Purchases and Sales Made in Q2 2024 in Box Inc (BOX)
This table provides information about the institutional ownership of Box Inc (BOX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
189+ 23.86% |
$4.73K - $5.39K
|
981
$34.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
134New |
$3.36K - $3.82K
|
134
$4.74K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
125New |
$3.13K - $3.57K
|
125
$4.42K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
106New |
$2.65K - $3.03K
|
106
$3.75K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
96+ 0.31% |
$2.4K - $2.74K
|
31.1K
$1.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
83+ 143.1% |
$2.08K - $2.37K
|
141
$4.98K
|
|
|
Jul 30, 2024
Q2 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
79+ 0.61% |
$1.98K - $2.25K
|
13K
$459K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
75New |
$1.88K - $2.14K
|
75
$2.65K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
70New |
$1.75K - $2K
|
70
$2.47K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
69New |
$1.73K - $1.97K
|
69
$2.44K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
57New |
$1.43K - $1.63K
|
57
$2.01K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
45+ 0.24% |
$1.13K - $1.28K
|
18.4K
$652K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
42New |
$1.05K - $1.2K
|
42
$1.48K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
41New |
$1.03K - $1.17K
|
41
$1.45K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
41+ 0.67% |
$1.03K - $1.17K
|
6.17K
$218K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
27+ 0.53% |
$676 - $771
|
5.16K
$182K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
25+ 16.34% |
$626 - $714
|
178
$6.29K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
25New |
$626 - $714
|
25
$884
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
20New |
$501 - $571
|
20
$707
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
20+ 0.03% |
$501 - $571
|
59K
$2.08M
|
|
|
Jul 09, 2024
Q2 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
19+ 0.04% |
$476 - $542
|
47.8K
$1.69M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
19New |
$476 - $542
|
19
$672
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19+ 43.18% |
$476 - $542
|
63
$2.23K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 14.81% |
$401 - $457
|
124
$4.38K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
11+ 50.0% |
$275 - $314
|
33
$1.17K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
10+ 1.01% |
$250 - $285
|
997
$35.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 14.29% |
$250 - $285
|
80
$2.83K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
9+ 13.43% |
$225 - $257
|
76
$2.69K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5New |
$125 - $143
|
5
$177
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 33.33% |
$50.1 - $57.1
|
8
$283
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2New |
$50.1 - $57.1
|
2
$70.7
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2- 1.9% |
$50.1 - $57.1
|
103
$3.64K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 60.0% |
$75.1 - $85.6
|
2
$70.7
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 15.0% |
$75.1 - $85.6
|
17
$601
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 19.23% |
$125 - $143
|
21
$742
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-15- 9.62% |
$376 - $428
|
141
$4.98K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-15- 0.12% |
$376 - $428
|
12.9K
$454K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-16- 13.33% |
$401 - $457
|
104
$3.68K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-31- 0.35% |
$776 - $885
|
8.93K
$316K
|
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-36- 0.05% |
$901 - $1.03K
|
76.1K
$2.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-37- 0.18% |
$926 - $1.06K
|
20.8K
$737K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-45- 15.85% |
$1.13K - $1.28K
|
239
$8.45K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-81- 36.65% |
$2.03K - $2.31K
|
140
$4.95K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-103- 91.96% |
$2.58K - $2.94K
|
9
$318
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-112- 1.29% |
$2.8K - $3.2K
|
8.59K
$304K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-150- 37.5% |
$3.76K - $4.28K
|
250
$8.84K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-176- 1.78% |
$4.41K - $5.02K
|
9.73K
$344K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-178- 30.22% |
$4.46K - $5.08K
|
411
$14.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-186- 0.99% |
$4.66K - $5.31K
|
18.6K
$657K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-197- 1.27% |
$4.93K - $5.62K
|
15.3K
$540K
|