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 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-81- 0.37% |
$3.76K - $6.41K
|
21.5K
$2.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-85- 67.46% |
$3.94K - $6.72K
|
41
$4.52K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-87- 0.73% |
$4.04K - $6.88K
|
11.8K
$1.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-89- 0.78% |
$4.13K - $7.04K
|
11.3K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-90- 2.38% |
$4.18K - $7.12K
|
3.69K
$407K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-98- 1.48% |
$4.55K - $7.75K
|
6.53K
$720K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-100- 2.13% |
$4.64K - $7.91K
|
4.59K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-100- 2.13% |
$4.64K - $7.91K
|
4.6K
$507K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-106- 1.67% |
$4.92K - $8.39K
|
6.25K
$688K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-110- 2.17% |
$5.1K - $8.7K
|
4.97K
$548K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-112- 0.44% |
$5.2K - $8.86K
|
25.4K
$2.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-116- 1.35% |
$5.38K - $9.18K
|
8.48K
$935K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-120- 2.52% |
$5.57K - $9.49K
|
4.65K
$512K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-120- 1.6% |
$5.57K - $9.49K
|
7.4K
$815K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-120- 99.17% |
$5.57K - $9.49K
|
1
$110
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-123- 67.21% |
$5.71K - $9.73K
|
60
$6.61K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-125- 10.25% |
$5.8K - $9.89K
|
1.1K
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-126- 48.28% |
$5.85K - $9.97K
|
135
$14.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-128- 9.29% |
$5.94K - $10.1K
|
1.25K
$138K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-130- 3.27% |
$6.03K - $10.3K
|
3.85K
$424K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-131- 2.14% |
$6.08K - $10.4K
|
6K
$661K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-142- 3.26% |
$6.59K - $11.2K
|
4.22K
$465K
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-144- 1.35% |
$6.68K - $11.4K
|
10.5K
$1.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-148- 2.1% |
$6.87K - $11.7K
|
6.91K
$761K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-160- 79.21% |
$7.42K - $12.7K
|
42
$4.63K
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
SELL
|
- |
-160- 1.28% |
$7.42K - $12.7K
|
12.3K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-161- 0.47% |
$7.47K - $12.7K
|
34K
$3.74M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-175- 2.15% |
$8.12K - $13.8K
|
7.97K
$878K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-179- 6.56% |
$8.31K - $14.2K
|
2.55K
$281K
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-180- 3.19% |
$8.35K - $14.2K
|
5.46K
$601K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-180- 4.33% |
$8.35K - $14.2K
|
3.98K
$439K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-183- 3.4% |
$8.49K - $14.5K
|
5.2K
$573K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-185- 2.43% |
$8.58K - $14.6K
|
7.42K
$817K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-187- 1.98% |
$8.68K - $14.8K
|
9.24K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-200- 31.8% |
$9.28K - $15.8K
|
429
$47.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-200- 4.78% |
$9.28K - $15.8K
|
3.98K
$439K
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-200- 0.02% |
$9.28K - $15.8K
|
841K
$92.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-200- 62.5% |
$9.28K - $15.8K
|
120
$13.2K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-200- 31.8% |
$9.28K - $15.8K
|
429
$47.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-208- 34.21% |
$9.65K - $16.5K
|
400
$44.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-217- 59.13% |
$10.1K - $17.2K
|
150
$16.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-217- 2.41% |
$10.1K - $17.2K
|
8.78K
$967K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-230- 5.16% |
$10.7K - $18.2K
|
4.23K
$466K
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
SELL
|
- |
-250- 5.46% |
$11.6K - $19.8K
|
4.33K
$477K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-257- 5.46% |
$11.9K - $20.3K
|
4.45K
$490K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-259- 5.91% |
$12K - $20.5K
|
4.12K
$454K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-270- 5.49% |
$12.5K - $21.4K
|
4.65K
$512K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-275- 25.58% |
$12.8K - $21.8K
|
800
$88.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-280- 6.94% |
$13K - $22.2K
|
3.76K
$414K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-281- 3.86% |
$13K - $22.2K
|
7K
$771K
|