Purchases and Sales Made in Q1 2023 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
200+ 2.73% |
$7.14K - $10.7K
|
7.53K
$799K
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
200+ 3.42% |
$7.14K - $10.7K
|
6.05K
$641K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
200+ 3.16% |
$7.14K - $10.7K
|
6.53K
$693K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
200+ 100.0% |
$7.14K - $10.7K
|
400
$42.4K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
190New |
$6.78K - $10.2K
|
190
$20.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
170+ 0.9% |
$6.07K - $9.12K
|
19.1K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
160+ 2.64% |
$5.71K - $8.58K
|
6.23K
$661K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
150+ 24.71% |
$5.35K - $8.04K
|
757
$80.3K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
150+ 214.29% |
$5.35K - $8.04K
|
220
$23.3K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
147+ 1.11% |
$5.24K - $7.88K
|
13.5K
$1.43M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
146+ 1.63% |
$5.21K - $7.83K
|
9.1K
$966K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
146+ 0.74% |
$5.21K - $7.83K
|
19.8K
$2.1M
|
|
|
May 26, 2023
Q1 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
145+ 1.34% |
$5.17K - $7.78K
|
11K
$1.17M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
142+ 489.66% |
$5.07K - $7.62K
|
171
$18.1K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
141+ 5.31% |
$5.03K - $7.56K
|
2.79K
$296K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
141+ 0.52% |
$5.03K - $7.56K
|
27.2K
$2.88M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
140+ 325.58% |
$5K - $7.51K
|
183
$19.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
140New |
$5K - $7.51K
|
140
$14.9K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
136+ 1.7% |
$4.85K - $7.29K
|
8.14K
$864K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
125+ 1.26% |
$4.46K - $6.7K
|
10K
$1.06M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
116+ 22.31% |
$4.14K - $6.22K
|
636
$67.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
113+ 1.61% |
$4.03K - $6.06K
|
7.12K
$756K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
100+ 15.38% |
$3.57K - $5.36K
|
750
$79.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
100+ 8.47% |
$3.57K - $5.36K
|
1.28K
$136K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
100+ 76.92% |
$3.57K - $5.36K
|
230
$24.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
100+ 13.33% |
$3.57K - $5.36K
|
850
$90.2K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
94+ 1.56% |
$3.35K - $5.04K
|
6.13K
$650K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
92New |
$3.28K - $4.93K
|
92
$9.76K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
90+ 0.0% |
$3.21K - $4.83K
|
39.5M
$4.19B
|
|
|
May 15, 2023
Q1 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
81+ 1.02% |
$2.89K - $4.34K
|
8K
$848K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
78New |
$2.78K - $4.18K
|
78
$8.28K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
76+ 0.75% |
$2.71K - $4.08K
|
10.2K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
68+ 2.19% |
$2.43K - $3.65K
|
3.17K
$336K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
67+ 11.55% |
$2.39K - $3.59K
|
647
$68.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
62+ 0.75% |
$2.21K - $3.33K
|
8.29K
$880K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
59+ 0.06% |
$2.11K - $3.16K
|
101K
$10.7M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
57+ 0.15% |
$2.03K - $3.06K
|
38.7K
$4.11M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
51New |
$1.82K - $2.74K
|
51
$5.41K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
50+ 3.16% |
$1.78K - $2.68K
|
1.63K
$173K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
50New |
$1.78K - $2.68K
|
50
$5.31K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
50+ 0.62% |
$1.78K - $2.68K
|
8.05K
$854K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
50New |
$1.78K - $2.68K
|
50
$5.31K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
49+ 6.87% |
$1.75K - $2.63K
|
762
$80.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
49+ 15.61% |
$1.75K - $2.63K
|
363
$38.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
45+ 0.76% |
$1.61K - $2.41K
|
5.95K
$631K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
42New |
$1.5K - $2.25K
|
42
$4.46K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
40New |
$1.43K - $2.15K
|
40
$4.24K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
38+ 1900.0% |
$1.36K - $2.04K
|
40
$4.24K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
38New |
$1.36K - $2.04K
|
38
$4.03K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
38New |
$1.36K - $2.04K
|
38
$4.03K
|