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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
546New |
$39.2K - $49.5K
|
546
$57.9K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
546+ 84.78% |
$39.2K - $49.5K
|
1.19K
$126K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
530+ 1.92% |
$38.1K - $48.1K
|
28.2K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
527+ 6.0% |
$37.8K - $47.8K
|
9.31K
$987K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
512+ 15.42% |
$36.8K - $46.4K
|
3.83K
$407K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
506+ 20.81% |
$36.3K - $45.9K
|
2.94K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
505+ 10.13% |
$36.3K - $45.8K
|
5.49K
$582K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
502+ 6.76% |
$36.1K - $45.5K
|
7.93K
$842K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
470+ 4700.0% |
$33.8K - $42.6K
|
480
$50.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
467+ 12.36% |
$33.5K - $42.4K
|
4.25K
$451K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
448+ 6.94% |
$32.2K - $40.6K
|
6.9K
$732K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
430+ 8.74% |
$30.9K - $39K
|
5.35K
$568K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
429+ 3.09% |
$30.8K - $38.9K
|
14.3K
$1.52M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
405+ 1.57% |
$29.1K - $36.7K
|
26.3K
$2.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
399+ 2.67% |
$28.7K - $36.2K
|
15.3K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
390+ 2.22% |
$28K - $35.4K
|
17.9K
$1.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
382+ 6.57% |
$27.4K - $34.7K
|
6.2K
$657K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
381+ 5.17% |
$27.4K - $34.6K
|
7.75K
$822K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
370+ 7.5% |
$26.6K - $33.6K
|
5.3K
$563K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
369+ 22.36% |
$26.5K - $33.5K
|
2.02K
$214K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
366+ 11.2% |
$26.3K - $33.2K
|
3.63K
$385K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
365+ 4.57% |
$26.2K - $33.1K
|
8.36K
$887K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
365+ 1.4% |
$26.2K - $33.1K
|
26.4K
$2.8M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
365+ 235.48% |
$26.2K - $33.1K
|
520
$55.2K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
362+ 7.93% |
$26K - $32.8K
|
4.93K
$523K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
356+ 1.78% |
$25.6K - $32.3K
|
20.3K
$2.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
352+ 5.87% |
$25.3K - $31.9K
|
6.35K
$674K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
337+ 6.26% |
$24.2K - $30.6K
|
5.72K
$607K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
332+ 4.04% |
$23.8K - $30.1K
|
8.55K
$907K
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
326+ 0.9% |
$23.4K - $29.6K
|
36.4K
$3.86M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
325New |
$23.3K - $29.5K
|
325
$34.5K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
322+ 10.01% |
$23.1K - $29.2K
|
3.54K
$375K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
316+ 10.1% |
$22.7K - $28.7K
|
3.44K
$365K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
307+ 2.49% |
$22K - $27.9K
|
12.7K
$1.34M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
306+ 3.19% |
$22K - $27.8K
|
9.91K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
304+ 9.98% |
$21.8K - $27.6K
|
3.35K
$355K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
301+ 5.63% |
$21.6K - $27.3K
|
5.65K
$599K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
296+ 3.67% |
$21.3K - $26.9K
|
8.37K
$888K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
285+ 2.92% |
$20.5K - $25.9K
|
10K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
285+ 0.06% |
$20.5K - $25.9K
|
478K
$50.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
280+ 15.22% |
$20.1K - $25.4K
|
2.12K
$225K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
275+ 8.9% |
$19.8K - $24.9K
|
3.37K
$357K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
267+ 1.94% |
$19.2K - $24.2K
|
14K
$1.49M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
266+ 4.26% |
$19.1K - $24.1K
|
6.51K
$691K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
260+ 3.52% |
$18.7K - $23.6K
|
7.65K
$811K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
250New |
$18K - $22.7K
|
250
$26.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
250+ 5.51% |
$18K - $22.7K
|
4.79K
$508K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
247+ 2.83% |
$17.7K - $22.4K
|
8.96K
$951K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
240+ 0.71% |
$17.2K - $21.8K
|
34.2K
$3.62M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
233+ 3.37% |
$16.7K - $21.1K
|
7.16K
$759K
|