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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-16- 0.06% |
$716 - $1.06K
|
26.3K
$2.79M
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-20- 0.11% |
$896 - $1.32K
|
17.8K
$1.89M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-21- 2.77% |
$940 - $1.39K
|
736
$78.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-23- 65.71% |
$1.03K - $1.52K
|
12
$1.27K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-25- 2.86% |
$1.12K - $1.65K
|
850
$90.2K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-25- 6.85% |
$1.12K - $1.65K
|
340
$36.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-27- 0.33% |
$1.21K - $1.78K
|
8.12K
$861K
|
|
|
Jul 13, 2023
Q2 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-30- 0.41% |
$1.34K - $1.98K
|
7.27K
$771K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-30- 1.65% |
$1.34K - $1.98K
|
1.79K
$189K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-33- 3.55% |
$1.48K - $2.18K
|
897
$95.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-35- 25.93% |
$1.57K - $2.31K
|
100
$10.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-37- 1.04% |
$1.66K - $2.45K
|
3.51K
$372K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-40- 66.67% |
$1.79K - $2.64K
|
20
$2.12K
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-42- 0.86% |
$1.88K - $2.78K
|
4.86K
$515K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-42- 0.25% |
$1.88K - $2.78K
|
16.6K
$1.76M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-45- 0.8% |
$2.02K - $2.97K
|
5.59K
$593K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-48- 0.69% |
$2.15K - $3.17K
|
6.9K
$732K
|
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-50- 0.61% |
$2.24K - $3.3K
|
8.18K
$867K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-63- 1.25% |
$2.82K - $4.16K
|
4.97K
$527K
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-65- 0.65% |
$2.91K - $4.3K
|
9.99K
$1.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-66- 2.08% |
$2.96K - $4.36K
|
3.1K
$329K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-70- 0.7% |
$3.13K - $4.63K
|
9.95K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-80- 1.83% |
$3.58K - $5.29K
|
4.3K
$456K
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-90- 10.59% |
$4.03K - $5.95K
|
760
$80.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-99- 38.67% |
$4.43K - $6.54K
|
157
$16.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-100- 0.74% |
$4.48K - $6.61K
|
13.4K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-100- 4.0% |
$4.48K - $6.61K
|
2.4K
$255K
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-100- 2.35% |
$4.48K - $6.61K
|
4.16K
$441K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-100- 8.62% |
$4.48K - $6.61K
|
1.06K
$112K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-100- 1.4% |
$4.48K - $6.61K
|
7.02K
$745K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-105- 8.75% |
$4.7K - $6.94K
|
1.1K
$116K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-116- 18.24% |
$5.19K - $7.67K
|
520
$55.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-117- 2.71% |
$5.24K - $7.73K
|
4.2K
$445K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-122- 1.2% |
$5.46K - $8.06K
|
10K
$1.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-125- 1.91% |
$5.6K - $8.26K
|
6.41K
$680K
|
|
|
Aug 14, 2023
Q2 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-126- 1.58% |
$5.64K - $8.33K
|
7.87K
$835K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-130- 0.58% |
$5.82K - $8.59K
|
22.3K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-133- 0.78% |
$5.96K - $8.79K
|
16.8K
$1.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-138- 1.58% |
$6.18K - $9.12K
|
8.58K
$910K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-150- 10.64% |
$6.72K - $9.92K
|
1.26K
$134K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-160- 2.13% |
$7.16K - $10.6K
|
7.37K
$782K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-170- 0.11% |
$7.61K - $11.2K
|
154K
$16.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-173- 1.7% |
$7.75K - $11.4K
|
10K
$1.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-184- 1.02% |
$8.24K - $12.2K
|
17.8K
$1.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-188- 7.07% |
$8.42K - $12.4K
|
2.47K
$262K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-190- 2.73% |
$8.51K - $12.6K
|
6.76K
$717K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-190- 47.5% |
$8.51K - $12.6K
|
210
$22.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-196- 4.18% |
$8.78K - $13K
|
4.49K
$477K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-200- 3.04% |
$8.96K - $13.2K
|
6.38K
$677K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-200- 4.19% |
$8.96K - $13.2K
|
4.57K
$485K
|