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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
910+ 11.46% |
$47.6K - $73.5K
|
8.85K
$975K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
905+ 3.74% |
$47.3K - $73.1K
|
25.1K
$2.77M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
886+ 0.32% |
$46.3K - $71.5K
|
277K
$30.5M
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
BUY
|
- |
875+ 16.13% |
$45.7K - $70.7K
|
6.3K
$694K
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
875New |
$45.7K - $70.7K
|
875
$96.4K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
875+ 2.14% |
$45.7K - $70.7K
|
41.7K
$4.59M
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
875+ 700.0% |
$45.7K - $70.7K
|
1K
$110K
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
841+ 6.42% |
$44K - $67.9K
|
13.9K
$1.54M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
834+ 10.4% |
$43.6K - $67.3K
|
8.86K
$976K
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
830+ 14.57% |
$43.4K - $67K
|
6.53K
$719K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
826+ 2.49% |
$43.2K - $66.7K
|
34K
$3.74M
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
820+ 22.34% |
$42.9K - $66.2K
|
4.49K
$495K
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
800+ 4.42% |
$41.8K - $64.6K
|
18.9K
$2.08M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
797New |
$41.7K - $64.4K
|
797
$87.8K
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
796+ 1.25% |
$41.6K - $64.3K
|
64.5K
$7.11M
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
762+ 5.18% |
$39.8K - $61.5K
|
15.5K
$1.7M
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
762+ 14.28% |
$39.8K - $61.5K
|
6.1K
$672K
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
760+ 13.14% |
$39.7K - $61.4K
|
6.55K
$721K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
724+ 5.4% |
$37.8K - $58.5K
|
14.1K
$1.56M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
704+ 16.16% |
$36.8K - $56.8K
|
5.06K
$558K
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
701+ 8.36% |
$36.6K - $56.6K
|
9.09K
$1M
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
700+ 7000.0% |
$36.6K - $56.5K
|
710
$78.2K
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
685+ 19.29% |
$35.8K - $55.3K
|
4.24K
$467K
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
682+ 2.35% |
$35.6K - $55.1K
|
29.7K
$3.27M
|
|
Nov 12, 2024
Q3 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
665+ 1.8% |
$34.8K - $53.7K
|
37.6K
$4.14M
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
659+ 24.33% |
$34.4K - $53.2K
|
3.37K
$371K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
655+ 2.08% |
$34.2K - $52.9K
|
32.1K
$3.53M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
654+ 11.22% |
$34.2K - $52.8K
|
6.49K
$715K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
654New |
$34.2K - $52.8K
|
654
$72.1K
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
653+ 73.37% |
$34.1K - $52.7K
|
1.54K
$170K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
639New |
$33.4K - $51.6K
|
639
$70.4K
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
638+ 3.29% |
$33.3K - $51.5K
|
20K
$2.2M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
637+ 37.92% |
$33.3K - $51.4K
|
2.32K
$255K
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
610+ 3.03% |
$31.9K - $49.3K
|
20.8K
$2.29M
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
602+ 17.16% |
$31.5K - $48.6K
|
4.11K
$453K
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
597+ 3.13% |
$31.2K - $48.2K
|
19.7K
$2.17M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
585+ 7.14% |
$30.6K - $47.2K
|
8.78K
$967K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
568+ 5.52% |
$29.7K - $45.9K
|
10.9K
$1.2M
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
567New |
$29.6K - $45.8K
|
567
$62.5K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
560+ 331.36% |
$29.3K - $45.2K
|
729
$80.3K
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
532+ 9.38% |
$27.8K - $43K
|
6.2K
$683K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
530+ 15.84% |
$27.7K - $42.8K
|
3.88K
$427K
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
530+ 11.98% |
$27.7K - $42.8K
|
4.95K
$546K
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
525+ 2.76% |
$27.4K - $42.4K
|
19.5K
$2.15M
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
518+ 14.3% |
$27.1K - $41.8K
|
4.14K
$456K
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
513+ 12.04% |
$26.8K - $41.4K
|
4.78K
$526K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
504+ 16.14% |
$26.3K - $40.7K
|
3.63K
$400K
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
501+ 13.56% |
$26.2K - $40.5K
|
4.2K
$462K
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$26.1K - $40.4K
|
500
$55.1K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
500+ 161.29% |
$26.1K - $40.4K
|
810
$89.2K
|