Purchases and Sales Made in Q1 2025 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
639+ 29.43% |
$57.9K - $82.6K
|
2.81K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
631+ 240.84% |
$57.2K - $81.6K
|
893
$104K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
625+ 7.12% |
$56.6K - $80.8K
|
9.41K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
622+ 13.46% |
$56.3K - $80.4K
|
5.24K
$612K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
599+ 20.81% |
$54.3K - $77.5K
|
3.48K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
596+ 283.81% |
$54K - $77.1K
|
806
$94.1K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
590+ 74.31% |
$53.4K - $76.3K
|
1.38K
$162K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
568+ 31.36% |
$51.5K - $73.4K
|
2.38K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
563+ 9.38% |
$51K - $72.8K
|
6.56K
$766K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
556+ 17.72% |
$50.4K - $71.9K
|
3.69K
$431K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
551+ 6.84% |
$49.9K - $71.2K
|
8.61K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
530+ 8.02% |
$48K - $68.5K
|
7.14K
$833K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
513+ 21.06% |
$46.5K - $66.3K
|
2.95K
$344K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
512+ 5.17% |
$46.4K - $66.2K
|
10.4K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
512New |
$46.4K - $66.2K
|
512
$59.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
511+ 127.43% |
$46.3K - $66.1K
|
912
$106K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
505+ 2.82% |
$45.7K - $65.3K
|
18.4K
$2.15M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
500+ 12.5% |
$45.3K - $64.7K
|
4.5K
$525K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
499+ 237.62% |
$45.2K - $64.5K
|
709
$82.8K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
492+ 15.44% |
$44.6K - $63.6K
|
3.68K
$429K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
488+ 11.27% |
$44.2K - $63.1K
|
4.82K
$563K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
480New |
$43.5K - $62.1K
|
480
$56K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
475+ 4.9% |
$43K - $61.4K
|
10.2K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
470+ 2.26% |
$42.6K - $60.8K
|
21.3K
$2.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
461+ 2.04% |
$41.8K - $59.6K
|
23K
$2.69M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
440+ 22.0% |
$39.9K - $56.9K
|
2.44K
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
439+ 8.68% |
$39.8K - $56.8K
|
5.5K
$642K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
432+ 1.13% |
$39.1K - $55.9K
|
38.7K
$4.52M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
432+ 6.53% |
$39.1K - $55.9K
|
7.04K
$822K
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
429+ 0.7% |
$38.9K - $55.5K
|
61.7K
$7.21M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
427+ 2.97% |
$38.7K - $55.2K
|
14.8K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
426+ 20.09% |
$38.6K - $55.1K
|
2.55K
$297K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
425+ 9.26% |
$38.5K - $55K
|
5.02K
$585K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
417+ 6.08% |
$37.8K - $53.9K
|
7.28K
$850K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
410+ 1.03% |
$37.1K - $53K
|
40.3K
$4.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
400+ 2.51% |
$36.2K - $51.7K
|
16.3K
$1.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
400+ 4.52% |
$36.2K - $51.7K
|
9.26K
$1.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
379+ 8.59% |
$34.3K - $49K
|
4.79K
$559K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
378+ 12.24% |
$34.2K - $48.9K
|
3.47K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
371+ 0.91% |
$33.6K - $48K
|
41.2K
$4.81M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
362+ 2.05% |
$32.8K - $46.8K
|
18K
$2.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
325+ 3.32% |
$29.4K - $42K
|
10.1K
$1.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
317+ 24.31% |
$28.7K - $41K
|
1.62K
$189K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
317New |
$28.7K - $41K
|
317
$37K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
312+ 2.95% |
$28.3K - $40.3K
|
10.9K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
311+ 6.31% |
$28.2K - $40.2K
|
5.24K
$611K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
305+ 10.95% |
$27.6K - $39.4K
|
3.09K
$361K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
300+ 115.38% |
$27.2K - $38.8K
|
560
$65.4K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
296+ 33.3% |
$26.8K - $38.3K
|
1.19K
$138K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
291+ 14.09% |
$26.4K - $37.6K
|
2.36K
$275K
|