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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
2.43K+ 8.59% |
$125K - $171K
|
30.7K
$3.39M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.36K+ 48.98% |
$121K - $166K
|
7.17K
$790K
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
2.33K+ 0.55% |
$120K - $164K
|
428K
$47.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.32K+ 3.94% |
$120K - $163K
|
61.2K
$6.74M
|
|
|
Nov 15, 2023
Q3 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.15K+ 15.23% |
$111K - $151K
|
16.3K
$1.79M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.14K+ 11.17% |
$110K - $150K
|
21.3K
$2.34M
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.03KNew |
$105K - $143K
|
2.03K
$224K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2.01K+ 5.41% |
$103K - $141K
|
39.1K
$4.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2K+ 4.86% |
$103K - $141K
|
43.1K
$4.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.99K+ 27.78% |
$102K - $140K
|
9.14K
$1.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.94K+ 8.19% |
$99.7K - $136K
|
25.6K
$2.82M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.93K+ 12.29% |
$99.5K - $136K
|
17.6K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.92K+ 1.52% |
$98.8K - $135K
|
129K
$14.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.91KNew |
$98.6K - $135K
|
1.91K
$211K
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.91K+ 39.89% |
$98.2K - $134K
|
6.68K
$736K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.86K+ 6.66% |
$95.7K - $131K
|
29.8K
$3.28M
|
|
|
Nov 08, 2023
Q3 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
1.84K+ 4.21% |
$94.7K - $129K
|
45.5K
$5.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.77K+ 13.95% |
$91.2K - $125K
|
14.5K
$1.59M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.76K+ 27.17% |
$90.6K - $124K
|
8.23K
$907K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.76K+ 13.16% |
$90.5K - $124K
|
15.1K
$1.66M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.75K+ 34.23% |
$90.2K - $123K
|
6.87K
$757K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.58KNew |
$81.4K - $111K
|
1.58K
$174K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1.57K+ 15.38% |
$80.8K - $110K
|
11.8K
$1.3M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.52K+ 5.65% |
$78K - $107K
|
28.4K
$3.12M
|
|
|
Nov 14, 2023
Q3 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
1.48K+ 0.46% |
$76.3K - $104K
|
327K
$36M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.44K+ 2.95% |
$74.3K - $102K
|
50.3K
$5.54M
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.43K+ 17.29% |
$73.6K - $100K
|
9.69K
$1.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.41K+ 30.73% |
$72.6K - $99.2K
|
6K
$661K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.41K+ 12.5% |
$72.6K - $99.2K
|
12.7K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.4K+ 13.87% |
$72.3K - $98.7K
|
11.5K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
1.4K+ 11.48% |
$72.1K - $98.5K
|
13.6K
$1.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.39K+ 36.25% |
$71.7K - $97.9K
|
5.23K
$576K
|
|
|
Oct 25, 2023
Q3 2023
|
Pachira Investments Inc.
|
BUY
|
- |
1.32K+ 23.47% |
$67.9K - $92.8K
|
6.94K
$764K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.32K+ 2.88% |
$67.8K - $92.6K
|
47.1K
$5.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.27K+ 38.68% |
$65.6K - $89.7K
|
4.57K
$503K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.25K+ 2.4% |
$64.4K - $88K
|
53.4K
$5.89M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.24K+ 15.42% |
$63.9K - $87.3K
|
9.28K
$1.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.22KNew |
$62.8K - $85.9K
|
1.22K
$134K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.18K+ 7.99% |
$60.5K - $82.7K
|
15.9K
$1.75M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.16K+ 10.4% |
$59.8K - $81.6K
|
12.3K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
1.15K+ 4.72% |
$59.4K - $81.2K
|
25.6K
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
1.15K+ 3.42% |
$59.1K - $80.8K
|
34.8K
$3.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
1.14K+ 2.56% |
$58.9K - $80.5K
|
45.8K
$5.05M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.14K+ 9.11% |
$58.9K - $80.4K
|
13.7K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.14K+ 21.84% |
$58.8K - $80.3K
|
6.37K
$701K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.13K+ 13.08% |
$58.2K - $79.4K
|
9.76K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.11K+ 13.9% |
$57.2K - $78.1K
|
9.1K
$1M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.11K+ 13.9% |
$57.2K - $78.1K
|
9.1K
$1M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.1K+ 6.61% |
$56.5K - $77.2K
|
17.7K
$1.95M
|
|
|
Dec 02, 2024
Q3 2023
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
1.08K+ 8.63% |
$55.4K - $75.6K
|
13.5K
$1.49M
|