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 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
20+ 0.57% |
$1.81K - $2.59K
|
3.52K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
20+ 40.0% |
$1.81K - $2.59K
|
70
$8.17K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
19New |
$1.72K - $2.46K
|
19
$2.22K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
19+ 0.52% |
$1.72K - $2.46K
|
3.68K
$430K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
18+ 0.37% |
$1.63K - $2.33K
|
4.94K
$576K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
18New |
$1.63K - $2.33K
|
18
$2.1K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
18New |
$1.63K - $2.33K
|
18
$2.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
17+ 0.62% |
$1.54K - $2.2K
|
2.77K
$323K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
17+ 0.78% |
$1.54K - $2.2K
|
2.2K
$256K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
17New |
$1.54K - $2.2K
|
17
$1.98K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
17+ 0.73% |
$1.54K - $2.2K
|
2.35K
$275K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
17+ 3.91% |
$1.54K - $2.2K
|
452
$52.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
15+ 2.56% |
$1.36K - $1.94K
|
601
$70.2K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
15New |
$1.36K - $1.94K
|
15
$1.75K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
14+ 0.13% |
$1.27K - $1.81K
|
10.7K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
14+ 0.62% |
$1.27K - $1.81K
|
2.28K
$266K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
13+ 16.25% |
$1.18K - $1.68K
|
93
$10.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
13New |
$1.18K - $1.68K
|
13
$1.52K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 0.93% |
$1.09K - $1.55K
|
1.31K
$152K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
10+ 0.3% |
$906 - $1.29K
|
3.29K
$384K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10+ 0.16% |
$906 - $1.29K
|
6.2K
$724K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
10New |
$906 - $1.29K
|
10
$1.17K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
10New |
$906 - $1.29K
|
10
$1.17K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
9+ 0.13% |
$815 - $1.16K
|
7.01K
$818K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
8+ 0.31% |
$725 - $1.03K
|
2.56K
$299K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
8New |
$725 - $1.03K
|
8
$934
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8+ 4.62% |
$725 - $1.03K
|
181
$21.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 7.95% |
$634 - $905
|
95
$11.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6+ 0.19% |
$544 - $776
|
3.14K
$366K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
5+ 5.26% |
$453 - $647
|
100
$11.7K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
5+ 0.1% |
$453 - $647
|
5.27K
$615K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
5+ 0.33% |
$453 - $647
|
1.51K
$176K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
3+ 0.14% |
$272 - $388
|
2.19K
$256K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 6.38% |
$272 - $388
|
50
$5.84K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3+ 0.03% |
$272 - $388
|
11.7K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3+ 0.05% |
$272 - $388
|
5.68K
$663K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$90.6 - $129
|
1
$117
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1New |
$90.6 - $129
|
1
$117
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1New |
$90.6 - $129
|
1
$117
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1- 0.02% |
$90.6 - $129
|
4.79K
$559K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 2.22% |
$90.6 - $129
|
44
$5.14K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1- 0.01% |
$90.6 - $129
|
10.2K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 5.56% |
$90.6 - $129
|
17
$1.98K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1- 0.03% |
$90.6 - $129
|
3.99K
$466K
|
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- 0.01% |
$90.6 - $129
|
15.3K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2- 0.03% |
$181 - $259
|
6.13K
$716K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-3- 0.13% |
$272 - $388
|
2.25K
$262K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-3- 0.1% |
$272 - $388
|
3K
$350K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3- 0.01% |
$272 - $388
|
26.7K
$3.11M
|