Purchases and Sales Made in Q4 2021 in Dropbox, Inc. (DBX)
This table provides information about the institutional ownership of Dropbox, Inc. (DBX) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
495New |
$11.7K - $15.3K
|
495
$15.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
491New |
$11.6K - $15.2K
|
491
$15.8K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
435+ 104.82% |
$10.3K - $13.5K
|
850
$27.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
401+ 59.23% |
$9.51K - $12.4K
|
1.08K
$34.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
398+ 2.47% |
$9.44K - $12.3K
|
16.5K
$532K
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
350+ 0.6% |
$8.3K - $10.9K
|
58.8K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
337+ 2.33% |
$7.99K - $10.5K
|
14.8K
$476K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
324+ 875.68% |
$7.68K - $10K
|
361
$11.6K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
300+ 0.85% |
$7.11K - $9.3K
|
35.6K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
261+ 14.58% |
$6.19K - $8.09K
|
2.05K
$65.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
254+ 20.43% |
$6.02K - $7.88K
|
1.5K
$48.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
251New |
$5.95K - $7.78K
|
251
$8.07K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
247+ 2.82% |
$5.86K - $7.66K
|
8.99K
$289K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
200New |
$4.74K - $6.2K
|
200
$6.43K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
191New |
$4.53K - $5.92K
|
191
$6.14K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
172New |
$4.08K - $5.33K
|
172
$5.53K
|
|
|
Feb 14, 2022
Q4 2021
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
165+ 0.18% |
$3.91K - $5.12K
|
91.7K
$2.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
149+ 0.17% |
$3.53K - $4.62K
|
87.7K
$2.82M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
148+ 31.22% |
$3.51K - $4.59K
|
622
$20K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
135New |
$3.2K - $4.19K
|
135
$4.34K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
120New |
$2.85K - $3.72K
|
120
$3.86K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
110New |
$2.61K - $3.41K
|
110
$3.54K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
100New |
$2.37K - $3.1K
|
100
$3.22K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
67+ 0.12% |
$1.59K - $2.08K
|
54.7K
$1.76M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
60New |
$1.42K - $1.86K
|
60
$1.93K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
59+ 1180.0% |
$1.4K - $1.83K
|
64
$2.06K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
50New |
$1.19K - $1.55K
|
50
$1.61K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
29New |
$688 - $899
|
29
$932
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
19+ 0.09% |
$450 - $589
|
22K
$708K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15New |
$356 - $465
|
15
$482
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8New |
$190 - $248
|
8
$257
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
5+ 0.06% |
$119 - $155
|
9.05K
$291K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 11.11% |
$94.8 - $124
|
40
$1.29K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-10Closed |
$237 - $310
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-23- 6.8% |
$545 - $713
|
315
$10.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-30- 0.18% |
$711 - $930
|
16.4K
$529K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31- 11.52% |
$735 - $961
|
238
$7.65K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-35- 51.47% |
$830 - $1.09K
|
33
$1.06K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-38Closed |
$901 - $1.18K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-43- 0.11% |
$1.02K - $1.33K
|
40.5K
$1.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-50Closed |
$1.19K - $1.55K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 4.76% |
$1.19K - $1.55K
|
1K
$32.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-70Closed |
$1.66K - $2.17K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-105- 1.29% |
$2.49K - $3.26K
|
8.05K
$259K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-120- 2.43% |
$2.85K - $3.72K
|
4.81K
$155K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-134- 3.91% |
$3.18K - $4.16K
|
3.3K
$106K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
SELL
|
- |
-136- 0.33% |
$3.22K - $4.22K
|
40.5K
$1.3M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-159Closed |
$3.77K - $4.93K
|
0
$0
|