Purchases and Sales Made in Q4 2022 in Box Inc (BOX)
This table provides information about the institutional ownership of Box Inc (BOX) during Q4 2022. 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, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
991+ 2.45% |
$25.5K - $31.4K
|
41.4K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
974+ 1.62% |
$25K - $30.9K
|
61K
$2.15M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
889+ 31.31% |
$22.9K - $28.2K
|
3.73K
$132K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
858New |
$22.1K - $27.2K
|
858
$30.3K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
740+ 6.23% |
$19K - $23.5K
|
12.6K
$446K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
651+ 2.38% |
$16.7K - $20.6K
|
28.1K
$992K
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
590+ 0.58% |
$15.2K - $18.7K
|
102K
$3.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
561+ 0.98% |
$14.4K - $17.8K
|
57.8K
$2.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
560New |
$14.4K - $17.7K
|
560
$19.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
521New |
$13.4K - $16.5K
|
521
$18.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
408+ 4.85% |
$10.5K - $12.9K
|
8.82K
$312K
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
408+ 4.85% |
$10.5K - $12.9K
|
8.82K
$312K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
369+ 0.97% |
$9.49K - $11.7K
|
38.2K
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
345+ 1.52% |
$8.87K - $10.9K
|
23K
$812K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
318New |
$8.18K - $10.1K
|
318
$11.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
253+ 40.48% |
$6.5K - $8.02K
|
878
$31K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
227+ 1.55% |
$5.84K - $7.19K
|
14.9K
$527K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
214+ 2.49% |
$5.5K - $6.78K
|
8.8K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
200New |
$5.14K - $6.34K
|
200
$7.07K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
172+ 1.97% |
$4.42K - $5.45K
|
8.92K
$315K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
150+ 43.23% |
$3.86K - $4.75K
|
497
$17.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
120New |
$3.09K - $3.8K
|
120
$4.24K
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
100+ 0.66% |
$2.57K - $3.17K
|
15.3K
$541K
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
96+ 0.73% |
$2.47K - $3.04K
|
13.3K
$469K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
95+ 6.32% |
$2.44K - $3.01K
|
1.6K
$56.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
91+ 1.49% |
$2.34K - $2.88K
|
6.22K
$220K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
77+ 0.11% |
$1.98K - $2.44K
|
67.8K
$2.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
74+ 91.36% |
$1.9K - $2.35K
|
155
$5.48K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
50+ 36.5% |
$1.29K - $1.58K
|
187
$6.61K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
40New |
$1.03K - $1.27K
|
40
$1.41K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
32+ 58.18% |
$823 - $1.01K
|
87
$3.08K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
31New |
$797 - $982
|
31
$1.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
24New |
$617 - $761
|
24
$848
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
23New |
$591 - $729
|
23
$813
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
22New |
$566 - $697
|
22
$778
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
16New |
$411 - $507
|
16
$566
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12+ 100.0% |
$309 - $380
|
24
$848
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
11New |
$283 - $349
|
11
$389
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10New |
$257 - $317
|
10
$354
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
7+ 21.21% |
$180 - $222
|
40
$1.41K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
5+ 10.0% |
$129 - $158
|
55
$1.94K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.18% |
$25.7 - $31.7
|
543
$19.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 5.56% |
$25.7 - $31.7
|
19
$672
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1+ 0.01% |
$25.7 - $31.7
|
12.8K
$454K
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2- 0.01% |
$51.4 - $63.4
|
26K
$919K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 8.57% |
$154 - $190
|
64
$2.26K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-6- 0.01% |
$154 - $190
|
47.5K
$1.68M
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-12- 30.77% |
$309 - $380
|
27
$954
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14- 0.11% |
$360 - $444
|
12.6K
$446K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-23- 1.7% |
$591 - $729
|
1.33K
$47K
|