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 02, 2023
Q1 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
4.9KNew |
$175K - $263K
|
4.9K
$520K
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.9KNew |
$175K - $263K
|
4.9K
$520K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.84KNew |
$173K - $260K
|
4.84K
$514K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
4.81KNew |
$172K - $258K
|
4.81K
$510K
|
|
|
May 08, 2023
Q1 2023
|
Montgomery Investment Management Inc
|
BUY
|
- |
4.8KNew |
$171K - $257K
|
4.8K
$509K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.79KNew |
$171K - $257K
|
4.79K
$508K
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
4.79KNew |
$171K - $257K
|
4.79K
$508K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4.78KNew |
$171K - $256K
|
4.78K
$507K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.77KNew |
$170K - $256K
|
4.77K
$506K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.74KNew |
$169K - $254K
|
4.74K
$503K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.72KNew |
$169K - $253K
|
4.72K
$501K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4.71KNew |
$168K - $253K
|
4.71K
$500K
|
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
4.7KNew |
$168K - $252K
|
4.7K
$499K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
4.69KNew |
$167K - $252K
|
4.69K
$498K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.69KNew |
$167K - $251K
|
4.69K
$498K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.65KNew |
$166K - $249K
|
4.65K
$493K
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.65KNew |
$166K - $249K
|
4.65K
$493K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
4.6KNew |
$164K - $247K
|
4.6K
$488K
|
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.6KNew |
$164K - $246K
|
4.6K
$488K
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
4.55KNew |
$162K - $244K
|
4.55K
$483K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4.54KNew |
$162K - $243K
|
4.54K
$482K
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.5KNew |
$161K - $241K
|
4.5K
$478K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
4.5KNew |
$161K - $241K
|
4.5K
$477K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.48K+ 156.13% |
$160K - $240K
|
7.36K
$780K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
4.48KNew |
$160K - $240K
|
4.48K
$475K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.48KNew |
$160K - $240K
|
4.48K
$475K
|
|
|
Apr 19, 2023
Q1 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
4.45KNew |
$159K - $239K
|
4.45K
$472K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.42KNew |
$158K - $237K
|
4.42K
$469K
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
4.42KNew |
$158K - $237K
|
4.42K
$469K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.39K+ 12.66% |
$157K - $236K
|
39.1K
$4.15M
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
4.38KNew |
$156K - $235K
|
4.38K
$465K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.35KNew |
$155K - $233K
|
4.35K
$462K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.34KNew |
$155K - $233K
|
4.34K
$461K
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
4.34KNew |
$155K - $233K
|
4.34K
$460K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
4.33KNew |
$154K - $232K
|
4.33K
$459K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.31KNew |
$154K - $231K
|
4.31K
$458K
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4.31KNew |
$154K - $231K
|
4.31K
$457K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
4.29K+ 52.05% |
$153K - $230K
|
12.5K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.28KNew |
$153K - $230K
|
4.28K
$454K
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4.26KNew |
$152K - $228K
|
4.26K
$452K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.24KNew |
$151K - $227K
|
4.24K
$450K
|
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.22KNew |
$150K - $226K
|
4.22K
$447K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.19KNew |
$149K - $225K
|
4.19K
$445K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
4.18KNew |
$149K - $224K
|
4.18K
$443K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
4.15K+ 47.71% |
$148K - $223K
|
12.9K
$1.36M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4.09KNew |
$146K - $219K
|
4.09K
$433K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
4.06K+ 22.97% |
$145K - $218K
|
21.8K
$2.31M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.87K+ 225.0% |
$138K - $208K
|
5.59K
$593K
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
BUY
|
- |
3.78K+ 20.73% |
$135K - $202K
|
22K
$2.33M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.68K+ 2.44% |
$131K - $197K
|
154K
$16.4M
|