Purchases and Sales Made in Q4 2024 in Box Inc (BOX)
This table provides information about the institutional ownership of Box Inc (BOX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
990+ 13.88% |
$31.3K - $35.3K
|
8.12K
$287K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
941+ 10.69% |
$29.7K - $33.5K
|
9.74K
$344K
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
906+ 4.95% |
$28.6K - $32.3K
|
19.2K
$679K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
902+ 4.13% |
$28.5K - $32.2K
|
22.7K
$803K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
876+ 6.42% |
$27.7K - $31.2K
|
14.5K
$513K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
664+ 4.72% |
$21K - $23.7K
|
14.7K
$521K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
659+ 7.14% |
$20.8K - $23.5K
|
9.89K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
653+ 42.38% |
$20.6K - $23.3K
|
2.19K
$77.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
556+ 1.02% |
$17.6K - $19.8K
|
55.2K
$1.95M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
530+ 9.57% |
$16.7K - $18.9K
|
6.07K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
522+ 1.33% |
$16.5K - $18.6K
|
39.8K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
510New |
$16.1K - $18.2K
|
510
$18K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
500New |
$15.8K - $17.8K
|
500
$17.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
486+ 2.75% |
$15.4K - $17.3K
|
18.2K
$642K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
442+ 2.62% |
$14K - $15.8K
|
17.3K
$613K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
427+ 4.95% |
$13.5K - $15.2K
|
9.05K
$320K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
423+ 1.2% |
$13.4K - $15.1K
|
35.8K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
417+ 19.29% |
$13.2K - $14.9K
|
2.58K
$91.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
397+ 325.41% |
$12.5K - $14.2K
|
519
$18.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
391+ 5.27% |
$12.4K - $13.9K
|
7.81K
$276K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
383New |
$12.1K - $13.7K
|
383
$13.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
315New |
$9.95K - $11.2K
|
315
$11.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
291New |
$9.2K - $10.4K
|
291
$10.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
205+ 114.53% |
$6.48K - $7.31K
|
384
$13.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
200New |
$6.32K - $7.13K
|
200
$7.07K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
195+ 6.92% |
$6.16K - $6.95K
|
3.01K
$106K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
182+ 40.63% |
$5.75K - $6.49K
|
630
$22.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
130+ 250.0% |
$4.11K - $4.63K
|
182
$6.43K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
117+ 8.75% |
$3.7K - $4.17K
|
1.45K
$51.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
116New |
$3.67K - $4.14K
|
116
$4.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
107+ 0.23% |
$3.38K - $3.81K
|
47.6K
$1.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
76+ 43.43% |
$2.4K - $2.71K
|
251
$8.87K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
63New |
$1.99K - $2.25K
|
63
$2.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
56+ 69.14% |
$1.77K - $2K
|
137
$4.84K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
56New |
$1.77K - $2K
|
56
$1.98K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
54New |
$1.71K - $1.93K
|
54
$1.91K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
50New |
$1.58K - $1.78K
|
50
$1.77K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
31+ 21.38% |
$980 - $1.11K
|
176
$6.22K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29+ 21.17% |
$916 - $1.03K
|
166
$5.87K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
20+ 6.29% |
$632 - $713
|
338
$11.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
16+ 0.23% |
$506 - $570
|
6.83K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
16+ 20.0% |
$506 - $570
|
96
$3.39K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
16+ 6.3% |
$506 - $570
|
270
$9.54K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15+ 68.18% |
$474 - $535
|
37
$1.31K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
12+ 7.89% |
$379 - $428
|
164
$5.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
11+ 25.58% |
$348 - $392
|
54
$1.91K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 0.18% |
$284 - $321
|
4.93K
$174K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.14% |
$284 - $321
|
6.41K
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6New |
$190 - $214
|
6
$212
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
3+ 2.1% |
$94.8 - $107
|
146
$5.16K
|