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 |
|---|---|---|---|---|---|---|---|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
1.07K+ 10.21% |
$55.3K - $75.6K
|
11.6K
$1.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
1.07K+ 3.27% |
$55.3K - $75.5K
|
33.9K
$3.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 16.89% |
$54.7K - $74.7K
|
7.34K
$809K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.04K+ 3.96% |
$53.4K - $72.9K
|
27.2K
$2.99M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.03K+ 5.99% |
$53.3K - $72.8K
|
18.3K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.03K+ 115.27% |
$53.3K - $72.8K
|
1.93K
$213K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.02K+ 4.62% |
$52.4K - $71.6K
|
23.1K
$2.54M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.02K+ 2.1% |
$52.4K - $71.6K
|
49.6K
$5.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.01K+ 86.7% |
$52K - $71.1K
|
2.18K
$240K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.01K+ 3.67% |
$52K - $71K
|
28.5K
$3.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1K+ 833.33% |
$51.5K - $70.4K
|
1.12K
$123K
|
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
1K+ 6.48% |
$51.5K - $70.4K
|
16.4K
$1.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
955+ 11.17% |
$49.2K - $67.2K
|
9.5K
$1.05M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
942+ 1.56% |
$48.5K - $66.3K
|
61.5K
$6.77M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
940+ 22.32% |
$48.4K - $66.1K
|
5.15K
$568K
|
|
|
Oct 10, 2023
Q3 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
914+ 22.28% |
$47.1K - $64.3K
|
5.02K
$553K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
914+ 10.41% |
$47.1K - $64.3K
|
9.69K
$1.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
900+ 0.39% |
$46.4K - $63.3K
|
231K
$25.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
BUY
|
- |
900+ 24.46% |
$46.4K - $63.3K
|
4.58K
$505K
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
890+ 8.81% |
$45.8K - $62.6K
|
11K
$1.21M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
880+ 15.76% |
$45.3K - $61.9K
|
6.47K
$712K
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
864New |
$44.5K - $60.8K
|
864
$95.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
823+ 12.9% |
$42.4K - $57.9K
|
7.2K
$794K
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
780+ 5.99% |
$40.2K - $54.9K
|
13.8K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
770+ 2.04% |
$39.7K - $54.2K
|
38.5K
$4.24M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
763+ 7.98% |
$39.3K - $53.7K
|
10.3K
$1.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
710+ 4.3% |
$36.6K - $50K
|
17.2K
$1.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
700New |
$36.1K - $49.3K
|
700
$77.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
680New |
$35K - $47.9K
|
680
$74.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
680+ 1.8% |
$35K - $47.9K
|
38.5K
$4.25M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
675+ 2.9% |
$34.8K - $47.5K
|
24K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
675+ 0.63% |
$34.8K - $47.5K
|
108K
$11.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
645+ 0.97% |
$33.2K - $45.4K
|
66.9K
$7.37M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
609+ 4.89% |
$31.4K - $42.9K
|
13.1K
$1.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
608New |
$31.3K - $42.8K
|
608
$67K
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
599+ 8.65% |
$30.9K - $42.2K
|
7.52K
$829K
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
591+ 12.17% |
$30.4K - $41.6K
|
5.45K
$600K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
581+ 3.19% |
$29.9K - $40.9K
|
18.8K
$2.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
575+ 4.52% |
$29.6K - $40.5K
|
13.3K
$1.46M
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
BUY
|
- |
570+ 1.07% |
$29.4K - $40.1K
|
53.9K
$5.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
563+ 11.66% |
$29K - $39.6K
|
5.39K
$594K
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
544+ 8.69% |
$28K - $38.3K
|
6.8K
$749K
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
540+ 2.13% |
$27.8K - $38K
|
25.9K
$2.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
528+ 10.61% |
$27.2K - $37.2K
|
5.51K
$607K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
520New |
$26.8K - $36.6K
|
520
$57.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
504+ 1.29% |
$26K - $35.5K
|
39.5K
$4.35M
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
500+ 7.19% |
$25.8K - $35.2K
|
7.45K
$821K
|
|
|
Oct 19, 2023
Q3 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
485+ 9.42% |
$25K - $34.1K
|
5.64K
$621K
|
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
485+ 1.55% |
$25K - $34.1K
|
31.8K
$3.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
484+ 13.35% |
$24.9K - $34.1K
|
4.11K
$453K
|