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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
94+ 23.5% |
$6.75K - $8.53K
|
494
$52.4K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
90New |
$6.46K - $8.16K
|
90
$9.55K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
90New |
$6.46K - $8.16K
|
90
$9.55K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
89+ 1.22% |
$6.39K - $8.07K
|
7.38K
$783K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
88+ 16.45% |
$6.32K - $7.98K
|
623
$66.1K
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
82+ 1.49% |
$5.89K - $7.44K
|
5.59K
$593K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
80+ 8.25% |
$5.75K - $7.26K
|
1.05K
$111K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
79+ 1.95% |
$5.67K - $7.17K
|
4.14K
$439K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
77+ 8.75% |
$5.53K - $6.99K
|
957
$102K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
75+ 1.35% |
$5.39K - $6.8K
|
5.61K
$596K
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
70+ 1.01% |
$5.03K - $6.35K
|
6.99K
$741K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
68+ 1.32% |
$4.88K - $6.17K
|
5.21K
$553K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
67+ 0.32% |
$4.81K - $6.08K
|
21.2K
$2.25M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
65+ 0.51% |
$4.67K - $5.9K
|
12.9K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
62New |
$4.45K - $5.62K
|
62
$6.58K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
56+ 1.61% |
$4.02K - $5.08K
|
3.53K
$375K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
55+ 0.6% |
$3.95K - $4.99K
|
9.15K
$971K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
51+ 86.44% |
$3.66K - $4.63K
|
110
$11.7K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
50+ 1.57% |
$3.59K - $4.54K
|
3.23K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
50+ 1.3% |
$3.59K - $4.54K
|
3.91K
$415K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
49+ 1.44% |
$3.52K - $4.45K
|
3.46K
$367K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
47+ 5.08% |
$3.38K - $4.26K
|
973
$103K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
47+ 1.42% |
$3.38K - $4.26K
|
3.37K
$357K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
45+ 0.81% |
$3.23K - $4.08K
|
5.57K
$591K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
43New |
$3.09K - $3.9K
|
43
$4.56K
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
41+ 15.3% |
$2.94K - $3.72K
|
309
$32.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
40+ 5.0% |
$2.87K - $3.63K
|
840
$89.1K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
40New |
$2.87K - $3.63K
|
40
$4.24K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
40+ 0.85% |
$2.87K - $3.63K
|
4.75K
$504K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
37+ 148.0% |
$2.66K - $3.36K
|
62
$6.58K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
33New |
$2.37K - $2.99K
|
33
$3.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
31+ 0.22% |
$2.23K - $2.81K
|
14.4K
$1.53M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
30+ 0.07% |
$2.15K - $2.72K
|
41.6K
$4.42M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
27+ 7.92% |
$1.94K - $2.45K
|
368
$39K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
26New |
$1.87K - $2.36K
|
26
$2.76K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
25+ 0.92% |
$1.8K - $2.27K
|
2.73K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
25+ 833.33% |
$1.8K - $2.27K
|
28
$2.97K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
25+ 3.86% |
$1.8K - $2.27K
|
673
$71.4K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
23+ 0.02% |
$1.65K - $2.09K
|
119K
$12.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 0.49% |
$1.44K - $1.81K
|
4.09K
$434K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
20New |
$1.44K - $1.81K
|
20
$2.12K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
20+ 0.15% |
$1.44K - $1.81K
|
13.5K
$1.44M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
20+ 0.25% |
$1.44K - $1.81K
|
8.06K
$855K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
20+ 0.44% |
$1.44K - $1.81K
|
4.56K
$484K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
20+ 9.05% |
$1.44K - $1.81K
|
241
$25.6K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
20New |
$1.44K - $1.81K
|
20
$2.12K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
20New |
$1.44K - $1.81K
|
20
$2.12K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
20+ 1.1% |
$1.44K - $1.81K
|
1.84K
$195K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
18+ 54.55% |
$1.29K - $1.63K
|
51
$5.41K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
18New |
$1.29K - $1.63K
|
18
$1.91K
|