Purchases and Sales Made in Q2 2024 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
233+ 63.32% |
$13.3K - $18.2K
|
601
$70.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
233+ 2.17% |
$13.3K - $18.2K
|
11K
$1.29M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
230+ 6.64% |
$13.1K - $18K
|
3.7K
$434K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
227+ 5.05% |
$12.9K - $17.7K
|
4.73K
$555K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
225+ 92.21% |
$12.8K - $17.6K
|
469
$55.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
220+ 4.02% |
$12.5K - $17.2K
|
5.7K
$669K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
219+ 2.75% |
$12.5K - $17.1K
|
8.19K
$962K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
218+ 0.69% |
$12.4K - $17K
|
31.9K
$3.74M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
207+ 2.29% |
$11.8K - $16.2K
|
9.27K
$1.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
207+ 5.29% |
$11.8K - $16.2K
|
4.12K
$484K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
207+ 0.86% |
$11.8K - $16.2K
|
24.2K
$2.84M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
207+ 31.46% |
$11.8K - $16.2K
|
865
$102K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
203+ 2.03% |
$11.6K - $15.9K
|
10.2K
$1.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
201+ 5.54% |
$11.5K - $15.7K
|
3.83K
$450K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
201+ 4.0% |
$11.5K - $15.7K
|
5.22K
$613K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
200New |
$11.4K - $15.6K
|
200
$23.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
200New |
$11.4K - $15.6K
|
200
$23.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
200+ 18.18% |
$11.4K - $15.6K
|
1.3K
$153K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
200+ 100.0% |
$11.4K - $15.6K
|
400
$47K
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
196+ 0.02% |
$11.2K - $15.3K
|
928K
$109M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
192+ 2.41% |
$10.9K - $15K
|
8.17K
$959K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
191+ 682.14% |
$10.9K - $14.9K
|
219
$25.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
185+ 125.85% |
$10.5K - $14.5K
|
332
$39K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
185+ 6.3% |
$10.5K - $14.5K
|
3.12K
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
183+ 358.82% |
$10.4K - $14.3K
|
234
$27.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
BUY
|
- |
182+ 5.41% |
$10.4K - $14.2K
|
3.55K
$416K
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
177+ 2.82% |
$10.1K - $13.8K
|
6.45K
$757K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
170+ 1.29% |
$9.68K - $13.3K
|
13.3K
$1.56M
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
BUY
|
- |
165+ 1.95% |
$9.4K - $12.9K
|
8.65K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
160+ 25.24% |
$9.12K - $12.5K
|
794
$93.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
160New |
$9.12K - $12.5K
|
160
$18.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
160+ 2.05% |
$9.12K - $12.5K
|
7.97K
$936K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
155+ 2.64% |
$8.83K - $12.1K
|
6.04K
$709K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
154+ 20.92% |
$8.77K - $12K
|
890
$104K
|
|
|
Jul 25, 2024
Q2 2024
|
Wd Rutherford LLC
|
BUY
|
- |
150New |
$8.55K - $11.7K
|
150
$17.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
145New |
$8.26K - $11.3K
|
145
$17K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
145+ 0.04% |
$8.26K - $11.3K
|
340K
$39.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
144+ 2.77% |
$8.2K - $11.3K
|
5.34K
$627K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
140+ 1.35% |
$7.98K - $10.9K
|
10.5K
$1.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
138+ 10.07% |
$7.86K - $10.8K
|
1.51K
$177K
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
135+ 2.72% |
$7.69K - $10.6K
|
5.09K
$598K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
134+ 0.35% |
$7.63K - $10.5K
|
38.1K
$4.48M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
132+ 6600.0% |
$7.52K - $10.3K
|
134
$15.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
132+ 1.24% |
$7.52K - $10.3K
|
10.8K
$1.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
131+ 1.42% |
$7.46K - $10.2K
|
9.33K
$1.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
126+ 3.66% |
$7.18K - $9.85K
|
3.57K
$419K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
121+ 2.98% |
$6.89K - $9.46K
|
4.18K
$491K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
120+ 1.03% |
$6.84K - $9.38K
|
11.8K
$1.38M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
118+ 2.22% |
$6.72K - $9.23K
|
5.42K
$637K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
117+ 55.71% |
$6.67K - $9.15K
|
327
$38.4K
|