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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
554+ 1.24% |
$43.3K - $66.2K
|
45.1K
$5.26M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
548+ 9.35% |
$42.8K - $65.5K
|
6.41K
$748K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
545+ 3.86% |
$42.6K - $65.1K
|
14.7K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
541+ 1.2% |
$42.3K - $64.6K
|
45.8K
$5.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
525New |
$41K - $62.7K
|
525
$61.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
522+ 5.35% |
$40.8K - $62.4K
|
10.3K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
520New |
$40.6K - $62.1K
|
520
$60.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
500+ 20.0% |
$39.1K - $59.7K
|
3K
$350K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
497+ 10.89% |
$38.8K - $59.4K
|
5.06K
$591K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
491+ 6.73% |
$38.4K - $58.7K
|
7.79K
$909K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
471+ 2.96% |
$36.8K - $56.3K
|
16.4K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
471+ 12.75% |
$36.8K - $56.3K
|
4.16K
$486K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
458+ 4.22% |
$35.8K - $54.7K
|
11.3K
$1.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
445+ 3.18% |
$34.8K - $53.2K
|
14.4K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
445+ 2.32% |
$34.8K - $53.2K
|
19.6K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
436+ 4.12% |
$34.1K - $52.1K
|
11K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
435+ 21.94% |
$34K - $52K
|
2.42K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
435New |
$34K - $52K
|
435
$50.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
433New |
$33.8K - $51.7K
|
433
$50.5K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
430+ 3.98% |
$33.6K - $51.4K
|
11.2K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
428+ 0.41% |
$33.4K - $51.1K
|
106K
$12.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
404+ 0.85% |
$31.6K - $48.3K
|
48.1K
$5.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
388+ 18.89% |
$30.3K - $46.4K
|
2.44K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
377+ 7.65% |
$29.5K - $45K
|
5.31K
$620K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
375+ 14.18% |
$29.3K - $44.8K
|
3.02K
$353K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
373+ 4.82% |
$29.1K - $44.6K
|
8.11K
$947K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
366New |
$28.6K - $43.7K
|
366
$42.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
360+ 225.0% |
$28.1K - $43K
|
520
$60.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
360+ 0.96% |
$28.1K - $43K
|
37.9K
$4.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
347+ 2.0% |
$27.1K - $41.5K
|
17.7K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
344+ 4.06% |
$26.9K - $41.1K
|
8.82K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
339+ 2.98% |
$26.5K - $40.5K
|
11.7K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
330+ 18.44% |
$25.8K - $39.4K
|
2.12K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
322New |
$25.2K - $38.5K
|
322
$37.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
318+ 8.48% |
$24.8K - $38K
|
4.07K
$475K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
317+ 8.96% |
$24.8K - $37.9K
|
3.85K
$450K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
310+ 5.17% |
$24.2K - $37K
|
6.3K
$736K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
305+ 2.89% |
$23.8K - $36.4K
|
10.8K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
304+ 0.19% |
$23.8K - $36.3K
|
157K
$18.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
282+ 4.05% |
$22K - $33.7K
|
7.25K
$847K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
281+ 9.27% |
$22K - $33.6K
|
3.31K
$387K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
280New |
$21.9K - $33.5K
|
280
$32.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
275+ 1.76% |
$21.5K - $32.9K
|
15.9K
$1.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
275+ 2.92% |
$21.5K - $32.9K
|
9.7K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
274+ 2.66% |
$21.4K - $32.7K
|
10.6K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
271+ 45.85% |
$21.2K - $32.4K
|
862
$101K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
270+ 7.53% |
$21.1K - $32.3K
|
3.86K
$450K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
256+ 3657.14% |
$20K - $30.6K
|
263
$30.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
250New |
$19.5K - $29.9K
|
250
$29.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
247+ 1.36% |
$19.3K - $29.5K
|
18.5K
$2.15M
|