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
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
35+ 13.62% |
$1.25K - $1.88K
|
292
$31K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.97% |
$1.21K - $1.82K
|
3.55K
$376K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
34+ 68.0% |
$1.21K - $1.82K
|
84
$8.91K
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
31+ 0.44% |
$1.11K - $1.66K
|
7.02K
$745K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
30New |
$1.07K - $1.61K
|
30
$3.18K
|
|
|
Apr 20, 2023
Q1 2023
|
Davis Rea Ltd.
|
BUY
|
- |
30+ 0.41% |
$1.07K - $1.61K
|
7.3K
$775K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
30New |
$1.07K - $1.61K
|
30
$3.18K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
27New |
$963 - $1.45K
|
27
$2.86K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
25+ 0.12% |
$892 - $1.34K
|
21.2K
$2.24M
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
20+ 0.0% |
$714 - $1.07K
|
1.3M
$138M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
20+ 3.89% |
$714 - $1.07K
|
534
$56.7K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
16+ 11.51% |
$571 - $858
|
155
$16.4K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
15+ 13.64% |
$535 - $804
|
125
$13.3K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13+ 37.14% |
$464 - $697
|
48
$5.09K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 1.3% |
$392 - $590
|
858
$91K
|
|
|
May 05, 2023
Q1 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
10+ 0.17% |
$357 - $536
|
5.86K
$622K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10New |
$357 - $536
|
10
$1.06K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
10+ 20.0% |
$357 - $536
|
60
$6.37K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10+ 0.17% |
$357 - $536
|
5.93K
$629K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
10New |
$357 - $536
|
10
$1.06K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
10New |
$357 - $536
|
10
$1.06K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
10+ 0.1% |
$357 - $536
|
9.7K
$1.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10+ 0.16% |
$357 - $536
|
6.3K
$668K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9New |
$321 - $483
|
9
$955
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
8+ 0.12% |
$285 - $429
|
6.95K
$737K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
7New |
$250 - $375
|
7
$743
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7+ 0.06% |
$250 - $375
|
12.3K
$1.3M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 0.45% |
$214 - $322
|
1.34K
$142K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3+ 0.01% |
$107 - $161
|
55.3K
$5.86M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 2.7% |
$35.7 - $53.6
|
38
$4.03K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-3- 0.03% |
$107 - $161
|
10.1K
$1.07M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-7Closed |
$250 - $375
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-10- 20.0% |
$357 - $536
|
40
$4.24K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-11- 0.15% |
$392 - $590
|
7.55K
$801K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-15- 3.74% |
$535 - $804
|
386
$41K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-19- 0.23% |
$678 - $1.02K
|
8.38K
$890K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-20- 3.85% |
$714 - $1.07K
|
500
$53.1K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-20- 0.11% |
$714 - $1.07K
|
17.5K
$1.86M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-25- 2.86% |
$892 - $1.34K
|
850
$90.2K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-26Closed |
$928 - $1.39K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-29- 0.95% |
$1.03K - $1.56K
|
3.01K
$319K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-30- 10.0% |
$1.07K - $1.61K
|
270
$28.6K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-30- 1.63% |
$1.07K - $1.61K
|
1.82K
$193K
|
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-31- 0.09% |
$1.11K - $1.66K
|
32.7K
$3.47M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-34- 8.37% |
$1.21K - $1.82K
|
372
$39.5K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-36- 10.14% |
$1.28K - $1.93K
|
319
$33.8K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-41- 95.35% |
$1.46K - $2.2K
|
2
$212
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-50- 35.71% |
$1.78K - $2.68K
|
90
$9.55K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-50- 33.33% |
$1.78K - $2.68K
|
100
$10.6K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-50Closed |
$1.78K - $2.68K
|
0
$0
|