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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-284- 1.1% |
$13.2K - $22.5K
|
25.6K
$2.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-289- 0.59% |
$13.4K - $22.9K
|
48.7K
$5.37M
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-290- 7.7% |
$13.5K - $22.9K
|
3.48K
$383K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-290- 47.39% |
$13.5K - $22.9K
|
322
$35.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-306- 3.76% |
$14.2K - $24.2K
|
7.84K
$863K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-309- 5.61% |
$14.3K - $24.4K
|
5.2K
$573K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-310- 6.36% |
$14.4K - $24.5K
|
4.57K
$503K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-335- 17.5% |
$15.5K - $26.5K
|
1.58K
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-350- 33.02% |
$16.2K - $27.7K
|
710
$78.2K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-355- 7.79% |
$16.5K - $28.1K
|
4.2K
$463K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-357- 3.03% |
$16.6K - $28.2K
|
11.4K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-359- 5.67% |
$16.7K - $28.4K
|
5.97K
$658K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-361- 6.32% |
$16.8K - $28.6K
|
5.35K
$589K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-365- 6.63% |
$16.9K - $28.9K
|
5.14K
$566K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-370- 7.18% |
$17.2K - $29.3K
|
4.78K
$527K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-373- 18.65% |
$17.3K - $29.5K
|
1.63K
$179K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-378- 5.27% |
$17.5K - $29.9K
|
6.79K
$748K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-392- 0.91% |
$18.2K - $31K
|
42.8K
$4.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-393- 0.74% |
$18.2K - $31.1K
|
53.1K
$5.85M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-400- 93.02% |
$18.6K - $31.6K
|
30
$3.31K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-400- 4.75% |
$18.6K - $31.6K
|
8.03K
$884K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-400- 22.2% |
$18.6K - $31.6K
|
1.4K
$154K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-403- 5.58% |
$18.7K - $31.9K
|
6.82K
$751K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-411- 13.59% |
$19.1K - $32.5K
|
2.61K
$288K
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-415- 4.99% |
$19.3K - $32.8K
|
7.91K
$871K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-416- 1.68% |
$19.3K - $32.9K
|
24.4K
$2.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
SELL
|
- |
-438- 1.59% |
$20.3K - $34.7K
|
27.2K
$3M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-440- 3.86% |
$20.4K - $34.8K
|
11K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-450- 4.71% |
$20.9K - $35.6K
|
9.1K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-450- 3.11% |
$20.9K - $35.6K
|
14K
$1.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-455- 12.03% |
$21.1K - $36K
|
3.33K
$367K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-480- 6.11% |
$22.3K - $38K
|
7.37K
$812K
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-483- 17.44% |
$22.4K - $38.2K
|
2.29K
$252K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-484- 5.75% |
$22.5K - $38.3K
|
7.93K
$874K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-496- 12.3% |
$23K - $39.2K
|
3.54K
$389K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-500- 50.0% |
$23.2K - $39.6K
|
500
$55.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-500- 8.53% |
$23.2K - $39.6K
|
5.36K
$591K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-505- 13.53% |
$23.4K - $40K
|
3.23K
$356K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-506- 9.41% |
$23.5K - $40K
|
4.87K
$537K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-510- 11.47% |
$23.7K - $40.3K
|
3.94K
$434K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-517- 9.89% |
$24K - $40.9K
|
4.71K
$519K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-530- 3.76% |
$24.6K - $41.9K
|
13.6K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-533- 3.01% |
$24.7K - $42.2K
|
17.2K
$1.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-550- 10.83% |
$25.5K - $43.5K
|
4.53K
$499K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-550- 13.38% |
$25.5K - $43.5K
|
3.56K
$392K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-550- 5.81% |
$25.5K - $43.5K
|
8.92K
$983K
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-552- 11.22% |
$25.6K - $43.7K
|
4.37K
$481K
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-560- 1.53% |
$26K - $44.3K
|
36.1K
$3.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-565- 4.3% |
$26.2K - $44.7K
|
12.6K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-609- 4.75% |
$28.3K - $48.2K
|
12.2K
$1.34M
|