Purchases and Sales Made in Q2 2023 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
174+ 1.09% |
$7.79K - $11.5K
|
16.1K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
173+ 0.63% |
$7.75K - $11.4K
|
27.9K
$3.25M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
169+ 3.62% |
$7.57K - $11.2K
|
4.83K
$565K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
162+ 3.07% |
$7.25K - $10.7K
|
5.44K
$635K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
160+ 3.83% |
$7.16K - $10.6K
|
4.34K
$507K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
160+ 3.06% |
$7.16K - $10.6K
|
5.39K
$630K
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
157+ 0.38% |
$7.03K - $10.4K
|
41.4K
$4.83M
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
150+ 3.26% |
$6.72K - $9.92K
|
4.75K
$554K
|
|
|
Dec 02, 2024
Q2 2023
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
150+ 1.22% |
$6.72K - $9.92K
|
12.5K
$1.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
150New |
$6.72K - $9.92K
|
150
$17.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
150+ 3.54% |
$6.72K - $9.92K
|
4.39K
$513K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
140+ 18.54% |
$6.27K - $9.25K
|
895
$105K
|
|
|
Aug 10, 2023
Q2 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
131+ 0.12% |
$5.87K - $8.66K
|
111K
$12.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
127+ 1.6% |
$5.69K - $8.39K
|
8.08K
$943K
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
127+ 0.41% |
$5.69K - $8.39K
|
30.9K
$3.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
122+ 156.41% |
$5.46K - $8.06K
|
200
$23.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
121+ 13.61% |
$5.42K - $8K
|
1.01K
$118K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
120New |
$5.37K - $7.93K
|
120
$14K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
120+ 2.95% |
$5.37K - $7.93K
|
4.19K
$489K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
120New |
$5.37K - $7.93K
|
120
$14K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
115+ 6.18% |
$5.15K - $7.6K
|
1.98K
$231K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
110+ 0.45% |
$4.93K - $7.27K
|
24.6K
$2.87M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
108+ 45.0% |
$4.84K - $7.14K
|
348
$40.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
108+ 1.37% |
$4.84K - $7.14K
|
8.01K
$936K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
101+ 2.36% |
$4.52K - $6.68K
|
4.38K
$512K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
100+ 45.45% |
$4.48K - $6.61K
|
320
$37.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100New |
$4.48K - $6.61K
|
100
$11.7K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
95+ 1900.0% |
$4.25K - $6.28K
|
100
$11.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
90+ 7.76% |
$4.03K - $5.95K
|
1.25K
$146K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
90+ 900.0% |
$4.03K - $5.95K
|
100
$11.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
88+ 1.88% |
$3.94K - $5.82K
|
4.78K
$558K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
85New |
$3.81K - $5.62K
|
85
$9.93K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
80+ 0.8% |
$3.58K - $5.29K
|
10.1K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
80+ 1.67% |
$3.58K - $5.29K
|
4.86K
$568K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
76+ 0.19% |
$3.4K - $5.02K
|
39.4K
$4.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
75New |
$3.36K - $4.96K
|
75
$8.76K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
75New |
$3.36K - $4.96K
|
75
$8.76K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
70+ 8.58% |
$3.13K - $4.63K
|
886
$103K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
70+ 5.6% |
$3.13K - $4.63K
|
1.32K
$154K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
65New |
$2.91K - $4.3K
|
65
$7.59K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
64+ 20.06% |
$2.87K - $4.23K
|
383
$44.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
60+ 1.6% |
$2.69K - $3.97K
|
3.81K
$444K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
56New |
$2.51K - $3.7K
|
56
$6.54K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
54+ 0.61% |
$2.42K - $3.57K
|
8.96K
$1.05M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
50New |
$2.24K - $3.3K
|
50
$5.84K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
50New |
$2.24K - $3.3K
|
50
$5.84K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
50+ 1.66% |
$2.24K - $3.3K
|
3.06K
$357K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
49+ 0.58% |
$2.19K - $3.24K
|
8.45K
$987K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
49+ 0.97% |
$2.19K - $3.24K
|
5.09K
$594K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
48New |
$2.15K - $3.17K
|
48
$5.61K
|