Purchases and Sales Made in Q4 2023 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
100+ 0.87% |
$4.64K - $7.91K
|
11.6K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
100+ 1.69% |
$4.64K - $7.91K
|
6.03K
$704K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 2.25% |
$4.64K - $7.91K
|
4.54K
$530K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
100New |
$4.64K - $7.91K
|
100
$11.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
95+ 2.14% |
$4.41K - $7.52K
|
4.54K
$529K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
93+ 0.57% |
$4.32K - $7.36K
|
16.4K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
93+ 4.82% |
$4.32K - $7.36K
|
2.02K
$236K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
92+ 1.86% |
$4.27K - $7.28K
|
5.03K
$588K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
90+ 0.82% |
$4.18K - $7.12K
|
11.1K
$1.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
88+ 1.77% |
$4.08K - $6.96K
|
5.05K
$590K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
86+ 1.14% |
$3.99K - $6.8K
|
7.61K
$888K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
86+ 1.14% |
$3.99K - $6.8K
|
7.61K
$888K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
85New |
$3.94K - $6.72K
|
85
$9.92K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
85New |
$3.94K - $6.72K
|
85
$9.92K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
85New |
$3.94K - $6.72K
|
85
$9.92K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
80+ 80.0% |
$3.71K - $6.33K
|
180
$21K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
80New |
$3.71K - $6.33K
|
80
$9.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
80+ 186.05% |
$3.71K - $6.33K
|
123
$14.4K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
77+ 6.26% |
$3.57K - $6.09K
|
1.31K
$153K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
76+ 8.94% |
$3.53K - $6.01K
|
926
$108K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
70+ 4.67% |
$3.25K - $5.54K
|
1.57K
$183K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
70New |
$3.25K - $5.54K
|
70
$8.17K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
70+ 2.3% |
$3.25K - $5.54K
|
3.12K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
70+ 4.67% |
$3.25K - $5.54K
|
1.57K
$183K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
70+ 100.0% |
$3.25K - $5.54K
|
140
$16.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
67+ 1.26% |
$3.11K - $5.3K
|
5.39K
$629K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
67New |
$3.11K - $5.3K
|
67
$7.82K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
62+ 0.65% |
$2.88K - $4.9K
|
9.57K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
62+ 0.72% |
$2.88K - $4.9K
|
8.72K
$1.02M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
60+ 1.11% |
$2.78K - $4.75K
|
5.47K
$638K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
59New |
$2.74K - $4.67K
|
59
$6.89K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
52+ 0.04% |
$2.41K - $4.11K
|
119K
$13.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
50New |
$2.32K - $3.96K
|
50
$5.84K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
50New |
$2.32K - $3.96K
|
50
$5.84K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
50New |
$2.32K - $3.96K
|
50
$5.84K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
47+ 1.02% |
$2.18K - $3.72K
|
4.66K
$544K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
40New |
$1.86K - $3.16K
|
40
$4.67K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
40+ 2.99% |
$1.86K - $3.16K
|
1.38K
$161K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
40New |
$1.86K - $3.16K
|
40
$4.67K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
40New |
$1.86K - $3.16K
|
40
$4.67K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
37+ 2.86% |
$1.72K - $2.93K
|
1.33K
$155K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
33New |
$1.53K - $2.61K
|
33
$3.85K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
28+ 56.0% |
$1.3K - $2.22K
|
78
$9.11K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
27+ 54.0% |
$1.25K - $2.14K
|
77
$8.99K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
27+ 0.24% |
$1.25K - $2.14K
|
11.2K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
27+ 10.38% |
$1.25K - $2.14K
|
287
$33.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
25New |
$1.16K - $1.98K
|
25
$2.92K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
24New |
$1.11K - $1.9K
|
24
$2.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
24+ 0.09% |
$1.11K - $1.9K
|
26.1K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
23+ 4.26% |
$1.07K - $1.82K
|
563
$65.7K
|