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 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-760- 0.33% |
$54.6K - $68.9K
|
229K
$24.5M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-770- 0.59% |
$55.3K - $69.9K
|
130K
$13.9M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-784- 12.26% |
$56.3K - $71.1K
|
5.61K
$601K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-790- 6.64% |
$56.7K - $71.7K
|
11.1K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-796- 0.15% |
$57.2K - $72.2K
|
516K
$55.2M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-800- 6.88% |
$57.5K - $72.6K
|
10.8K
$1.16M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-836- 4.44% |
$60K - $75.8K
|
18K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-848- 0.55% |
$60.9K - $76.9K
|
152K
$16.3M
|
|
|
May 15, 2024
Q1 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-850- 2.78% |
$61K - $77.1K
|
29.7K
$3.18M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-850- 7.18% |
$61K - $77.1K
|
11K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-855- 1.16% |
$61.4K - $77.6K
|
72.6K
$7.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-868- 1.79% |
$62.3K - $78.7K
|
47.5K
$5.09M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-903- 5.51% |
$64.9K - $81.9K
|
15.5K
$1.66M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-925- 20.74% |
$66.4K - $83.9K
|
3.54K
$379K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-928- 7.39% |
$66.6K - $84.2K
|
11.6K
$1.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-938- 22.16% |
$67.4K - $85.1K
|
3.29K
$353K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-960- 22.8% |
$68.9K - $87.1K
|
3.25K
$348K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-982- 90.09% |
$70.5K - $89.1K
|
108
$11.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1K- 9.29% |
$71.8K - $90.7K
|
9.77K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-1K- 21.74% |
$71.8K - $90.7K
|
3.6K
$386K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.02K- 2.17% |
$73.1K - $92.4K
|
45.8K
$4.91M
|
|
|
May 03, 2024
Q1 2024
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-1.03K- 3.3% |
$73.8K - $93.2K
|
30.1K
$3.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.06K- 21.57% |
$75.8K - $95.8K
|
3.84K
$411K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.07K- 4.68% |
$76.5K - $96.6K
|
21.7K
$2.33M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.07K- 79.76% |
$76.7K - $96.9K
|
271
$29K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.08K- 15.64% |
$77.7K - $98.2K
|
5.84K
$625K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 13.69% |
$77.9K - $98.3K
|
6.83K
$732K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.11K- 15.32% |
$79.4K - $100K
|
6.12K
$655K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-1.14K- 12.28% |
$81.9K - $103K
|
8.14K
$872K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-1.15K- 23.14% |
$82.6K - $104K
|
3.82K
$409K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.16K- 15.97% |
$83.3K - $105K
|
6.1K
$654K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.16K- 9.8% |
$83.3K - $105K
|
10.7K
$1.14M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.17K- 13.06% |
$83.7K - $106K
|
7.76K
$831K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.2K- 25.13% |
$85.8K - $108K
|
3.56K
$381K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.2K- 10.26% |
$86K - $109K
|
10.5K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-1.2K- 24.82% |
$86.2K - $109K
|
3.64K
$389K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.23K- 4.31% |
$88.1K - $111K
|
27.2K
$2.91M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.23K- 1.88% |
$88.6K - $112K
|
64.3K
$6.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.28K- 7.38% |
$91.7K - $116K
|
16K
$1.72M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.28K- 31.17% |
$92.1K - $116K
|
2.83K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.29K- 4.14% |
$92.8K - $117K
|
29.9K
$3.2M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.31K- 19.15% |
$93.9K - $119K
|
5.52K
$592K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.31K- 42.05% |
$94.2K - $119K
|
1.81K
$194K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.32K- 0.88% |
$95.1K - $120K
|
149K
$16M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.35K- 7.28% |
$97.2K - $123K
|
17.3K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.37K- 70.14% |
$98K - $124K
|
581
$62.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-1.37K- 31.42% |
$98.5K - $124K
|
3K
$321K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.42K- 3.9% |
$102K - $129K
|
35.1K
$3.75M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.47K- 1.14% |
$105K - $133K
|
127K
$13.6M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.49K- 2.81% |
$107K - $135K
|
51.6K
$5.52M
|