
17
$564
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-19- 0.88% |
$574 - $672
|
2.14K
$71.1K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24- 64.86% |
$725 - $849
|
13
$431
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-27- 50.0% |
$816 - $956
|
27
$895
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-29- 21.17% |
$876 - $1.03K
|
108
$3.58K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-33- 52.38% |
$997 - $1.17K
|
30
$995
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-54- 51.92% |
$1.63K - $1.91K
|
50
$1.66K
|