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 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.36KNew |
$156K - $266K
|
3.36K
$370K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3.36KNew |
$156K - $266K
|
3.36K
$370K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
3.35KNew |
$155K - $265K
|
3.35K
$369K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
3.32KNew |
$154K - $263K
|
3.32K
$366K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
3.32KNew |
$154K - $263K
|
3.32K
$366K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.27KNew |
$152K - $258K
|
3.27K
$360K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
3.26K+ 6.29% |
$151K - $258K
|
55.1K
$6.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.24K+ 2.54% |
$150K - $256K
|
131K
$14.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.22KNew |
$150K - $255K
|
3.22K
$355K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.22KNew |
$150K - $255K
|
3.22K
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.22KNew |
$149K - $254K
|
3.22K
$354K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3.2K+ 11.44% |
$149K - $253K
|
31.2K
$3.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
3.2KNew |
$149K - $253K
|
3.2K
$353K
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
3.18KNew |
$148K - $252K
|
3.18K
$350K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.18KNew |
$147K - $251K
|
3.18K
$350K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
3.16KNew |
$147K - $250K
|
3.16K
$348K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.14KNew |
$146K - $249K
|
3.14K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.14KNew |
$146K - $249K
|
3.14K
$346K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
3.14KNew |
$146K - $249K
|
3.14K
$346K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.14KNew |
$146K - $248K
|
3.14K
$346K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.13KNew |
$145K - $248K
|
3.13K
$345K
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
3.13KNew |
$145K - $247K
|
3.13K
$344K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
3.08KNew |
$143K - $244K
|
3.08K
$339K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
3.08KNew |
$143K - $243K
|
3.08K
$339K
|
|
|
Jan 30, 2024
Q4 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
3.07KNew |
$142K - $242K
|
3.07K
$338K
|
|
|
Feb 08, 2024
Q4 2023
|
Constellation Investimentos E Participacoes Ltda
|
BUY
|
- |
3.06KNew |
$142K - $242K
|
3.06K
$337K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
3.03KNew |
$141K - $240K
|
3.03K
$334K
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
3.03KNew |
$141K - $240K
|
3.03K
$334K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
3.02KNew |
$140K - $239K
|
3.02K
$333K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3K+ 187.62% |
$139K - $237K
|
4.6K
$507K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3KNew |
$139K - $237K
|
3K
$330K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.98KNew |
$138K - $236K
|
2.98K
$328K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.97K+ 9.97% |
$138K - $235K
|
32.8K
$3.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
2.9K+ 26.27% |
$135K - $229K
|
13.9K
$1.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.9KNew |
$135K - $229K
|
2.9K
$320K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
2.89KNew |
$134K - $229K
|
2.89K
$319K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.87KNew |
$133K - $227K
|
2.87K
$316K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.86KNew |
$133K - $226K
|
2.86K
$315K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.86KNew |
$133K - $226K
|
2.86K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
2.86KNew |
$133K - $226K
|
2.86K
$315K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
2.84KNew |
$132K - $224K
|
2.84K
$313K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.83K+ 2.73% |
$131K - $224K
|
107K
$11.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.81KNew |
$130K - $222K
|
2.81K
$310K
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
2.8KNew |
$130K - $222K
|
2.8K
$309K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.8KNew |
$130K - $222K
|
2.8K
$309K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.79KNew |
$129K - $221K
|
2.79K
$307K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
2.79KNew |
$129K - $220K
|
2.79K
$307K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.77KNew |
$129K - $219K
|
2.77K
$306K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.77K+ 23.2% |
$129K - $219K
|
14.7K
$1.62M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.77K+ 38.67% |
$129K - $219K
|
9.94K
$1.09M
|