Latest Institutional Purchases of Shopify Inc. (SHOP)
This list provides information on the latest institutional transactions involving Shopify Inc. (SHOP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
110+ 2.66% |
$9.96K - $14.2K
|
4.24K
$495K
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
110New |
$9.96K - $14.2K
|
110
$12.8K
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
103+ 0.93% |
$9.33K - $13.3K
|
11.1K
$1.3M
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
102+ 1.74% |
$9.24K - $13.2K
|
5.96K
$696K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
101+ 1.74% |
$9.15K - $13.1K
|
5.92K
$691K
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
101+ 3.2% |
$9.15K - $13.1K
|
3.25K
$380K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
CALL |
100New |
$9.06K - $12.9K
|
100
$11.7K
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
100+ 2.92% |
$9.06K - $12.9K
|
3.53K
$412K
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
100+ 4.3% |
$9.06K - $12.9K
|
2.43K
$283K
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
100+ 4.38% |
$9.06K - $12.9K
|
2.38K
$278K
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
98+ 1.64% |
$8.88K - $12.7K
|
6.06K
$707K
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
91+ 2.89% |
$8.24K - $11.8K
|
3.24K
$378K
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
90+ 0.27% |
$8.15K - $11.6K
|
33.2K
$3.88M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
85+ 1.29% |
$7.7K - $11K
|
6.67K
$778K
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
84+ 2.86% |
$7.61K - $10.9K
|
3.03K
$353K
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
80+ 0.81% |
$7.25K - $10.3K
|
10K
$1.17M
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
80New |
$7.25K - $10.3K
|
80
$9.34K
|
|
May 01, 2025
Q1 2025
|
Baer Investment Advisory LLC
Corte Madera, CA |
BUY
|
- |
80+ 0.25% |
$7.25K - $10.3K
|
31.7K
$3.7M
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
80+ 38.1% |
$7.25K - $10.3K
|
290
$33.9K
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
78New |
$7.07K - $10.1K
|
78
$9.11K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
76+ 3.28% |
$6.88K - $9.83K
|
2.39K
$279K
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
75+ 1.32% |
$6.79K - $9.7K
|
5.77K
$673K
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
74+ 2.98% |
$6.7K - $9.57K
|
2.56K
$298K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
73+ 5.83% |
$6.61K - $9.44K
|
1.33K
$155K
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
71+ 1.23% |
$6.43K - $9.18K
|
5.86K
$684K
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
70+ 1.02% |
$6.34K - $9.05K
|
6.91K
$807K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
70+ 87.5% |
$6.34K - $9.05K
|
150
$17.5K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
68+ 2.12% |
$6.16K - $8.79K
|
3.27K
$382K
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
66+ 1.83% |
$5.98K - $8.53K
|
3.68K
$429K
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
65+ 0.15% |
$5.89K - $8.41K
|
42.5K
$4.96M
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
65+ 1300.0% |
$5.89K - $8.41K
|
70
$8.17K
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
63New |
$5.71K - $8.15K
|
63
$7.35K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
63+ 30.14% |
$5.71K - $8.15K
|
272
$31.8K
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
62+ 1.41% |
$5.62K - $8.02K
|
4.45K
$519K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
61+ 0.48% |
$5.53K - $7.89K
|
12.7K
$1.48M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
60+ 1.05% |
$5.44K - $7.76K
|
5.78K
$674K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
58+ 6.52% |
$5.25K - $7.5K
|
947
$111K
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
58+ 2.54% |
$5.25K - $7.5K
|
2.34K
$274K
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
56+ 1.46% |
$5.07K - $7.24K
|
3.89K
$454K
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
55New |
$4.98K - $7.11K
|
55
$6.42K
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
54+ 1.15% |
$4.89K - $6.98K
|
4.76K
$556K
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
50New |
$4.53K - $6.47K
|
50
$5.84K
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
50+ 0.13% |
$4.53K - $6.47K
|
39.9K
$4.66M
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
50+ 14.41% |
$4.53K - $6.47K
|
397
$46.3K
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
49+ 0.78% |
$4.44K - $6.34K
|
6.36K
$743K
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
47New |
$4.26K - $6.08K
|
47
$5.49K
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
47+ 1.86% |
$4.26K - $6.08K
|
2.58K
$301K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
46+ 1.99% |
$4.17K - $5.95K
|
2.36K
$276K
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
45+ 1.45% |
$4.08K - $5.82K
|
3.14K
$366K
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
43+ 1.87% |
$3.9K - $5.56K
|
2.35K
$274K
|