Purchases and Sales Made in Q4 2021 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
61+ 7.14% |
$7.82K - $10.3K
|
915
$101K
|
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
60+ 4.25% |
$7.69K - $10.1K
|
1.47K
$162K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
60New |
$7.69K - $10.1K
|
60
$6.61K
|
|
|
Feb 11, 2022
Q4 2021
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
60+ 32.97% |
$7.69K - $10.1K
|
242
$26.7K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
59New |
$7.56K - $9.97K
|
59
$6.5K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
59+ 11.46% |
$7.56K - $9.97K
|
574
$63.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
57New |
$7.31K - $9.64K
|
57
$6.28K
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
57+ 10.04% |
$7.31K - $9.64K
|
625
$68.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
55+ 27.92% |
$7.05K - $9.3K
|
252
$27.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
55+ 6.05% |
$7.05K - $9.3K
|
964
$106K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
54+ 31.03% |
$6.92K - $9.13K
|
228
$25.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
54+ 2.6% |
$6.92K - $9.13K
|
2.13K
$235K
|
|
|
Feb 11, 2022
Q4 2021
|
Holistic Financial Partners
|
BUY
|
- |
54+ 16.36% |
$6.92K - $9.13K
|
384
$42.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
54+ 12.22% |
$6.92K - $9.13K
|
496
$54.6K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
54+ 17.88% |
$6.92K - $9.13K
|
356
$39.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
54+ 1.28% |
$6.92K - $9.13K
|
4.26K
$469K
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
53New |
$6.8K - $8.96K
|
53
$5.84K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
53New |
$6.8K - $8.96K
|
53
$5.84K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
52New |
$6.67K - $8.79K
|
52
$5.73K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
51+ 4.95% |
$6.54K - $8.62K
|
1.08K
$119K
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
51+ 0.07% |
$6.54K - $8.62K
|
78.3K
$8.62M
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
50+ 4.05% |
$6.41K - $8.45K
|
1.29K
$142K
|
|
|
Jan 26, 2022
Q4 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
48+ 0.4% |
$6.15K - $8.11K
|
12K
$1.32M
|
|
|
Jan 19, 2022
Q4 2021
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
48+ 6.17% |
$6.15K - $8.11K
|
826
$91K
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
48+ 17.2% |
$6.15K - $8.11K
|
327
$36K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
45+ 81.82% |
$5.77K - $7.61K
|
100
$11K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
45+ 4.24% |
$5.77K - $7.61K
|
1.11K
$122K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
45New |
$5.77K - $7.61K
|
45
$4.96K
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
44New |
$5.64K - $7.44K
|
44
$4.85K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
43+ 6.23% |
$5.51K - $7.27K
|
733
$80.8K
|
|
|
Jan 18, 2022
Q4 2021
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
41+ 7.93% |
$5.26K - $6.93K
|
558
$61.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
41+ 2.96% |
$5.26K - $6.93K
|
1.43K
$157K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
41+ 5.34% |
$5.26K - $6.93K
|
809
$89.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
41New |
$5.26K - $6.93K
|
41
$4.52K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
40+ 14.13% |
$5.13K - $6.76K
|
323
$35.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
40+ 7.48% |
$5.13K - $6.76K
|
575
$63.4K
|
|
|
Jan 25, 2022
Q4 2021
|
Sws Partners
|
BUY
|
- |
40+ 2.3% |
$5.13K - $6.76K
|
1.78K
$196K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
40+ 28.57% |
$5.13K - $6.76K
|
180
$19.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
40+ 9.73% |
$5.13K - $6.76K
|
451
$49.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
40+ 0.21% |
$5.13K - $6.76K
|
19K
$2.09M
|
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
40+ 1.58% |
$5.13K - $6.76K
|
2.56K
$283K
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
39New |
$5K - $6.59K
|
39
$4.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
38+ 6.81% |
$4.87K - $6.42K
|
596
$65.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
38+ 25.33% |
$4.87K - $6.42K
|
188
$20.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
38+ 1.23% |
$4.87K - $6.42K
|
3.13K
$345K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
38+ 1.53% |
$4.87K - $6.42K
|
2.52K
$278K
|
|
|
Jan 24, 2022
Q4 2021
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
37+ 0.08% |
$4.74K - $6.26K
|
46.7K
$5.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
37+ 13.75% |
$4.74K - $6.26K
|
306
$33.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
36New |
$4.62K - $6.09K
|
36
$3.97K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
35+ 11.33% |
$4.49K - $5.92K
|
344
$37.9K
|