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
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-925- 20.74% |
$66.4K - $83.9K
|
3.54K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-928- 7.39% |
$66.6K - $84.2K
|
11.6K
$1.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-938- 22.16% |
$67.4K - $85.1K
|
3.29K
$349K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-960- 22.8% |
$68.9K - $87.1K
|
3.25K
$345K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-982- 90.09% |
$70.5K - $89.1K
|
108
$11.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1K- 9.29% |
$71.8K - $90.7K
|
9.77K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-1K- 21.74% |
$71.8K - $90.7K
|
3.6K
$382K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.02K- 2.17% |
$73.1K - $92.4K
|
45.8K
$4.86M
|
|
|
May 03, 2024
Q1 2024
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-1.03K- 3.3% |
$73.8K - $93.2K
|
30.1K
$3.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.06K- 21.57% |
$75.8K - $95.8K
|
3.84K
$407K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.07K- 4.68% |
$76.5K - $96.6K
|
21.7K
$2.3M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.07K- 79.76% |
$76.7K - $96.9K
|
271
$28.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.08K- 15.64% |
$77.7K - $98.2K
|
5.84K
$619K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 13.69% |
$77.9K - $98.3K
|
6.83K
$725K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.11K- 15.32% |
$79.4K - $100K
|
6.12K
$649K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-1.14K- 12.28% |
$81.9K - $103K
|
8.14K
$864K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-1.15K- 23.14% |
$82.6K - $104K
|
3.82K
$405K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.16K- 15.97% |
$83.3K - $105K
|
6.1K
$647K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.16K- 9.8% |
$83.3K - $105K
|
10.7K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.17K- 13.06% |
$83.7K - $106K
|
7.76K
$823K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.2K- 25.13% |
$85.8K - $108K
|
3.56K
$378K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.2K- 10.26% |
$86K - $109K
|
10.5K
$1.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-1.2K- 24.82% |
$86.2K - $109K
|
3.64K
$386K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.23K- 4.31% |
$88.1K - $111K
|
27.2K
$2.89M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.23K- 1.88% |
$88.6K - $112K
|
64.3K
$6.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.28K- 7.38% |
$91.7K - $116K
|
16K
$1.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.28K- 31.17% |
$92.1K - $116K
|
2.83K
$301K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.29K- 4.14% |
$92.8K - $117K
|
29.9K
$3.17M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.31K- 19.15% |
$93.9K - $119K
|
5.52K
$586K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.31K- 42.05% |
$94.2K - $119K
|
1.81K
$192K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.32K- 0.88% |
$95.1K - $120K
|
149K
$15.8M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.35K- 7.28% |
$97.2K - $123K
|
17.3K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.37K- 70.14% |
$98K - $124K
|
581
$61.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-1.37K- 31.42% |
$98.5K - $124K
|
3K
$318K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.42K- 3.9% |
$102K - $129K
|
35.1K
$3.72M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.47K- 1.14% |
$105K - $133K
|
127K
$13.5M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.49K- 2.81% |
$107K - $135K
|
51.6K
$5.47M
|
|
|
May 15, 2024
Q1 2024
|
Josh Tarasoff
Greenlea Lane Capital Management, LLC | Weston, Ct
|
SELL
|
- |
-1.55K- 0.59% |
$111K - $141K
|
260K
$27.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.6K- 35.95% |
$115K - $145K
|
2.85K
$302K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.61K- 4.51% |
$115K - $146K
|
34K
$3.61M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-1.65K- 4.77% |
$119K - $150K
|
32.9K
$3.49M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.68K- 21.26% |
$121K - $153K
|
6.23K
$661K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.72K- 4.75% |
$123K - $156K
|
34.4K
$3.65M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.73K- 3.57% |
$124K - $157K
|
46.6K
$4.94M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-1.73K- 24.42% |
$124K - $157K
|
5.35K
$568K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.74K- 2.51% |
$125K - $158K
|
67.6K
$7.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.83K- 20.39% |
$131K - $166K
|
7.15K
$758K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.85K- 17.7% |
$133K - $168K
|
8.6K
$913K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.87K- 5.61% |
$134K - $169K
|
31.4K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.89K- 9.42% |
$136K - $171K
|
18.2K
$1.93M
|