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 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-198- 48.53% |
$15.5K - $23.7K
|
210
$24.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-200- 7.86% |
$15.6K - $23.9K
|
2.34K
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-200- 6.25% |
$15.6K - $23.9K
|
3K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-200- 8.62% |
$15.6K - $23.9K
|
2.12K
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-210- 2.3% |
$16.4K - $25.1K
|
8.93K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-217- 0.57% |
$17K - $25.9K
|
38.1K
$4.44M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-235- 0.56% |
$18.4K - $28.1K
|
41.8K
$4.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-236- 6.7% |
$18.4K - $28.2K
|
3.29K
$384K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-239- 0.71% |
$18.7K - $28.6K
|
33.6K
$3.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-245- 3.78% |
$19.1K - $29.3K
|
6.24K
$728K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-245- 0.47% |
$19.1K - $29.3K
|
52.3K
$6.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-251- 10.83% |
$19.6K - $30K
|
2.07K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-253- 9.54% |
$19.8K - $30.2K
|
2.4K
$280K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-253- 0.27% |
$19.8K - $30.2K
|
92.6K
$10.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-255- 4.79% |
$19.9K - $30.5K
|
5.07K
$592K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-261- 16.78% |
$20.4K - $31.2K
|
1.29K
$151K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-263- 4.76% |
$20.6K - $31.4K
|
5.27K
$615K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-263- 3.79% |
$20.6K - $31.4K
|
6.69K
$780K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-264- 1.35% |
$20.6K - $31.5K
|
19.3K
$2.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-265- 1.04% |
$20.7K - $31.7K
|
25.2K
$2.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-270- 6.32% |
$21.1K - $32.3K
|
4K
$467K
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
SELL
|
- |
-270- 2.82% |
$21.1K - $32.3K
|
9.3K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-271- 4.87% |
$21.2K - $32.4K
|
5.3K
$618K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-275- 51.4% |
$21.5K - $32.9K
|
260
$30.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-287- 9.56% |
$22.4K - $34.3K
|
2.72K
$317K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-294- 3.98% |
$23K - $35.1K
|
7.1K
$829K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-300- 8.55% |
$23.4K - $35.8K
|
3.21K
$375K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-300- 11.95% |
$23.4K - $35.8K
|
2.21K
$258K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-300- 1.22% |
$23.4K - $35.8K
|
24.2K
$2.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-300- 2.61% |
$23.4K - $35.8K
|
11.2K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-308- 19.96% |
$24.1K - $36.8K
|
1.24K
$144K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-310- 7.97% |
$24.2K - $37K
|
3.58K
$418K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-310- 20.0% |
$24.2K - $37K
|
1.24K
$145K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-313- 47.86% |
$24.5K - $37.4K
|
341
$39.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-314- 1.95% |
$24.5K - $37.5K
|
15.8K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-318- 11.39% |
$24.8K - $38K
|
2.48K
$289K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-330- 52.38% |
$25.8K - $39.4K
|
300
$35K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-342- 12.47% |
$26.7K - $40.9K
|
2.4K
$280K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-342- 12.47% |
$26.7K - $40.9K
|
2.4K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-350- 10.94% |
$27.3K - $41.8K
|
2.85K
$333K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-350- 1.87% |
$27.3K - $41.8K
|
18.3K
$2.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-353- 4.34% |
$27.6K - $42.2K
|
7.77K
$908K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-361- 3.12% |
$28.2K - $43.1K
|
11.2K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-369- 7.52% |
$28.8K - $44.1K
|
4.54K
$529K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-371- 4.25% |
$29K - $44.3K
|
8.35K
$975K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-377- 0.55% |
$29.5K - $45K
|
68.4K
$7.99M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-379- 5.94% |
$29.6K - $45.3K
|
6K
$700K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-380- 2.9% |
$29.7K - $45.4K
|
12.7K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-381- 6.7% |
$29.8K - $45.5K
|
5.31K
$619K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-383- 2.6% |
$29.9K - $45.8K
|
14.4K
$1.68M
|