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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-470- 4.99% |
$12K - $20.4K
|
8.95K
$949K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-481- 3.68% |
$12.2K - $20.9K
|
12.6K
$1.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-483- 4.44% |
$12.3K - $21K
|
10.4K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-484- 36.36% |
$12.3K - $21K
|
847
$89.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-510- 28.18% |
$13K - $22.1K
|
1.3K
$138K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-528- 72.53% |
$13.4K - $22.9K
|
200
$21.2K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-530- 0.95% |
$13.5K - $23K
|
55.3K
$5.86M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-532- 93.83% |
$13.5K - $23.1K
|
35
$3.71K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-544- 4.18% |
$13.9K - $23.6K
|
12.5K
$1.32M
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-570- 0.56% |
$14.5K - $24.7K
|
101K
$10.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-572- 5.63% |
$14.6K - $24.8K
|
9.6K
$1.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-580- 2.11% |
$14.8K - $25.2K
|
27K
$2.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-580- 1.85% |
$14.8K - $25.2K
|
30.7K
$3.26M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-580- 17.66% |
$14.8K - $25.2K
|
2.7K
$287K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-588- 88.02% |
$15K - $25.5K
|
80
$8.49K
|
|
|
Feb 13, 2023
Q4 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-600- 3.77% |
$15.3K - $26K
|
15.3K
$1.62M
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-600- 80.0% |
$15.3K - $26K
|
150
$15.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-609- 1.55% |
$15.5K - $26.4K
|
38.7K
$4.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-610- 83.56% |
$15.5K - $26.5K
|
120
$12.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-620- 8.26% |
$15.8K - $26.9K
|
6.88K
$730K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-686- 6.26% |
$17.5K - $29.8K
|
10.3K
$1.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-690- 9.04% |
$17.6K - $29.9K
|
6.94K
$736K
|
|
|
Feb 06, 2023
Q4 2022
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-710- 0.81% |
$18.1K - $30.8K
|
86.5K
$9.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-711- 35.46% |
$18.1K - $30.9K
|
1.29K
$137K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-725- 2.09% |
$18.5K - $31.5K
|
34K
$3.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-750- 75.0% |
$19.1K - $32.6K
|
250
$26.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-767- 9.09% |
$19.5K - $33.3K
|
7.67K
$814K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-776- 65.65% |
$19.8K - $33.7K
|
406
$43.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-810- 8.75% |
$20.6K - $35.2K
|
8.45K
$897K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-820- 15.05% |
$20.9K - $35.6K
|
4.63K
$491K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-821- 10.15% |
$20.9K - $35.6K
|
7.27K
$771K
|
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-841- 2.72% |
$21.4K - $36.5K
|
30K
$3.19M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-870- 16.93% |
$22.2K - $37.8K
|
4.27K
$453K
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-870- 6.03% |
$22.2K - $37.8K
|
13.6K
$1.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-940- 2.64% |
$23.9K - $40.8K
|
34.6K
$3.68M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-965- 9.87% |
$24.6K - $41.9K
|
8.82K
$935K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-970- 23.83% |
$24.7K - $42.1K
|
3.1K
$329K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-980- 45.79% |
$25K - $42.5K
|
1.16K
$123K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.01K- 62.44% |
$25.7K - $43.8K
|
607
$64.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.03K- 1.07% |
$26.2K - $44.7K
|
95.4K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.03K- 4.99% |
$26.2K - $44.7K
|
19.6K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.04K- 12.38% |
$26.6K - $45.3K
|
7.39K
$784K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.06K- 8.55% |
$26.9K - $45.9K
|
11.3K
$1.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-1.06K- 2.12% |
$27.1K - $46.1K
|
49K
$5.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-1.06K- 6.07% |
$27.1K - $46.2K
|
16.5K
$1.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.09K- 3.36% |
$27.8K - $47.3K
|
31.3K
$3.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
SELL
|
- |
-1.11K- 6.25% |
$28.2K - $48K
|
16.6K
$1.76M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.14K- 6.32% |
$29.1K - $49.6K
|
16.9K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1.2K- 1.48% |
$30.6K - $52.1K
|
79.7K
$8.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-1.2K- 6.56% |
$30.6K - $52.1K
|
17.1K
$1.81M
|