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 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-609- 4.75% |
$28.3K - $48.2K
|
12.2K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-626- 0.33% |
$29K - $49.5K
|
191K
$21M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-650- 3.02% |
$30.2K - $51.4K
|
20.9K
$2.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-665- 7.78% |
$30.9K - $52.6K
|
7.89K
$869K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-674- 1.83% |
$31.3K - $53.3K
|
36.1K
$3.98M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-680- 1.4% |
$31.6K - $53.8K
|
48.1K
$5.29M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-689- 2.88% |
$32K - $54.5K
|
23.3K
$2.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-690- 7.55% |
$32K - $54.6K
|
8.45K
$931K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-703- 2.86% |
$32.6K - $55.6K
|
23.9K
$2.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-708- 1.84% |
$32.9K - $56K
|
37.8K
$4.17M
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-710- 37.53% |
$32.9K - $56.2K
|
1.18K
$130K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-750- 16.56% |
$34.8K - $59.3K
|
3.78K
$416K
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-785- 4.79% |
$36.4K - $62.1K
|
15.6K
$1.72M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-817- 23.61% |
$37.9K - $64.6K
|
2.64K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-820- 4.3% |
$38K - $64.9K
|
18.3K
$2.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-830- 28.23% |
$38.5K - $65.7K
|
2.11K
$232K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-846- 10.59% |
$39.3K - $66.9K
|
7.14K
$787K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-862- 22.4% |
$40K - $68.2K
|
2.99K
$329K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-893- 0.71% |
$41.4K - $70.6K
|
125K
$13.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-900- 16.79% |
$41.8K - $71.2K
|
4.46K
$491K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-919- 7.32% |
$42.6K - $72.7K
|
11.6K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-930- 1.68% |
$43.2K - $73.6K
|
54.4K
$5.99M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-950- 8.33% |
$44.1K - $75.2K
|
10.5K
$1.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-976- 23.78% |
$45.3K - $77.2K
|
3.13K
$345K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-986- 24.27% |
$45.8K - $78K
|
3.08K
$339K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.01K- 14.05% |
$46.9K - $79.9K
|
6.18K
$681K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.02K- 16.92% |
$47.1K - $80.3K
|
4.98K
$549K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.02K- 3.1% |
$47.1K - $80.4K
|
31.8K
$3.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.03K- 1.88% |
$47.8K - $81.5K
|
53.7K
$5.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.04K- 0.28% |
$48.1K - $82K
|
370K
$40.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.04K- 19.81% |
$48.3K - $82.3K
|
4.21K
$464K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-1.05K- 10.43% |
$48.5K - $82.7K
|
8.98K
$989K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-1.06K- 24.99% |
$49.2K - $83.9K
|
3.18K
$351K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.11K- 5.99% |
$51.3K - $87.4K
|
17.3K
$1.91M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.13K- 24.38% |
$52.6K - $89.6K
|
3.52K
$387K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.15K- 13.61% |
$53.4K - $91K
|
7.3K
$804K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.19K- 2.4% |
$55.1K - $94K
|
48.4K
$5.33M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.19K- 28.72% |
$55.2K - $94.1K
|
2.95K
$325K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-1.2K- 10.37% |
$55.8K - $95.1K
|
10.4K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.21K- 1.27% |
$56K - $95.4K
|
93.7K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.22K- 12.87% |
$56.7K - $96.7K
|
8.27K
$912K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-1.27K- 10.75% |
$58.9K - $100K
|
10.5K
$1.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.3K- 2.75% |
$60.2K - $103K
|
45.8K
$5.04M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.3K- 16.89% |
$60.3K - $103K
|
6.4K
$705K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.35K- 2.01% |
$62.5K - $106K
|
65.5K
$7.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.35K- 26.73% |
$62.6K - $107K
|
3.7K
$408K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.36K- 5.89% |
$63K - $107K
|
21.7K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Josh Tarasoff
Greenlea Lane Capital Management, LLC | Weston, Ct
|
SELL
|
- |
-1.39K- 0.53% |
$64.5K - $110K
|
261K
$28.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.4K- 8.38% |
$65K - $111K
|
15.3K
$1.69M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.41K- 2.29% |
$65.2K - $111K
|
60.1K
$6.62M
|