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 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
5KNew |
$258K - $352K
|
5K
$551K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.99K+ 29.9% |
$257K - $351K
|
21.7K
$2.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.96KNew |
$256K - $349K
|
4.96K
$547K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4.94KNew |
$254K - $348K
|
4.94K
$544K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4.92KNew |
$253K - $346K
|
4.92K
$542K
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
4.92KNew |
$253K - $346K
|
4.92K
$542K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.91K+ 4.72% |
$253K - $345K
|
109K
$12M
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
4.84KNew |
$249K - $340K
|
4.84K
$533K
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
4.79KNew |
$247K - $337K
|
4.79K
$527K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.68K+ 5.99% |
$241K - $329K
|
82.8K
$9.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.67K+ 58.0% |
$241K - $329K
|
12.7K
$1.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.66K+ 47.03% |
$240K - $328K
|
14.6K
$1.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.52KNew |
$233K - $318K
|
4.52K
$498K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.47K+ 21.18% |
$230K - $315K
|
25.6K
$2.82M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.26K+ 1.66% |
$219K - $300K
|
261K
$28.8M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4.24K+ 9.46% |
$219K - $299K
|
49.1K
$5.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.1KNew |
$211K - $289K
|
4.1K
$452K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.1K+ 48.56% |
$211K - $289K
|
12.6K
$1.38M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.08KNew |
$210K - $287K
|
4.08K
$450K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.97K+ 100.13% |
$205K - $279K
|
7.94K
$874K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.96K+ 19.22% |
$204K - $279K
|
24.6K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
3.95K+ 93.6% |
$203K - $278K
|
8.16K
$900K
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
3.92K+ 23.31% |
$202K - $276K
|
20.8K
$2.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.91K+ 27.47% |
$202K - $275K
|
18.2K
$2M
|
|
|
Nov 02, 2023
Q3 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
3.84K+ 56.08% |
$198K - $270K
|
10.7K
$1.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.81K+ 157.24% |
$196K - $268K
|
6.24K
$687K
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.72KNew |
$192K - $262K
|
3.72K
$410K
|
|
|
Oct 16, 2023
Q3 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
3.66K+ 10.71% |
$189K - $258K
|
37.8K
$4.17M
|
|
|
Oct 16, 2023
Q3 2023
|
Barton Investment Management
|
BUY
|
- |
3.66K+ 0.17% |
$188K - $257K
|
2.1M
$231M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.43K+ 0.17% |
$177K - $241K
|
2.06M
$227M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.39K+ 3.7% |
$175K - $239K
|
94.9K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
3.38K+ 25.92% |
$174K - $238K
|
16.4K
$1.81M
|
|
|
Oct 11, 2023
Q3 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
3.35K+ 35.43% |
$172K - $235K
|
12.8K
$1.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.28K+ 75.95% |
$169K - $231K
|
7.6K
$837K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.19K+ 38.37% |
$165K - $225K
|
11.5K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.19K+ 1.69% |
$165K - $225K
|
192K
$21.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
3.12K+ 9.27% |
$161K - $220K
|
36.8K
$4.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.09K+ 49.42% |
$159K - $217K
|
9.34K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Stony Point Capital LLC
New York, NY |
BUY
|
- |
3.03K+ 1.27% |
$156K - $213K
|
242K
$26.7M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.94KNew |
$151K - $207K
|
2.94K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
2.89KNew |
$149K - $203K
|
2.89K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.83K+ 48.69% |
$146K - $199K
|
8.66K
$954K
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.8K+ 12.06% |
$144K - $197K
|
26K
$2.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
2.77KNew |
$143K - $195K
|
2.77K
$305K
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.73K+ 63.09% |
$140K - $192K
|
7.05K
$776K
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.7K+ 7.76% |
$139K - $190K
|
37.6K
$4.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.69KNew |
$139K - $189K
|
2.69K
$296K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.65K+ 33.37% |
$137K - $187K
|
10.6K
$1.17M
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.55K+ 56.58% |
$131K - $179K
|
7.05K
$777K
|
|
|
Nov 06, 2023
Q3 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
2.5K+ 104.17% |
$129K - $176K
|
4.9K
$540K
|