Purchases and Sales Made in Q4 2023 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q4 2023. 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 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
309+ 3.84% |
$14.3K - $24.4K
|
8.35K
$920K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
302+ 6.68% |
$14K - $23.9K
|
4.82K
$531K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
290New |
$13.5K - $22.9K
|
290
$32K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
284+ 1.3% |
$13.2K - $22.5K
|
22.1K
$2.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
282New |
$13.1K - $22.3K
|
282
$31.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
282+ 4.06% |
$13.1K - $22.3K
|
7.22K
$796K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
278New |
$12.9K - $22K
|
278
$30.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Gagnon Securities LLC
|
BUY
|
- |
274+ 3.89% |
$12.7K - $21.7K
|
7.32K
$806K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
253+ 5.62% |
$11.7K - $20K
|
4.76K
$524K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
252+ 3600.0% |
$11.7K - $19.9K
|
259
$28.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
250New |
$11.6K - $19.8K
|
250
$27.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
240New |
$11.1K - $19K
|
240
$26.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
230+ 4.85% |
$10.7K - $18.2K
|
4.98K
$548K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
210New |
$9.74K - $16.6K
|
210
$23.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
200+ 1.89% |
$9.28K - $15.8K
|
10.8K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
193+ 3.84% |
$8.96K - $15.3K
|
5.21K
$574K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
184+ 4.03% |
$8.54K - $14.6K
|
4.75K
$524K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
181+ 1.77% |
$8.4K - $14.3K
|
10.4K
$1.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
180New |
$8.35K - $14.2K
|
180
$19.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
173+ 2.4% |
$8.03K - $13.7K
|
7.37K
$812K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
172New |
$7.98K - $13.6K
|
172
$19K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
171+ 1.2% |
$7.93K - $13.5K
|
14.4K
$1.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
160+ 1.26% |
$7.42K - $12.7K
|
12.9K
$1.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
157+ 0.7% |
$7.28K - $12.4K
|
22.6K
$2.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
153+ 1.68% |
$7.1K - $12.1K
|
9.28K
$1.02M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
151+ 177.65% |
$7.01K - $11.9K
|
236
$26K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
150+ 3.2% |
$6.96K - $11.9K
|
4.84K
$533K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
147+ 49.0% |
$6.82K - $11.6K
|
447
$49.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
BUY
|
- |
146+ 2.1% |
$6.77K - $11.6K
|
7.08K
$781K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
140+ 7.5% |
$6.5K - $11.1K
|
2.01K
$221K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
140New |
$6.5K - $11.1K
|
140
$15.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
130+ 59.09% |
$6.03K - $10.3K
|
350
$38.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
129+ 0.55% |
$5.99K - $10.2K
|
23.6K
$2.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
126+ 0.91% |
$5.85K - $9.97K
|
13.9K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
120+ 0.31% |
$5.57K - $9.49K
|
39.3K
$4.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
118+ 13.05% |
$5.48K - $9.33K
|
1.02K
$113K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
115+ 1.69% |
$5.34K - $9.1K
|
6.92K
$762K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
113+ 26.78% |
$5.24K - $8.94K
|
535
$58.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
111+ 1.15% |
$5.15K - $8.78K
|
9.81K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
110New |
$5.1K - $8.7K
|
110
$12.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
100+ 14.71% |
$4.64K - $7.91K
|
780
$85.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
100+ 333.33% |
$4.64K - $7.91K
|
130
$14.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
100+ 0.87% |
$4.64K - $7.91K
|
11.6K
$1.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
100+ 1.69% |
$4.64K - $7.91K
|
6.03K
$664K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 2.25% |
$4.64K - $7.91K
|
4.54K
$500K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
100New |
$4.64K - $7.91K
|
100
$11K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
95+ 2.14% |
$4.41K - $7.52K
|
4.54K
$500K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
93+ 0.57% |
$4.32K - $7.36K
|
16.4K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
93+ 4.82% |
$4.32K - $7.36K
|
2.02K
$223K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
92+ 1.86% |
$4.27K - $7.28K
|
5.03K
$555K
|