Purchases and Sales Made in Q4 2024 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
905+ 5.89% |
$70.7K - $108K
|
16.3K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
900+ 52.94% |
$70.3K - $108K
|
2.6K
$304K
|
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
900+ 8.35% |
$70.3K - $108K
|
11.7K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
898+ 5.25% |
$70.2K - $107K
|
18K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
885New |
$69.2K - $106K
|
885
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
857+ 0.05% |
$67K - $102K
|
1.83M
$213M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
855+ 22.18% |
$66.8K - $102K
|
4.71K
$550K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
850New |
$66.4K - $102K
|
850
$99.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
842+ 2.02% |
$65.8K - $101K
|
42.5K
$4.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
835New |
$65.2K - $99.8K
|
835
$97.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
820+ 1.94% |
$64.1K - $98K
|
43.2K
$5.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
800New |
$62.5K - $95.6K
|
800
$93.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
800+ 38.28% |
$62.5K - $95.6K
|
2.89K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
787+ 19.01% |
$61.5K - $94K
|
4.93K
$575K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
786+ 5.68% |
$61.4K - $93.9K
|
14.6K
$1.71M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
780New |
$60.9K - $93.2K
|
780
$91.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
778+ 27.57% |
$60.8K - $93K
|
3.6K
$420K
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
774+ 7.7% |
$60.5K - $92.5K
|
10.8K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
761+ 0.61% |
$59.5K - $90.9K
|
125K
$14.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
752+ 0.37% |
$58.8K - $89.9K
|
203K
$23.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
749+ 7.17% |
$58.5K - $89.5K
|
11.2K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
740+ 1.44% |
$57.8K - $88.4K
|
52.1K
$6.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
729+ 1.86% |
$57K - $87.1K
|
39.9K
$4.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
710+ 1.09% |
$55.5K - $84.8K
|
65.7K
$7.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
698+ 6.57% |
$54.5K - $83.4K
|
11.3K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
695New |
$54.3K - $83K
|
695
$81.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
690+ 18.41% |
$53.9K - $82.4K
|
4.44K
$518K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
686+ 2.65% |
$53.6K - $82K
|
26.6K
$3.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
650New |
$50.8K - $77.7K
|
650
$75.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
624+ 6.87% |
$48.8K - $74.6K
|
9.71K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
622+ 2.57% |
$48.6K - $74.3K
|
24.8K
$2.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
609+ 11.34% |
$47.6K - $72.8K
|
5.98K
$698K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
608+ 7.51% |
$47.5K - $72.6K
|
8.71K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
603New |
$47.1K - $72.1K
|
603
$70.4K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
600New |
$46.9K - $71.7K
|
600
$70K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
600+ 53.57% |
$46.9K - $71.7K
|
1.72K
$201K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
599New |
$46.8K - $71.6K
|
599
$69.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
591+ 234.52% |
$46.2K - $70.6K
|
843
$98.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
587+ 14.82% |
$45.9K - $70.1K
|
4.55K
$531K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
584+ 2.84% |
$45.6K - $69.8K
|
21.2K
$2.47M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
584+ 2.84% |
$45.6K - $69.8K
|
21.2K
$2.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
582+ 7.6% |
$45.5K - $69.5K
|
8.24K
$962K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
568+ 6.98% |
$44.4K - $67.9K
|
8.7K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
568+ 5.33% |
$44.4K - $67.9K
|
11.2K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
564+ 12.55% |
$44.1K - $67.4K
|
5.06K
$590K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
563+ 1.85% |
$44K - $67.3K
|
31K
$3.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
560New |
$43.8K - $66.9K
|
560
$65.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
555+ 18.83% |
$43.4K - $66.3K
|
3.5K
$409K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
555+ 3.48% |
$43.4K - $66.3K
|
16.5K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
555+ 8.51% |
$43.4K - $66.3K
|
7.08K
$827K
|