Purchases and Sales Made in Q2 2025 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q2 2025. 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 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
1.8KNew |
$139K - $208K
|
1.8K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.79K+ 47.02% |
$138K - $207K
|
5.61K
$711K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.77K+ 12.72% |
$136K - $204K
|
15.7K
$1.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.77KNew |
$136K - $204K
|
1.77K
$224K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.75KNew |
$135K - $202K
|
1.75K
$222K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.67K+ 24.49% |
$129K - $193K
|
8.5K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.54K+ 5.7% |
$118K - $178K
|
28.6K
$3.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.53K+ 26.25% |
$117K - $176K
|
7.35K
$932K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
1.52KNew |
$116K - $175K
|
1.52K
$192K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1.22K+ 24.13% |
$93.8K - $141K
|
6.28K
$795K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.2K+ 5.96% |
$92.3K - $139K
|
21.4K
$2.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.14K+ 1.19% |
$88K - $132K
|
97.6K
$12.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.13K+ 1.28% |
$86.5K - $130K
|
89.1K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
973+ 36.68% |
$74.8K - $112K
|
3.63K
$460K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
894+ 30.35% |
$68.7K - $103K
|
3.84K
$487K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
869+ 19.67% |
$66.8K - $100K
|
5.29K
$670K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
775+ 13.36% |
$59.6K - $89.4K
|
6.58K
$833K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
681+ 10.01% |
$52.4K - $78.6K
|
7.49K
$949K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
654+ 1.69% |
$50.3K - $75.4K
|
39.4K
$4.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
630+ 13.15% |
$48.4K - $72.7K
|
5.42K
$687K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
534+ 23.81% |
$41.1K - $61.6K
|
2.78K
$352K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
530+ 1.05% |
$40.8K - $61.1K
|
51.1K
$6.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
513+ 17.4% |
$39.4K - $59.2K
|
3.46K
$439K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
506+ 6.59% |
$38.9K - $58.4K
|
8.19K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
490+ 3.05% |
$37.7K - $56.5K
|
16.6K
$2.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
369+ 9.02% |
$28.4K - $42.6K
|
4.46K
$565K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
327+ 12.75% |
$25.1K - $37.7K
|
2.89K
$367K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
294+ 29.4% |
$22.6K - $33.9K
|
1.29K
$164K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
265+ 2.55% |
$20.4K - $30.6K
|
10.7K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
248New |
$19.1K - $28.6K
|
248
$31.4K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
240+ 2.95% |
$18.5K - $27.7K
|
8.37K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
220New |
$16.9K - $25.4K
|
220
$27.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
207+ 3.67% |
$15.9K - $23.9K
|
5.85K
$741K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
195+ 7.97% |
$15K - $22.5K
|
2.64K
$335K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
186+ 18.42% |
$14.3K - $21.5K
|
1.2K
$152K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
183+ 2.48% |
$14.1K - $21.1K
|
7.55K
$957K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
172+ 5.52% |
$13.2K - $19.8K
|
3.29K
$417K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
170+ 8.42% |
$13.1K - $19.6K
|
2.19K
$277K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
170+ 182.8% |
$13.1K - $19.6K
|
263
$33.3K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
166+ 4.1% |
$12.8K - $19.1K
|
4.21K
$534K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
166+ 3.04% |
$12.8K - $19.1K
|
5.63K
$714K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
161+ 2.6% |
$12.4K - $18.6K
|
6.36K
$807K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
159+ 4.57% |
$12.2K - $18.3K
|
3.64K
$461K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
145+ 1.52% |
$11.1K - $16.7K
|
9.66K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
123+ 1.93% |
$9.46K - $14.2K
|
6.49K
$822K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
118+ 0.76% |
$9.07K - $13.6K
|
15.5K
$1.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
103+ 1.65% |
$7.92K - $11.9K
|
6.34K
$803K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 16.67% |
$7.69K - $11.5K
|
700
$88.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
95+ 3.8% |
$7.3K - $11K
|
2.6K
$329K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
68+ 3.21% |
$5.23K - $7.84K
|
2.19K
$277K
|