Purchases and Sales Made in Q2 2023 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
49+ 0.97% |
$2.19K - $3.24K
|
5.09K
$542K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
49+ 0.58% |
$2.19K - $3.24K
|
8.45K
$900K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
48New |
$2.15K - $3.17K
|
48
$5.12K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
47+ 0.46% |
$2.1K - $3.11K
|
10.2K
$1.09M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
47+ 3.52% |
$2.1K - $3.11K
|
1.38K
$147K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
47+ 8.47% |
$2.1K - $3.11K
|
602
$64.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
40+ 4.94% |
$1.79K - $2.64K
|
850
$90.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
39+ 0.78% |
$1.75K - $2.58K
|
5.07K
$540K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
38+ 13.01% |
$1.7K - $2.51K
|
330
$35.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
BUY
|
- |
38+ 0.62% |
$1.7K - $2.51K
|
6.14K
$654K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
34+ 5.67% |
$1.52K - $2.25K
|
634
$67.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
30+ 0.23% |
$1.34K - $1.98K
|
13.1K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
30+ 60.0% |
$1.34K - $1.98K
|
80
$8.53K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
27+ 0.47% |
$1.21K - $1.78K
|
5.72K
$610K
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
27+ 0.03% |
$1.21K - $1.78K
|
86.5K
$9.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
BUY
|
- |
25+ 5.85% |
$1.12K - $1.65K
|
452
$48.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
25New |
$1.12K - $1.65K
|
25
$2.66K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
24+ 0.44% |
$1.07K - $1.59K
|
5.5K
$586K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
21+ 0.45% |
$940 - $1.39K
|
4.65K
$496K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20+ 2.33% |
$896 - $1.32K
|
878
$93.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
18+ 2.37% |
$806 - $1.19K
|
778
$82.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
18+ 0.38% |
$806 - $1.19K
|
4.76K
$507K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
18+ 4.3% |
$806 - $1.19K
|
437
$46.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
17+ 9.29% |
$761 - $1.12K
|
200
$21.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17+ 35.42% |
$761 - $1.12K
|
65
$6.93K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
16+ 11.51% |
$716 - $1.06K
|
155
$16.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16+ 53.33% |
$716 - $1.06K
|
46
$4.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
15+ 0.34% |
$672 - $991
|
4.38K
$467K
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
12+ 0.15% |
$537 - $793
|
8.03K
$856K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
10+ 2.59% |
$448 - $661
|
396
$42.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
10+ 0.22% |
$448 - $661
|
4.61K
$492K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
10New |
$448 - $661
|
10
$1.07K
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
8+ 1.18% |
$358 - $529
|
685
$73K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 7.48% |
$358 - $529
|
115
$12.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
7+ 0.09% |
$313 - $463
|
8.06K
$859K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
6+ 0.08% |
$269 - $397
|
7.09K
$756K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
6+ 0.04% |
$269 - $397
|
14.4K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5+ 1.22% |
$224 - $331
|
415
$44.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 1.08% |
$179 - $264
|
376
$40.1K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2+ 1.33% |
$89.6 - $132
|
152
$16.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.63% |
$89.6 - $132
|
322
$34.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.19% |
$44.8 - $66.1
|
535
$57K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 20.0% |
$44.8 - $66.1
|
6
$639
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-5- 0.06% |
$224 - $331
|
8.06K
$859K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-7- 0.03% |
$313 - $463
|
26.4K
$2.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7- 0.04% |
$313 - $463
|
17.5K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-9- 0.11% |
$403 - $595
|
7.95K
$847K
|
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-10- 0.05% |
$448 - $661
|
22.1K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-11- 0.15% |
$493 - $727
|
7.52K
$801K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-12- 1.57% |
$537 - $793
|
750
$79.9K
|