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 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
65+ 0.15% |
$5.89K - $8.41K
|
42.5K
$4.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
63+ 30.14% |
$5.71K - $8.15K
|
272
$31.8K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
63New |
$5.71K - $8.15K
|
63
$7.35K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
62+ 1.41% |
$5.62K - $8.02K
|
4.45K
$519K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
61+ 1.57% |
$5.53K - $7.89K
|
3.94K
$460K
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
BUY
|
- |
61+ 1.13% |
$5.53K - $7.89K
|
5.47K
$638K
|
|
|
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
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
58+ 2.54% |
$5.25K - $7.5K
|
2.34K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
58+ 6.52% |
$5.25K - $7.5K
|
947
$111K
|
|
|
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 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
50+ 14.41% |
$4.53K - $6.47K
|
397
$46.3K
|
|
|
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 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
50New |
$4.53K - $6.47K
|
50
$5.84K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
49+ 0.78% |
$4.44K - $6.34K
|
6.36K
$743K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
47+ 1.86% |
$4.26K - $6.08K
|
2.58K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
47New |
$4.26K - $6.08K
|
47
$5.49K
|
|
|
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
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
42+ 1.17% |
$3.8K - $5.43K
|
3.62K
$423K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
42New |
$3.8K - $5.43K
|
42
$4.9K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
42+ 4.94% |
$3.8K - $5.43K
|
892
$104K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
42+ 1.54% |
$3.8K - $5.43K
|
2.77K
$324K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
40New |
$3.62K - $5.17K
|
40
$4.67K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
37+ 1.43% |
$3.35K - $4.78K
|
2.63K
$307K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
36New |
$3.26K - $4.66K
|
36
$4.2K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
36+ 1.21% |
$3.26K - $4.66K
|
3.02K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
36+ 6.95% |
$3.26K - $4.66K
|
554
$64.7K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
35New |
$3.17K - $4.53K
|
35
$4.09K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
35New |
$3.17K - $4.53K
|
35
$4.09K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
34+ 0.74% |
$3.08K - $4.4K
|
4.6K
$537K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
34+ 0.22% |
$3.08K - $4.4K
|
15.8K
$1.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
34+ 2.76% |
$3.08K - $4.4K
|
1.27K
$148K
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
33+ 1.38% |
$2.99K - $4.27K
|
2.43K
$284K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
30+ 0.47% |
$2.72K - $3.88K
|
6.43K
$750K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
30+ 0.31% |
$2.72K - $3.88K
|
9.66K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
28+ 0.2% |
$2.54K - $3.62K
|
14.2K
$1.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
27+ 0.54% |
$2.45K - $3.49K
|
5.03K
$588K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
25+ 1.05% |
$2.26K - $3.23K
|
2.4K
$280K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
22+ 1.78% |
$1.99K - $2.84K
|
1.26K
$147K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
22+ 0.27% |
$1.99K - $2.84K
|
8.13K
$949K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
22+ 0.97% |
$1.99K - $2.84K
|
2.29K
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
21+ 80.77% |
$1.9K - $2.72K
|
47
$5.49K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
21+ 0.22% |
$1.9K - $2.72K
|
9.45K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
20+ 0.49% |
$1.81K - $2.59K
|
4.09K
$477K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
20+ 0.24% |
$1.81K - $2.59K
|
8.24K
$962K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
20+ 0.4% |
$1.81K - $2.59K
|
5.06K
$590K
|