Purchases and Sales Made in Q4 2023 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
729+ 4.12% |
$33.8K - $57.7K
|
18.4K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
715New |
$33.2K - $56.6K
|
715
$78.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
712+ 10.6% |
$33K - $56.3K
|
7.43K
$819K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
696+ 8.57% |
$32.3K - $55.1K
|
8.82K
$971K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
694+ 2.14% |
$32.2K - $54.9K
|
33.1K
$3.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
693New |
$32.2K - $54.8K
|
693
$76.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
675+ 0.07% |
$31.3K - $53.4K
|
901K
$99.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
670+ 4.08% |
$31.1K - $53K
|
17.1K
$1.88M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
658New |
$30.5K - $52.1K
|
658
$72.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
654+ 4.78% |
$30.3K - $51.7K
|
14.3K
$1.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
646+ 1.48% |
$30K - $51.1K
|
44.3K
$4.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
635+ 947.76% |
$29.5K - $50.2K
|
702
$77.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
610+ 305.0% |
$28.3K - $48.3K
|
810
$89.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
600+ 9.43% |
$27.8K - $47.5K
|
6.97K
$768K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
600New |
$27.8K - $47.5K
|
600
$66.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
583+ 4.39% |
$27.1K - $46.1K
|
13.9K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
582+ 8.86% |
$27K - $46K
|
7.15K
$788K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
575+ 2.42% |
$26.7K - $45.5K
|
24.3K
$2.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
573+ 1.53% |
$26.6K - $45.3K
|
38.1K
$4.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
556+ 1112.0% |
$25.8K - $44K
|
606
$66.8K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
550+ 31.25% |
$25.5K - $43.5K
|
2.31K
$255K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
534+ 485.45% |
$24.8K - $42.2K
|
644
$71K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
530+ 4.3% |
$24.6K - $41.9K
|
12.9K
$1.42M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
500+ 12.21% |
$23.2K - $39.6K
|
4.6K
$506K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
500+ 18.59% |
$23.2K - $39.6K
|
3.19K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
500New |
$23.2K - $39.6K
|
500
$55.1K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
499+ 12.17% |
$23.2K - $39.5K
|
4.6K
$507K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
498+ 6.91% |
$23.1K - $39.4K
|
7.7K
$849K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
471+ 7.75% |
$21.9K - $37.3K
|
6.55K
$722K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
454+ 22.96% |
$21.1K - $35.9K
|
2.43K
$268K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
445+ 2.08% |
$20.6K - $35.2K
|
21.8K
$2.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
437+ 98.2% |
$20.3K - $34.6K
|
882
$97.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
435New |
$20.2K - $34.4K
|
435
$47.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
408+ 0.75% |
$18.9K - $32.3K
|
54.9K
$6.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
393+ 0.11% |
$18.2K - $31.1K
|
370K
$40.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
391+ 4344.44% |
$18.1K - $30.9K
|
400
$44.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
390+ 2.15% |
$18.1K - $30.9K
|
18.5K
$2.04M
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
382+ 1.01% |
$17.7K - $30.2K
|
38.2K
$4.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
366+ 7.1% |
$17K - $29K
|
5.52K
$608K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
359New |
$16.7K - $28.4K
|
359
$39.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
357New |
$16.6K - $28.2K
|
357
$39.3K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
350+ 26.92% |
$16.2K - $27.7K
|
1.65K
$182K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
350+ 350.0% |
$16.2K - $27.7K
|
450
$49.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
341+ 9.02% |
$15.8K - $27K
|
4.12K
$454K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
338New |
$15.7K - $26.7K
|
338
$37.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
334+ 0.85% |
$15.5K - $26.4K
|
39.8K
$4.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
330New |
$15.3K - $26.1K
|
330
$36.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
322New |
$14.9K - $25.5K
|
322
$35.5K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
310+ 72.09% |
$14.4K - $24.5K
|
740
$81.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
309+ 3.84% |
$14.3K - $24.4K
|
8.35K
$920K
|