Purchases and Sales Made in Q4 2022 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q4 2022. 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 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
100New |
$2.55K - $4.34K
|
100
$10.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
100New |
$2.55K - $4.34K
|
100
$10.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
100New |
$2.55K - $4.34K
|
100
$10.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
88+ 14.08% |
$2.24K - $3.82K
|
713
$75.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
83+ 83.0% |
$2.11K - $3.6K
|
183
$19.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
70+ 0.4% |
$1.78K - $3.04K
|
17.6K
$1.86M
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
61+ 0.27% |
$1.55K - $2.65K
|
22.6K
$2.4M
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
60+ 300.0% |
$1.53K - $2.6K
|
80
$8.49K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
55+ 0.67% |
$1.4K - $2.39K
|
8.24K
$875K
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
50New |
$1.27K - $2.17K
|
50
$5.31K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
50+ 50.0% |
$1.27K - $2.17K
|
150
$15.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
50+ 0.5% |
$1.27K - $2.17K
|
10.1K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
50New |
$1.27K - $2.17K
|
50
$5.31K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
50+ 1.69% |
$1.27K - $2.17K
|
3.01K
$319K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
40New |
$1.02K - $1.74K
|
40
$4.24K
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
37+ 0.63% |
$942 - $1.61K
|
5.95K
$631K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
37+ 1.73% |
$942 - $1.61K
|
2.17K
$230K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
35+ 35.0% |
$891 - $1.52K
|
135
$14.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
30New |
$764 - $1.3K
|
30
$3.18K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
30New |
$764 - $1.3K
|
30
$3.18K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
30New |
$764 - $1.3K
|
30
$3.18K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
30+ 0.36% |
$764 - $1.3K
|
8.44K
$896K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
29New |
$738 - $1.26K
|
29
$3.08K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25+ 0.39% |
$637 - $1.09K
|
6.41K
$680K
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
20+ 0.22% |
$509 - $868
|
9.22K
$978K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15+ 75.0% |
$382 - $651
|
35
$3.71K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
10New |
$255 - $434
|
10
$1.06K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
10New |
$255 - $434
|
10
$1.06K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.06% |
$229 - $391
|
15.4K
$1.64M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5New |
$127 - $217
|
5
$531
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
BUY
|
- |
4+ 0.02% |
$102 - $174
|
26.5K
$2.81M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 0.11% |
$50.9 - $86.8
|
1.8K
$191K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2+ 0.91% |
$50.9 - $86.8
|
222
$23.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-6- 13.04% |
$153 - $260
|
40
$4.24K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-9- 17.31% |
$229 - $391
|
43
$4.56K
|
|
|
Jan 05, 2023
Q4 2022
|
Spence Asset Management
|
SELL
|
- |
-10- 0.93% |
$255 - $434
|
1.06K
$112K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-10- 0.46% |
$255 - $434
|
2.15K
$228K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-20- 0.26% |
$509 - $868
|
7.68K
$815K
|
|
|
Feb 07, 2023
Q4 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-20- 4.47% |
$509 - $868
|
427
$45.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-20Closed |
$509 - $868
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-20- 1.96% |
$509 - $868
|
1K
$106K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-25- 2.86% |
$637 - $1.09K
|
850
$90.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-26- 7.65% |
$662 - $1.13K
|
314
$33.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-30- 0.74% |
$764 - $1.3K
|
4.02K
$427K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-30- 0.36% |
$764 - $1.3K
|
8.23K
$873K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-35- 20.59% |
$891 - $1.52K
|
135
$14.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-37- 0.23% |
$942 - $1.61K
|
16.2K
$1.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-41- 0.26% |
$1.04K - $1.78K
|
16K
$1.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-42- 19.35% |
$1.07K - $1.82K
|
175
$18.6K
|