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 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.67K+ 5.38% |
$131K - $197K
|
71.9K
$7.63M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
3.63KNew |
$129K - $194K
|
3.63K
$385K
|
|
|
May 12, 2023
Q1 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
3.58K+ 305.98% |
$128K - $192K
|
4.75K
$504K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
3.51K+ 14.28% |
$125K - $188K
|
28.1K
$2.98M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
3.37KNew |
$120K - $181K
|
3.37K
$357K
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.36K+ 6.94% |
$120K - $180K
|
51.8K
$5.49M
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.3K+ 151.03% |
$118K - $177K
|
5.49K
$582K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.27K+ 9.21% |
$117K - $176K
|
38.8K
$4.12M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.21K+ 6.27% |
$114K - $172K
|
54.4K
$5.77M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.18K+ 3.42% |
$113K - $170K
|
96.2K
$10.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.16K+ 37.31% |
$113K - $169K
|
11.6K
$1.23M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.13K+ 48.35% |
$112K - $168K
|
9.6K
$1.02M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.04K+ 5.88% |
$108K - $163K
|
54.7K
$5.8M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.01KNew |
$107K - $161K
|
3.01K
$319K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
2.92K+ 38.69% |
$104K - $156K
|
10.5K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.89K+ 2.14% |
$103K - $155K
|
138K
$14.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.88K+ 22.02% |
$103K - $154K
|
15.9K
$1.69M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.71K+ 3.43% |
$96.7K - $145K
|
81.7K
$8.67M
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.67K+ 7.71% |
$95.3K - $143K
|
37.3K
$3.96M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.61K+ 27.21% |
$93.2K - $140K
|
12.2K
$1.3M
|
|
|
May 08, 2023
Q1 2023
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
2.59K+ 5.07% |
$92.5K - $139K
|
53.7K
$5.7M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.59KNew |
$92.4K - $139K
|
2.59K
$275K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.58K+ 5.22% |
$91.9K - $138K
|
52K
$5.51M
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
BUY
|
- |
2.52K+ 8.24% |
$89.8K - $135K
|
33.1K
$3.51M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.46K+ 7.47% |
$87.9K - $132K
|
35.4K
$3.76M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.34K+ 10.16% |
$83.6K - $126K
|
25.4K
$2.7M
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.33K+ 2.2% |
$83.1K - $125K
|
108K
$11.5M
|
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.32K+ 0.3% |
$82.8K - $124K
|
774K
$82.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.24K+ 2.13% |
$80K - $120K
|
107K
$11.4M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.22K+ 3.19% |
$79.1K - $119K
|
71.8K
$7.62M
|
|
|
Dec 02, 2024
Q1 2023
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
2.18K+ 21.48% |
$77.6K - $117K
|
12.3K
$1.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.11K+ 5.09% |
$75.2K - $113K
|
43.5K
$4.62M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.11K+ 26.48% |
$75.1K - $113K
|
10.1K
$1.07M
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
1.99KNew |
$71K - $107K
|
1.99K
$211K
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.96K+ 8.06% |
$70.1K - $105K
|
26.3K
$2.79M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.9K+ 27.96% |
$67.9K - $102K
|
8.71K
$925K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.87K+ 26.85% |
$66.8K - $100K
|
8.84K
$938K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
1.85K+ 14.69% |
$65.9K - $99.1K
|
14.4K
$1.53M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.84K+ 2.82% |
$65.7K - $98.7K
|
67K
$7.11M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.8KNew |
$64.2K - $96.5K
|
1.8K
$191K
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.8K+ 26.68% |
$64.2K - $96.4K
|
8.54K
$906K
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.77K+ 1.76% |
$63.2K - $94.9K
|
102K
$10.9M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 3.0% |
$62.2K - $93.5K
|
60K
$6.36M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.74K+ 20.16% |
$62.2K - $93.5K
|
10.4K
$1.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Gagnon Securities LLC
|
BUY
|
- |
1.74K+ 21.93% |
$62.2K - $93.4K
|
9.69K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.62K+ 19.19% |
$57.9K - $87K
|
10.1K
$1.07M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.57K+ 21.17% |
$55.8K - $83.9K
|
8.96K
$950K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.55K+ 17.19% |
$55.4K - $83.3K
|
10.6K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.53K+ 24.71% |
$54.7K - $82.2K
|
7.74K
$821K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.53K+ 48.57% |
$54.4K - $81.8K
|
4.67K
$495K
|