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 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
13.8K+ 238.45% |
$493K - $742K
|
19.6K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
13.8K+ 4.57% |
$492K - $740K
|
315K
$36.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
BUY
|
- |
13.7K+ 60.86% |
$489K - $736K
|
36.3K
$4.23M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
13.7K+ 70.54% |
$487K - $732K
|
33K
$3.86M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.6K+ 13.47% |
$484K - $728K
|
114K
$13.3M
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
13.5K+ 1.64% |
$482K - $725K
|
837K
$97.8M
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
13.5KNew |
$482K - $724K
|
13.5K
$1.58M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.3K+ 107.91% |
$475K - $714K
|
25.6K
$2.99M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
13.1K+ 10.89% |
$468K - $703K
|
134K
$15.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
13.1KNew |
$466K - $701K
|
13.1K
$1.53M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13K+ 19.42% |
$462K - $695K
|
79.7K
$9.31M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12.7K+ 40.03% |
$453K - $681K
|
44.4K
$5.19M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.3KNew |
$439K - $659K
|
12.3K
$1.44M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
12.1KNew |
$431K - $648K
|
12.1K
$1.41M
|
|
|
Apr 27, 2023
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
12K+ 58.75% |
$428K - $644K
|
32.4K
$3.79M
|
|
|
May 21, 2024
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
12K+ 58.75% |
$428K - $644K
|
32.4K
$3.79M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11.8KNew |
$422K - $634K
|
11.8K
$1.38M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
11.8K+ 3.46% |
$420K - $631K
|
352K
$41.1M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
11.2K+ 5.8% |
$401K - $602K
|
205K
$23.9M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 161.24% |
$397K - $597K
|
18K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
11KNew |
$393K - $591K
|
11K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10.5K+ 138.36% |
$374K - $562K
|
18.1K
$2.11M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.2KNew |
$363K - $545K
|
10.2K
$1.19M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9.97KNew |
$356K - $535K
|
9.97K
$1.16M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.97KNew |
$356K - $535K
|
9.97K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.9K+ 38.82% |
$353K - $531K
|
35.4K
$4.13M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
9.54K+ 14.56% |
$340K - $512K
|
75.1K
$8.77M
|
|
|
May 15, 2023
Q1 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
9.54K+ 38.23% |
$340K - $512K
|
34.5K
$4.03M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.47KNew |
$338K - $508K
|
9.47K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
First Growth Investment Manager LP
San Francisco, CA |
BUY
|
- |
9.4K+ 17.57% |
$335K - $504K
|
62.9K
$7.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
9.12K+ 15.23% |
$325K - $489K
|
69K
$8.06M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
9.05K+ 18.36% |
$323K - $485K
|
58.3K
$6.81M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.85K+ 46.21% |
$316K - $475K
|
28K
$3.27M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.61KNew |
$307K - $462K
|
8.61K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
8.45KNew |
$301K - $453K
|
8.45K
$986K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
8.29K+ 17.89% |
$296K - $445K
|
54.6K
$6.38M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
8.11KNew |
$289K - $435K
|
8.11K
$948K
|
|
|
Apr 27, 2023
Q1 2023
|
Eulav Asset Management
|
BUY
|
- |
8K+ 7.92% |
$285K - $429K
|
109K
$12.7M
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
7.91K+ 17.45% |
$282K - $424K
|
53.3K
$6.22M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.89K+ 35.27% |
$281K - $423K
|
30.3K
$3.53M
|
|
|
May 15, 2023
Q1 2023
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
7.86KNew |
$281K - $422K
|
7.86K
$919K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.86K+ 29.76% |
$280K - $421K
|
34.3K
$4M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.73K+ 76.63% |
$276K - $415K
|
17.8K
$2.08M
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
7.65KNew |
$273K - $410K
|
7.65K
$894K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7.49KNew |
$267K - $402K
|
7.49K
$875K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
7.37K+ 10.73% |
$263K - $395K
|
76.1K
$8.88M
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
7.35KNew |
$262K - $394K
|
7.35K
$858K
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
7.26K+ 97.99% |
$259K - $390K
|
14.7K
$1.71M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
6.95KNew |
$248K - $373K
|
6.95K
$812K
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
6.94K+ 0.88% |
$248K - $372K
|
799K
$93.3M
|