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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-535- 7.81% |
$24K - $35.4K
|
6.32K
$738K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-540- 2.73% |
$24.2K - $35.7K
|
19.2K
$2.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-553- 6.07% |
$24.8K - $36.6K
|
8.55K
$999K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-555- 3.8% |
$24.9K - $36.7K
|
14.1K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-561- 15.19% |
$25.1K - $37.1K
|
3.13K
$366K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-603- 0.9% |
$27K - $39.9K
|
66.4K
$7.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-613- 3.11% |
$27.5K - $40.5K
|
19.1K
$2.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-615- 8.2% |
$27.5K - $40.7K
|
6.88K
$804K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-624- 11.7% |
$27.9K - $41.2K
|
4.71K
$550K
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-640- 10.59% |
$28.7K - $42.3K
|
5.41K
$631K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-650- 6.38% |
$29.1K - $43K
|
9.54K
$1.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-706- 2.71% |
$31.6K - $46.7K
|
25.3K
$2.96M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-735- 10.76% |
$32.9K - $48.6K
|
6.09K
$712K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-737- 1.9% |
$33K - $48.7K
|
38K
$4.44M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-750- 15.79% |
$33.6K - $49.6K
|
4K
$467K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-770- 41.62% |
$34.5K - $50.9K
|
1.08K
$126K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-774- 14.57% |
$34.7K - $51.2K
|
4.54K
$530K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-797- 10.3% |
$35.7K - $52.7K
|
6.94K
$811K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-815- 7.38% |
$36.5K - $53.9K
|
10.2K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-823- 16.06% |
$36.9K - $54.4K
|
4.3K
$503K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-829- 13.94% |
$37.1K - $54.8K
|
5.12K
$598K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-864- 3.2% |
$38.7K - $57.1K
|
26.1K
$3.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-900- 1.69% |
$40.3K - $59.5K
|
52.4K
$6.12M
|
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-937- 1.35% |
$42K - $61.9K
|
68.7K
$8.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-950- 14.77% |
$42.5K - $62.8K
|
5.48K
$640K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-960- 10.18% |
$43K - $63.5K
|
8.47K
$989K
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-989- 20.66% |
$44.3K - $65.4K
|
3.8K
$443K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-998- 3.02% |
$44.7K - $66K
|
32K
$3.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1K- 12.5% |
$44.8K - $66.1K
|
7K
$818K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-1K- 33.21% |
$44.8K - $66.1K
|
2.01K
$235K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.03K- 23.9% |
$46.1K - $68.1K
|
3.28K
$383K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.09K- 0.19% |
$48.8K - $72K
|
573K
$67M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.1K- 3.25% |
$49K - $72.4K
|
32.6K
$3.8M
|
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-1.1K- 75.83% |
$49.2K - $72.6K
|
350
$40.9K
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.1K- 14.97% |
$49.3K - $72.7K
|
6.25K
$730K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.11K- 18.5% |
$49.8K - $73.4K
|
4.9K
$572K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.12K- 23.34% |
$50.2K - $74K
|
3.68K
$430K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-1.14K- 12.13% |
$50.8K - $75K
|
8.22K
$960K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.15K- 6.3% |
$51.5K - $76K
|
17.1K
$2M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.15K- 17.34% |
$51.5K - $76K
|
5.48K
$640K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.17K- 15.11% |
$52.3K - $77.3K
|
6.57K
$767K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.17K- 4.15% |
$52.4K - $77.3K
|
27K
$3.16M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.17K- 4.15% |
$52.4K - $77.3K
|
27K
$3.16M
|
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
SELL
|
- |
-1.17K- 2.15% |
$52.4K - $77.3K
|
53.4K
$6.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-1.18K- 22.56% |
$52.7K - $77.7K
|
4.04K
$472K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.18K- 55.04% |
$52.8K - $78K
|
964
$113K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.2K- 10.81% |
$53.7K - $79.3K
|
9.9K
$1.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.2K- 33.1% |
$53.7K - $79.3K
|
2.43K
$283K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.2K- 1.76% |
$53.8K - $79.5K
|
66.9K
$7.81M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-1.21K- 9.94% |
$54K - $79.8K
|
10.9K
$1.28M
|