Purchases and Sales Made in Q1 2025 in Dropbox, Inc. (DBX)
This table provides information about the institutional ownership of Dropbox, Inc. (DBX) during Q1 2025. 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 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
20New |
$491 - $665
|
20
$548
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
19+ 90.48% |
$466 - $632
|
40
$1.1K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 130.0% |
$319 - $433
|
23
$630
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
13New |
$319 - $433
|
13
$356
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
10New |
$246 - $333
|
10
$274
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
9New |
$221 - $299
|
9
$247
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8New |
$196 - $266
|
8
$219
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
8New |
$196 - $266
|
8
$219
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
7+ 0.07% |
$172 - $233
|
9.47K
$259K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$123 - $166
|
5
$137
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5New |
$123 - $166
|
5
$137
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4New |
$98.2 - $133
|
4
$110
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 12.12% |
$98.2 - $133
|
37
$1.01K
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$73.7 - $99.8
|
3
$82.2
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.73% |
$73.7 - $99.8
|
176
$4.82K
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.0% |
$24.6 - $33.3
|
49
$1.34K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 6.67% |
$24.6 - $33.3
|
14
$384
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-2- 22.22% |
$49.1 - $66.5
|
7
$192
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 7.14% |
$123 - $166
|
65
$1.78K
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-13- 0.06% |
$319 - $433
|
22.1K
$604K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-14Closed |
$344 - $466
|
0
$0
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-27- 16.46% |
$663 - $898
|
137
$3.76K
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-35- 0.02% |
$859 - $1.16K
|
162K
$4.45M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-40- 23.53% |
$982 - $1.33K
|
130
$3.56K
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-43- 0.16% |
$1.06K - $1.43K
|
27.6K
$758K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-46- 79.31% |
$1.13K - $1.53K
|
12
$329
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-64- 3.73% |
$1.57K - $2.13K
|
1.65K
$45.3K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-70- 16.55% |
$1.72K - $2.33K
|
353
$9.68K
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-99- 9.11% |
$2.43K - $3.29K
|
988
$27.1K
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-100- 50.0% |
$2.46K - $3.33K
|
100
$2.74K
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-200- 1.17% |
$4.91K - $6.65K
|
16.8K
$461K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-275- 27.78% |
$6.75K - $9.15K
|
715
$19.6K
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-277- 0.8% |
$6.8K - $9.22K
|
34.5K
$947K
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-299- 1.86% |
$7.34K - $9.95K
|
15.8K
$432K
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-307- 4.14% |
$7.54K - $10.2K
|
7.11K
$195K
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-310- 99.68% |
$7.61K - $10.3K
|
1
$27.4
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-329- 3.95% |
$8.08K - $10.9K
|
7.99K
$219K
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-389- 2.31% |
$9.55K - $12.9K
|
16.4K
$451K
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-400- 1.16% |
$9.82K - $13.3K
|
34K
$932K
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-420- 0.15% |
$10.3K - $14K
|
271K
$7.44M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-517- 9.26% |
$12.7K - $17.2K
|
5.07K
$139K
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-540- 3.36% |
$13.3K - $18K
|
15.5K
$425K
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-605- 1.88% |
$14.9K - $20.1K
|
31.5K
$865K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-651- 22.8% |
$16K - $21.7K
|
2.2K
$60.4K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-667- 64.38% |
$16.4K - $22.2K
|
369
$10.1K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-681- 21.63% |
$16.7K - $22.7K
|
2.47K
$67.6K
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-741- 0.54% |
$18.2K - $24.7K
|
136K
$3.73M
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-756- 10.89% |
$18.6K - $25.2K
|
6.18K
$169K
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-791- 1.86% |
$19.4K - $26.3K
|
41.8K
$1.15M
|