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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
195New |
$25K - $33K
|
195
$21.5K
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
BUY
|
- |
194+ 8.57% |
$24.9K - $32.8K
|
2.46K
$271K
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
193New |
$24.7K - $32.6K
|
193
$21.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Kercheville Advisors, LLC
|
BUY
|
- |
192+ 13.44% |
$24.6K - $32.5K
|
1.62K
$179K
|
|
|
Feb 11, 2022
Q4 2021
|
Metis Global Partners, LLC
|
BUY
|
- |
191New |
$24.5K - $32.3K
|
191
$21K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
190+ 27.03% |
$24.4K - $32.1K
|
893
$98.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
189+ 18.4% |
$24.2K - $32K
|
1.22K
$134K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
186New |
$23.8K - $31.4K
|
186
$20.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
185New |
$23.7K - $31.3K
|
185
$20.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
185+ 393.62% |
$23.7K - $31.3K
|
232
$25.6K
|
|
|
Apr 15, 2022
Q4 2021
|
Mayport, LLC
|
BUY
|
- |
183New |
$23.5K - $30.9K
|
183
$20.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
183New |
$23.5K - $30.9K
|
183
$20.2K
|
|
|
Mar 10, 2023
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
183+ 0.18% |
$23.5K - $30.9K
|
103K
$11.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
181+ 2262.5% |
$23.2K - $30.6K
|
189
$20.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
179New |
$23K - $30.3K
|
179
$19.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
178+ 37.01% |
$22.8K - $30.1K
|
659
$72.6K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
177+ 15.83% |
$22.7K - $29.9K
|
1.3K
$143K
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
177New |
$22.7K - $29.9K
|
177
$19.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
177+ 7.21% |
$22.7K - $29.9K
|
2.63K
$290K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
177+ 0.97% |
$22.7K - $29.9K
|
18.4K
$2.03M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
176+ 31.1% |
$22.6K - $29.8K
|
742
$81.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
174New |
$22.3K - $29.4K
|
174
$19.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
174New |
$22.3K - $29.4K
|
174
$19.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
170New |
$21.8K - $28.7K
|
170
$18.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
170+ 17.58% |
$21.8K - $28.7K
|
1.14K
$125K
|
|
|
Feb 09, 2022
Q4 2021
|
Pembroke Management, LTD
|
BUY
|
- |
169New |
$21.7K - $28.6K
|
169
$18.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
168New |
$21.5K - $28.4K
|
168
$18.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
168+ 51.22% |
$21.5K - $28.4K
|
496
$54.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
168New |
$21.5K - $28.4K
|
168
$18.5K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
167+ 5.52% |
$21.4K - $28.2K
|
3.19K
$352K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
164+ 6.58% |
$21K - $27.7K
|
2.66K
$293K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
163+ 15.12% |
$20.9K - $27.6K
|
1.24K
$137K
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
161New |
$20.6K - $27.2K
|
161
$17.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
160New |
$20.5K - $27K
|
160
$17.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
158New |
$20.3K - $26.7K
|
158
$17.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
157New |
$20.1K - $26.5K
|
157
$17.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
156New |
$20K - $26.4K
|
156
$17.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
156New |
$20K - $26.4K
|
156
$17.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
154New |
$19.7K - $26K
|
154
$17K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
154+ 9.09% |
$19.7K - $26K
|
1.85K
$204K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
154New |
$19.7K - $26K
|
154
$17K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
153+ 62.2% |
$19.6K - $25.9K
|
399
$44K
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
152New |
$19.5K - $25.7K
|
152
$16.7K
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
152+ 20.62% |
$19.5K - $25.7K
|
889
$98K
|
|
|
Feb 14, 2022
Q4 2021
|
Css LLC
Chicago, IL |
BUY
|
- |
150New |
$19.2K - $25.4K
|
150
$16.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
150New |
$19.2K - $25.4K
|
150
$16.5K
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
150+ 21.25% |
$19.2K - $25.4K
|
856
$94.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
150New |
$19.2K - $25.4K
|
150
$16.5K
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
150New |
$19.2K - $25.4K
|
150
$16.5K
|
|
|
Jan 12, 2022
Q4 2021
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
149+ 52.46% |
$19.1K - $25.2K
|
433
$47.7K
|