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 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-597- 5.33% |
$54.1K - $77.2K
|
10.6K
$1.24M
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-597- 15.78% |
$54.1K - $77.2K
|
3.19K
$372K
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-599- 8.33% |
$54.3K - $77.5K
|
6.59K
$769K
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-600- 2.32% |
$54.4K - $77.6K
|
25.2K
$2.95M
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-612- 13.5% |
$55.4K - $79.1K
|
3.92K
$458K
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-628- 4.55% |
$56.9K - $81.2K
|
13.2K
$1.54M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-630- 11.03% |
$57.1K - $81.5K
|
5.08K
$593K
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-638- 3.44% |
$57.8K - $82.5K
|
17.9K
$2.09M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-643- 1.24% |
$58.2K - $83.1K
|
51.2K
$5.98M
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-654- 10.14% |
$59.2K - $84.6K
|
5.8K
$677K
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-656- 12.27% |
$59.4K - $84.8K
|
4.69K
$547K
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-683- 17.13% |
$61.9K - $88.3K
|
3.3K
$386K
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-687- 6.07% |
$62.2K - $88.8K
|
10.6K
$1.24M
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-701- 4.52% |
$63.5K - $90.6K
|
14.8K
$1.73M
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-702- 9.35% |
$63.6K - $90.8K
|
6.81K
$795K
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-704- 2.43% |
$63.8K - $91K
|
28.2K
$3.29M
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-715- 2.69% |
$64.8K - $92.5K
|
25.9K
$3.02M
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-718- 12.65% |
$65K - $92.8K
|
4.96K
$579K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-720- 1.76% |
$65.2K - $93.1K
|
40.3K
$4.7M
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
SELL
|
- |
-722- 1.67% |
$65.4K - $93.4K
|
42.4K
$4.95M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-725- 5.45% |
$65.7K - $93.7K
|
12.6K
$1.47M
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-740- 1.91% |
$67K - $95.7K
|
38.1K
$4.45M
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-745- 3.08% |
$67.5K - $96.3K
|
23.5K
$2.74M
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-745- 25.78% |
$67.5K - $96.3K
|
2.15K
$250K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-746- 50.34% |
$67.6K - $96.5K
|
736
$85.9K
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-750- 11.58% |
$67.9K - $97K
|
5.72K
$668K
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-811- 8.65% |
$73.5K - $105K
|
8.57K
$1M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-818- 2.42% |
$74.1K - $106K
|
33K
$3.85M
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-824- 6.36% |
$74.6K - $107K
|
12.1K
$1.42M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-837- 13.11% |
$75.8K - $108K
|
5.55K
$648K
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-846- 19.07% |
$76.6K - $109K
|
3.59K
$419K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-849- 16.12% |
$76.9K - $110K
|
4.42K
$516K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-854- 16.19% |
$77.4K - $110K
|
4.42K
$516K
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-866- 14.99% |
$78.5K - $112K
|
4.91K
$573K
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-889- 15.42% |
$80.5K - $115K
|
4.88K
$569K
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-899- 26.87% |
$81.4K - $116K
|
2.45K
$286K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-930- 12.47% |
$84.2K - $120K
|
6.53K
$762K
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-942- 3.13% |
$85.3K - $122K
|
29.2K
$3.41M
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-954- 6.94% |
$86.4K - $123K
|
12.8K
$1.49M
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-956- 12.28% |
$86.6K - $124K
|
6.83K
$797K
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-966- 11.93% |
$87.5K - $125K
|
7.13K
$833K
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-967- 10.84% |
$87.6K - $125K
|
7.95K
$929K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-978- 5.3% |
$88.6K - $126K
|
17.5K
$2.04M
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1K- 18.74% |
$90.6K - $129K
|
4.34K
$506K
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.05K- 5.52% |
$95.1K - $136K
|
18K
$2.1M
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.05K- 35.0% |
$95.1K - $136K
|
1.95K
$228K
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.05K- 8.03% |
$95.1K - $136K
|
12K
$1.4M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.06K- 8.11% |
$95.7K - $137K
|
12K
$1.4M
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.09K- 3.24% |
$98.7K - $141K
|
32.5K
$3.8M
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.09K- 27.46% |
$98.7K - $141K
|
2.88K
$336K
|