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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-1.15K- 8.67% |
$41.1K - $61.8K
|
12.1K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.17K- 11.81% |
$41.8K - $62.8K
|
8.75K
$928K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.2K- 3.14% |
$42.8K - $64.4K
|
37K
$3.93M
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-1.2K- 7.59% |
$42.8K - $64.4K
|
14.6K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-1.22K- 7.11% |
$43.4K - $65.2K
|
15.9K
$1.69M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.34K- 17.27% |
$47.8K - $71.9K
|
6.42K
$681K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.34K- 3.8% |
$47.9K - $72K
|
34K
$3.6M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.36K- 0.48% |
$48.5K - $72.9K
|
283K
$30M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.39K- 16.81% |
$49.5K - $74.3K
|
6.86K
$728K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-1.4K- 12.15% |
$50K - $75.2K
|
10.1K
$1.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.42K- 12.55% |
$50.7K - $76.2K
|
9.89K
$1.05M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.42K- 0.5% |
$50.7K - $76.2K
|
282K
$29.9M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.43K- 9.65% |
$51.1K - $76.7K
|
13.4K
$1.42M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.44K- 45.07% |
$51.4K - $77.2K
|
1.76K
$186K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.47K- 3.9% |
$52.4K - $78.7K
|
36.2K
$3.84M
|
|
|
May 10, 2023
Q1 2023
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-1.54K- 13.99% |
$54.9K - $82.6K
|
9.47K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.54K- 8.04% |
$55.1K - $82.8K
|
17.7K
$1.87M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 14.46% |
$56.3K - $84.6K
|
9.33K
$990K
|
|
|
May 03, 2023
Q1 2023
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-1.59K- 4.0% |
$56.8K - $85.4K
|
38.2K
$4.06M
|
|
|
May 03, 2023
Q1 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-1.61K- 2.84% |
$57.4K - $86.2K
|
55K
$5.84M
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.68K- 26.07% |
$59.8K - $89.8K
|
4.75K
$504K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.68K- 6.51% |
$60K - $90.3K
|
24.2K
$2.57M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.7K- 66.61% |
$60.5K - $91K
|
850
$90.2K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.71K- 3.01% |
$60.8K - $91.4K
|
55K
$5.83M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.73K- 8.83% |
$61.9K - $93K
|
17.9K
$1.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.76K- 12.99% |
$62.8K - $94.4K
|
11.8K
$1.25M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.79K- 28.92% |
$63.8K - $95.8K
|
4.39K
$466K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.82K- 5.95% |
$65K - $97.7K
|
28.8K
$3.05M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.85K- 0.79% |
$66.1K - $99.4K
|
234K
$24.8M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-2K- 15.63% |
$71.4K - $107K
|
10.8K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2K- 1.79% |
$71.5K - $107K
|
110K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.02K- 23.96% |
$72K - $108K
|
6.4K
$679K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.09K- 28.11% |
$74.7K - $112K
|
5.35K
$568K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.12K- 32.69% |
$75.6K - $114K
|
4.36K
$463K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.17K- 8.04% |
$77.4K - $116K
|
24.8K
$2.63M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-2.19K- 18.97% |
$78.1K - $117K
|
9.36K
$993K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.25K- 12.33% |
$80.1K - $120K
|
16K
$1.69M
|
|
|
Apr 26, 2023
Q1 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2.32K- 8.62% |
$82.9K - $125K
|
24.6K
$2.61M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.34K- 5.51% |
$83.3K - $125K
|
40.1K
$4.25M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.35K- 7.68% |
$83.8K - $126K
|
28.2K
$2.99M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.35K- 27.43% |
$83.9K - $126K
|
6.22K
$660K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.35K- 0.67% |
$84K - $126K
|
350K
$37.1M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-2.39K- 82.7% |
$85.3K - $128K
|
500
$53.1K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.67K- 35.76% |
$95.3K - $143K
|
4.8K
$509K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.69K- 17.31% |
$96.1K - $144K
|
12.9K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.77K- 4.83% |
$98.9K - $149K
|
54.6K
$5.8M
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-2.8K- 40.96% |
$99.8K - $150K
|
4.03K
$428K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.87K- 6.07% |
$102K - $154K
|
44.4K
$4.71M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.89K- 4.03% |
$103K - $155K
|
68.9K
$7.32M
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-3.03K- 34.99% |
$108K - $162K
|
5.62K
$596K
|