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 15, 2024
Q1 2024
|
Josh Tarasoff
Greenlea Lane Capital Management, LLC | Weston, Ct
|
SELL
|
- |
-1.55K- 0.59% |
$111K - $141K
|
260K
$27.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.6K- 35.95% |
$115K - $145K
|
2.85K
$305K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.61K- 4.51% |
$115K - $146K
|
34K
$3.64M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-1.65K- 4.77% |
$119K - $150K
|
32.9K
$3.53M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.68K- 21.26% |
$121K - $153K
|
6.23K
$667K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.72K- 4.75% |
$123K - $156K
|
34.4K
$3.68M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.73K- 3.57% |
$124K - $157K
|
46.6K
$4.99M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-1.73K- 24.42% |
$124K - $157K
|
5.35K
$573K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.74K- 2.51% |
$125K - $158K
|
67.6K
$7.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.83K- 20.39% |
$131K - $166K
|
7.15K
$765K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.85K- 17.7% |
$133K - $168K
|
8.6K
$921K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.87K- 5.61% |
$134K - $169K
|
31.4K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.89K- 9.42% |
$136K - $171K
|
18.2K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.92K- 7.14% |
$138K - $174K
|
24.9K
$2.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.92K- 1.53% |
$138K - $174K
|
123K
$13.2M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.96K- 24.95% |
$140K - $177K
|
5.88K
$630K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-2K- 99.45% |
$144K - $181K
|
11
$1.18K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-2.05K- 27.82% |
$147K - $186K
|
5.32K
$570K
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-2.06K- 8.57% |
$148K - $187K
|
22K
$2.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.07K- 12.39% |
$149K - $188K
|
14.6K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.08K- 22.69% |
$149K - $188K
|
7.07K
$757K
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.08K- 30.52% |
$149K - $188K
|
4.73K
$506K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.08K- 6.29% |
$150K - $189K
|
31K
$3.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-2.2K- 5.91% |
$158K - $200K
|
35.1K
$3.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-2.25K- 13.16% |
$162K - $204K
|
14.8K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-2.3K- 0.31% |
$165K - $209K
|
740K
$79.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.32K- 5.0% |
$167K - $210K
|
44K
$4.72M
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.33K- 25.56% |
$167K - $212K
|
6.79K
$727K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-2.35K- 0.96% |
$169K - $213K
|
241K
$25.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.37K- 17.48% |
$170K - $215K
|
11.2K
$1.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-2.46K- 9.91% |
$177K - $223K
|
22.4K
$2.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2.47K- 40.32% |
$177K - $224K
|
3.66K
$392K
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-2.5K- 28.99% |
$180K - $227K
|
6.13K
$656K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.51K- 33.28% |
$180K - $228K
|
5.03K
$539K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.59K- 6.05% |
$186K - $235K
|
40.2K
$4.31M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.65K- 68.82% |
$190K - $240K
|
1.2K
$129K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.69K- 12.75% |
$193K - $244K
|
18.4K
$1.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-2.72K- 48.79% |
$195K - $246K
|
2.85K
$305K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.79KClosed |
$200K - $253K
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.8K- 8.98% |
$201K - $254K
|
28.4K
$3.04M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.86K- 3.24% |
$205K - $259K
|
85.4K
$9.15M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.87K- 31.42% |
$206K - $260K
|
6.25K
$670K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.88K- 31.03% |
$206K - $261K
|
6.39K
$684K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.94K- 9.24% |
$211K - $266K
|
28.8K
$3.09M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.94K- 4.5% |
$211K - $267K
|
62.4K
$6.69M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.02K- 8.96% |
$217K - $274K
|
30.7K
$3.29M
|
|
|
May 13, 2024
Q1 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-3.12K- 0.83% |
$224K - $283K
|
374K
$40.1M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-3.13K- 5.68% |
$225K - $284K
|
52K
$5.56M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.14K- 9.15% |
$226K - $285K
|
31.2K
$3.34M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.15K- 32.78% |
$226K - $285K
|
6.45K
$691K
|