Purchases and Sales Made in Q3 2021 in Box Inc (BOX)
This table provides information about the institutional ownership of Box Inc (BOX) during Q3 2021. 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, 2021
Q3 2021
|
Arizona State Retirement System
|
BUY
|
- |
1.19K+ 2.75% |
$26.8K - $32K
|
44.3K
$1.38M
|
|
Oct 12, 2021
Q3 2021
|
Green Alpha Advisors, LLC
|
BUY
|
- |
1.04K+ 2.63% |
$23.4K - $27.9K
|
40.4K
$1.25M
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1KNew |
$22.6K - $26.9K
|
1K
$31.1K
|
|
Nov 16, 2021
Q3 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
975+ 13.65% |
$22K - $26.3K
|
8.12K
$252K
|
|
Nov 05, 2021
Q3 2021
|
Malaga Cove Capital, LLC
|
BUY
|
- |
800+ 2.96% |
$18.1K - $21.6K
|
27.9K
$866K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
720New |
$16.3K - $19.4K
|
720
$22.4K
|
|
Nov 09, 2021
Q3 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
716New |
$16.2K - $19.3K
|
716
$22.2K
|
|
Oct 27, 2021
Q3 2021
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
642+ 0.6% |
$14.5K - $17.3K
|
107K
$3.32M
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
634+ 3.27% |
$14.3K - $17.1K
|
20K
$623K
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
631+ 2.81% |
$14.2K - $17K
|
23.1K
$718K
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
596+ 1.81% |
$13.5K - $16.1K
|
33.5K
$1.04M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
574+ 131.35% |
$13K - $15.5K
|
1.01K
$31.4K
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
500+ 236.97% |
$11.3K - $13.5K
|
711
$22.1K
|
|
Oct 22, 2021
Q3 2021
|
Strs Ohio
|
BUY
|
- |
500+ 7.69% |
$11.3K - $13.5K
|
7K
$217K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
443+ 1.65% |
$10K - $11.9K
|
27.4K
$850K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
430+ 2.09% |
$9.71K - $11.6K
|
21K
$652K
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
408+ 1.63% |
$9.21K - $11K
|
25.5K
$792K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
400+ 320.0% |
$9.03K - $10.8K
|
525
$16.3K
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
387+ 0.48% |
$8.73K - $10.4K
|
81.6K
$2.54M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
362New |
$8.17K - $9.75K
|
362
$11.2K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
325+ 17.34% |
$7.34K - $8.76K
|
2.2K
$68.3K
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
BUY
|
- |
200New |
$4.51K - $5.39K
|
200
$6.21K
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
174+ 5.5% |
$3.93K - $4.69K
|
3.34K
$104K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
163New |
$3.68K - $4.39K
|
163
$5.06K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
129+ 23.37% |
$2.91K - $3.48K
|
681
$21.2K
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
100New |
$2.26K - $2.69K
|
100
$3.11K
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
92New |
$2.08K - $2.48K
|
92
$2.86K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
71+ 17.53% |
$1.6K - $1.91K
|
476
$14.8K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
59+ 46.83% |
$1.33K - $1.59K
|
185
$5.75K
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
44New |
$993 - $1.19K
|
44
$1.37K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
31+ 0.95% |
$700 - $835
|
3.31K
$103K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27+ 10.8% |
$609 - $727
|
277
$8.6K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
19New |
$429 - $512
|
19
$590
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 5.41% |
$361 - $431
|
312
$9.69K
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10New |
$226 - $269
|
10
$311
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10- 24.39% |
$226 - $269
|
31
$963
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-14- 0.61% |
$316 - $377
|
2.27K
$70.6K
|
|
Nov 08, 2021
Q3 2021
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-15- 0.02% |
$339 - $404
|
61.5K
$1.91M
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-32- 0.17% |
$722 - $862
|
18.6K
$576K
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-43Closed |
$971 - $1.16K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-53- 3.51% |
$1.2K - $1.43K
|
1.46K
$45.2K
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-75Closed |
$1.69K - $2.02K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-82- 0.83% |
$1.85K - $2.21K
|
9.77K
$304K
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-100Closed |
$2.26K - $2.69K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-155- 7.03% |
$3.5K - $4.18K
|
2.05K
$63.7K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-200- 2.11% |
$4.51K - $5.39K
|
9.27K
$288K
|
|
Nov 15, 2021
Q3 2021
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-277Closed |
$6.25K - $7.46K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-310- 0.43% |
$7K - $8.35K
|
71.5K
$2.22M
|
|
Nov 12, 2021
Q3 2021
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-327- 0.69% |
$7.38K - $8.81K
|
47K
$1.46M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-328- 3.26% |
$7.4K - $8.84K
|
9.72K
$302K
|