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 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
247+ 0.99% |
$19.3K - $29.5K
|
25.3K
$2.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
245+ 4.67% |
$19.1K - $29.3K
|
5.5K
$641K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
243+ 0.5% |
$19K - $29K
|
48.6K
$5.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
241New |
$18.8K - $28.8K
|
241
$28.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
239+ 3.4% |
$18.7K - $28.6K
|
7.26K
$848K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
238+ 5.74% |
$18.6K - $28.4K
|
4.39K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
232+ 3.57% |
$18.1K - $27.7K
|
6.73K
$785K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
229+ 7.35% |
$17.9K - $27.4K
|
3.35K
$391K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
213+ 1.09% |
$16.6K - $25.5K
|
19.7K
$2.3M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
209New |
$16.3K - $25K
|
209
$24.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
208+ 4.36% |
$16.3K - $24.9K
|
4.98K
$582K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
207+ 54.62% |
$16.2K - $24.7K
|
586
$68.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
202+ 2.57% |
$15.8K - $24.1K
|
8.06K
$941K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
202+ 3.99% |
$15.8K - $24.1K
|
5.26K
$614K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.15% |
$15.6K - $23.9K
|
135K
$15.8M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
200+ 15.43% |
$15.6K - $23.9K
|
1.5K
$175K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
199+ 4.18% |
$15.5K - $23.8K
|
4.96K
$578K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
195+ 18.45% |
$15.2K - $23.3K
|
1.25K
$146K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
185+ 2.89% |
$14.5K - $22.1K
|
6.59K
$769K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
184+ 84.79% |
$14.4K - $22K
|
401
$46.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
183New |
$14.3K - $21.9K
|
183
$21.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
183+ 4.87% |
$14.3K - $21.9K
|
3.94K
$460K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
182+ 4.8% |
$14.2K - $21.7K
|
3.97K
$464K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
180+ 2.8% |
$14.1K - $21.5K
|
6.61K
$772K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
176+ 1.01% |
$13.8K - $21K
|
17.6K
$2.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
175+ 1.13% |
$13.7K - $20.9K
|
15.6K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
163+ 9.11% |
$12.7K - $19.5K
|
1.95K
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
159+ 4.92% |
$12.4K - $19K
|
3.39K
$396K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
153+ 1.99% |
$12K - $18.3K
|
7.83K
$914K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
150New |
$11.7K - $17.9K
|
150
$17.5K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
148+ 3.58% |
$11.6K - $17.7K
|
4.28K
$500K
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
147+ 6.68% |
$11.5K - $17.6K
|
2.35K
$274K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
146+ 2.0% |
$11.4K - $17.4K
|
7.46K
$871K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
144+ 0.04% |
$11.3K - $17.2K
|
340K
$39.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
131+ 28.79% |
$10.2K - $15.7K
|
586
$68.4K
|
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
123+ 1.82% |
$9.61K - $14.7K
|
6.89K
$805K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
122+ 0.13% |
$9.53K - $14.6K
|
95.9K
$11.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
120New |
$9.38K - $14.3K
|
120
$14K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
114+ 2.3% |
$8.91K - $13.6K
|
5.07K
$592K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
110New |
$8.6K - $13.1K
|
110
$12.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
107+ 3.29% |
$8.36K - $12.8K
|
3.36K
$392K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
100+ 9.86% |
$7.81K - $11.9K
|
1.11K
$130K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
100+ 2.23% |
$7.81K - $11.9K
|
4.59K
$536K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
100New |
$7.81K - $11.9K
|
100
$11.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100+ 50.0% |
$7.81K - $11.9K
|
300
$35K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
100New |
$7.81K - $11.9K
|
100
$11.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
99+ 2.04% |
$7.74K - $11.8K
|
4.95K
$578K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
95New |
$7.42K - $11.4K
|
95
$11.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
90+ 3.6% |
$7.03K - $10.8K
|
2.59K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
89+ 0.17% |
$6.95K - $10.6K
|
52K
$6.07M
|