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 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
1.13K+ 25.99% |
$102K - $146K
|
5.48K
$626K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.11K+ 6.82% |
$101K - $144K
|
17.4K
$1.99M
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.11K+ 11.42% |
$100K - $143K
|
10.8K
$1.24M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.11K+ 52.1% |
$100K - $143K
|
3.23K
$369K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.1K+ 2.96% |
$100K - $143K
|
38.4K
$4.4M
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.1K+ 13.69% |
$99.2K - $142K
|
9.1K
$1.04M
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.09K+ 39.83% |
$99K - $141K
|
3.84K
$439K
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.08K+ 4.88% |
$97.4K - $139K
|
23.1K
$2.64M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.05K+ 30.01% |
$95.2K - $136K
|
4.55K
$520K
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.04K+ 33.59% |
$94.3K - $135K
|
4.14K
$473K
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.04K+ 2.16% |
$94.1K - $134K
|
49.1K
$5.61M
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.03K+ 41.52% |
$92.9K - $133K
|
3.5K
$400K
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1.03K+ 2.3% |
$92.9K - $133K
|
45.6K
$5.21M
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.01K+ 7.85% |
$91.6K - $131K
|
13.9K
$1.59M
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.01KNew |
$91.5K - $131K
|
1.01K
$115K
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.01K+ 5.88% |
$91.4K - $130K
|
18.2K
$2.08M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1K+ 11.38% |
$90.9K - $130K
|
9.82K
$1.12M
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1K+ 13.95% |
$90.6K - $129K
|
8.17K
$934K
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1K+ 12.18% |
$90.6K - $129K
|
9.21K
$1.05M
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1K+ 0.86% |
$90.6K - $129K
|
117K
$13.4M
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
987New |
$89.4K - $128K
|
987
$113K
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
980+ 71.22% |
$88.8K - $127K
|
2.36K
$269K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
977+ 7.58% |
$88.5K - $126K
|
13.9K
$1.58M
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
957+ 18.04% |
$86.7K - $124K
|
6.26K
$716K
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
956+ 16.72% |
$86.6K - $124K
|
6.68K
$763K
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
951+ 38.82% |
$86.2K - $123K
|
3.4K
$389K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
910+ 12.15% |
$82.4K - $118K
|
8.4K
$960K
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
910New |
$82.4K - $118K
|
910
$104K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
894+ 14.9% |
$81K - $116K
|
6.89K
$788K
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
818+ 11.83% |
$74.1K - $106K
|
7.74K
$884K
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
817+ 5.36% |
$74K - $106K
|
16.1K
$1.84M
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
799New |
$72.4K - $103K
|
799
$91.3K
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
780+ 8.38% |
$70.7K - $101K
|
10.1K
$1.15M
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
772+ 39.53% |
$69.9K - $99.8K
|
2.73K
$312K
|
|
May 12, 2025
Q1 2025
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
750+ 1.14% |
$67.9K - $97K
|
66.5K
$7.6M
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
739+ 24.93% |
$66.9K - $95.6K
|
3.7K
$423K
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
736+ 0.04% |
$66.7K - $95.2K
|
1.86M
$212M
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
734+ 0.77% |
$66.5K - $94.9K
|
96.4K
$11M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
730+ 2.38% |
$66.1K - $94.4K
|
31.4K
$3.59M
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
722+ 10.73% |
$65.4K - $93.4K
|
7.45K
$851K
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
714New |
$64.7K - $92.3K
|
714
$81.6K
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
714+ 5.69% |
$64.7K - $92.3K
|
13.3K
$1.52M
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
713+ 25.59% |
$64.6K - $92.2K
|
3.5K
$400K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
699+ 1.64% |
$63.3K - $90.4K
|
43.3K
$4.95M
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
697+ 5.79% |
$63.1K - $90.1K
|
12.7K
$1.46M
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
676+ 16.89% |
$61.2K - $87.4K
|
4.68K
$535K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
675+ 5.47% |
$61.1K - $87.3K
|
13K
$1.49M
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
670New |
$60.7K - $86.6K
|
670
$76.6K
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
666+ 16.76% |
$60.3K - $86.1K
|
4.64K
$530K
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
658+ 10.61% |
$59.6K - $85.1K
|
6.86K
$784K
|