Purchases and Sales Made in Q1 2024 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q1 2024. The information is specifically focused on institutions that hold shares of SHOPIFY INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
20New |
$1.44K - $1.81K
|
20
$2.33K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
20+ 0.15% |
$1.44K - $1.81K
|
13.5K
$1.58M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
20+ 0.25% |
$1.44K - $1.81K
|
8.06K
$941K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
20+ 0.44% |
$1.44K - $1.81K
|
4.56K
$532K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
20+ 9.05% |
$1.44K - $1.81K
|
241
$28.1K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
20New |
$1.44K - $1.81K
|
20
$2.33K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
20New |
$1.44K - $1.81K
|
20
$2.33K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
20+ 1.1% |
$1.44K - $1.81K
|
1.84K
$214K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
18+ 54.55% |
$1.29K - $1.63K
|
51
$5.95K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
18New |
$1.29K - $1.63K
|
18
$2.1K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
17+ 1.3% |
$1.22K - $1.54K
|
1.32K
$154K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
17+ 0.35% |
$1.22K - $1.54K
|
4.9K
$572K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
17+ 0.15% |
$1.22K - $1.54K
|
11.6K
$1.35M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
16New |
$1.15K - $1.45K
|
16
$1.87K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
15+ 7.14% |
$1.08K - $1.36K
|
225
$26.3K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
15+ 0.36% |
$1.08K - $1.36K
|
4.17K
$487K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.14% |
$1.08K - $1.36K
|
10.4K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
14+ 0.29% |
$1.01K - $1.27K
|
4.85K
$566K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13+ 4.68% |
$934 - $1.18K
|
291
$34K
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
13+ 0.08% |
$934 - $1.18K
|
15.3K
$1.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
11+ 0.02% |
$790 - $998
|
60.7K
$7.09M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
11New |
$790 - $998
|
11
$1.28K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
11+ 2.78% |
$790 - $998
|
407
$47.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
10+ 1.84% |
$718 - $907
|
553
$64.6K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
10+ 0.18% |
$718 - $907
|
5.48K
$639K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 1.92% |
$718 - $907
|
530
$61.9K
|
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
10+ 6.58% |
$718 - $907
|
162
$18.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
6+ 0.0% |
$431 - $544
|
153K
$17.8M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 100.0% |
$431 - $544
|
12
$1.4K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 3.15% |
$287 - $363
|
131
$15.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
3New |
$215 - $272
|
3
$350
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$144 - $181
|
3.12K
$364K
|
|
|
Apr 25, 2024
Q1 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
2+ 0.78% |
$144 - $181
|
257
$30K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2+ 1.48% |
$144 - $181
|
137
$16K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$71.8 - $90.7
|
6.55K
$765K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-1- 1.3% |
$71.8 - $90.7
|
76
$8.87K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2- 0.05% |
$144 - $181
|
4.22K
$492K
|
|
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-2- 2.56% |
$144 - $181
|
76
$8.87K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 6.82% |
$215 - $272
|
41
$4.79K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-5- 0.15% |
$359 - $454
|
3.22K
$376K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-6- 0.99% |
$431 - $544
|
600
$70K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.08% |
$575 - $726
|
9.8K
$1.14M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8- 0.17% |
$575 - $726
|
4.77K
$557K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 0.35% |
$646 - $816
|
2.54K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-10- 0.25% |
$718 - $907
|
3.93K
$458K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10- 3.85% |
$718 - $907
|
250
$29.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-11- 0.29% |
$790 - $998
|
3.8K
$444K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-13- 10.57% |
$934 - $1.18K
|
110
$12.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.3% |
$1.08K - $1.36K
|
4.96K
$579K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16- 0.14% |
$1.15K - $1.45K
|
11.7K
$1.36M
|