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 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
185+ 2.89% |
$14.5K - $22.1K
|
6.59K
$769K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
184+ 84.79% |
$14.4K - $22K
|
401
$46.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
183+ 4.87% |
$14.3K - $21.9K
|
3.94K
$460K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
183New |
$14.3K - $21.9K
|
183
$21.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
176+ 1.01% |
$13.8K - $21K
|
17.6K
$2.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
175+ 1.13% |
$13.7K - $20.9K
|
15.6K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
153+ 1.99% |
$12K - $18.3K
|
7.83K
$915K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
150New |
$11.7K - $17.9K
|
150
$17.5K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
148+ 3.58% |
$11.6K - $17.7K
|
4.28K
$500K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
131+ 28.79% |
$10.2K - $15.7K
|
586
$68.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
120New |
$9.38K - $14.3K
|
120
$14K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
107+ 3.29% |
$8.36K - $12.8K
|
3.36K
$392K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
100New |
$7.81K - $11.9K
|
100
$11.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
100+ 9.86% |
$7.81K - $11.9K
|
1.11K
$130K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
100+ 2.23% |
$7.81K - $11.9K
|
4.59K
$536K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
99+ 2.04% |
$7.74K - $11.8K
|
4.95K
$578K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
86+ 1.42% |
$6.72K - $10.3K
|
6.14K
$717K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
85+ 0.38% |
$6.64K - $10.2K
|
22.6K
$2.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
85+ 1.36% |
$6.64K - $10.2K
|
6.32K
$738K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
84New |
$6.56K - $10K
|
84
$9.81K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
79+ 1.25% |
$6.17K - $9.44K
|
6.39K
$746K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
68+ 2.5% |
$5.31K - $8.13K
|
2.79K
$325K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
66New |
$5.16K - $7.89K
|
66
$7.71K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
65+ 7.43% |
$5.08K - $7.77K
|
940
$110K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
63New |
$4.92K - $7.53K
|
63
$7.36K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
60+ 1.2% |
$4.69K - $7.17K
|
5.07K
$592K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
59New |
$4.61K - $7.05K
|
59
$6.89K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
53+ 13.87% |
$4.14K - $6.33K
|
435
$50.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
50+ 7.04% |
$3.91K - $5.97K
|
760
$88.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
42+ 0.84% |
$3.28K - $5.02K
|
5.04K
$588K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
40New |
$3.13K - $4.78K
|
40
$4.67K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
40+ 0.72% |
$3.13K - $4.78K
|
5.62K
$657K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
35New |
$2.73K - $4.18K
|
35
$4.09K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
35+ 1.19% |
$2.73K - $4.18K
|
2.96K
$346K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
29+ 0.54% |
$2.27K - $3.47K
|
5.4K
$631K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
25+ 1.98% |
$1.95K - $2.99K
|
1.29K
$150K
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
25+ 0.48% |
$1.95K - $2.99K
|
5.24K
$611K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
24+ 7.5% |
$1.88K - $2.87K
|
344
$40.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
22+ 0.54% |
$1.72K - $2.63K
|
4.12K
$481K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
21+ 0.64% |
$1.64K - $2.51K
|
3.28K
$383K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
20+ 28.99% |
$1.56K - $2.39K
|
89
$10.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
17+ 0.28% |
$1.33K - $2.03K
|
6.15K
$719K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
13+ 0.12% |
$1.02K - $1.55K
|
10.7K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
10+ 0.33% |
$781 - $1.19K
|
3.01K
$351K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 8.64% |
$547 - $836
|
88
$10.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
5+ 0.02% |
$391 - $597
|
25.8K
$3.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.03% |
$391 - $597
|
17.9K
$2.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4+ 0.51% |
$313 - $478
|
790
$92.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4+ 0.05% |
$313 - $478
|
7.42K
$867K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.09% |
$313 - $478
|
4.62K
$540K
|