Purchases and Sales Made in Q3 2023 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
50+ 18.52% |
$2.58K - $3.52K
|
320
$37.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
50+ 4.85% |
$2.58K - $3.52K
|
1.08K
$126K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
47+ 39.17% |
$2.42K - $3.31K
|
167
$19.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
47+ 5.11% |
$2.42K - $3.31K
|
967
$113K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
45+ 0.34% |
$2.32K - $3.17K
|
13.1K
$1.53M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
45+ 11.97% |
$2.32K - $3.17K
|
421
$49.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
40New |
$2.06K - $2.81K
|
40
$4.67K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
40+ 0.49% |
$2.06K - $2.81K
|
8.18K
$955K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
40+ 0.98% |
$2.06K - $2.81K
|
4.13K
$482K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
40+ 15.27% |
$2.06K - $2.81K
|
302
$35.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
40New |
$2.06K - $2.81K
|
40
$4.67K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
39+ 0.44% |
$2.01K - $2.74K
|
9K
$1.05M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
35+ 0.87% |
$1.8K - $2.46K
|
4.04K
$471K
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
34+ 0.3% |
$1.75K - $2.39K
|
11.3K
$1.32M
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
32New |
$1.65K - $2.25K
|
32
$3.74K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
30+ 0.72% |
$1.55K - $2.11K
|
4.19K
$489K
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
30+ 0.21% |
$1.55K - $2.11K
|
14.1K
$1.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
29+ 0.59% |
$1.49K - $2.04K
|
4.94K
$577K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
29+ 4.83% |
$1.49K - $2.04K
|
629
$73.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
26+ 0.38% |
$1.34K - $1.83K
|
6.92K
$808K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
21+ 10.5% |
$1.08K - $1.48K
|
221
$25.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
19+ 0.61% |
$979 - $1.34K
|
3.12K
$364K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
18New |
$927 - $1.27K
|
18
$2.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
17+ 1.29% |
$876 - $1.2K
|
1.34K
$156K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
17+ 9.19% |
$876 - $1.2K
|
202
$23.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
14+ 0.34% |
$721 - $985
|
4.15K
$485K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10New |
$515 - $704
|
10
$1.17K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
10+ 0.13% |
$515 - $704
|
7.48K
$873K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
10+ 16.67% |
$515 - $704
|
70
$8.17K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
9New |
$464 - $633
|
9
$1.05K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 1.5% |
$412 - $563
|
543
$63.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.11% |
$258 - $352
|
4.38K
$512K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 0.18% |
$258 - $352
|
2.71K
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
4+ 0.96% |
$206 - $281
|
419
$48.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
3+ 1.19% |
$155 - $211
|
255
$29.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2+ 7.41% |
$103 - $141
|
29
$3.39K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1+ 0.83% |
$51.5 - $70.4
|
121
$14.1K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$51.5 - $70.4
|
6.8K
$794K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 1.74% |
$103 - $141
|
113
$13.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-4- 1.16% |
$206 - $281
|
340
$39.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-5- 0.07% |
$258 - $352
|
7.27K
$848K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-8- 0.05% |
$412 - $563
|
16.3K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-10- 16.67% |
$515 - $704
|
50
$5.84K
|
|
|
Oct 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-10- 0.25% |
$515 - $704
|
4.03K
$470K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-10- 2.53% |
$515 - $704
|
386
$45.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-13- 0.24% |
$670 - $915
|
5.38K
$628K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-14- 30.43% |
$721 - $985
|
32
$3.74K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-15- 3.43% |
$773 - $1.06K
|
422
$49.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16- 1.82% |
$824 - $1.13K
|
862
$101K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-16- 28.57% |
$824 - $1.13K
|
40
$4.67K
|