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 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.31K+ 4.92% |
$58.6K - $86.5K
|
27.9K
$3.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.28K+ 12.38% |
$57.5K - $84.9K
|
11.7K
$1.36M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.28K+ 20.73% |
$57.4K - $84.7K
|
7.47K
$872K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.25K+ 21.93% |
$56K - $82.6K
|
6.95K
$812K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.23K+ 9.76% |
$55.2K - $81.4K
|
13.9K
$1.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.23K+ 3.01% |
$55K - $81.2K
|
42K
$4.91M
|
|
|
Jul 20, 2023
Q2 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.23K+ 14.91% |
$54.9K - $81K
|
9.44K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.22K+ 9.94% |
$54.7K - $80.8K
|
13.5K
$1.58M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
1.2K+ 4.77% |
$53.8K - $79.4K
|
26.4K
$3.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.19K+ 11.9% |
$53.1K - $78.4K
|
11.2K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.17KNew |
$52.3K - $77.3K
|
1.17K
$137K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.15K+ 16.89% |
$51.7K - $76.3K
|
7.99K
$933K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.15K+ 15.48% |
$51.3K - $75.7K
|
8.54K
$998K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.1K+ 4.3% |
$49.3K - $72.8K
|
26.7K
$3.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
1.1K+ 313.71% |
$49.2K - $72.6K
|
1.45K
$169K
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.09K+ 2.6% |
$48.7K - $71.9K
|
43K
$5.02M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.08K+ 52.17% |
$48.4K - $71.4K
|
3.15K
$368K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 2.18% |
$46.7K - $68.9K
|
48.9K
$5.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.04K+ 23.47% |
$46.5K - $68.6K
|
5.46K
$638K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.01K+ 2.32% |
$45.2K - $66.8K
|
44.5K
$5.2M
|
|
|
Jul 07, 2023
Q2 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
1K+ 8.48% |
$44.8K - $66.1K
|
12.8K
$1.49M
|
|
|
Jul 14, 2023
Q2 2023
|
Imc Chicago, LLC
|
BUY
|
- |
983+ 6.67% |
$44K - $65K
|
15.7K
$1.84M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
961+ 14.48% |
$43K - $63.5K
|
7.6K
$887K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
953+ 9.39% |
$42.7K - $63K
|
11.1K
$1.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
939+ 7.78% |
$42K - $62.1K
|
13K
$1.52M
|
|
|
Jul 19, 2023
Q2 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
936+ 5.68% |
$41.9K - $61.9K
|
17.4K
$2.03M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
922+ 10.04% |
$41.3K - $60.9K
|
10.1K
$1.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
913+ 3.55% |
$40.9K - $60.3K
|
26.6K
$3.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
824+ 5.01% |
$36.9K - $54.5K
|
17.3K
$2.02M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
822+ 16.54% |
$36.8K - $54.3K
|
5.79K
$677K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
817+ 30.91% |
$36.6K - $54K
|
3.46K
$404K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
767+ 12.52% |
$34.3K - $50.7K
|
6.89K
$805K
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
766+ 0.71% |
$34.3K - $50.6K
|
108K
$12.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
745+ 13.46% |
$33.4K - $49.2K
|
6.28K
$734K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
742+ 11.93% |
$33.2K - $49K
|
6.96K
$813K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
729+ 6.17% |
$32.6K - $48.2K
|
12.5K
$1.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
701+ 19.97% |
$31.4K - $46.3K
|
4.21K
$492K
|
|
|
Jul 20, 2023
Q2 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
700+ 15.73% |
$31.3K - $46.3K
|
5.15K
$602K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
688New |
$30.8K - $45.5K
|
688
$80.4K
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
680+ 125.23% |
$30.5K - $44.9K
|
1.22K
$143K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
665+ 8.57% |
$29.8K - $44K
|
8.43K
$984K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
659New |
$29.5K - $43.6K
|
659
$77K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
630+ 13.38% |
$28.2K - $41.6K
|
5.34K
$624K
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
623+ 14.39% |
$27.9K - $41.2K
|
4.95K
$579K
|
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
620+ 2.02% |
$27.8K - $41K
|
31.3K
$3.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
591+ 0.05% |
$26.5K - $39.1K
|
1.3M
$152M
|
|
|
Jul 14, 2023
Q2 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
591+ 3.6% |
$26.5K - $39.1K
|
17K
$1.99M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
545+ 8.59% |
$24.4K - $36K
|
6.89K
$805K
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
543New |
$24.3K - $35.9K
|
543
$63.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
538+ 4.3% |
$24.1K - $35.6K
|
13K
$1.52M
|