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
|
Washburn Capital Management, Inc.
|
BUY
|
- |
1.51K+ 14.75% |
$53.7K - $80.7K
|
11.7K
$1.24M
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.47K+ 16.1% |
$52.4K - $78.7K
|
10.6K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.46K+ 1.87% |
$52.1K - $78.4K
|
79.7K
$8.46M
|
|
|
May 16, 2023
Q1 2023
|
Trium Capital LLP
London, X0 |
BUY
|
- |
1.46K+ 2.72% |
$52.1K - $78.2K
|
55.1K
$5.84M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.44K+ 899.38% |
$51.3K - $77.2K
|
1.6K
$170K
|
|
|
May 09, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
1.39K+ 19.23% |
$49.6K - $74.5K
|
8.62K
$915K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.38K+ 61.47% |
$49.2K - $74K
|
3.63K
$385K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.31K+ 4.61% |
$46.9K - $70.5K
|
29.8K
$3.16M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.3K+ 7.19% |
$46.5K - $69.9K
|
19.4K
$2.06M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.29K+ 12.26% |
$45.8K - $68.9K
|
11.8K
$1.25M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.26K+ 19.52% |
$45.1K - $67.8K
|
7.74K
$821K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.2K+ 19.13% |
$43K - $64.6K
|
7.5K
$796K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.16K+ 18.67% |
$41.5K - $62.4K
|
7.4K
$785K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.14K+ 3.93% |
$40.5K - $60.9K
|
30K
$3.19M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.08KNew |
$38.5K - $57.9K
|
1.08K
$115K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.02K+ 6.64% |
$36.5K - $54.9K
|
16.4K
$1.74M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1K+ 19.29% |
$35.7K - $53.6K
|
6.18K
$656K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
973+ 15.42% |
$34.7K - $52.2K
|
7.28K
$773K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
960+ 11.33% |
$34.3K - $51.5K
|
9.43K
$1M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
930New |
$33.2K - $49.9K
|
930
$98.7K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
900+ 112.5% |
$32.1K - $48.3K
|
1.7K
$180K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
900+ 4.44% |
$32.1K - $48.3K
|
21.2K
$2.24M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
897+ 0.23% |
$32K - $48.1K
|
386K
$40.9M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
880+ 10.97% |
$31.4K - $47.2K
|
8.9K
$945K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
855+ 21.95% |
$30.5K - $45.9K
|
4.75K
$504K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
850+ 5.02% |
$30.3K - $45.6K
|
17.8K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
848+ 3.16% |
$30.3K - $45.5K
|
27.7K
$2.94M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
840+ 1.75% |
$30K - $45K
|
48.8K
$5.18M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
835+ 13.36% |
$29.8K - $44.8K
|
7.09K
$752K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
819+ 8.91% |
$29.2K - $43.9K
|
10K
$1.06M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
809+ 1011.25% |
$28.9K - $43.4K
|
889
$94.3K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
805+ 0.64% |
$28.7K - $43.2K
|
127K
$13.4M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
801+ 3.29% |
$28.6K - $43K
|
25.2K
$2.67M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
796+ 3.19% |
$28.4K - $42.7K
|
25.7K
$2.73M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
771+ 0.87% |
$27.5K - $41.3K
|
89.2K
$9.46M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
761+ 422.78% |
$27.2K - $40.8K
|
941
$99.8K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
736+ 1.79% |
$26.3K - $39.5K
|
41.9K
$4.44M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
716+ 2.62% |
$25.5K - $38.4K
|
28K
$2.97M
|
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
710+ 2.1% |
$25.3K - $38.1K
|
34.5K
$3.66M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
702+ 3.12% |
$25K - $37.6K
|
23.2K
$2.46M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
700New |
$25K - $37.5K
|
700
$74.3K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
688+ 5.52% |
$24.5K - $36.9K
|
13.2K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
682+ 45.11% |
$24.3K - $36.6K
|
2.19K
$233K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
677New |
$24.2K - $36.3K
|
677
$71.8K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
675+ 10.71% |
$24.1K - $36.2K
|
6.98K
$740K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
662+ 8.03% |
$23.6K - $35.5K
|
8.91K
$945K
|
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
650+ 2.16% |
$23.2K - $34.9K
|
30.7K
$3.26M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
639+ 2.68% |
$22.8K - $34.3K
|
24.5K
$2.6M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
624+ 10.79% |
$22.3K - $33.5K
|
6.41K
$680K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
611+ 6.4% |
$21.8K - $32.8K
|
10.2K
$1.08M
|