Purchases and Sales Made in Q1 2024 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-29- 0.24% |
$2.08K - $2.63K
|
12K
$1.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-30- 0.12% |
$2.15K - $2.72K
|
25.2K
$2.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-30- 42.86% |
$2.15K - $2.72K
|
40
$4.26K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-30- 0.58% |
$2.15K - $2.72K
|
5.18K
$553K
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-30- 1.08% |
$2.15K - $2.72K
|
2.75K
$293K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-33- 55.0% |
$2.37K - $2.99K
|
27
$2.88K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-34- 1.12% |
$2.44K - $3.08K
|
3K
$319K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-34- 0.23% |
$2.44K - $3.08K
|
14.6K
$1.56M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-35- 0.63% |
$2.51K - $3.18K
|
5.52K
$589K
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
SELL
|
- |
-35- 1.16% |
$2.51K - $3.18K
|
2.98K
$318K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-38- 0.8% |
$2.73K - $3.45K
|
4.72K
$503K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-40- 22.22% |
$2.87K - $3.63K
|
140
$14.9K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-40- 2.91% |
$2.87K - $3.63K
|
1.34K
$142K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-40- 14.81% |
$2.87K - $3.63K
|
230
$24.5K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-40- 0.51% |
$2.87K - $3.63K
|
7.78K
$829K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-41- 0.26% |
$2.94K - $3.72K
|
15.6K
$1.66M
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-45- 90.0% |
$3.23K - $4.08K
|
5
$533
|
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-47- 1.54% |
$3.38K - $4.26K
|
3K
$319K
|
|
|
May 14, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-47- 14.92% |
$3.38K - $4.26K
|
268
$28.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-48- 0.27% |
$3.45K - $4.35K
|
17.6K
$1.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-49- 15.22% |
$3.52K - $4.45K
|
273
$29.1K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-50- 4.64% |
$3.59K - $4.54K
|
1.03K
$110K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-54- 1.53% |
$3.88K - $4.9K
|
3.48K
$371K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-60- 3.72% |
$4.31K - $5.44K
|
1.56K
$166K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-65- 2.05% |
$4.67K - $5.9K
|
3.11K
$332K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-65- 1.64% |
$4.67K - $5.9K
|
3.9K
$416K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-67- 1.59% |
$4.81K - $6.08K
|
4.16K
$443K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-68- 0.98% |
$4.88K - $6.17K
|
6.85K
$730K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-69- 0.88% |
$4.96K - $6.26K
|
7.74K
$825K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-70- 50.0% |
$5.03K - $6.35K
|
70
$7.46K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-70- 4.46% |
$5.03K - $6.35K
|
1.5K
$160K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-80- 1.32% |
$5.75K - $7.26K
|
5.99K
$638K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-81- 2.91% |
$5.82K - $7.35K
|
2.71K
$288K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-84- 0.37% |
$6.03K - $7.62K
|
22.5K
$2.4M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-85- 3.71% |
$6.1K - $7.71K
|
2.21K
$235K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-86- 1.85% |
$6.18K - $7.8K
|
4.56K
$486K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-90- 2.42% |
$6.46K - $8.16K
|
3.63K
$387K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-90- 4.68% |
$6.46K - $8.16K
|
1.84K
$196K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-100- 2.18% |
$7.18K - $9.07K
|
4.49K
$479K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-100- 5.7% |
$7.18K - $9.07K
|
1.66K
$176K
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-100- 0.26% |
$7.18K - $9.07K
|
38K
$4.05M
|
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-100- 12.82% |
$7.18K - $9.07K
|
680
$72.5K
|
|
|
May 07, 2024
Q1 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-100- 0.46% |
$7.18K - $9.07K
|
21.4K
$2.29M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-103- 62.42% |
$7.4K - $9.34K
|
62
$6.61K
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-110- 2.02% |
$7.9K - $9.98K
|
5.35K
$570K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-110- 1.83% |
$7.9K - $9.98K
|
5.91K
$630K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-110- 15.49% |
$7.9K - $9.98K
|
600
$63.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-112- 0.29% |
$8.04K - $10.2K
|
38.1K
$4.06M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-114- 39.72% |
$8.19K - $10.3K
|
173
$18.4K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-114- 2.27% |
$8.19K - $10.3K
|
4.9K
$522K
|