Purchases and Sales Made in Q4 2024 in Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
2.17KNew |
$169K - $259K
|
2.17K
$253K
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.15KNew |
$168K - $257K
|
2.15K
$251K
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
2.14KNew |
$167K - $256K
|
2.14K
$250K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.13K+ 16.58% |
$167K - $255K
|
15K
$1.75M
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.12KNew |
$166K - $254K
|
2.12K
$248K
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.07KNew |
$162K - $248K
|
2.07K
$242K
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.07KNew |
$162K - $247K
|
2.07K
$242K
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.06KNew |
$161K - $246K
|
2.06K
$240K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.06K+ 13.48% |
$161K - $246K
|
17.3K
$2.02M
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.05KNew |
$160K - $245K
|
2.05K
$240K
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.05KNew |
$160K - $245K
|
2.05K
$239K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.03KNew |
$159K - $243K
|
2.03K
$237K
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
BUY
|
- |
2.02KNew |
$157K - $241K
|
2.02K
$235K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.01KNew |
$157K - $240K
|
2.01K
$235K
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.01KNew |
$157K - $240K
|
2.01K
$234K
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
2KNew |
$156K - $239K
|
2K
$234K
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
2KNew |
$156K - $239K
|
2K
$234K
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2KNew |
$156K - $239K
|
2K
$234K
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2KNew |
$156K - $239K
|
2K
$234K
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2KNew |
$156K - $239K
|
2K
$233K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.99KNew |
$156K - $238K
|
1.99K
$233K
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.97KNew |
$154K - $236K
|
1.97K
$231K
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.97KNew |
$154K - $235K
|
1.97K
$230K
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.94KNew |
$151K - $231K
|
1.94K
$226K
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.9K+ 2.3% |
$148K - $227K
|
84.5K
$9.87M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.87K+ 15.51% |
$146K - $223K
|
13.9K
$1.62M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.66K+ 28.44% |
$130K - $198K
|
7.49K
$875K
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
1.65KNew |
$129K - $197K
|
1.65K
$193K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.62K+ 13.18% |
$126K - $193K
|
13.9K
$1.62M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.53KNew |
$119K - $183K
|
1.53K
$179K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.52K+ 2.4% |
$119K - $182K
|
65K
$7.59M
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.44K+ 40.16% |
$113K - $172K
|
5.03K
$588K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.44K+ 3.33% |
$112K - $171K
|
44.5K
$5.2M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.35K+ 49.41% |
$105K - $161K
|
4.08K
$476K
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1.33K+ 12.36% |
$104K - $158K
|
12.1K
$1.41M
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.3K+ 33.42% |
$101K - $155K
|
5.17K
$604K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.2KNew |
$93.8K - $143K
|
1.2K
$140K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.09K+ 3.57% |
$84.9K - $130K
|
31.5K
$3.68M
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.04K+ 16.83% |
$81K - $124K
|
7.19K
$840K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.03K+ 15.95% |
$80.7K - $123K
|
7.51K
$877K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1KNew |
$78.1K - $119K
|
1K
$117K
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
950+ 13.07% |
$74.2K - $114K
|
8.22K
$960K
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
935+ 10.84% |
$73.1K - $112K
|
9.56K
$1.12M
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
931+ 8.73% |
$72.7K - $111K
|
11.6K
$1.35M
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
900+ 8.35% |
$70.3K - $108K
|
11.7K
$1.36M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
900+ 52.94% |
$70.3K - $108K
|
2.6K
$304K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
898+ 5.25% |
$70.2K - $107K
|
18K
$2.1M
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
855+ 22.18% |
$66.8K - $102K
|
4.71K
$550K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
835New |
$65.2K - $99.8K
|
835
$97.5K
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
800New |
$62.5K - $95.6K
|
800
$93.4K
|