Purchases and Sales Made in Q3 2023 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-139- 1.63% |
$7.16K - $9.78K
|
8.41K
$926K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-140- 76.5% |
$7.21K - $9.85K
|
43
$4.74K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-140- 40.0% |
$7.21K - $9.85K
|
210
$23.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-150- 2.8% |
$7.73K - $10.6K
|
5.2K
$573K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-150- 1.3% |
$7.73K - $10.6K
|
11.4K
$1.26M
|
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
SELL
|
- |
-150- 7.54% |
$7.73K - $10.6K
|
1.84K
$203K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-160- 0.69% |
$8.24K - $11.3K
|
23.1K
$2.54M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-165- 3.64% |
$8.5K - $11.6K
|
4.37K
$482K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-170- 9.52% |
$8.76K - $12K
|
1.62K
$178K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-176- 0.82% |
$9.07K - $12.4K
|
21.4K
$2.36M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-179- 2.22% |
$9.22K - $12.6K
|
7.88K
$868K
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-180- 4.56% |
$9.27K - $12.7K
|
3.77K
$415K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-180- 0.05% |
$9.27K - $12.7K
|
370K
$40.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-180- 3.82% |
$9.27K - $12.7K
|
4.53K
$499K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-182- 7.36% |
$9.37K - $12.8K
|
2.29K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-190- 1.93% |
$9.79K - $13.4K
|
9.63K
$1.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-190- 3.05% |
$9.79K - $13.4K
|
6.03K
$665K
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-206- 3.36% |
$10.6K - $14.5K
|
5.93K
$654K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-209- 3.18% |
$10.8K - $14.7K
|
6.37K
$701K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-210- 4.4% |
$10.8K - $14.8K
|
4.56K
$503K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-217- 91.95% |
$11.2K - $15.3K
|
19
$2.09K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-219- 5.48% |
$11.3K - $15.4K
|
3.78K
$416K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-221- 2.95% |
$11.4K - $15.6K
|
7.28K
$802K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-221- 0.89% |
$11.4K - $15.6K
|
24.6K
$2.71M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-224- 1.55% |
$11.5K - $15.8K
|
14.2K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-225- 0.72% |
$11.6K - $15.8K
|
31.2K
$3.44M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-227- 6.47% |
$11.7K - $16K
|
3.28K
$362K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-244- 7.46% |
$12.6K - $17.2K
|
3.03K
$333K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-246- 5.03% |
$12.7K - $17.3K
|
4.65K
$512K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-263- 1.0% |
$13.5K - $18.5K
|
25.9K
$2.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-266- 3.42% |
$13.7K - $18.7K
|
7.52K
$829K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-283- 6.01% |
$14.6K - $19.9K
|
4.43K
$488K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-299- 3.28% |
$15.4K - $21K
|
8.82K
$972K
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-300- 1.76% |
$15.5K - $21.1K
|
16.8K
$1.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-300- 46.37% |
$15.5K - $21.1K
|
347
$38.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-300- 4.44% |
$15.5K - $21.1K
|
6.46K
$712K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-304- 5.57% |
$15.7K - $21.4K
|
5.16K
$568K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-313- 1.15% |
$16.1K - $22K
|
26.9K
$2.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-319- 7.65% |
$16.4K - $22.4K
|
3.85K
$424K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-320- 7.3% |
$16.5K - $22.5K
|
4.06K
$448K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-330- 4.74% |
$17K - $23.2K
|
6.63K
$731K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-330- 35.48% |
$17K - $23.2K
|
600
$66.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-365- 5.08% |
$18.8K - $25.7K
|
6.82K
$751K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-370- 50.0% |
$19.1K - $26K
|
370
$40.8K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-370- 88.1% |
$19.1K - $26K
|
50
$5.51K
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-400- 7.3% |
$20.6K - $28.1K
|
5.08K
$560K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-404- 12.9% |
$20.8K - $28.4K
|
2.73K
$301K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-429- 5.82% |
$22.1K - $30.2K
|
6.94K
$765K
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-434- 1.89% |
$22.4K - $30.5K
|
22.5K
$2.48M
|
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-439- 1.99% |
$22.6K - $30.9K
|
21.6K
$2.38M
|