Purchases and Sales Made in Q3 2023 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Gagnon Securities LLC
|
SELL
|
- |
-20- 0.28% |
$1.03K - $1.41K
|
7.04K
$776K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-24- 0.25% |
$1.24K - $1.69K
|
9.55K
$1.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-25- 0.02% |
$1.29K - $1.76K
|
125K
$13.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-26- 0.1% |
$1.34K - $1.83K
|
26.3K
$2.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-28- 0.44% |
$1.44K - $1.97K
|
6.33K
$698K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-30- 37.5% |
$1.55K - $2.11K
|
50
$5.51K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-32- 0.5% |
$1.65K - $2.25K
|
6.39K
$704K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-35- 53.85% |
$1.8K - $2.46K
|
30
$3.31K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-36- 2.18% |
$1.85K - $2.53K
|
1.61K
$178K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-38- 0.26% |
$1.96K - $2.67K
|
14.4K
$1.58M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-39- 0.15% |
$2.01K - $2.74K
|
25.3K
$2.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-40- 0.03% |
$2.06K - $2.81K
|
119K
$13.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-42- 0.08% |
$2.16K - $2.96K
|
54.5K
$6.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-45- 1.09% |
$2.32K - $3.17K
|
4.1K
$451K
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-45- 0.55% |
$2.32K - $3.17K
|
8.14K
$897K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-46- 0.93% |
$2.37K - $3.24K
|
4.92K
$542K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-47- 3.4% |
$2.42K - $3.31K
|
1.34K
$147K
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-48- 0.04% |
$2.47K - $3.38K
|
108K
$11.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-48- 0.95% |
$2.47K - $3.38K
|
5.02K
$553K
|
|
|
Nov 01, 2023
Q3 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-50- 0.08% |
$2.58K - $3.52K
|
63.9K
$7.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-50- 0.98% |
$2.58K - $3.52K
|
5.05K
$556K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-50- 4.76% |
$2.58K - $3.52K
|
1K
$110K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-50- 1.05% |
$2.58K - $3.52K
|
4.69K
$517K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-50- 12.79% |
$2.58K - $3.52K
|
341
$37.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-50- 1.05% |
$2.58K - $3.52K
|
4.71K
$519K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-51- 1.0% |
$2.63K - $3.59K
|
5.04K
$555K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-57- 0.06% |
$2.94K - $4.01K
|
97K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-58- 0.09% |
$2.99K - $4.08K
|
66.8K
$7.37M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-59- 4.58% |
$3.04K - $4.15K
|
1.23K
$136K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-60- 6.22% |
$3.09K - $4.22K
|
904
$99.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-65- 0.1% |
$3.35K - $4.57K
|
68K
$7.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-70- 0.73% |
$3.61K - $4.93K
|
9.47K
$1.04M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-75- 0.91% |
$3.86K - $5.28K
|
8.15K
$897K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-78- 0.02% |
$4.02K - $5.49K
|
345K
$38M
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-80- 0.73% |
$4.12K - $5.63K
|
10.9K
$1.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-80- 80.0% |
$4.12K - $5.63K
|
20
$2.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-80- 23.53% |
$4.12K - $5.63K
|
260
$28.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-90- 4.86% |
$4.64K - $6.33K
|
1.76K
$194K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-96- 0.82% |
$4.94K - $6.76K
|
11.6K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-100- 3.17% |
$5.15K - $7.04K
|
3.05K
$336K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-100- 2.2% |
$5.15K - $7.04K
|
4.44K
$489K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-100- 50.0% |
$5.15K - $7.04K
|
100
$11K
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-100- 0.79% |
$5.15K - $7.04K
|
12.6K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-100- 1.01% |
$5.15K - $7.04K
|
9.8K
$1.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-105- 0.59% |
$5.41K - $7.39K
|
17.7K
$1.95M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-120- 2.86% |
$6.18K - $8.44K
|
4.07K
$448K
|
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-122- 0.72% |
$6.28K - $8.59K
|
16.9K
$1.86M
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-122- 2.22% |
$6.28K - $8.59K
|
5.38K
$593K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-123- 32.11% |
$6.34K - $8.66K
|
260
$28.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-138- 18.4% |
$7.11K - $9.71K
|
612
$67.4K
|