Purchases and Sales Made in Q3 2024 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2K+ 61.54% |
$105K - $162K
|
5.25K
$578K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2K+ 28.69% |
$105K - $162K
|
8.97K
$989K
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
1.98K+ 44.86% |
$104K - $160K
|
6.4K
$705K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.95K+ 16.25% |
$102K - $158K
|
14K
$1.54M
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.87K+ 39.43% |
$97.9K - $151K
|
6.63K
$730K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.83K+ 14.94% |
$95.7K - $148K
|
14.1K
$1.55M
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.8K+ 2.23% |
$94.1K - $145K
|
82.6K
$9.11M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.79KNew |
$93.5K - $145K
|
1.79K
$197K
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.79K+ 25.56% |
$93.3K - $144K
|
8.77K
$967K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.75KNew |
$91.5K - $141K
|
1.75K
$193K
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.7K+ 13.13% |
$89K - $138K
|
14.7K
$1.62M
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.7KNew |
$88.8K - $137K
|
1.7K
$187K
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.67K+ 14.05% |
$87.4K - $135K
|
13.6K
$1.5M
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.66KNew |
$86.8K - $134K
|
1.66K
$183K
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.6K+ 12.89% |
$83.5K - $129K
|
14K
$1.54M
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.6KNew |
$83.5K - $129K
|
1.6K
$176K
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.59K+ 25.64% |
$83.3K - $129K
|
7.81K
$860K
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.59K+ 37.45% |
$82.9K - $128K
|
5.83K
$642K
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.58K+ 32.18% |
$82.5K - $127K
|
6.48K
$714K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.52K+ 10.63% |
$79.4K - $123K
|
15.8K
$1.74M
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.52K+ 14.16% |
$79.4K - $123K
|
12.3K
$1.35M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.52K+ 35.14% |
$79.2K - $122K
|
5.83K
$642K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.47K+ 23.08% |
$77K - $119K
|
7.86K
$866K
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.44K+ 54.28% |
$75.1K - $116K
|
4.09K
$450K
|
|
Nov 12, 2024
Q3 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.37K+ 5.59% |
$71.7K - $111K
|
25.9K
$2.86M
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
1.36K+ 27.61% |
$70.9K - $109K
|
6.27K
$691K
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.34K+ 21.04% |
$69.9K - $108K
|
7.7K
$848K
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.3K+ 12.35% |
$67.8K - $105K
|
11.8K
$1.3M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.3KNew |
$67.7K - $105K
|
1.3K
$143K
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.29K+ 19.6% |
$67.2K - $104K
|
7.85K
$864K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.22KNew |
$63.8K - $98.6K
|
1.22K
$135K
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.21K+ 5.7% |
$63.3K - $97.8K
|
22.4K
$2.47M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.2KNew |
$62.5K - $96.5K
|
1.2K
$132K
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.16K+ 14.91% |
$60.5K - $93.4K
|
8.92K
$982K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.13K+ 16.5% |
$59K - $91.2K
|
7.97K
$878K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 6.42% |
$57.4K - $88.7K
|
18.2K
$2.01M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.01K+ 13.55% |
$52.8K - $81.6K
|
8.47K
$933K
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
1K+ 2.44% |
$52.3K - $80.8K
|
42.1K
$4.63M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1K+ 1176.47% |
$52.3K - $80.8K
|
1.09K
$120K
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1K+ 23.12% |
$52.3K - $80.8K
|
5.33K
$587K
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1K+ 18.69% |
$52.3K - $80.8K
|
6.35K
$700K
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1K+ 16.81% |
$52.3K - $80.8K
|
6.95K
$766K
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
987+ 17.68% |
$51.6K - $79.7K
|
6.57K
$724K
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
983+ 0.63% |
$51.4K - $79.4K
|
157K
$17.3M
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
956+ 10.75% |
$50K - $77.2K
|
9.85K
$1.09M
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
927+ 10.72% |
$48.4K - $74.9K
|
9.57K
$1.05M
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
927+ 3.07% |
$48.4K - $74.9K
|
31.1K
$3.43M
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
917+ 16.44% |
$47.9K - $74K
|
6.49K
$716K
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
916+ 22.97% |
$47.9K - $74K
|
4.9K
$540K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
915+ 1.75% |
$47.8K - $73.9K
|
53.2K
$5.86M
|