Purchases and Sales Made in Q4 2023 in Box Inc (BOX)
This table provides information about the institutional ownership of Box Inc (BOX) during Q4 2023. 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 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.95K+ 14.1% |
$46.4K - $52.1K
|
15.8K
$559K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.94K+ 7.77% |
$46K - $51.7K
|
26.9K
$949K
|
|
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
1.87KNew |
$44.5K - $50K
|
1.87K
$66.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.86K+ 62000.0% |
$44.2K - $49.6K
|
1.86K
$65.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
1.68K+ 6.04% |
$39.8K - $44.7K
|
29.4K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.57K+ 2.27% |
$37.2K - $41.8K
|
70.6K
$2.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.55K+ 10.52% |
$36.8K - $41.4K
|
16.3K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.3K+ 0.33% |
$30.9K - $34.7K
|
394K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.14KNew |
$27.1K - $30.4K
|
1.14K
$40.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1KNew |
$23.7K - $26.7K
|
1K
$35.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
920New |
$21.8K - $24.6K
|
920
$32.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
897+ 17.03% |
$21.3K - $23.9K
|
6.17K
$218K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
867New |
$20.6K - $23.1K
|
867
$30.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
841+ 9.54% |
$20K - $22.4K
|
9.66K
$342K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
782+ 14.41% |
$18.6K - $20.9K
|
6.21K
$219K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
777New |
$18.4K - $20.7K
|
777
$27.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
730+ 2.44% |
$17.3K - $19.5K
|
30.6K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
671+ 0.96% |
$15.9K - $17.9K
|
70.7K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
671New |
$15.9K - $17.9K
|
671
$23.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
587+ 4.19% |
$13.9K - $15.7K
|
14.6K
$516K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
376+ 2.11% |
$8.93K - $10K
|
18.2K
$643K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
337+ 11.05% |
$8K - $8.99K
|
3.39K
$120K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
319New |
$7.57K - $8.51K
|
319
$11.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
302+ 113.96% |
$7.17K - $8.06K
|
567
$20K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
226+ 0.16% |
$5.37K - $6.03K
|
143K
$5.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
196+ 2.34% |
$4.65K - $5.23K
|
8.56K
$303K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
154New |
$3.66K - $4.11K
|
154
$5.44K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
153New |
$3.63K - $4.08K
|
153
$5.41K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
148New |
$3.51K - $3.95K
|
148
$5.23K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
147New |
$3.49K - $3.92K
|
147
$5.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
117New |
$2.78K - $3.12K
|
117
$4.14K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
100New |
$2.37K - $2.67K
|
100
$3.54K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
75New |
$1.78K - $2K
|
75
$2.65K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
68New |
$1.61K - $1.81K
|
68
$2.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
63+ 161.54% |
$1.5K - $1.68K
|
102
$3.61K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
40+ 148.15% |
$950 - $1.07K
|
67
$2.37K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
29+ 5.23% |
$688 - $774
|
584
$20.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
25+ 0.06% |
$594 - $667
|
39.6K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23+ 127.78% |
$546 - $614
|
41
$1.45K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
22New |
$522 - $587
|
22
$778
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
16New |
$380 - $427
|
16
$566
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 23.44% |
$356 - $400
|
79
$2.79K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 8.48% |
$332 - $374
|
179
$6.33K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13+ 5.49% |
$309 - $347
|
250
$8.84K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
11New |
$261 - $294
|
11
$389
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11+ 32.35% |
$261 - $294
|
45
$1.59K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10+ 0.44% |
$237 - $267
|
2.28K
$80.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
7New |
$166 - $187
|
7
$247
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 5.88% |
$23.7 - $26.7
|
16
$566
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-4- 13.33% |
$95 - $107
|
26
$919
|