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 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 0.67% |
$464 - $791
|
1.51K
$166K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
9+ 0.11% |
$418 - $712
|
7.84K
$863K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
8+ 0.89% |
$371 - $633
|
908
$100K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8+ 1.25% |
$371 - $633
|
648
$71.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
8+ 0.13% |
$371 - $633
|
6.4K
$705K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
7New |
$325 - $554
|
7
$771
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3+ 0.02% |
$139 - $237
|
17.3K
$1.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2New |
$92.8 - $158
|
2
$220
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$46.4 - $79.1
|
1
$110
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.02% |
$46.4 - $79.1
|
4.92K
$542K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-1- 0.02% |
$46.4 - $79.1
|
4.06K
$447K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2- 0.03% |
$92.8 - $158
|
6.92K
$762K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-9- 0.11% |
$418 - $712
|
8.42K
$928K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-10- 0.45% |
$464 - $791
|
2.21K
$243K
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-10- 0.03% |
$464 - $791
|
31.8K
$3.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-15- 37.5% |
$696 - $1.19K
|
25
$2.75K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-15- 50.0% |
$696 - $1.19K
|
15
$1.65K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-17- 0.34% |
$789 - $1.34K
|
5.02K
$553K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-19- 73.08% |
$882 - $1.5K
|
7
$771
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-19- 0.21% |
$882 - $1.5K
|
9.01K
$993K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-20- 0.44% |
$928 - $1.58K
|
4.54K
$501K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-20- 0.08% |
$928 - $1.58K
|
26.3K
$2.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-21- 0.67% |
$974 - $1.66K
|
3.1K
$342K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-23- 1.43% |
$1.07K - $1.82K
|
1.59K
$175K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-26- 89.66% |
$1.21K - $2.06K
|
3
$331
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-28- 35.9% |
$1.3K - $2.22K
|
50
$5.51K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-30- 0.12% |
$1.39K - $2.37K
|
25.2K
$2.78M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-30- 0.62% |
$1.39K - $2.37K
|
4.78K
$527K
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.41% |
$1.39K - $2.37K
|
7.31K
$806K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-30- 19.11% |
$1.39K - $2.37K
|
127
$14K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 29.2% |
$1.53K - $2.61K
|
80
$8.81K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-35- 0.36% |
$1.62K - $2.77K
|
9.6K
$1.06M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-35- 2.62% |
$1.62K - $2.77K
|
1.3K
$144K
|
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-35- 10.0% |
$1.62K - $2.77K
|
315
$34.7K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-38- 0.87% |
$1.76K - $3.01K
|
4.34K
$478K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-40- 0.61% |
$1.86K - $3.16K
|
6.55K
$722K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-40- 0.34% |
$1.86K - $3.16K
|
11.6K
$1.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-42- 0.89% |
$1.95K - $3.32K
|
4.67K
$514K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-43- 49.43% |
$2K - $3.4K
|
44
$4.85K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-47- 0.84% |
$2.18K - $3.72K
|
5.56K
$612K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-48- 11.4% |
$2.23K - $3.8K
|
373
$41.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-50- 0.67% |
$2.32K - $3.96K
|
7.4K
$815K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-50- 0.16% |
$2.32K - $3.96K
|
31.1K
$3.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-51- 0.94% |
$2.37K - $4.03K
|
5.4K
$595K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-60- 2.99% |
$2.78K - $4.75K
|
1.95K
$214K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-67- 1.28% |
$3.11K - $5.3K
|
5.17K
$570K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-70- 18.92% |
$3.25K - $5.54K
|
300
$33.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-75- 0.22% |
$3.48K - $5.93K
|
34.7K
$3.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-77- 19.3% |
$3.57K - $6.09K
|
322
$35.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-79- 1.27% |
$3.67K - $6.25K
|
6.13K
$675K
|