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 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.2K- 10.81% |
$53.7K - $79.3K
|
9.9K
$1.06M
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.2K- 1.76% |
$53.8K - $79.5K
|
66.9K
$7.13M
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-1.21K- 9.94% |
$54K - $79.8K
|
10.9K
$1.17M
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.21K- 4.52% |
$54.1K - $79.8K
|
25.5K
$2.72M
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.21K- 16.28% |
$54.4K - $80.2K
|
6.25K
$666K
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.23K- 11.36% |
$54.9K - $81.1K
|
9.57K
$1.02M
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.26K- 11.45% |
$56.6K - $83.5K
|
9.77K
$1.04M
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.27K- 8.85% |
$56.9K - $83.9K
|
13.1K
$1.39M
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.28K- 31.31% |
$57.3K - $84.5K
|
2.81K
$299K
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.3K- 28.52% |
$58.4K - $86.2K
|
3.27K
$348K
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.35K- 15.12% |
$60.6K - $89.5K
|
7.6K
$810K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.39K- 17.35% |
$62.4K - $92.1K
|
6.64K
$707K
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.4K- 9.89% |
$62.6K - $92.3K
|
12.7K
$1.36M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.41K- 7.5% |
$63K - $92.9K
|
17.4K
$1.85M
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.42K- 26.47% |
$63.5K - $93.7K
|
3.94K
$419K
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.42K- 0.29% |
$63.7K - $94.1K
|
496K
$52.8M
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.45K- 27.83% |
$64.9K - $95.8K
|
3.76K
$401K
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.5K- 26.41% |
$67.2K - $99.1K
|
4.18K
$446K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.52K- 9.53% |
$68K - $100K
|
14.4K
$1.54M
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.53K- 1.21% |
$68.5K - $101K
|
125K
$13.3M
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.55K- 24.45% |
$69.2K - $102K
|
4.77K
$509K
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.56K- 17.87% |
$70K - $103K
|
7.18K
$765K
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.57K- 5.44% |
$70.1K - $103K
|
27.2K
$2.9M
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.6K- 24.84% |
$71.7K - $106K
|
4.85K
$517K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.61K- 12.04% |
$72.2K - $107K
|
11.8K
$1.26M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.62K- 15.54% |
$72.3K - $107K
|
8.78K
$936K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.62K- 16.12% |
$72.7K - $107K
|
8.45K
$901K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.67K- 17.76% |
$75K - $111K
|
7.75K
$826K
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.68K- 32.96% |
$75.1K - $111K
|
3.41K
$364K
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.71K- 23.48% |
$76.6K - $113K
|
5.57K
$594K
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.72K- 27.13% |
$76.8K - $113K
|
4.61K
$491K
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.73K- 51.14% |
$77.2K - $114K
|
1.65K
$176K
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.73K- 26.12% |
$77.5K - $114K
|
4.89K
$522K
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.76K- 3.79% |
$78.9K - $116K
|
44.6K
$4.76M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.76K- 3.24% |
$78.9K - $117K
|
52.7K
$5.61M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.82K- 29.63% |
$81.5K - $120K
|
4.32K
$460K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.9K- 14.1% |
$84.9K - $125K
|
11.6K
$1.23M
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.97K- 19.48% |
$88.3K - $130K
|
8.15K
$868K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2K- 31.62% |
$89.5K - $132K
|
4.32K
$461K
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.02K- 17.47% |
$90.6K - $134K
|
9.56K
$1.02M
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.03K- 27.13% |
$91K - $134K
|
5.46K
$582K
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.05K- 29.85% |
$91.7K - $135K
|
4.81K
$513K
|
|
Aug 03, 2023
Q2 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-2.1K- 0.9% |
$94K - $139K
|
230K
$24.6M
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.18K- 1.63% |
$97.6K - $144K
|
131K
$14M
|
|
Aug 14, 2023
Q2 2023
|
Tcw Group Inc
|
SELL
|
- |
-2.21K- 3.67% |
$99.1K - $146K
|
58K
$6.18M
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.3K- 40.93% |
$103K - $152K
|
3.32K
$354K
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.39K- 24.6% |
$107K - $158K
|
7.31K
$779K
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.39K- 28.52% |
$107K - $158K
|
5.99K
$639K
|
|
Aug 02, 2023
Q2 2023
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-2.4K- 4.47% |
$108K - $159K
|
51.3K
$5.47M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.46K- 5.81% |
$110K - $163K
|
39.9K
$4.26M
|