Purchases and Sales Made in Q1 2023 in Dropbox, Inc. (DBX)
This table provides information about the institutional ownership of Dropbox, Inc. (DBX) during Q1 2023. The information is specifically focused on institutions that hold shares of DROPBOX, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 35.71% |
$285 - $365
|
27
$868
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-23- 2.39% |
$436 - $560
|
939
$30.2K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-27- 15.61% |
$512 - $657
|
146
$4.69K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-30- 32.26% |
$569 - $730
|
63
$2.03K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-35- 56.45% |
$664 - $852
|
27
$868
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-45- 25.71% |
$854 - $1.1K
|
130
$4.18K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-46- 68.66% |
$873 - $1.12K
|
21
$675
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-50Closed |
$949 - $1.22K
|
0
$0
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-54- 27.55% |
$1.02K - $1.31K
|
142
$4.57K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-55- 41.04% |
$1.04K - $1.34K
|
79
$2.54K
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-74- 0.3% |
$1.4K - $1.8K
|
24.3K
$783K
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-97- 0.47% |
$1.84K - $2.36K
|
20.8K
$667K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-114- 2.84% |
$2.16K - $2.77K
|
3.9K
$125K
|
|
May 15, 2023
Q1 2023
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-137- 0.06% |
$2.6K - $3.33K
|
218K
$7.02M
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-148- 44.31% |
$2.81K - $3.6K
|
186
$5.98K
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-203- 0.58% |
$3.85K - $4.94K
|
35K
$1.13M
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-246- 26.23% |
$4.67K - $5.99K
|
692
$22.2K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-300- 65.22% |
$5.69K - $7.3K
|
160
$5.14K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-350- 25.93% |
$6.64K - $8.52K
|
1K
$32.2K
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-363- 3.2% |
$6.89K - $8.84K
|
11K
$353K
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-365- 8.01% |
$6.92K - $8.88K
|
4.19K
$135K
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-432- 7.68% |
$8.2K - $10.5K
|
5.2K
$167K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-432- 22.95% |
$8.2K - $10.5K
|
1.45K
$46.6K
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-435- 0.56% |
$8.25K - $10.6K
|
76.9K
$2.47M
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-450- 1.85% |
$8.54K - $11K
|
23.9K
$769K
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-578- 0.24% |
$11K - $14.1K
|
238K
$7.64M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-627- 36.22% |
$11.9K - $15.3K
|
1.1K
$35.5K
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-657- 0.62% |
$12.5K - $16K
|
105K
$3.38M
|
|
Apr 28, 2023
Q1 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-675- 1.0% |
$12.8K - $16.4K
|
66.7K
$2.14M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-676- 30.98% |
$12.8K - $16.5K
|
1.51K
$48.4K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-683- 11.86% |
$13K - $16.6K
|
5.08K
$163K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-685- 57.56% |
$13K - $16.7K
|
505
$16.2K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-861- 0.45% |
$16.3K - $21K
|
192K
$6.18M
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-998- 3.37% |
$18.9K - $24.3K
|
28.6K
$920K
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-1.06K- 5.44% |
$20.1K - $25.7K
|
18.4K
$591K
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.09K- 3.49% |
$20.7K - $26.5K
|
30.2K
$970K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.15K- 18.45% |
$21.8K - $28K
|
5.08K
$163K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.34K- 2.88% |
$25.5K - $32.7K
|
45.3K
$1.46M
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.39K- 0.71% |
$26.3K - $33.7K
|
194K
$6.25M
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.39K- 0.71% |
$26.3K - $33.7K
|
194K
$6.25M
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-1.47K- 98.72% |
$27.9K - $35.8K
|
19
$611
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.73K- 4.33% |
$32.8K - $42K
|
38.1K
$1.23M
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.79K- 1.38% |
$33.9K - $43.4K
|
128K
$4.12M
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-2.01K- 10.31% |
$38.1K - $48.9K
|
17.5K
$562K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.05K- 10.96% |
$39K - $50K
|
16.7K
$536K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-2.11K- 92.8% |
$40.1K - $51.5K
|
164
$5.27K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.14K- 31.23% |
$40.6K - $52.1K
|
4.72K
$152K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.2K- 68.79% |
$41.8K - $53.6K
|
1K
$32.2K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.22K- 13.17% |
$42.2K - $54.1K
|
14.6K
$471K
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-2.52K- 10.44% |
$47.7K - $61.3K
|
21.6K
$694K
|