Purchases and Sales Made in Q1 2024 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
233+ 3.37% |
$16.7K - $21.1K
|
7.16K
$836K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
230New |
$16.5K - $20.9K
|
230
$26.9K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
225+ 2.69% |
$16.2K - $20.4K
|
8.58K
$1M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
222+ 6.27% |
$15.9K - $20.1K
|
3.76K
$439K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
219+ 5.31% |
$15.7K - $19.9K
|
4.34K
$507K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
210+ 1.63% |
$15.1K - $19.1K
|
13.1K
$1.53M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
189+ 2.1% |
$13.6K - $17.1K
|
9.2K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
188+ 0.48% |
$13.5K - $17.1K
|
39.2K
$4.58M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
188+ 5.98% |
$13.5K - $17.1K
|
3.33K
$389K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
185+ 1.0% |
$13.3K - $16.8K
|
18.7K
$2.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
180+ 3.15% |
$12.9K - $16.3K
|
5.89K
$688K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
180+ 53.25% |
$12.9K - $16.3K
|
518
$60.5K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
170+ 3.38% |
$12.2K - $15.4K
|
5.2K
$608K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
162+ 4.03% |
$11.6K - $14.7K
|
4.18K
$488K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
162+ 0.43% |
$11.6K - $14.7K
|
38K
$4.44M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
160+ 1.37% |
$11.5K - $14.5K
|
11.8K
$1.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
158+ 1.26% |
$11.3K - $14.3K
|
12.7K
$1.49M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
157New |
$11.3K - $14.2K
|
157
$18.3K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
156+ 5.87% |
$11.2K - $14.2K
|
2.82K
$329K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
153+ 510.0% |
$11K - $13.9K
|
183
$21.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
152+ 11.43% |
$10.9K - $13.8K
|
1.48K
$173K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
152+ 2.54% |
$10.9K - $13.8K
|
6.13K
$715K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
151+ 3.18% |
$10.8K - $13.7K
|
4.9K
$573K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
150+ 0.16% |
$10.8K - $13.6K
|
91.7K
$10.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
149+ 5.78% |
$10.7K - $13.5K
|
2.73K
$319K
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
142+ 1.48% |
$10.2K - $12.9K
|
9.71K
$1.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
142+ 0.55% |
$10.2K - $12.9K
|
25.8K
$3.01M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
142+ 142.0% |
$10.2K - $12.9K
|
242
$28.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
138+ 0.58% |
$9.91K - $12.5K
|
24K
$2.81M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
138+ 2.67% |
$9.91K - $12.5K
|
5.31K
$620K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
137+ 4.42% |
$9.84K - $12.4K
|
3.24K
$378K
|
|
|
May 08, 2024
Q1 2024
|
Pembroke Management, LTD
|
BUY
|
- |
136+ 4.95% |
$9.77K - $12.3K
|
2.88K
$337K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
135+ 0.52% |
$9.7K - $12.2K
|
25.9K
$3.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
135+ 4.8% |
$9.7K - $12.2K
|
2.95K
$344K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
130+ 0.86% |
$9.34K - $11.8K
|
15.2K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
129+ 0.77% |
$9.26K - $11.7K
|
16.9K
$1.97M
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
128+ 4.95% |
$9.19K - $11.6K
|
2.71K
$317K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
125+ 1.09% |
$8.98K - $11.3K
|
11.6K
$1.36M
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
120New |
$8.62K - $10.9K
|
120
$14K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
120New |
$8.62K - $10.9K
|
120
$14K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
117+ 1.12% |
$8.4K - $10.6K
|
10.5K
$1.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
116+ 1.51% |
$8.33K - $10.5K
|
7.82K
$913K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
109+ 83.85% |
$7.83K - $9.89K
|
239
$27.9K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
102+ 3.24% |
$7.33K - $9.25K
|
3.25K
$379K
|
|
|
Dec 02, 2024
Q1 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
101+ 0.67% |
$7.25K - $9.16K
|
15.1K
$1.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
100+ 0.47% |
$7.18K - $9.07K
|
21.2K
$2.48M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
100+ 1.6% |
$7.18K - $9.07K
|
6.34K
$740K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$7.18K - $9.07K
|
100
$11.7K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
100+ 2.9% |
$7.18K - $9.07K
|
3.55K
$414K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
100New |
$7.18K - $9.07K
|
100
$11.7K
|