Comprehensive Financial Management LLC - BOXED INC ownership

BOXED INC's ticker is and the CUSIP is 103174108. A total of 60 filers reported holding BOXED INC in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.1%.

Quarter-by-quarter ownership
Comprehensive Financial Management LLC ownership history of BOXED INC
ValueSharesWeighting
Q1 2023$24,133
-2.6%
127,1510.0%0.00%0.0%
Q4 2022$24,782
-78.8%
127,1510.0%0.00%
-66.7%
Q3 2022$117,000
-50.2%
127,1510.0%0.00%
-57.1%
Q2 2022$235,000
-81.8%
127,1510.0%0.01%
-69.6%
Q1 2022$1,291,000
-25.9%
127,1510.0%0.02%
+4.5%
Q4 2021$1,742,000127,1510.02%
Other shareholders
BOXED INC shareholders Q3 2022
NameSharesValueWeighting ↓
HAMILTON LANE ADVISORS LLC 4,004,614$7600.26%
TOBIAS FINANCIAL ADVISORS, INC. 50,000$9,4900.00%
Cohanzick Management, LLC 22,043$4,1840.00%
Elgethun Capital Management 9,900$1,8790.00%
Comprehensive Financial Management LLC 127,151$24,1330.00%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 16,057$3,0480.00%
UBS Group AG 109,074$20,7250.00%
RHUMBLINE ADVISERS 57,694$110.00%
JPMORGAN CHASE & CO 863,303$165,0000.00%
Ellevest, Inc. 46$90.00%
View complete list of BOXED INC shareholders