Purchases and Sales Made in Q3 2024 in Box Inc (BOX)
This table provides information about the institutional ownership of Box Inc (BOX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
189+ 7.19% |
$4.71K - $6.32K
|
2.82K
$97.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
186+ 1.22% |
$4.64K - $6.22K
|
15.5K
$537K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
177+ 125.53% |
$4.41K - $5.92K
|
318
$11K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
145New |
$3.61K - $4.85K
|
145
$5.03K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
143New |
$3.56K - $4.78K
|
143
$4.96K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
130+ 1.34% |
$3.24K - $4.35K
|
9.86K
$342K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
115+ 2300.0% |
$2.87K - $3.85K
|
120
$4.16K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
100+ 133.33% |
$2.49K - $3.35K
|
175
$6.07K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96+ 0.52% |
$2.39K - $3.21K
|
18.7K
$649K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
85+ 1.65% |
$2.12K - $2.84K
|
5.25K
$182K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
80New |
$1.99K - $2.68K
|
80
$2.78K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
68New |
$1.69K - $2.27K
|
68
$2.36K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
52New |
$1.3K - $1.74K
|
52
$1.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
52+ 0.65% |
$1.3K - $1.74K
|
8.05K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
52New |
$1.3K - $1.74K
|
52
$1.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
48New |
$1.2K - $1.61K
|
48
$1.67K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
46New |
$1.15K - $1.54K
|
46
$1.6K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
41New |
$1.02K - $1.37K
|
41
$1.42K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
39+ 0.49% |
$972 - $1.3K
|
7.95K
$276K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
35+ 0.41% |
$872 - $1.17K
|
8.62K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22New |
$548 - $736
|
22
$763
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18+ 28.57% |
$449 - $602
|
81
$2.81K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
16+ 8.99% |
$399 - $535
|
194
$6.73K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
15New |
$374 - $502
|
15
$521
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10New |
$249 - $335
|
10
$347
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10+ 30.3% |
$249 - $335
|
43
$1.49K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 4.79% |
$224 - $301
|
197
$6.84K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
8+ 47.06% |
$199 - $268
|
25
$868
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 5.77% |
$150 - $201
|
110
$3.82K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
6New |
$150 - $201
|
6
$208
|
|
|
Oct 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
BUY
|
- |
2+ 0.0% |
$49.8 - $66.9
|
71.8K
$2.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 2.94% |
$49.8 - $66.9
|
70
$2.43K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.97% |
$24.9 - $33.5
|
104
$3.61K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1- 0.01% |
$24.9 - $33.5
|
8.93K
$310K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 4.76% |
$24.9 - $33.5
|
20
$694
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 12.5% |
$24.9 - $33.5
|
7
$243
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-2- -0.0% |
$49.8 - $66.9
|
63.3K
$2.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 27.27% |
$74.8 - $100
|
8
$278
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 2.14% |
$74.8 - $100
|
137
$4.75K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-7- 0.02% |
$174 - $234
|
31.1K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-14- 5.02% |
$349 - $468
|
265
$9.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-16- 12.9% |
$399 - $535
|
108
$3.75K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-16- 10.74% |
$399 - $535
|
133
$4.62K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-62- 0.43% |
$1.55K - $2.07K
|
14.4K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-67- 4.72% |
$1.67K - $2.24K
|
1.35K
$46.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-98- 39.2% |
$2.44K - $3.28K
|
152
$5.27K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-130- 0.81% |
$3.24K - $4.35K
|
15.8K
$550K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-150- 16.67% |
$3.74K - $5.02K
|
750
$26K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-168- 49.85% |
$4.19K - $5.62K
|
169
$5.86K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-168- 61.54% |
$4.19K - $5.62K
|
105
$3.64K
|