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 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.46K+ 1.42% |
$67.7K - $116K
|
104K
$11.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.46K+ 22.9% |
$67.7K - $115K
|
7.82K
$862K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 22.44% |
$67.3K - $115K
|
7.92K
$872K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.45KNew |
$67.3K - $115K
|
1.45K
$160K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.44K+ 26.71% |
$66.8K - $114K
|
6.83K
$753K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.39K+ 2.04% |
$64.4K - $110K
|
69.4K
$7.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.38K+ 14.81% |
$63.8K - $109K
|
10.7K
$1.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
1.37K+ 2.74% |
$63.8K - $109K
|
51.6K
$5.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.37KNew |
$63.6K - $108K
|
1.37K
$151K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.36K+ 5.53% |
$63.2K - $108K
|
26K
$2.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.27K+ 7.81% |
$58.9K - $100K
|
17.5K
$1.93M
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.24K+ 4.71% |
$57.7K - $98.3K
|
27.7K
$3.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.23K+ 9.99% |
$57.1K - $97.3K
|
13.5K
$1.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.2K+ 14.29% |
$55.7K - $95K
|
9.61K
$1.06M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.18K+ 10.23% |
$54.8K - $93.5K
|
12.7K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.18K+ 4.6% |
$54.6K - $93K
|
26.7K
$2.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.16K+ 1.45% |
$54K - $92.1K
|
81.3K
$8.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.13K+ 16.92% |
$52.4K - $89.4K
|
7.81K
$860K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.13K+ 537.62% |
$52.4K - $89.3K
|
1.34K
$148K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.11K+ 10.46% |
$51.3K - $87.5K
|
11.7K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.11K+ 2.35% |
$51.3K - $87.4K
|
48.2K
$5.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.1KNew |
$51.2K - $87.3K
|
1.1K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.1KNew |
$51K - $87K
|
1.1K
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.08KNew |
$50K - $85.3K
|
1.08K
$119K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.06K+ 2.46% |
$49.2K - $83.9K
|
44.2K
$4.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.03K+ 1.91% |
$48K - $81.8K
|
55.2K
$6.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1K+ 22.19% |
$46.5K - $79.3K
|
5.52K
$608K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1K+ 22.63% |
$46.5K - $79.3K
|
5.43K
$598K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1K+ 1111.11% |
$46.4K - $79.1K
|
1.09K
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1K+ 18.73% |
$46.4K - $79.1K
|
6.34K
$698K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
977+ 16.88% |
$45.3K - $77.3K
|
6.77K
$745K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
970New |
$45K - $76.7K
|
970
$107K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
966+ 4.8% |
$44.8K - $76.4K
|
21.1K
$2.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
960+ 7.64% |
$44.5K - $75.9K
|
13.5K
$1.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
939+ 15.57% |
$43.6K - $74.3K
|
6.97K
$768K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
895+ 9.73% |
$41.5K - $70.8K
|
10.1K
$1.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
874+ 12.28% |
$40.6K - $69.1K
|
7.99K
$881K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
854+ 5.38% |
$39.6K - $67.6K
|
16.7K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
850+ 11.57% |
$39.4K - $67.2K
|
8.2K
$903K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
840+ 1.85% |
$39K - $66.5K
|
46.4K
$5.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
800+ 26.14% |
$37.1K - $63.3K
|
3.86K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
800New |
$37.1K - $63.3K
|
800
$88.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
794+ 11.16% |
$36.8K - $62.8K
|
7.91K
$871K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
780+ 11.55% |
$36.2K - $61.7K
|
7.53K
$830K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
775New |
$36K - $61.3K
|
775
$85.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
763+ 3.95% |
$35.4K - $60.4K
|
20.1K
$2.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
758+ 4.49% |
$35.2K - $60K
|
17.6K
$1.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
754+ 9.5% |
$35K - $59.6K
|
8.69K
$958K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
750+ 17.98% |
$34.8K - $59.3K
|
4.92K
$542K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
734+ 5.47% |
$34.1K - $58.1K
|
14.1K
$1.56M
|