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 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
478+ 9.5% |
$24.6K - $33.6K
|
5.51K
$607K
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
451+ 5.26% |
$23.2K - $31.7K
|
9.03K
$995K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
436+ 1.83% |
$22.5K - $30.7K
|
24.3K
$2.68M
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
417+ 6.84% |
$21.5K - $29.3K
|
6.51K
$717K
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
416+ 8.61% |
$21.4K - $29.3K
|
5.25K
$578K
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
404+ 5.13% |
$20.8K - $28.4K
|
8.28K
$912K
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
400+ 4.58% |
$20.6K - $28.1K
|
9.13K
$1.01M
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
400+ 6.33% |
$20.6K - $28.1K
|
6.72K
$740K
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
400+ 4.98% |
$20.6K - $28.1K
|
8.43K
$928K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
400+ 9.89% |
$20.6K - $28.1K
|
4.45K
$490K
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
397+ 0.6% |
$20.4K - $27.9K
|
66.8K
$7.36M
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
375+ 7.17% |
$19.3K - $26.4K
|
5.6K
$617K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
374+ 5.78% |
$19.3K - $26.3K
|
6.85K
$754K
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
366+ 3.65% |
$18.9K - $25.8K
|
10.4K
$1.14M
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
363+ 2.07% |
$18.7K - $25.5K
|
17.9K
$1.97M
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
354+ 6.51% |
$18.2K - $24.9K
|
5.79K
$638K
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
345+ 4.19% |
$17.8K - $24.3K
|
8.59K
$946K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
337+ 5.82% |
$17.4K - $23.7K
|
6.13K
$675K
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
334+ 4.85% |
$17.2K - $23.5K
|
7.22K
$796K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
319+ 3.5% |
$16.4K - $22.4K
|
9.42K
$1.04M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
318+ 7.58% |
$16.4K - $22.4K
|
4.52K
$497K
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
315+ 1.84% |
$16.2K - $22.2K
|
17.4K
$1.92M
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
314+ 4.56% |
$16.2K - $22.1K
|
7.2K
$793K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
308+ 1.26% |
$15.9K - $21.7K
|
24.8K
$2.74M
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
300+ 15.63% |
$15.5K - $21.1K
|
2.22K
$245K
|
|
Oct 13, 2023
Q3 2023
|
Nepsis Inc.
|
BUY
|
- |
299+ 0.09% |
$15.4K - $21K
|
345K
$38M
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
299+ 6.81% |
$15.4K - $21K
|
4.69K
$517K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
297+ 4.95% |
$15.3K - $20.9K
|
6.3K
$694K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
283+ 28.02% |
$14.6K - $19.9K
|
1.29K
$142K
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
275+ 34.38% |
$14.2K - $19.4K
|
1.08K
$118K
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
270+ 4.97% |
$13.9K - $19K
|
5.71K
$629K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
250+ 2.06% |
$12.9K - $17.6K
|
12.4K
$1.37M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
248+ 2.23% |
$12.8K - $17.5K
|
11.3K
$1.25M
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
224+ 2.46% |
$11.5K - $15.8K
|
9.33K
$1.03M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
224+ 4.82% |
$11.5K - $15.8K
|
4.88K
$537K
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
220+ 2.2% |
$11.3K - $15.5K
|
10.2K
$1.12M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
219+ 3.17% |
$11.3K - $15.4K
|
7.12K
$784K
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
217+ 144.67% |
$11.2K - $15.3K
|
367
$40.4K
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
214+ 0.5% |
$11K - $15.1K
|
43.2K
$4.76M
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
212+ 136.77% |
$10.9K - $14.9K
|
367
$40.4K
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
210+ 5.58% |
$10.8K - $14.8K
|
3.98K
$438K
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
210New |
$10.8K - $14.8K
|
210
$23.1K
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
210+ 63.64% |
$10.8K - $14.8K
|
540
$59.5K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
208+ 0.85% |
$10.7K - $14.6K
|
24.6K
$2.71M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
204+ 5.18% |
$10.5K - $14.4K
|
4.14K
$456K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
204+ 0.79% |
$10.5K - $14.4K
|
26.1K
$2.87M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
203+ 4.72% |
$10.5K - $14.3K
|
4.5K
$496K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
200+ 2.47% |
$10.3K - $14.1K
|
8.3K
$914K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
200+ 46.62% |
$10.3K - $14.1K
|
629
$69.3K
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
198+ 1.56% |
$10.2K - $13.9K
|
12.9K
$1.42M
|