Purchases and Sales Made in Q4 2021 in Box Inc (BOX)
This table provides information about the institutional ownership of Box Inc (BOX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
158+ 3.04% |
$3.7K - $4.38K
|
5.35K
$173K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
150New |
$3.51K - $4.16K
|
150
$4.86K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
137New |
$3.21K - $3.8K
|
137
$4.44K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
110New |
$2.58K - $3.05K
|
110
$3.56K
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
81+ 0.46% |
$1.9K - $2.24K
|
17.6K
$569K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
74New |
$1.73K - $2.05K
|
74
$2.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
74New |
$1.73K - $2.05K
|
74
$2.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
60New |
$1.4K - $1.66K
|
60
$1.94K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
47+ 9.87% |
$1.1K - $1.3K
|
523
$16.9K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
44New |
$1.03K - $1.22K
|
44
$1.43K
|
|
|
Feb 15, 2022
Q4 2021
|
Elequin Capital LP
New York, NY |
BUY
|
- |
44New |
$1.03K - $1.22K
|
44
$1.43K
|
|
|
Jan 21, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
38+ 190.0% |
$890 - $1.05K
|
58
$1.88K
|
|
|
Feb 10, 2022
Q4 2021
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
36New |
$843 - $998
|
36
$1.17K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
30New |
$702 - $831
|
30
$972
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
25+ 0.13% |
$585 - $693
|
18.6K
$602K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
19New |
$445 - $526
|
19
$615
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19+ 20.65% |
$445 - $526
|
111
$3.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
17+ 8.5% |
$398 - $471
|
217
$7.03K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
14New |
$328 - $388
|
14
$453
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
5New |
$117 - $139
|
5
$162
|
|
|
Jan 12, 2022
Q4 2021
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$23.4 - $27.7
|
40.4K
$1.31M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-5- 3.7% |
$117 - $139
|
130
$4.21K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10Closed |
$234 - $277
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-13- 0.03% |
$304 - $360
|
47K
$1.52M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-31Closed |
$726 - $859
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-38- 65.52% |
$890 - $1.05K
|
20
$648
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-44Closed |
$1.03K - $1.22K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-61- 0.23% |
$1.43K - $1.69K
|
27K
$875K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-90Closed |
$2.11K - $2.49K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-98- 10.57% |
$2.29K - $2.72K
|
829
$26.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-131- 0.04% |
$3.07K - $3.63K
|
334K
$10.8M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-144Closed |
$3.37K - $3.99K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-163Closed |
$3.82K - $4.52K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-165Closed |
$3.86K - $4.57K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-211- 1.1% |
$4.94K - $5.85K
|
19K
$615K
|
|
|
Feb 16, 2022
Q4 2021
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-220- 0.08% |
$5.15K - $6.1K
|
271K
$8.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-225Closed |
$5.27K - $6.23K
|
0
$0
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-295- 38.36% |
$6.91K - $8.17K
|
474
$15.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-312Closed |
$7.3K - $8.65K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-332- 16.2% |
$7.77K - $9.2K
|
1.72K
$55.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-400Closed |
$9.36K - $11.1K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-425- 80.95% |
$9.95K - $11.8K
|
100
$3.24K
|
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-590- 2.5% |
$13.8K - $16.3K
|
23K
$745K
|
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-637- 2.51% |
$14.9K - $17.7K
|
24.7K
$801K
|
|
|
Feb 14, 2022
Q4 2021
|
Amundi
Paris, I0 |
SELL
|
- |
-676- 1.76% |
$15.8K - $18.7K
|
37.8K
$1.22M
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-720Closed |
$16.9K - $20K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-721- 1.17% |
$16.9K - $20K
|
60.8K
$1.97M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-740- 32.54% |
$17.3K - $20.5K
|
1.53K
$49.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-786- 0.61% |
$18.4K - $21.8K
|
129K
$4.16M
|
|
|
Feb 03, 2022
Q4 2021
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-910- 21.67% |
$21.3K - $25.2K
|
3.29K
$107K
|