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 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
35+ 21.34% |
$4.49K - $5.92K
|
199
$21.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
35+ 4.19% |
$4.49K - $5.92K
|
870
$95.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
35+ 44.3% |
$4.49K - $5.92K
|
114
$12.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
34New |
$4.36K - $5.75K
|
34
$3.75K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
34New |
$4.36K - $5.75K
|
34
$3.75K
|
|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
33+ 5.02% |
$4.23K - $5.58K
|
690
$76K
|
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
33+ 7.71% |
$4.23K - $5.58K
|
461
$50.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
33+ 9.4% |
$4.23K - $5.58K
|
384
$42.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
32+ 64.0% |
$4.1K - $5.41K
|
82
$9.03K
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
32+ 16.58% |
$4.1K - $5.41K
|
225
$24.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
32+ 6.6% |
$4.1K - $5.41K
|
517
$57K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
32New |
$4.1K - $5.41K
|
32
$3.53K
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
31New |
$3.97K - $5.24K
|
31
$3.42K
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
31+ 7.49% |
$3.97K - $5.24K
|
445
$49K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
31New |
$3.97K - $5.24K
|
31
$3.42K
|
|
|
Jan 24, 2022
Q4 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
30+ 1.82% |
$3.85K - $5.07K
|
1.68K
$185K
|
|
|
Feb 14, 2022
Q4 2021
|
X Square Capital, LLC
|
BUY
|
- |
30+ 2.01% |
$3.85K - $5.07K
|
1.52K
$168K
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
29+ 10.43% |
$3.72K - $4.9K
|
307
$33.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
29+ 3.1% |
$3.72K - $4.9K
|
964
$106K
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
29+ 6.44% |
$3.72K - $4.9K
|
479
$52.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28+ 13.66% |
$3.59K - $4.73K
|
233
$25.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
26+ 113.04% |
$3.33K - $4.4K
|
49
$5.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
25+ 7.58% |
$3.21K - $4.23K
|
355
$39.1K
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
25+ 2.31% |
$3.21K - $4.23K
|
1.11K
$122K
|
|
|
Feb 09, 2022
Q4 2021
|
Congress Park Capital LLC
|
BUY
|
- |
25+ 10.87% |
$3.21K - $4.23K
|
255
$28.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
25+ 0.97% |
$3.21K - $4.23K
|
2.6K
$286K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
25+ 25.0% |
$3.21K - $4.23K
|
125
$13.8K
|
|
|
Feb 15, 2022
Q4 2021
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
25+ 0.46% |
$3.21K - $4.23K
|
5.44K
$600K
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
BUY
|
- |
25+ 15.92% |
$3.21K - $4.23K
|
182
$20.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
25+ 3.6% |
$3.21K - $4.23K
|
719
$79.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
24+ 2.55% |
$3.08K - $4.06K
|
964
$106K
|
|
|
Jan 28, 2022
Q4 2021
|
Wd Rutherford LLC
|
BUY
|
- |
24+ 1.8% |
$3.08K - $4.06K
|
1.36K
$150K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
24+ 8.92% |
$3.08K - $4.06K
|
293
$32.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
24+ 7.79% |
$3.08K - $4.06K
|
332
$36.6K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
24+ 30.0% |
$3.08K - $4.06K
|
104
$11.5K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
23New |
$2.95K - $3.89K
|
23
$2.53K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
23+ 2.64% |
$2.95K - $3.89K
|
893
$98.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
23+ 4.63% |
$2.95K - $3.89K
|
520
$57.3K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
22+ 13.25% |
$2.82K - $3.72K
|
188
$20.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
22+ 7.36% |
$2.82K - $3.72K
|
321
$35.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
22+ 1.85% |
$2.82K - $3.72K
|
1.21K
$134K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
22+ 16.06% |
$2.82K - $3.72K
|
159
$17.5K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
21+ 525.0% |
$2.69K - $3.55K
|
25
$2.75K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 666.67% |
$2.56K - $3.38K
|
23
$2.53K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
20+ 1.51% |
$2.56K - $3.38K
|
1.35K
$148K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
20+ 2.25% |
$2.56K - $3.38K
|
907
$99.9K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
20+ 11.3% |
$2.56K - $3.38K
|
197
$21.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
20+ 6.39% |
$2.56K - $3.38K
|
333
$36.7K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$2.56K - $3.38K
|
20
$2.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
19+ 3.18% |
$2.44K - $3.21K
|
617
$68K
|