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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
2.8KNew |
$130K - $222K
|
2.8K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.8KNew |
$130K - $222K
|
2.8K
$321K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.79KNew |
$129K - $221K
|
2.79K
$319K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
2.79KNew |
$129K - $220K
|
2.79K
$318K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.77KNew |
$129K - $219K
|
2.77K
$317K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.77K+ 23.2% |
$129K - $219K
|
14.7K
$1.68M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.77K+ 38.67% |
$129K - $219K
|
9.94K
$1.14M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.75KNew |
$128K - $218K
|
2.75K
$314K
|
|
|
Feb 13, 2024
Q4 2023
|
Pembroke Management, LTD
|
BUY
|
- |
2.75KNew |
$127K - $217K
|
2.75K
$314K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
2.73KNew |
$127K - $216K
|
2.73K
$312K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.71KNew |
$126K - $214K
|
2.71K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.68KNew |
$124K - $212K
|
2.68K
$306K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.67K+ 41.15% |
$124K - $211K
|
9.14K
$1.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.67KNew |
$124K - $211K
|
2.67K
$305K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.66KNew |
$123K - $210K
|
2.66K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2.66KNew |
$123K - $210K
|
2.66K
$304K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.65KNew |
$123K - $210K
|
2.65K
$303K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
2.65KNew |
$123K - $210K
|
2.65K
$303K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.64KNew |
$123K - $209K
|
2.64K
$302K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
2.64KNew |
$122K - $209K
|
2.64K
$302K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.63KNew |
$122K - $208K
|
2.63K
$300K
|
|
|
Jan 30, 2024
Q4 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
2.62KNew |
$122K - $207K
|
2.62K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
2.6KNew |
$121K - $206K
|
2.6K
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.6KNew |
$120K - $205K
|
2.6K
$297K
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
2.59KNew |
$120K - $205K
|
2.59K
$296K
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.59KNew |
$120K - $204K
|
2.59K
$296K
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
2.58KNew |
$120K - $204K
|
2.58K
$295K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.58KNew |
$120K - $204K
|
2.58K
$295K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.57KNew |
$119K - $203K
|
2.57K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.48KNew |
$115K - $196K
|
2.48K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.42K+ 3.62% |
$112K - $192K
|
69.3K
$7.92M
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
2.31KNew |
$107K - $182K
|
2.31K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.23KNew |
$104K - $177K
|
2.23K
$255K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.21K+ 21.44% |
$103K - $175K
|
12.5K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.21K+ 7.52% |
$102K - $175K
|
31.6K
$3.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.2K+ 1.64% |
$102K - $174K
|
136K
$15.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.1K+ 203.59% |
$97.5K - $166K
|
3.13K
$358K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.09K+ 1.38% |
$97.2K - $166K
|
154K
$17.6M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.06K+ 26.69% |
$95.4K - $163K
|
9.76K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
2.01K+ 26.85% |
$93.1K - $159K
|
9.48K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.98K+ 40.08% |
$91.9K - $157K
|
6.92K
$791K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.95K+ 1.56% |
$90.5K - $154K
|
127K
$14.5M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.93K+ 12.82% |
$89.4K - $152K
|
17K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
1.9KNew |
$88.2K - $150K
|
1.9K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.87K+ 27.27% |
$86.6K - $148K
|
8.71K
$996K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.85K+ 17.62% |
$85.8K - $146K
|
12.4K
$1.41M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.7K+ 16.66% |
$78.9K - $134K
|
11.9K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.68K+ 197.88% |
$78K - $133K
|
2.53K
$289K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.68K+ 18.48% |
$78K - $133K
|
10.8K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.66K+ 9.29% |
$77.1K - $131K
|
19.5K
$2.23M
|