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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4- 16.0% |
$95 - $107
|
21
$742
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 20.0% |
$95 - $107
|
16
$566
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-8- 7.08% |
$190 - $214
|
105
$3.71K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-19- 0.06% |
$451 - $507
|
32.5K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-25- 0.19% |
$594 - $667
|
12.9K
$454K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-48- 0.79% |
$1.14K - $1.28K
|
6.03K
$213K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-55- 12.17% |
$1.31K - $1.47K
|
397
$14K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-75- 0.66% |
$1.78K - $2K
|
11.4K
$402K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-75- 0.66% |
$1.78K - $2K
|
11.4K
$402K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-103- 0.68% |
$2.45K - $2.75K
|
15.1K
$532K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-113- 0.17% |
$2.68K - $3.02K
|
66.6K
$2.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-161- 0.14% |
$3.82K - $4.3K
|
119K
$4.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-200- 74.63% |
$4.75K - $5.34K
|
68
$2.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-205- 63.08% |
$4.87K - $5.47K
|
120
$4.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-242- 96.03% |
$5.75K - $6.46K
|
10
$354
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-247- 1.63% |
$5.86K - $6.59K
|
14.9K
$528K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-247- 1.63% |
$5.86K - $6.59K
|
14.9K
$528K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-250- 0.6% |
$5.94K - $6.67K
|
41.2K
$1.45M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-271- 2.99% |
$6.43K - $7.23K
|
8.8K
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-283- 0.4% |
$6.72K - $7.55K
|
70.1K
$2.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-371- 2.79% |
$8.81K - $9.9K
|
12.9K
$456K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-380- 11.6% |
$9.02K - $10.1K
|
2.9K
$102K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-399- 3.0% |
$9.47K - $10.6K
|
12.9K
$456K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-400- 0.23% |
$9.5K - $10.7K
|
170K
$6.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-407- 0.78% |
$9.66K - $10.9K
|
52.1K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-450- 38.59% |
$10.7K - $12K
|
716
$25.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-518- 2.98% |
$12.3K - $13.8K
|
16.9K
$597K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-535- 25.34% |
$12.7K - $14.3K
|
1.58K
$55.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-596- 9.63% |
$14.1K - $15.9K
|
5.6K
$198K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-613- 3.23% |
$14.6K - $16.4K
|
18.4K
$649K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-614- 8.81% |
$14.6K - $16.4K
|
6.36K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-640- 5.83% |
$15.2K - $17.1K
|
10.3K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-676- 0.88% |
$16K - $18K
|
76.5K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-722- 52.89% |
$17.1K - $19.3K
|
643
$22.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-800- 61.78% |
$19K - $21.4K
|
495
$17.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-849- 94.75% |
$20.2K - $22.7K
|
47
$1.66K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-970- 2.35% |
$23K - $25.9K
|
40.3K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1K- 50.33% |
$23.7K - $26.7K
|
987
$34.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-1K- 1.95% |
$23.8K - $26.8K
|
50.5K
$1.79M
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-1.09K- 2.19% |
$25.8K - $29K
|
48.5K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-1.14K- 1.18% |
$27.2K - $30.5K
|
95.6K
$3.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-1.2K- 11.54% |
$28.5K - $32K
|
9.2K
$325K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.27K- 1.06% |
$30.1K - $33.9K
|
118K
$4.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-1.41K- 2.42% |
$33.5K - $37.7K
|
56.8K
$2.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.42K- 6.59% |
$33.8K - $38K
|
20.2K
$714K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1.65K- 0.26% |
$39.2K - $44.1K
|
631K
$22.3M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.77K- 13.72% |
$42K - $47.3K
|
11.1K
$394K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.79K- 22.38% |
$42.5K - $47.8K
|
6.21K
$220K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.86K- 15.87% |
$44.1K - $49.6K
|
9.86K
$348K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.95K- 10.69% |
$46.3K - $52K
|
16.3K
$576K
|