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 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
6KNew |
$431K - $544K
|
6K
$637K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.99K+ 12.43% |
$430K - $544K
|
54.2K
$5.75M
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
5.97K+ 49.61% |
$429K - $542K
|
18K
$1.91M
|
|
May 13, 2024
Q1 2024
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
5.9K+ 22.64% |
$424K - $535K
|
32K
$3.39M
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
5.85K+ 27.36% |
$420K - $531K
|
27.2K
$2.89M
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.79KNew |
$416K - $526K
|
5.79K
$615K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.54K+ 51.37% |
$398K - $502K
|
16.3K
$1.73M
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.25K+ 33.57% |
$377K - $476K
|
20.9K
$2.22M
|
|
May 13, 2024
Q1 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
5.08K+ 16.56% |
$365K - $461K
|
35.8K
$3.8M
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.05KNew |
$363K - $458K
|
5.05K
$536K
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
4.95KNew |
$355K - $449K
|
4.95K
$525K
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.89K+ 18.3% |
$351K - $444K
|
31.6K
$3.36M
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
4.88KNew |
$351K - $443K
|
4.88K
$518K
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.88KNew |
$350K - $442K
|
4.88K
$517K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.82K+ 3.54% |
$346K - $438K
|
141K
$15M
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
4.81K+ 0.31% |
$345K - $436K
|
1.54M
$163M
|
|
Apr 25, 2024
Q1 2024
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
4.8K+ 8.97% |
$345K - $435K
|
58.3K
$6.19M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.76K+ 1.26% |
$342K - $432K
|
384K
$40.7M
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.68K+ 9.64% |
$336K - $424K
|
53.2K
$5.64M
|
|
May 09, 2024
Q1 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
4.66K+ 23.86% |
$335K - $423K
|
24.2K
$2.57M
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
4.41KNew |
$317K - $400K
|
4.41K
$468K
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.06KNew |
$292K - $369K
|
4.06K
$431K
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
4.06K+ 14.8% |
$291K - $368K
|
31.5K
$3.34M
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.02KNew |
$289K - $365K
|
4.02K
$427K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.01K+ 4.87% |
$288K - $364K
|
86.4K
$9.16M
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.99KNew |
$287K - $362K
|
3.99K
$424K
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
3.97K+ 13.63% |
$285K - $361K
|
33.1K
$3.52M
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.81KNew |
$273K - $345K
|
3.81K
$404K
|
|
May 13, 2024
Q1 2024
|
Ninepoint Partners LP
|
BUY
|
- |
3.8K+ 36.76% |
$273K - $345K
|
14.1K
$1.5M
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.76K+ 50.77% |
$270K - $341K
|
11.2K
$1.18M
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
3.7K+ 352.38% |
$266K - $336K
|
4.75K
$504K
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.69K+ 128.71% |
$265K - $335K
|
6.56K
$696K
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.69K+ 82.64% |
$265K - $335K
|
8.16K
$865K
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.65KNew |
$262K - $331K
|
3.65K
$387K
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.63K+ 80.95% |
$260K - $329K
|
8.1K
$860K
|
|
May 14, 2024
Q1 2024
|
Trium Capital LLP
London, X0 |
BUY
|
- |
3.61K+ 12.63% |
$260K - $328K
|
32.2K
$3.42M
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.53KNew |
$254K - $320K
|
3.53K
$375K
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.52KNew |
$253K - $320K
|
3.52K
$374K
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3.52K+ 15.51% |
$253K - $319K
|
26.2K
$2.78M
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
3.5KNew |
$251K - $318K
|
3.5K
$371K
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.44KNew |
$247K - $312K
|
3.44K
$365K
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
3.41K+ 68.12% |
$245K - $310K
|
8.42K
$894K
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.36K+ 11.41% |
$242K - $305K
|
32.8K
$3.48M
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3.36K+ 3957.65% |
$242K - $305K
|
3.45K
$366K
|
|
May 14, 2024
Q1 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
3.35KNew |
$240K - $304K
|
3.35K
$355K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.33K+ 6.04% |
$239K - $302K
|
58.5K
$6.21M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
3.32K+ 13.4% |
$238K - $301K
|
28.1K
$2.98M
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.3KNew |
$237K - $300K
|
3.3K
$350K
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.24K+ 38.35% |
$233K - $294K
|
11.7K
$1.24M
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
3.23KNew |
$232K - $293K
|
3.23K
$343K
|