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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
545+ 8.59% |
$24.4K - $36K
|
6.89K
$771K
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
543New |
$24.3K - $35.9K
|
543
$60.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
538+ 4.3% |
$24.1K - $35.6K
|
13K
$1.46M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
538+ 244.55% |
$24.1K - $35.6K
|
758
$84.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
520+ 11.84% |
$23.3K - $34.4K
|
4.91K
$550K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
518+ 6.38% |
$23.2K - $34.2K
|
8.63K
$967K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
512+ 7.98% |
$22.9K - $33.8K
|
6.93K
$776K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
505+ 6.28% |
$22.6K - $33.4K
|
8.55K
$957K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
500New |
$22.4K - $33.1K
|
500
$56K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
500New |
$22.4K - $33.1K
|
500
$56K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
475+ 10.0% |
$21.3K - $31.4K
|
5.23K
$585K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
463+ 1.82% |
$20.7K - $30.6K
|
25.9K
$2.9M
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
460+ 10.27% |
$20.6K - $30.4K
|
4.94K
$553K
|
|
|
Jul 28, 2023
Q2 2023
|
Pachira Investments Inc.
|
BUY
|
- |
460+ 8.92% |
$20.6K - $30.4K
|
5.62K
$629K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
452+ 4.27% |
$20.2K - $29.9K
|
11K
$1.24M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
452+ 2.14% |
$20.2K - $29.9K
|
21.6K
$2.42M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
448+ 0.93% |
$20.1K - $29.6K
|
48.5K
$5.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
440+ 4.06% |
$19.7K - $29.1K
|
11.3K
$1.26M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
438+ 5.28% |
$19.6K - $29K
|
8.73K
$978K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
429+ 1.58% |
$19.2K - $28.4K
|
27.5K
$3.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
425+ 11.44% |
$19K - $28.1K
|
4.14K
$464K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
414New |
$18.5K - $27.4K
|
414
$46.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
411+ 6.5% |
$18.4K - $27.2K
|
6.74K
$755K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
404+ 1.83% |
$18.1K - $26.7K
|
22.4K
$2.51M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
400+ 2.92% |
$17.9K - $26.4K
|
14.1K
$1.58M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
391New |
$17.5K - $25.8K
|
391
$43.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
383+ 6.98% |
$17.2K - $25.3K
|
5.87K
$657K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
376+ 7.74% |
$16.8K - $24.9K
|
5.23K
$586K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
347+ 2.84% |
$15.5K - $22.9K
|
12.6K
$1.41M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
344New |
$15.4K - $22.7K
|
344
$38.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
340New |
$15.2K - $22.5K
|
340
$38.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
330+ 7.37% |
$14.8K - $21.8K
|
4.81K
$538K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
327+ 4.89% |
$14.6K - $21.6K
|
7.02K
$786K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
300+ 18.52% |
$13.4K - $19.8K
|
1.92K
$215K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
298+ 1.66% |
$13.3K - $19.7K
|
18.2K
$2.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
295New |
$13.2K - $19.5K
|
295
$33K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
273+ 3.49% |
$12.2K - $18K
|
8.1K
$907K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
270+ 1.61% |
$12.1K - $17.8K
|
17.1K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
261+ 0.93% |
$11.7K - $17.3K
|
28.3K
$3.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
261+ 4.38% |
$11.7K - $17.3K
|
6.22K
$697K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
240+ 48.0% |
$10.7K - $15.9K
|
740
$82.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
232+ 5.54% |
$10.4K - $15.3K
|
4.42K
$495K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
230+ 0.07% |
$10.3K - $15.2K
|
345K
$38.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
222+ 23.79% |
$9.94K - $14.7K
|
1.16K
$129K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
220+ 440.0% |
$9.85K - $14.5K
|
270
$30.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
210New |
$9.4K - $13.9K
|
210
$23.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
203+ 0.56% |
$9.09K - $13.4K
|
36.5K
$4.08M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
202+ 22.7% |
$9.05K - $13.4K
|
1.09K
$122K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
194+ 3.45% |
$8.69K - $12.8K
|
5.82K
$652K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
194+ 2.18% |
$8.69K - $12.8K
|
9.1K
$1.02M
|