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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-4- 0.05% |
$362 - $517
|
7.62K
$889K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-4- 5.26% |
$362 - $517
|
72
$8.41K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4- 0.27% |
$362 - $517
|
1.49K
$174K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-5- 0.18% |
$453 - $647
|
2.79K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5- 0.12% |
$453 - $647
|
4.14K
$483K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-7- 0.15% |
$634 - $905
|
4.58K
$534K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-7- 0.2% |
$634 - $905
|
3.56K
$415K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-7- 2.66% |
$634 - $905
|
256
$29.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-9- 0.02% |
$815 - $1.16K
|
45.8K
$5.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-10- 28.57% |
$906 - $1.29K
|
25
$2.92K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 1.27% |
$906 - $1.29K
|
780
$91.1K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-10- 0.12% |
$906 - $1.29K
|
8.22K
$959K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-11- 0.4% |
$996 - $1.42K
|
2.73K
$318K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-14- 0.66% |
$1.27K - $1.81K
|
2.1K
$245K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-15- 0.24% |
$1.36K - $1.94K
|
6.14K
$716K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-15- 27.27% |
$1.36K - $1.94K
|
40
$4.67K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-15- 0.97% |
$1.36K - $1.94K
|
1.53K
$178K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-16- 0.12% |
$1.45K - $2.07K
|
13.3K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-18- 0.56% |
$1.63K - $2.33K
|
3.18K
$371K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-20- 0.93% |
$1.81K - $2.59K
|
2.12K
$247K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-20- 50.0% |
$1.81K - $2.59K
|
20
$2.33K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-20- 0.37% |
$1.81K - $2.59K
|
5.38K
$628K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-21- 0.67% |
$1.9K - $2.72K
|
3.11K
$363K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-24- 0.59% |
$2.17K - $3.1K
|
4.03K
$471K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-25- 1.05% |
$2.26K - $3.23K
|
2.37K
$276K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-28- 0.43% |
$2.54K - $3.62K
|
6.54K
$763K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-29- 0.88% |
$2.63K - $3.75K
|
3.26K
$380K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-29- 0.75% |
$2.63K - $3.75K
|
3.83K
$447K
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-30- 1.28% |
$2.72K - $3.88K
|
2.31K
$269K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-35- 0.18% |
$3.17K - $4.53K
|
19.3K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-36- 1.28% |
$3.26K - $4.66K
|
2.78K
$324K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-36- 0.57% |
$3.26K - $4.66K
|
6.31K
$737K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-38- 8.78% |
$3.44K - $4.91K
|
395
$46.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-39- 0.95% |
$3.53K - $5.04K
|
4.08K
$476K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-39- 1.74% |
$3.53K - $5.04K
|
2.2K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-39- 1.46% |
$3.53K - $5.04K
|
2.63K
$307K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-40- 0.95% |
$3.62K - $5.17K
|
4.16K
$485K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-43- 10.64% |
$3.9K - $5.56K
|
361
$42.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-44- 4.68% |
$3.99K - $5.69K
|
896
$105K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-45- 0.71% |
$4.08K - $5.82K
|
6.28K
$733K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-46- 1.85% |
$4.17K - $5.95K
|
2.44K
$285K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-46- 3.81% |
$4.17K - $5.95K
|
1.16K
$135K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-47- 3.07% |
$4.26K - $6.08K
|
1.48K
$173K
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-47- 2.17% |
$4.26K - $6.08K
|
2.12K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-47- 1.33% |
$4.26K - $6.08K
|
3.48K
$406K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-49- 0.76% |
$4.44K - $6.34K
|
6.4K
$747K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-50- 1.05% |
$4.53K - $6.47K
|
4.73K
$552K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-50- 2.16% |
$4.53K - $6.47K
|
2.26K
$264K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-50- 6.02% |
$4.53K - $6.47K
|
780
$91.1K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-55- 0.97% |
$4.98K - $7.11K
|
5.64K
$658K
|