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 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-305- 2.13% |
$27.6K - $39.4K
|
14K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-305- 1.18% |
$27.6K - $39.4K
|
25.5K
$2.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-306- 7.89% |
$27.7K - $39.6K
|
3.57K
$417K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-322- 4.01% |
$29.2K - $41.6K
|
7.71K
$900K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-324- 4.46% |
$29.4K - $41.9K
|
6.94K
$810K
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-329- 2.67% |
$29.8K - $42.5K
|
12K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-330- 63.46% |
$29.9K - $42.7K
|
190
$22.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-331- 6.14% |
$30K - $42.8K
|
5.06K
$590K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-337- 4.73% |
$30.5K - $43.6K
|
6.79K
$792K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-346- 3.09% |
$31.3K - $44.7K
|
10.9K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-355- 5.45% |
$32.2K - $45.9K
|
6.16K
$719K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-360- 1.79% |
$32.6K - $46.6K
|
19.7K
$2.3M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-370- 10.67% |
$33.5K - $47.8K
|
3.1K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-373- 0.71% |
$33.8K - $48.2K
|
52K
$6.07M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-376- 2.57% |
$34.1K - $48.6K
|
14.2K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-384- 13.02% |
$34.8K - $49.7K
|
2.57K
$299K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-388- 15.89% |
$35.1K - $50.2K
|
2.05K
$240K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-395- 2.0% |
$35.8K - $51.1K
|
19.3K
$2.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-400- 15.53% |
$36.2K - $51.7K
|
2.18K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-400- 4.6% |
$36.2K - $51.7K
|
8.3K
$969K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-407- 3.75% |
$36.9K - $52.6K
|
10.4K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-435- 5.87% |
$39.4K - $56.2K
|
6.97K
$814K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-436- 4.02% |
$39.5K - $56.4K
|
10.4K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-442- 5.45% |
$40K - $57.2K
|
7.67K
$895K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-444- 8.37% |
$40.2K - $57.4K
|
4.86K
$568K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-445- 1.05% |
$40.3K - $57.5K
|
42.1K
$4.91M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-450- 46.88% |
$40.8K - $58.2K
|
510
$59.5K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-452- 4.1% |
$40.9K - $58.4K
|
10.6K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
SELL
|
- |
-456- 1.17% |
$41.3K - $59K
|
38.4K
$4.48M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-469- 13.83% |
$42.5K - $60.6K
|
2.92K
$341K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-484- 9.14% |
$43.8K - $62.6K
|
4.81K
$562K
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-492- 0.45% |
$44.6K - $63.6K
|
110K
$12.8M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-498- 9.15% |
$45.1K - $64.4K
|
4.95K
$577K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-500- 4.79% |
$45.3K - $64.7K
|
9.94K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-502- 11.78% |
$45.5K - $64.9K
|
3.76K
$439K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-517- 3.05% |
$46.8K - $66.9K
|
16.4K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-517- 10.56% |
$46.8K - $66.9K
|
4.38K
$511K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-520- 9.46% |
$47.1K - $67.2K
|
4.98K
$581K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-525- 1.08% |
$47.6K - $67.9K
|
48.1K
$5.61M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-527- 18.18% |
$47.7K - $68.1K
|
2.37K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-532- 16.1% |
$48.2K - $68.8K
|
2.77K
$324K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-543- 4.14% |
$49.2K - $70.2K
|
12.6K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-550- 3.16% |
$49.8K - $71.1K
|
16.9K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-550- 17.62% |
$49.8K - $71.1K
|
2.57K
$300K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-560- 40.29% |
$50.7K - $72.4K
|
830
$96.9K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-560- 7.03% |
$50.7K - $72.4K
|
7.41K
$865K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-565- 11.07% |
$51.2K - $73.1K
|
4.54K
$530K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-566- 2.15% |
$51.3K - $73.2K
|
25.8K
$3.01M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-570- 6.83% |
$51.6K - $73.7K
|
7.78K
$908K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-577- 3.23% |
$52.3K - $74.6K
|
17.3K
$2.01M
|