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 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.22K- 12.86% |
$31K - $52.8K
|
8.25K
$875K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.24K- 25.19% |
$31.6K - $53.9K
|
3.69K
$391K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.25K- 9.71% |
$31.7K - $54.1K
|
11.6K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.27K- 2.13% |
$32.2K - $54.9K
|
58.2K
$6.18M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.28K- 14.12% |
$32.5K - $55.4K
|
7.76K
$823K
|
|
|
Jan 12, 2023
Q4 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-1.3K- 6.72% |
$33.1K - $56.4K
|
18.1K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 15.92% |
$33.3K - $56.7K
|
6.9K
$732K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-1.31K- 5.1% |
$33.3K - $56.8K
|
24.4K
$2.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.33K- 16.34% |
$33.9K - $57.7K
|
6.81K
$723K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-1.38K- 15.46% |
$35.1K - $59.8K
|
7.54K
$800K
|
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-1.39K- 16.13% |
$35.4K - $60.3K
|
7.23K
$767K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.42K- 0.37% |
$36.1K - $61.5K
|
385K
$40.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.44K- 15.14% |
$36.7K - $62.5K
|
8.07K
$856K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.5K- 5.27% |
$38.3K - $65.2K
|
27K
$2.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.54K- 0.34% |
$39.2K - $66.8K
|
445K
$47.2M
|
|
|
Dec 02, 2024
Q4 2022
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-1.58K- 13.46% |
$40.1K - $68.4K
|
10.1K
$1.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.59K- 13.63% |
$40.5K - $69.1K
|
10.1K
$1.07M
|
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.75K- 5.26% |
$44.5K - $75.9K
|
31.5K
$3.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.84K- 20.12% |
$46.7K - $79.6K
|
7.29K
$773K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.95K- 20.82% |
$49.6K - $84.6K
|
7.42K
$787K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.98K- 17.2% |
$50.3K - $85.8K
|
9.52K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2K- 2.79% |
$50.8K - $86.6K
|
69.6K
$7.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-2K- 50.0% |
$50.9K - $86.8K
|
2K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.11K- 9.94% |
$53.8K - $91.7K
|
19.2K
$2.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.14K- 2.66% |
$54.5K - $92.9K
|
78.3K
$8.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.19K- 14.47% |
$55.6K - $94.8K
|
12.9K
$1.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.21K- 3.55% |
$56.3K - $96K
|
60.1K
$6.37M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.24K- 6.82% |
$57K - $97.1K
|
30.6K
$3.24M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.24K- 7.78% |
$57.1K - $97.3K
|
26.6K
$2.82M
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
SELL
|
- |
-2.25K- 52.94% |
$57.3K - $97.7K
|
2K
$212K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.29K- 23.0% |
$58.4K - $99.5K
|
7.68K
$814K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2.37K- 14.79% |
$60.4K - $103K
|
13.7K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.45K- 9.32% |
$62.4K - $106K
|
23.9K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.49K- 2.79% |
$63.3K - $108K
|
86.6K
$9.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-2.51K- 0.79% |
$63.9K - $109K
|
315K
$33.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-2.65K- 24.37% |
$67.5K - $115K
|
8.23K
$873K
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.74K- 21.4% |
$69.7K - $119K
|
10.1K
$1.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.87K- 49.98% |
$73.1K - $125K
|
2.87K
$305K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.91K- 24.71% |
$74.1K - $126K
|
8.87K
$941K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
SELL
|
- |
-2.93K- 22.85% |
$74.6K - $127K
|
9.89K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.97K- 4.98% |
$75.6K - $129K
|
56.7K
$6.02M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3K- 16.63% |
$76.3K - $130K
|
15K
$1.59M
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.02K- 30.12% |
$76.8K - $131K
|
7K
$742K
|
|
|
Feb 14, 2023
Q4 2022
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-3.04K- 32.83% |
$77.4K - $132K
|
6.22K
$660K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-3.12K- 22.25% |
$79.5K - $135K
|
10.9K
$1.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-3.21K- 14.48% |
$81.7K - $139K
|
19K
$2.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-3.22K- 21.81% |
$82K - $140K
|
11.5K
$1.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-3.25K- 4.98% |
$82.8K - $141K
|
62.1K
$6.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
SELL
|
- |
-3.26K- 14.22% |
$82.9K - $141K
|
19.6K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.31K- 5.99% |
$84.3K - $144K
|
52K
$5.52M
|