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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-406- 6.76% |
$29.2K - $36.8K
|
5.6K
$594K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-422- 5.39% |
$30.3K - $38.3K
|
7.41K
$787K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-429- 7.95% |
$30.8K - $38.9K
|
4.97K
$527K
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-432- 0.1% |
$31K - $39.2K
|
412K
$43.8M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-444- 2.02% |
$31.9K - $40.3K
|
21.6K
$2.29M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-452- 5.94% |
$32.5K - $41K
|
7.16K
$759K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-453- 3.35% |
$32.5K - $41.1K
|
13.1K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-474- 13.71% |
$34K - $43K
|
2.98K
$316K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-475- 6.65% |
$34.1K - $43.1K
|
6.67K
$707K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-476- 4.58% |
$34.2K - $43.2K
|
9.91K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-485- 10.4% |
$34.8K - $44K
|
4.18K
$443K
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-507- 6.41% |
$36.4K - $46K
|
7.4K
$785K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-510- 32.1% |
$36.6K - $46.3K
|
1.08K
$114K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-536- 11.73% |
$38.5K - $48.6K
|
4.03K
$428K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-547- 7.81% |
$39.3K - $49.6K
|
6.45K
$685K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-550- 4.06% |
$39.5K - $49.9K
|
13K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-558- 2.37% |
$40.1K - $50.6K
|
23K
$2.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-566- 28.7% |
$40.7K - $51.3K
|
1.41K
$149K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-566- 2.49% |
$40.7K - $51.3K
|
22.2K
$2.35M
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-604- 0.57% |
$43.4K - $54.8K
|
105K
$11.2M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-605- 32.18% |
$43.5K - $54.9K
|
1.28K
$135K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-609- 13.05% |
$43.7K - $55.2K
|
4.06K
$430K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-615- 5.23% |
$44.2K - $55.8K
|
11.2K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-627- 24.76% |
$45K - $56.9K
|
1.91K
$202K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-633- 29.31% |
$45.5K - $57.4K
|
1.53K
$162K
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-633- 4.8% |
$45.5K - $57.4K
|
12.5K
$1.33M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-664- 20.6% |
$47.7K - $60.2K
|
2.56K
$272K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-667- 7.03% |
$47.9K - $60.5K
|
8.82K
$935K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-680- 15.48% |
$48.8K - $61.7K
|
3.71K
$394K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-733- 8.41% |
$52.6K - $66.5K
|
7.98K
$847K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-736- 1.34% |
$52.9K - $66.8K
|
54.2K
$5.75M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-740- 19.25% |
$53.1K - $67.1K
|
3.11K
$329K
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-743- 0.88% |
$53.4K - $67.4K
|
84K
$8.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-744- 95.63% |
$53.4K - $67.5K
|
34
$3.61K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-745- 10.39% |
$53.5K - $67.6K
|
6.43K
$682K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-750- 21.34% |
$53.9K - $68K
|
2.77K
$293K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-760- 32.9% |
$54.6K - $68.9K
|
1.55K
$164K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-760- 0.33% |
$54.6K - $68.9K
|
229K
$24.3M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-770- 0.59% |
$55.3K - $69.9K
|
130K
$13.8M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-784- 12.26% |
$56.3K - $71.1K
|
5.61K
$595K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-790- 6.64% |
$56.7K - $71.7K
|
11.1K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-796- 0.15% |
$57.2K - $72.2K
|
516K
$54.7M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-800- 6.88% |
$57.5K - $72.6K
|
10.8K
$1.15M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-836- 4.44% |
$60K - $75.8K
|
18K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-848- 0.55% |
$60.9K - $76.9K
|
152K
$16.1M
|
|
|
May 15, 2024
Q1 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-850- 2.78% |
$61K - $77.1K
|
29.7K
$3.15M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-850- 7.18% |
$61K - $77.1K
|
11K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-855- 1.16% |
$61.4K - $77.6K
|
72.6K
$7.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-868- 1.79% |
$62.3K - $78.7K
|
47.5K
$5.04M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-903- 5.51% |
$64.9K - $81.9K
|
15.5K
$1.64M
|