Purchases and Sales Made in Q3 2022 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q3 2022. 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 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-80- 1.03% |
$2.14K - $3.35K
|
7.66K
$794K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-83- 2.75% |
$2.22K - $3.48K
|
2.94K
$305K
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-85- 1.47% |
$2.28K - $3.56K
|
5.72K
$593K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-85- 13.49% |
$2.28K - $3.56K
|
545
$56.5K
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-99- 71.22% |
$2.65K - $4.15K
|
40
$4.15K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-100- 83.33% |
$2.68K - $4.19K
|
20
$2.07K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-100- 15.38% |
$2.68K - $4.19K
|
550
$57K
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-120- 8.96% |
$3.21K - $5.03K
|
1.22K
$127K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-149- 0.36% |
$3.99K - $6.25K
|
41.5K
$4.31M
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-160- 45.71% |
$4.28K - $6.71K
|
190
$19.7K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-161- 0.96% |
$4.31K - $6.75K
|
16.5K
$1.71M
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-170- 45.95% |
$4.55K - $7.13K
|
200
$20.7K
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-172- 0.13% |
$4.6K - $7.21K
|
129K
$13.3M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-176- 1.51% |
$4.71K - $7.38K
|
11.5K
$1.19M
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-184- 10.22% |
$4.93K - $7.72K
|
1.62K
$168K
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-189- 2.25% |
$5.06K - $7.92K
|
8.21K
$851K
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
SELL
|
- |
-200- 74.07% |
$5.35K - $8.39K
|
70
$7.26K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-201- 12.97% |
$5.38K - $8.43K
|
1.35K
$140K
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-213- 1.96% |
$5.7K - $8.93K
|
10.7K
$1.11M
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-219- 14.13% |
$5.86K - $9.18K
|
1.33K
$138K
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
SELL
|
- |
-220- 2.59% |
$5.89K - $9.22K
|
8.26K
$857K
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-240- 7.1% |
$6.42K - $10.1K
|
3.14K
$326K
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-251- 15.69% |
$6.72K - $10.5K
|
1.35K
$140K
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-259- 2.69% |
$6.93K - $10.9K
|
9.37K
$971K
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-263- 2.63% |
$7.04K - $11K
|
9.73K
$1.01M
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-279- 18.48% |
$7.47K - $11.7K
|
1.23K
$128K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-280- 27.72% |
$7.5K - $11.7K
|
730
$75.7K
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
SELL
|
- |
-294- 2.28% |
$7.87K - $12.3K
|
12.6K
$1.3M
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-300- 6.64% |
$8.03K - $12.6K
|
4.22K
$438K
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
SELL
|
- |
-300- 2.29% |
$8.03K - $12.6K
|
12.8K
$1.33M
|
|
Nov 14, 2022
Q3 2022
|
Sig North Trading, Ulc
Bala Cynwyd, PA |
SELL
|
- |
-303- 1.05% |
$8.11K - $12.7K
|
28.6K
$2.96M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-315- 3.39% |
$8.43K - $13.2K
|
8.99K
$932K
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-320- 65.31% |
$8.57K - $13.4K
|
170
$17.6K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-320- 36.36% |
$8.57K - $13.4K
|
560
$58.1K
|
|
Nov 10, 2022
Q3 2022
|
Pcj Investment Counsel Ltd.
|
SELL
|
- |
-330- 0.83% |
$8.83K - $13.8K
|
39.4K
$4.09M
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-345- 49.29% |
$9.24K - $14.5K
|
355
$36.8K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-430Closed |
$11.5K - $18K
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-444- 2.42% |
$11.9K - $18.6K
|
17.9K
$1.86M
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-495- 0.36% |
$13.3K - $20.8K
|
136K
$14.1M
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-500- 5.12% |
$13.4K - $21K
|
9.26K
$960K
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-500- 43.48% |
$13.4K - $21K
|
650
$67.4K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-500- 7.49% |
$13.4K - $21K
|
6.18K
$641K
|
|
Nov 07, 2022
Q3 2022
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-605- 34.57% |
$16.2K - $25.4K
|
1.15K
$119K
|
|
Nov 14, 2022
Q3 2022
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-700- 4.25% |
$18.7K - $29.4K
|
15.8K
$1.63M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-705- 6.55% |
$18.9K - $29.6K
|
10.1K
$1.04M
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-705- 6.55% |
$18.9K - $29.6K
|
10.1K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-720- 2.35% |
$19.3K - $30.2K
|
29.9K
$3.1M
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-735- 3.43% |
$19.7K - $30.8K
|
20.7K
$2.14M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-745- 3.31% |
$19.9K - $31.2K
|
21.8K
$2.26M
|
|
Nov 14, 2022
Q3 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-750- 42.86% |
$20.1K - $31.4K
|
1K
$104K
|