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 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-447- 9.3% |
$23K - $31.5K
|
4.36K
$480K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-450- 51.14% |
$23.2K - $31.7K
|
430
$47.4K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-454- 6.55% |
$23.4K - $31.9K
|
6.48K
$714K
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-475- 4.3% |
$24.5K - $33.4K
|
10.6K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-493- 2.68% |
$25.4K - $34.7K
|
17.9K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-496- 6.78% |
$25.5K - $34.9K
|
6.82K
$751K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-499- 2.24% |
$25.7K - $35.1K
|
21.8K
$2.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-503- 4.36% |
$25.9K - $35.4K
|
11K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-512- 21.52% |
$26.4K - $36K
|
1.87K
$206K
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-518- 1.02% |
$26.7K - $36.5K
|
50.2K
$5.53M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-530- 12.44% |
$27.3K - $37.3K
|
3.73K
$411K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-538- 70.98% |
$27.7K - $37.9K
|
220
$24.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-538- 1.03% |
$27.7K - $37.9K
|
51.8K
$5.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-541- 1.03% |
$27.9K - $38.1K
|
52.1K
$5.74M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-543- 9.95% |
$28K - $38.2K
|
4.92K
$542K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-550- 73.33% |
$28.3K - $38.7K
|
200
$22K
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-550- 6.55% |
$28.3K - $38.7K
|
7.85K
$865K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-570- 6.73% |
$29.4K - $40.1K
|
7.9K
$870K
|
|
|
Nov 14, 2023
Q3 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-624- 14.5% |
$32.1K - $43.9K
|
3.68K
$405K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-637- 8.22% |
$32.8K - $44.8K
|
7.11K
$784K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-642- 8.01% |
$33.1K - $45.2K
|
7.37K
$812K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-727- 0.34% |
$37.4K - $51.2K
|
212K
$23.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-728- 0.26% |
$37.5K - $51.2K
|
278K
$30.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-760- 1.51% |
$39.1K - $53.5K
|
49.7K
$5.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-774- 9.53% |
$39.9K - $54.5K
|
7.35K
$809K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-783- 1.02% |
$40.3K - $55.1K
|
76.2K
$8.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-790- 4.18% |
$40.7K - $55.6K
|
18.1K
$1.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-800- 2.96% |
$41.2K - $56.3K
|
26.2K
$2.89M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-800- 2.96% |
$41.2K - $56.3K
|
26.2K
$2.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-824- 0.08% |
$42.4K - $58K
|
1.05M
$116M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-860- 8.55% |
$44.3K - $60.5K
|
9.2K
$1.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-922- 18.61% |
$47.5K - $64.9K
|
4.03K
$444K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-923- 16.84% |
$47.5K - $65K
|
4.56K
$502K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1K- 91.32% |
$51.5K - $70.4K
|
95
$10.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.17K- 4.61% |
$60.3K - $82.4K
|
24.2K
$2.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.19K- 7.89% |
$61.5K - $84K
|
13.9K
$1.54M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.31K- 10.46% |
$67.6K - $92.3K
|
11.2K
$1.24M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.32K- 11.19% |
$67.9K - $92.8K
|
10.5K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.32K- 3.85% |
$68K - $92.9K
|
32.9K
$3.63M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.33K- 6.73% |
$68.5K - $93.6K
|
18.4K
$2.03M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.35K- 12.84% |
$69.3K - $94.7K
|
9.14K
$1.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-1.35K- 14.44% |
$69.5K - $95K
|
8K
$881K
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.38K- 4.41% |
$70.8K - $96.8K
|
29.8K
$3.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.38K- 10.79% |
$71.1K - $97.1K
|
11.4K
$1.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 9.13% |
$76.1K - $104K
|
14.7K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.48K- 1.62% |
$76.2K - $104K
|
90.2K
$9.93M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.49K- 1.49% |
$76.7K - $105K
|
98.3K
$10.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-1.5K- 2.73% |
$77.3K - $106K
|
53.5K
$5.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.5K- 4.75% |
$77.3K - $106K
|
30.1K
$3.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.57K- 16.43% |
$80.9K - $111K
|
7.99K
$880K
|