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 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-190- 2.73% |
$8.51K - $12.6K
|
6.76K
$720K
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-196- 4.18% |
$8.78K - $13K
|
4.49K
$479K
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-200- 4.19% |
$8.96K - $13.2K
|
4.57K
$487K
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-200- 0.08% |
$8.96K - $13.2K
|
257K
$27.4M
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-200- 3.04% |
$8.96K - $13.2K
|
6.38K
$680K
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-201- 21.36% |
$9K - $13.3K
|
740
$78.9K
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-216- 14.35% |
$9.67K - $14.3K
|
1.29K
$137K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-220- 3.13% |
$9.85K - $14.5K
|
6.8K
$725K
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-235- 39.17% |
$10.5K - $15.5K
|
365
$38.9K
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-240- 1.25% |
$10.7K - $15.9K
|
18.9K
$2.01M
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
SELL
|
- |
-240- 1.89% |
$10.7K - $15.9K
|
12.5K
$1.33M
|
|
Aug 02, 2023
Q2 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-250- 2.28% |
$11.2K - $16.5K
|
10.7K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-250- 3.78% |
$11.2K - $16.5K
|
6.36K
$678K
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-261- 1.63% |
$11.7K - $17.3K
|
15.7K
$1.67M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-264- 4.72% |
$11.8K - $17.5K
|
5.33K
$568K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-264- 4.72% |
$11.8K - $17.5K
|
5.33K
$568K
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-266- 52.99% |
$11.9K - $17.6K
|
236
$25.2K
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-268- 3.33% |
$12K - $17.7K
|
7.79K
$830K
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-273- 2.88% |
$12.2K - $18K
|
9.2K
$980K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-273- 1.1% |
$12.2K - $18K
|
24.4K
$2.6M
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-275- 0.29% |
$12.3K - $18.2K
|
95.9K
$10.2M
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-276- 3.23% |
$12.4K - $18.2K
|
8.26K
$880K
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-279- 2.27% |
$12.5K - $18.4K
|
12K
$1.28M
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-279- 0.24% |
$12.5K - $18.4K
|
117K
$12.5M
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-299- 4.19% |
$13.4K - $19.8K
|
6.83K
$728K
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-300- 6.32% |
$13.4K - $19.8K
|
4.45K
$474K
|
|
Jul 27, 2023
Q2 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-301- 2.74% |
$13.5K - $19.9K
|
10.7K
$1.14M
|
|
Aug 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-329- 9.76% |
$14.7K - $21.7K
|
3.04K
$324K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-345- 7.94% |
$15.4K - $22.8K
|
4K
$426K
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-347- 1.92% |
$15.5K - $22.9K
|
17.7K
$1.89M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-350- 2.8% |
$15.7K - $23.1K
|
12.1K
$1.29M
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-350- 4.58% |
$15.7K - $23.1K
|
7.3K
$778K
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-380- 0.95% |
$17K - $25.1K
|
39.7K
$4.23M
|
|
Jul 18, 2023
Q2 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-384- 2.17% |
$17.2K - $25.4K
|
17.3K
$1.84M
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-385- 2.8% |
$17.2K - $25.4K
|
13.3K
$1.42M
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-399- 3.05% |
$17.9K - $26.4K
|
12.7K
$1.35M
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-400- 5.73% |
$17.9K - $26.4K
|
6.58K
$701K
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-400- 3.1% |
$17.9K - $26.4K
|
12.5K
$1.33M
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-403- 1.52% |
$18K - $26.6K
|
26.2K
$2.79M
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-407- 9.38% |
$18.2K - $26.9K
|
3.93K
$419K
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-413- 0.75% |
$18.5K - $27.3K
|
54.6K
$5.82M
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-421- 1.92% |
$18.9K - $27.8K
|
21.6K
$2.3M
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-430- 29.43% |
$19.3K - $28.4K
|
1.03K
$110K
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-440- 5.1% |
$19.7K - $29.1K
|
8.19K
$872K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-440- 3.35% |
$19.7K - $29.1K
|
12.7K
$1.35M
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-450- 5.92% |
$20.2K - $29.7K
|
7.16K
$763K
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-452- 7.68% |
$20.2K - $29.9K
|
5.43K
$579K
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-460- 19.91% |
$20.6K - $30.4K
|
1.85K
$197K
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-465- 28.53% |
$20.8K - $30.7K
|
1.17K
$124K
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-470- 5.34% |
$21K - $31.1K
|
8.33K
$887K
|