Purchases and Sales Made in Q1 2023 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q1 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-41- 95.35% |
$1.46K - $2.2K
|
2
$224
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-50- 10.66% |
$1.78K - $2.68K
|
419
$46.9K
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-50- 0.59% |
$1.78K - $2.68K
|
8.4K
$941K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-50Closed |
$1.78K - $2.68K
|
0
$0
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-50- 33.33% |
$1.78K - $2.68K
|
100
$11.2K
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-50- 35.71% |
$1.78K - $2.68K
|
90
$10.1K
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-50- 0.62% |
$1.78K - $2.68K
|
8.02K
$898K
|
|
Apr 18, 2023
Q1 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-55- 0.3% |
$1.96K - $2.95K
|
18K
$2.02M
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-60- 4.08% |
$2.14K - $3.22K
|
1.41K
$158K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-60- 1.01% |
$2.14K - $3.22K
|
5.89K
$659K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-64- 1.29% |
$2.28K - $3.43K
|
4.89K
$548K
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-66- 4.2% |
$2.35K - $3.54K
|
1.51K
$169K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-68- 38.86% |
$2.43K - $3.65K
|
107
$12K
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-70- 7.9% |
$2.5K - $3.75K
|
816
$91.4K
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-70- 1.05% |
$2.5K - $3.75K
|
6.61K
$740K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-73- 0.71% |
$2.6K - $3.91K
|
10.1K
$1.14M
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-75- 1.17% |
$2.68K - $4.02K
|
6.34K
$710K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-80- 90.91% |
$2.85K - $4.29K
|
8
$896
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-90- 13.04% |
$3.21K - $4.83K
|
600
$67.2K
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-90- 1.3% |
$3.21K - $4.83K
|
6.84K
$766K
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-90- 90.0% |
$3.21K - $4.83K
|
10
$1.12K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-100- 4.61% |
$3.57K - $5.36K
|
2.07K
$232K
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-115- 95.83% |
$4.1K - $6.17K
|
5
$560
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-122- 1.99% |
$4.35K - $6.54K
|
6.01K
$673K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-131- 4.12% |
$4.67K - $7.03K
|
3.05K
$341K
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-135- 2.21% |
$4.82K - $7.24K
|
5.99K
$670K
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-136- 1.87% |
$4.85K - $7.29K
|
7.13K
$799K
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-140- 36.84% |
$5K - $7.51K
|
240
$26.9K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-140- 1.41% |
$5K - $7.51K
|
9.82K
$1.1M
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-148- 1.66% |
$5.28K - $7.94K
|
8.76K
$982K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-151- 9.37% |
$5.39K - $8.1K
|
1.46K
$164K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-155- 1.18% |
$5.53K - $8.31K
|
13K
$1.45M
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-159- 0.23% |
$5.67K - $8.53K
|
68.4K
$7.66M
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-160- 64.0% |
$5.71K - $8.58K
|
90
$10.1K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-160- 3.78% |
$5.71K - $8.58K
|
4.07K
$456K
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-168- 0.63% |
$5.99K - $9.01K
|
26.4K
$2.95M
|
|
May 15, 2023
Q1 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-180- 0.59% |
$6.42K - $9.65K
|
30.6K
$3.42M
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-180- 0.81% |
$6.42K - $9.65K
|
22.1K
$2.47M
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-191- 0.84% |
$6.81K - $10.2K
|
22.4K
$2.51M
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-193- 2.34% |
$6.89K - $10.4K
|
8.06K
$902K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-194- 18.06% |
$6.92K - $10.4K
|
880
$98.6K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-196- 2.87% |
$6.99K - $10.5K
|
6.62K
$742K
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-200- 83.33% |
$7.14K - $10.7K
|
40
$4.48K
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-200- 1.44% |
$7.14K - $10.7K
|
13.7K
$1.53M
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-200- 28.57% |
$7.14K - $10.7K
|
500
$56K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-218- 3.93% |
$7.78K - $11.7K
|
5.33K
$597K
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-220- 91.67% |
$7.85K - $11.8K
|
20
$2.24K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-220- 88.0% |
$7.85K - $11.8K
|
30
$3.36K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-220- 0.82% |
$7.85K - $11.8K
|
26.6K
$2.98M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-235- 1.76% |
$8.38K - $12.6K
|
13.1K
$1.47M
|