Purchases and Sales Made in Q2 2024 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
27+ 0.41% |
$1.54K - $2.11K
|
6.58K
$769K
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
BUY
|
- |
27+ 0.16% |
$1.54K - $2.11K
|
16.6K
$1.94M
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
25+ 0.63% |
$1.42K - $1.95K
|
3.98K
$465K
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
25+ 0.47% |
$1.42K - $1.95K
|
5.34K
$623K
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
25New |
$1.42K - $1.95K
|
25
$2.92K
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
21+ 0.58% |
$1.2K - $1.64K
|
3.66K
$428K
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
21+ 0.37% |
$1.2K - $1.64K
|
5.67K
$662K
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
20+ 66.67% |
$1.14K - $1.56K
|
50
$5.84K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
20New |
$1.14K - $1.56K
|
20
$2.34K
|
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
20New |
$1.14K - $1.56K
|
20
$2.34K
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
19+ 2.17% |
$1.08K - $1.49K
|
894
$104K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
18+ 0.56% |
$1.03K - $1.41K
|
3.24K
$378K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.23% |
$1.03K - $1.41K
|
7.77K
$908K
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
17+ 0.49% |
$968 - $1.33K
|
3.5K
$409K
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
12+ 0.37% |
$684 - $938
|
3.26K
$381K
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.16% |
$627 - $860
|
6.84K
$799K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
9+ 1.63% |
$513 - $704
|
562
$65.6K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7+ 0.19% |
$399 - $547
|
3.72K
$434K
|
|
Jul 26, 2024
Q2 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
6+ 2.33% |
$342 - $469
|
263
$30.7K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 3.05% |
$228 - $313
|
135
$15.8K
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4+ 0.13% |
$228 - $313
|
3.14K
$367K
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 16.67% |
$114 - $156
|
14
$1.64K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1- 0.01% |
$57 - $78.2
|
12K
$1.4M
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-2- 0.04% |
$114 - $156
|
5.35K
$625K
|
|
Jul 25, 2024
Q2 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-2- 0.01% |
$114 - $156
|
13.9K
$1.62M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2- 0.04% |
$114 - $156
|
4.55K
$531K
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-6- -0.0% |
$342 - $469
|
153K
$17.8M
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-7- 26.92% |
$399 - $547
|
19
$2.22K
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-10- 0.19% |
$570 - $782
|
5.35K
$625K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10- 1.89% |
$570 - $782
|
520
$60.7K
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-12- 0.15% |
$684 - $938
|
8.05K
$940K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-12- 3.73% |
$684 - $938
|
310
$36.2K
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-13- 0.4% |
$741 - $1.02K
|
3.22K
$376K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-14- 41.18% |
$798 - $1.09K
|
20
$2.34K
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-14- 0.15% |
$798 - $1.09K
|
9.21K
$1.08M
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-15- 0.09% |
$855 - $1.17K
|
17.6K
$2.05M
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-15- 6.67% |
$855 - $1.17K
|
210
$24.5K
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-20- 0.23% |
$1.14K - $1.56K
|
8.58K
$1M
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-20- 0.64% |
$1.14K - $1.56K
|
3.09K
$360K
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-20- 0.25% |
$1.14K - $1.56K
|
7.88K
$920K
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-20- 1.09% |
$1.14K - $1.56K
|
1.82K
$212K
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-20- 8.3% |
$1.14K - $1.56K
|
221
$25.8K
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-25- 0.7% |
$1.42K - $1.95K
|
3.52K
$411K
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-27- 2.63% |
$1.54K - $2.11K
|
1K
$117K
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-30- 0.95% |
$1.71K - $2.35K
|
3.13K
$366K
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-33- 80.49% |
$1.88K - $2.58K
|
8
$934
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-35- 0.09% |
$1.99K - $2.74K
|
38K
$4.44M
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-37- 33.64% |
$2.11K - $2.89K
|
73
$8.53K
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-38- 0.16% |
$2.16K - $2.97K
|
24.4K
$2.85M
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-41- 0.98% |
$2.34K - $3.21K
|
4.14K
$483K
|