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
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
3.38KNew |
$306K - $437K
|
3.38K
$386K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
3.26K+ 81.5% |
$295K - $421K
|
7.26K
$830K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.25K+ 27.47% |
$294K - $420K
|
15.1K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
3.24K+ 152.69% |
$293K - $419K
|
5.36K
$612K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.19K+ 88.98% |
$289K - $412K
|
6.77K
$774K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
3.16K+ 26.19% |
$286K - $408K
|
15.2K
$1.74M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
3.13KNew |
$283K - $404K
|
3.13K
$357K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.11KNew |
$282K - $403K
|
3.11K
$356K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
3.1KNew |
$281K - $400K
|
3.1K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.08KNew |
$279K - $398K
|
3.08K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.07K+ 14.45% |
$278K - $396K
|
24.3K
$2.78M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
3.07K+ 73.61% |
$278K - $396K
|
7.23K
$826K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.06KNew |
$277K - $396K
|
3.06K
$350K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.02KNew |
$273K - $390K
|
3.02K
$345K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3.01K+ 50.84% |
$273K - $389K
|
8.93K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
3K+ 56.07% |
$272K - $388K
|
8.35K
$955K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.91K+ 64.07% |
$264K - $376K
|
7.45K
$852K
|
|
|
May 13, 2025
Q1 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
2.9K+ 1.79% |
$263K - $375K
|
165K
$18.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
2.82K+ 107.24% |
$255K - $364K
|
5.44K
$622K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
2.81K+ 27.28% |
$254K - $363K
|
13.1K
$1.5M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
2.8KNew |
$253K - $362K
|
2.8K
$320K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
2.8KNew |
$253K - $362K
|
2.8K
$320K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.77K+ 1.76% |
$251K - $358K
|
160K
$18.3M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
2.75KNew |
$249K - $356K
|
2.75K
$314K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
2.71KNew |
$245K - $350K
|
2.71K
$310K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.67K+ 12.01% |
$242K - $345K
|
24.9K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
2.63KNew |
$238K - $340K
|
2.63K
$301K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.62K+ 42.64% |
$238K - $339K
|
8.78K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
2.59K+ 92.24% |
$235K - $335K
|
5.4K
$618K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.58K+ 18.62% |
$234K - $334K
|
16.4K
$1.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.57KNew |
$232K - $332K
|
2.57K
$293K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.55K+ 10.54% |
$231K - $329K
|
26.7K
$3.06M
|
|
|
May 09, 2025
Q1 2025
|
Mufg Securities (Canada), Ltd.
New York, NY |
BUY
|
- |
2.51K+ 0.14% |
$228K - $325K
|
1.85M
$212M
|
|
|
May 15, 2025
Q1 2025
|
Nia Impact Advisors, LLC
|
BUY
|
- |
2.51K+ 10.23% |
$227K - $324K
|
27K
$3.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.5KNew |
$227K - $324K
|
2.5K
$286K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.48K+ 21.89% |
$225K - $321K
|
13.8K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.47K+ 7.0% |
$224K - $319K
|
37.7K
$4.32M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.44K+ 4.7% |
$221K - $316K
|
54.4K
$6.22M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.38K+ 1302.73% |
$216K - $308K
|
2.57K
$293K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2.38K+ 34.57% |
$216K - $308K
|
9.28K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
2.38KNew |
$216K - $308K
|
2.38K
$272K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.37K+ 47.42% |
$215K - $306K
|
7.37K
$842K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.34K+ 13.98% |
$212K - $302K
|
19.1K
$2.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.34KNew |
$212K - $302K
|
2.34K
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.31KNew |
$209K - $299K
|
2.31K
$264K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.31K+ 559.56% |
$209K - $299K
|
2.72K
$311K
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
2.3KNew |
$208K - $297K
|
2.3K
$263K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
2.28KNew |
$207K - $295K
|
2.28K
$261K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
2.28KNew |
$206K - $294K
|
2.28K
$260K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.27K+ 17.29% |
$205K - $293K
|
15.4K
$1.76M
|