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 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
2.28KNew |
$207K - $295K
|
2.28K
$261K
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
2.28KNew |
$206K - $294K
|
2.28K
$260K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.27K+ 17.29% |
$205K - $293K
|
15.4K
$1.76M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.25K+ 6.0% |
$204K - $291K
|
39.7K
$4.54M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.21KNew |
$200K - $286K
|
2.21K
$253K
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.2K+ 53.85% |
$199K - $284K
|
6.27K
$717K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.18K+ 18.59% |
$197K - $282K
|
13.9K
$1.59M
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.14KNew |
$194K - $277K
|
2.14K
$245K
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
2.13KNew |
$193K - $275K
|
2.13K
$244K
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.13KNew |
$193K - $275K
|
2.13K
$243K
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.11KNew |
$192K - $273K
|
2.11K
$242K
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.11K+ 22.6% |
$191K - $273K
|
11.5K
$1.31M
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2.1KNew |
$190K - $272K
|
2.1K
$240K
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.1KNew |
$190K - $272K
|
2.1K
$240K
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
2.1KNew |
$190K - $272K
|
2.1K
$240K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.09K+ 15.63% |
$190K - $271K
|
15.5K
$1.77M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.08K+ 14.97% |
$189K - $269K
|
16K
$1.83M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.07K+ 40.19% |
$187K - $267K
|
7.21K
$824K
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.02K+ 75.85% |
$183K - $261K
|
4.67K
$534K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.01K+ 22.35% |
$182K - $260K
|
11K
$1.26M
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.96K+ 70.44% |
$177K - $253K
|
4.73K
$541K
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.94KNew |
$176K - $251K
|
1.94K
$222K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.94K+ 7.01% |
$176K - $251K
|
29.6K
$3.38M
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.92K+ 2.27% |
$174K - $248K
|
86.5K
$9.88M
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.9K+ 18.06% |
$172K - $246K
|
12.4K
$1.42M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.89K+ 6.05% |
$171K - $245K
|
33.2K
$3.79M
|
|
Apr 17, 2025
Q1 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
1.8K+ 15.45% |
$163K - $233K
|
13.5K
$1.54M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.8K+ 2.32% |
$163K - $232K
|
79.3K
$9.06M
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
1.78K+ 45.08% |
$161K - $230K
|
5.73K
$654K
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
1.77KNew |
$160K - $229K
|
1.77K
$202K
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.76K+ 50.54% |
$160K - $228K
|
5.25K
$601K
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
1.73KNew |
$157K - $224K
|
1.73K
$198K
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.71K+ 44.28% |
$155K - $221K
|
5.56K
$636K
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.68K+ 23.14% |
$152K - $217K
|
8.93K
$1.02M
|
|
Apr 25, 2025
Q1 2025
|
Henry James International Management Inc.
|
BUY
|
- |
1.67K+ 1.07% |
$151K - $216K
|
158K
$18.1M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.66K+ 52.3% |
$151K - $215K
|
4.84K
$553K
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.58K+ 11.95% |
$143K - $204K
|
14.8K
$1.69M
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.56K+ 0.93% |
$142K - $202K
|
170K
$19.4M
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.54K+ 4.02% |
$140K - $200K
|
40K
$4.57M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.53K+ 9.5% |
$138K - $197K
|
17.6K
$2.01M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.42K+ 27.72% |
$129K - $184K
|
6.56K
$750K
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.41K+ 13.58% |
$128K - $182K
|
11.8K
$1.35M
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.4K+ 10.06% |
$127K - $181K
|
15.3K
$1.75M
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.39K+ 54.15% |
$126K - $180K
|
3.96K
$453K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.27K+ 6.79% |
$115K - $165K
|
20K
$2.29M
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.23K+ 25.56% |
$111K - $158K
|
6.02K
$688K
|
|
May 12, 2025
Q1 2025
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
1.22K+ 7.21% |
$111K - $158K
|
18.2K
$2.08M
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.16KNew |
$105K - $150K
|
1.16K
$133K
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
1.13K+ 25.99% |
$102K - $146K
|
5.48K
$626K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.11K+ 6.82% |
$101K - $144K
|
17.4K
$1.99M
|