Purchases and Sales Made in Q3 2024 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
100+ 10.45% |
$5.23K - $8.08K
|
1.06K
$123K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100+ 20.0% |
$5.23K - $8.08K
|
600
$70K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
100+ 0.3% |
$5.23K - $8.08K
|
33.1K
$3.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
100+ 7.69% |
$5.23K - $8.08K
|
1.4K
$163K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
99+ 3.21% |
$5.17K - $7.99K
|
3.18K
$372K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
95+ 1.71% |
$4.96K - $7.67K
|
5.64K
$659K
|
|
|
Feb 13, 2025
Q3 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
95+ 1.73% |
$4.96K - $7.67K
|
5.6K
$654K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
88+ 0.21% |
$4.6K - $7.11K
|
42.2K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
82+ 2.55% |
$4.29K - $6.62K
|
3.29K
$384K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
80New |
$4.18K - $6.46K
|
80
$9.34K
|
|
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
76+ 1.21% |
$3.97K - $6.14K
|
6.35K
$741K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
70+ 14.0% |
$3.66K - $5.65K
|
570
$66.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
70+ 1.22% |
$3.66K - $5.65K
|
5.82K
$680K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
69New |
$3.61K - $5.57K
|
69
$8.06K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
68+ 0.53% |
$3.55K - $5.49K
|
12.9K
$1.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
68+ 18.23% |
$3.55K - $5.49K
|
441
$51.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
68+ 22.67% |
$3.55K - $5.49K
|
368
$43K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
64+ 21.33% |
$3.34K - $5.17K
|
364
$42.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
64+ 26.67% |
$3.34K - $5.17K
|
304
$35.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
59+ 0.51% |
$3.08K - $4.76K
|
11.6K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
58+ 0.44% |
$3.03K - $4.68K
|
13.2K
$1.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
57+ 1.89% |
$2.98K - $4.6K
|
3.08K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
55+ 28.65% |
$2.87K - $4.44K
|
247
$28.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
52+ 1.66% |
$2.72K - $4.2K
|
3.18K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
50+ 1.15% |
$2.61K - $4.04K
|
4.39K
$512K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
48+ 2.64% |
$2.51K - $3.88K
|
1.86K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
44+ 0.48% |
$2.3K - $3.55K
|
9.24K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
44+ 13.13% |
$2.3K - $3.55K
|
379
$44.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
44+ 1.41% |
$2.3K - $3.55K
|
3.17K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
44New |
$2.3K - $3.55K
|
44
$5.14K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
40+ 0.94% |
$2.09K - $3.23K
|
4.29K
$501K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
40+ 2.42% |
$2.09K - $3.23K
|
1.7K
$198K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
39New |
$2.04K - $3.15K
|
39
$4.55K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
35+ 0.25% |
$1.83K - $2.83K
|
14.1K
$1.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
33New |
$1.72K - $2.66K
|
33
$3.85K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
31+ 0.4% |
$1.62K - $2.5K
|
7.8K
$911K
|
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
30+ 4.41% |
$1.57K - $2.42K
|
710
$82.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
30+ 1.4% |
$1.57K - $2.42K
|
2.17K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
29+ 0.93% |
$1.52K - $2.34K
|
3.16K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
29+ 0.89% |
$1.52K - $2.34K
|
3.3K
$385K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
28+ 21.21% |
$1.46K - $2.26K
|
160
$18.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
28+ 11.97% |
$1.46K - $2.26K
|
262
$30.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
26+ 26.0% |
$1.36K - $2.1K
|
126
$14.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
25+ 0.77% |
$1.31K - $2.02K
|
3.29K
$384K
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
23+ 0.43% |
$1.2K - $1.86K
|
5.38K
$627K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
22+ 0.21% |
$1.15K - $1.78K
|
10.7K
$1.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
20+ 0.48% |
$1.05K - $1.62K
|
4.17K
$487K
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
20+ 0.1% |
$1.05K - $1.62K
|
20K
$2.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
19+ 100.0% |
$993 - $1.53K
|
38
$4.44K
|
|
|
Nov 12, 2024
Q3 2024
|
Gagnon Securities LLC
|
BUY
|
- |
19+ 0.26% |
$993 - $1.53K
|
7.33K
$856K
|