Latest Institutional Purchases of Shopify Inc. (SHOP)
This list provides information on the latest institutional transactions involving Shopify Inc. (SHOP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.31KNew |
$181K - $276K
|
2.31K
$293K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.29KNew |
$179K - $274K
|
2.29K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.27KNew |
$177K - $271K
|
2.27K
$288K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.24KNew |
$175K - $268K
|
2.24K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
2.24KNew |
$175K - $267K
|
2.24K
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
2.23KNew |
$174K - $266K
|
2.23K
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
CALL |
2.2KNew |
$172K - $263K
|
2.2K
$279K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.18KNew |
$170K - $260K
|
2.18K
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.15KNew |
$168K - $257K
|
2.15K
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
2.14KNew |
$167K - $256K
|
2.14K
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.12KNew |
$166K - $254K
|
2.12K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
2.1KNew |
$164K - $251K
|
2.1K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.07KNew |
$162K - $248K
|
2.07K
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.07KNew |
$162K - $247K
|
2.07K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.06KNew |
$161K - $246K
|
2.06K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.02KNew |
$158K - $241K
|
2.02K
$256K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.01KNew |
$157K - $240K
|
2.01K
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.01KNew |
$157K - $240K
|
2.01K
$254K
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
2KNew |
$156K - $239K
|
2K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Soviero Asset Management, LP
New York, NY |
BUY
|
- |
2K+ 4.76% |
$156K - $239K
|
44K
$5.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2KNew |
$156K - $239K
|
2K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
2KNew |
$156K - $239K
|
2K
$254K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2KNew |
$156K - $239K
|
2K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2KNew |
$156K - $239K
|
2K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
2KNew |
$156K - $239K
|
2K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
2KNew |
$156K - $239K
|
2K
$254K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.97KNew |
$154K - $235K
|
1.97K
$250K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.95KNew |
$153K - $233K
|
1.95K
$247K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
1.9KNew |
$148K - $227K
|
1.9K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.89KNew |
$148K - $226K
|
1.89K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.88KNew |
$147K - $225K
|
1.88K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.87K+ 15.51% |
$146K - $223K
|
13.9K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.76KNew |
$138K - $211K
|
1.76K
$223K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.74KNew |
$136K - $208K
|
1.74K
$220K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
1.66KNew |
$130K - $198K
|
1.66K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
1.65KNew |
$129K - $197K
|
1.65K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
1.61K+ 4.42% |
$126K - $193K
|
38.2K
$4.84M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
1.5KNew |
$117K - $179K
|
1.5K
$190K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
PUT |
1.25KNew |
$97.5K - $149K
|
1.25K
$158K
|
|
|
Feb 12, 2025
Q4 2024
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
1.2KNew |
$93.8K - $143K
|
1.2K
$152K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
1KNew |
$78.1K - $119K
|
1K
$127K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1KNew |
$78.1K - $119K
|
1K
$127K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
835New |
$65.2K - $99.8K
|
835
$106K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
800New |
$62.5K - $95.6K
|
800
$101K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
780New |
$60.9K - $93.2K
|
780
$98.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
700New |
$54.7K - $83.6K
|
700
$88.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
650New |
$50.8K - $77.7K
|
650
$82.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
600+ 53.57% |
$46.9K - $71.7K
|
1.72K
$218K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
600New |
$46.9K - $71.7K
|
600
$76.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
568+ 5.33% |
$44.4K - $67.9K
|
11.2K
$1.42M
|