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 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
548+ 9.35% |
$42.8K - $65.5K
|
6.41K
$753K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
545+ 3.86% |
$42.6K - $65.1K
|
14.7K
$1.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
541+ 1.2% |
$42.3K - $64.6K
|
45.8K
$5.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
520New |
$40.6K - $62.1K
|
520
$61.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
497+ 10.89% |
$38.8K - $59.4K
|
5.06K
$594K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
491+ 6.73% |
$38.4K - $58.7K
|
7.79K
$914K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
471+ 12.75% |
$36.8K - $56.3K
|
4.16K
$489K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
471+ 2.96% |
$36.8K - $56.3K
|
16.4K
$1.93M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
445+ 3.18% |
$34.8K - $53.2K
|
14.4K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
435+ 21.94% |
$34K - $52K
|
2.42K
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
433New |
$33.8K - $51.7K
|
433
$50.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
428+ 0.41% |
$33.4K - $51.1K
|
106K
$12.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
404+ 0.85% |
$31.6K - $48.3K
|
48.1K
$5.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
388+ 18.89% |
$30.3K - $46.4K
|
2.44K
$287K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
373+ 4.82% |
$29.1K - $44.6K
|
8.11K
$952K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
366New |
$28.6K - $43.7K
|
366
$43K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
360+ 225.0% |
$28.1K - $43K
|
520
$61.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
347+ 2.0% |
$27.1K - $41.5K
|
17.7K
$2.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
330+ 18.44% |
$25.8K - $39.4K
|
2.12K
$249K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
318+ 8.48% |
$24.8K - $38K
|
4.07K
$478K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
317+ 8.96% |
$24.8K - $37.9K
|
3.85K
$452K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
310+ 5.17% |
$24.2K - $37K
|
6.3K
$740K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
305+ 2.89% |
$23.8K - $36.4K
|
10.8K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
304+ 0.19% |
$23.8K - $36.3K
|
157K
$18.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
282+ 4.05% |
$22K - $33.7K
|
7.25K
$852K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
281+ 9.27% |
$22K - $33.6K
|
3.31K
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
275+ 1.76% |
$21.5K - $32.9K
|
15.9K
$1.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
275+ 2.92% |
$21.5K - $32.9K
|
9.7K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
274+ 2.66% |
$21.4K - $32.7K
|
10.6K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
271+ 45.85% |
$21.2K - $32.4K
|
862
$101K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
270+ 7.53% |
$21.1K - $32.3K
|
3.86K
$453K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
256+ 3657.14% |
$20K - $30.6K
|
263
$30.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
247+ 1.36% |
$19.3K - $29.5K
|
18.5K
$2.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
243+ 0.5% |
$19K - $29K
|
48.6K
$5.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
239+ 3.4% |
$18.7K - $28.6K
|
7.26K
$853K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
238+ 5.74% |
$18.6K - $28.4K
|
4.39K
$515K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
229+ 7.35% |
$17.9K - $27.4K
|
3.35K
$393K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
213+ 1.09% |
$16.6K - $25.5K
|
19.7K
$2.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
208+ 4.36% |
$16.3K - $24.9K
|
4.98K
$585K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
207+ 54.62% |
$16.2K - $24.7K
|
586
$68.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
202+ 2.57% |
$15.8K - $24.1K
|
8.06K
$946K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
199+ 4.18% |
$15.5K - $23.8K
|
4.96K
$582K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
195+ 18.45% |
$15.2K - $23.3K
|
1.25K
$147K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
185+ 2.89% |
$14.5K - $22.1K
|
6.59K
$773K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
184+ 84.79% |
$14.4K - $22K
|
401
$47.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
183New |
$14.3K - $21.9K
|
183
$21.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
183+ 4.87% |
$14.3K - $21.9K
|
3.94K
$462K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
176+ 1.01% |
$13.8K - $21K
|
17.6K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
175+ 1.13% |
$13.7K - $20.9K
|
15.6K
$1.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
159+ 4.92% |
$12.4K - $19K
|
3.39K
$398K
|