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 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
639+ 2.68% |
$22.8K - $34.3K
|
24.5K
$2.74M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
624+ 10.79% |
$22.3K - $33.5K
|
6.41K
$718K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
611+ 6.4% |
$21.8K - $32.8K
|
10.2K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
602+ 21.73% |
$21.5K - $32.3K
|
3.37K
$378K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
580+ 0.99% |
$20.7K - $31.1K
|
58.9K
$6.6M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
577+ 2.39% |
$20.6K - $30.9K
|
24.7K
$2.77M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
574+ 9.38% |
$20.5K - $30.8K
|
6.69K
$750K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
555New |
$19.8K - $29.8K
|
555
$62.2K
|
|
|
May 10, 2023
Q1 2023
|
Park Circle CO
|
BUY
|
- |
550+ 550.0% |
$19.6K - $29.5K
|
650
$72.8K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
512+ 1.6% |
$18.3K - $27.5K
|
32.5K
$3.64M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
500+ 4.17% |
$17.8K - $26.8K
|
12.5K
$1.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
500New |
$17.8K - $26.8K
|
500
$56K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
488New |
$17.4K - $26.2K
|
488
$54.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
470+ 1.55% |
$16.8K - $25.2K
|
30.8K
$3.45M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
461+ 6.7% |
$16.4K - $24.7K
|
7.34K
$823K
|
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
457+ 2.86% |
$16.3K - $24.5K
|
16.4K
$1.84M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
453+ 1.37% |
$16.2K - $24.3K
|
33.5K
$3.75M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
445+ 2.33% |
$15.9K - $23.9K
|
19.5K
$2.19M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
440+ 6.76% |
$15.7K - $23.6K
|
6.95K
$778K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
434+ 5.51% |
$15.5K - $23.3K
|
8.3K
$930K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
433+ 6.77% |
$15.4K - $23.2K
|
6.83K
$765K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
420+ 125.37% |
$15K - $22.5K
|
755
$84.6K
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
420+ 9.72% |
$15K - $22.5K
|
4.74K
$531K
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
415+ 3.12% |
$14.8K - $22.3K
|
13.7K
$1.54M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
391+ 8.43% |
$14K - $21K
|
5.03K
$563K
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
390+ 4.74% |
$13.9K - $20.9K
|
8.63K
$966K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
365New |
$13K - $19.6K
|
365
$40.9K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
364+ 0.38% |
$13K - $19.5K
|
95.7K
$10.7M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
360+ 3.85% |
$12.8K - $19.3K
|
9.7K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
350New |
$12.5K - $18.8K
|
350
$39.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
335+ 4.25% |
$12K - $18K
|
8.22K
$920K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
326+ 185.23% |
$11.6K - $17.5K
|
502
$56.2K
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
324+ 7.63% |
$11.6K - $17.4K
|
4.57K
$512K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
320+ 4.39% |
$11.4K - $17.2K
|
7.61K
$852K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
310+ 229.63% |
$11.1K - $16.6K
|
445
$49.8K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
300New |
$10.7K - $16.1K
|
300
$33.6K
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
294+ 3.31% |
$10.5K - $15.8K
|
9.18K
$1.03M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
293+ 1.41% |
$10.5K - $15.7K
|
21.1K
$2.37M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
267+ 0.91% |
$9.53K - $14.3K
|
29.6K
$3.31M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
266+ 20.56% |
$9.49K - $14.3K
|
1.56K
$175K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
264+ 2.83% |
$9.42K - $14.2K
|
9.6K
$1.08M
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
255+ 4.36% |
$9.1K - $13.7K
|
6.1K
$683K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
250+ 2.47% |
$8.92K - $13.4K
|
10.4K
$1.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
245+ 1.51% |
$8.74K - $13.1K
|
16.5K
$1.84M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
241+ 2.72% |
$8.6K - $12.9K
|
9.11K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
240New |
$8.56K - $12.9K
|
240
$26.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
231+ 3.01% |
$8.24K - $12.4K
|
7.9K
$885K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
230New |
$8.21K - $12.3K
|
230
$25.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
225+ 31.78% |
$8.03K - $12.1K
|
933
$104K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
218+ 3.4% |
$7.78K - $11.7K
|
6.63K
$743K
|