Purchases and Sales Made in Q4 2024 in Dropbox, Inc. (DBX)
This table provides information about the institutional ownership of Dropbox, Inc. (DBX) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
200+ 43.38% |
$5.01K - $6.16K
|
661
$18.1K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
170New |
$4.26K - $5.24K
|
170
$4.66K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
160+ 0.08% |
$4.01K - $4.93K
|
196K
$5.38M
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
150New |
$3.76K - $4.62K
|
150
$4.11K
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
146New |
$3.66K - $4.5K
|
146
$4K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
125+ 3.13% |
$3.13K - $3.85K
|
4.12K
$113K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
113New |
$2.83K - $3.48K
|
113
$3.1K
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
100New |
$2.51K - $3.08K
|
100
$2.74K
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
97+ 0.3% |
$2.43K - $2.99K
|
32.4K
$888K
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
96+ 0.35% |
$2.4K - $2.96K
|
27.7K
$759K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
86New |
$2.15K - $2.65K
|
86
$2.36K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
84+ 73.68% |
$2.1K - $2.59K
|
198
$5.43K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
77+ 80.21% |
$1.93K - $2.37K
|
173
$4.74K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
75+ 32.61% |
$1.88K - $2.31K
|
305
$8.36K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
70New |
$1.75K - $2.16K
|
70
$1.92K
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
66+ 0.7% |
$1.65K - $2.03K
|
9.46K
$259K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
58New |
$1.45K - $1.79K
|
58
$1.59K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
53New |
$1.33K - $1.63K
|
53
$1.45K
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
48+ 218.18% |
$1.2K - $1.48K
|
70
$1.92K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
41New |
$1.03K - $1.26K
|
41
$1.12K
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
41+ 0.59% |
$1.03K - $1.26K
|
6.94K
$190K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25+ 6.33% |
$626 - $770
|
420
$11.5K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
20+ 5.32% |
$501 - $616
|
396
$10.9K
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
18+ 0.16% |
$451 - $554
|
11.4K
$313K
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
14New |
$351 - $431
|
14
$384
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12+ 0.14% |
$301 - $370
|
8.76K
$240K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10New |
$251 - $308
|
10
$274
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 150.0% |
$225 - $277
|
15
$411
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
9New |
$225 - $277
|
9
$247
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7+ 16.28% |
$175 - $216
|
50
$1.37K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
7New |
$175 - $216
|
7
$192
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5New |
$125 - $154
|
5
$137
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 0.25% |
$25.1 - $30.8
|
395
$10.8K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 15.38% |
$150 - $185
|
33
$905
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-19- 0.12% |
$476 - $585
|
15.6K
$427K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-33- 0.37% |
$827 - $1.02K
|
8.98K
$246K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-50- 8.01% |
$1.25K - $1.54K
|
574
$15.7K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-58- 3.37% |
$1.45K - $1.79K
|
1.67K
$45.6K
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-59- 26.46% |
$1.48K - $1.82K
|
164
$4.5K
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-82- 82.83% |
$2.05K - $2.53K
|
17
$466
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-128- 96.97% |
$3.21K - $3.94K
|
4
$110
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-160- 5.25% |
$4.01K - $4.93K
|
2.89K
$79.2K
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-200- 1.39% |
$5.01K - $6.16K
|
14.2K
$388K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-218- 0.99% |
$5.46K - $6.71K
|
21.8K
$599K
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-227- 1.62% |
$5.69K - $6.99K
|
13.8K
$378K
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-246- 0.2% |
$6.16K - $7.58K
|
121K
$3.31M
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-264- 7.38% |
$6.61K - $8.13K
|
3.31K
$90.8K
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-322- 0.12% |
$8.07K - $9.92K
|
272K
$7.45M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-357- 45.77% |
$8.94K - $11K
|
423
$11.6K
|