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 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5.11K+ 123.04% |
$237K - $404K
|
9.27K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
5.09K+ 8.31% |
$236K - $402K
|
66.3K
$7.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5K+ 4.62% |
$232K - $396K
|
113K
$13M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.93KNew |
$229K - $390K
|
4.93K
$564K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
4.93K+ 11.45% |
$229K - $390K
|
48K
$5.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.88KNew |
$227K - $386K
|
4.88K
$558K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.74K+ 9.52% |
$220K - $375K
|
54.5K
$6.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.73K+ 6.1% |
$220K - $374K
|
82.3K
$9.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
BUY
|
- |
4.7K+ 0.64% |
$218K - $372K
|
734K
$83.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
4.69KNew |
$218K - $371K
|
4.69K
$536K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4.68KNew |
$217K - $370K
|
4.68K
$535K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.66KNew |
$216K - $369K
|
4.66K
$533K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.66K+ 24.82% |
$216K - $369K
|
23.4K
$2.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.62K+ 25.61% |
$215K - $366K
|
22.7K
$2.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
4.61KNew |
$214K - $364K
|
4.61K
$526K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.54K+ 1.66% |
$211K - $359K
|
279K
$31.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.54K+ 33.12% |
$211K - $359K
|
18.3K
$2.09M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.5K+ 8.53% |
$209K - $356K
|
57.3K
$6.55M
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
BUY
|
- |
4.47KNew |
$207K - $353K
|
4.47K
$510K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
4.47KNew |
$207K - $353K
|
4.47K
$510K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.46K+ 11.37% |
$207K - $353K
|
43.7K
$5M
|
|
|
Feb 09, 2024
Q4 2023
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
4.4KNew |
$204K - $348K
|
4.4K
$503K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.39KNew |
$204K - $348K
|
4.39K
$502K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.23KNew |
$196K - $335K
|
4.23K
$484K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
4.16KNew |
$193K - $329K
|
4.16K
$475K
|
|
|
Feb 14, 2024
Q4 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
4.13K+ 9.36% |
$192K - $327K
|
48.3K
$5.52M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.12KNew |
$191K - $326K
|
4.12K
$471K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
4.11K+ 58.83% |
$191K - $325K
|
11.1K
$1.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
4.08KNew |
$189K - $323K
|
4.08K
$466K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.02KNew |
$186K - $318K
|
4.02K
$459K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.98KNew |
$185K - $315K
|
3.98K
$455K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.96KNew |
$184K - $314K
|
3.96K
$453K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.95KNew |
$183K - $312K
|
3.95K
$451K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.94KNew |
$183K - $311K
|
3.94K
$450K
|
|
|
Mar 21, 2025
Q4 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.89KNew |
$180K - $308K
|
3.89K
$445K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.88KNew |
$180K - $307K
|
3.88K
$444K
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.81K+ 39.37% |
$177K - $302K
|
13.5K
$1.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.81KNew |
$177K - $301K
|
3.81K
$436K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.76KNew |
$174K - $297K
|
3.76K
$430K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.72KNew |
$173K - $294K
|
3.72K
$425K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.7K+ 21.27% |
$172K - $293K
|
21.1K
$2.41M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
3.68KNew |
$171K - $291K
|
3.68K
$420K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.63KNew |
$168K - $287K
|
3.63K
$415K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.6K+ 721.64% |
$167K - $285K
|
4.1K
$469K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
3.6K+ 2.43% |
$167K - $285K
|
152K
$17.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
3.6KNew |
$167K - $284K
|
3.6K
$411K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
3.54KNew |
$164K - $280K
|
3.54K
$405K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.54KNew |
$164K - $280K
|
3.54K
$405K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
3.51KNew |
$163K - $278K
|
3.51K
$402K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.5KNew |
$162K - $277K
|
3.5K
$400K
|