Purchases and Sales Made in Q1 2024 in Dropbox, Inc. (DBX)
This table provides information about the institutional ownership of Dropbox, Inc. (DBX) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
112+ 98.25% |
$2.61K - $3.71K
|
226
$6.19K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
102+ 3.4% |
$2.37K - $3.38K
|
3.1K
$84.9K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100New |
$2.33K - $3.32K
|
100
$2.74K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
97+ 146.97% |
$2.26K - $3.22K
|
163
$4.47K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
81+ 168.75% |
$1.88K - $2.69K
|
129
$3.54K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
63+ 9.65% |
$1.47K - $2.09K
|
716
$19.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
61+ 217.86% |
$1.42K - $2.02K
|
89
$2.44K
|
|
|
May 10, 2024
Q1 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
50+ 25.0% |
$1.16K - $1.66K
|
250
$6.85K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
42New |
$977 - $1.39K
|
42
$1.15K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
20New |
$465 - $663
|
20
$548
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
14New |
$326 - $464
|
14
$384
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14+ 9.4% |
$326 - $464
|
163
$4.47K
|
|
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
12+ 1.82% |
$279 - $398
|
673
$18.4K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 20.0% |
$233 - $332
|
60
$1.64K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10+ 10.0% |
$233 - $332
|
110
$3.02K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.02% |
$186 - $265
|
37K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.07% |
$186 - $265
|
12.3K
$337K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 70.0% |
$163 - $232
|
17
$466
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$23.3 - $33.2
|
210K
$5.76M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 4.08% |
$46.5 - $66.3
|
47
$1.29K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 4.35% |
$46.5 - $66.3
|
44
$1.21K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 6.09% |
$279 - $398
|
185
$5.07K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-13- 1.12% |
$302 - $431
|
1.15K
$31.5K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-14- 38.89% |
$326 - $464
|
22
$603
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-24- 12.5% |
$558 - $796
|
168
$4.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-30- 2.64% |
$698 - $995
|
1.11K
$30.3K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-38- 3.41% |
$884 - $1.26K
|
1.08K
$29.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-45- 0.33% |
$1.05K - $1.49K
|
13.5K
$371K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-60- 24.69% |
$1.4K - $1.99K
|
183
$5.02K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-91- 26.84% |
$2.12K - $3.02K
|
248
$6.8K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-95- 62.09% |
$2.21K - $3.15K
|
58
$1.59K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-97- 7.35% |
$2.26K - $3.22K
|
1.22K
$33.5K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.7% |
$2.33K - $3.32K
|
14.2K
$389K
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
SELL
|
- |
-115- 1.16% |
$2.67K - $3.81K
|
9.83K
$269K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-135- 1.37% |
$3.14K - $4.48K
|
9.69K
$266K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-155- 16.72% |
$3.61K - $5.14K
|
772
$21.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-163- 98.79% |
$3.79K - $5.41K
|
2
$54.8
|
|
|
May 14, 2024
Q1 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-230- 0.13% |
$5.35K - $7.63K
|
183K
$5.02M
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-233- 4.32% |
$5.42K - $7.73K
|
5.16K
$141K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-266- 24.18% |
$6.19K - $8.82K
|
834
$22.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-300- 1.03% |
$6.98K - $9.95K
|
28.8K
$789K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-332- 31.89% |
$7.72K - $11K
|
709
$19.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-353- 43.96% |
$8.21K - $11.7K
|
450
$12.3K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-415- 6.25% |
$9.65K - $13.8K
|
6.23K
$171K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-471- 58.73% |
$11K - $15.6K
|
331
$9.07K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-475- 4.65% |
$11K - $15.8K
|
9.74K
$267K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-500- 4.07% |
$11.6K - $16.6K
|
11.8K
$323K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-552- 2.55% |
$12.8K - $18.3K
|
21.1K
$577K
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-575- 80.31% |
$13.4K - $19.1K
|
141
$3.86K
|