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
|
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
$722K
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
13+ 0.12% |
$1.02K - $1.55K
|
10.7K
$1.26M
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
10+ 0.33% |
$781 - $1.19K
|
3.01K
$353K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 8.64% |
$547 - $836
|
88
$10.3K
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.03% |
$391 - $597
|
17.9K
$2.1M
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
5+ 0.02% |
$391 - $597
|
25.8K
$3.03M
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4New |
$313 - $478
|
4
$470
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4+ 0.05% |
$313 - $478
|
7.42K
$871K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.09% |
$313 - $478
|
4.62K
$543K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4+ 0.51% |
$313 - $478
|
790
$92.8K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 6.82% |
$234 - $358
|
47
$5.52K
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 50.0% |
$156 - $239
|
6
$704
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1+ 0.02% |
$78.1 - $119
|
6.13K
$720K
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 3.01% |
$391 - $597
|
161
$18.9K
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-5- 0.06% |
$391 - $597
|
8.23K
$966K
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-5- 10.0% |
$391 - $597
|
45
$5.28K
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-8- 15.09% |
$625 - $956
|
45
$5.28K
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-9- 0.65% |
$703 - $1.08K
|
1.37K
$161K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9- 0.21% |
$703 - $1.08K
|
4.26K
$500K
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-10- 0.25% |
$781 - $1.19K
|
3.97K
$466K
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-10- 1.03% |
$781 - $1.19K
|
960
$113K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 1.41% |
$781 - $1.19K
|
700
$82.2K
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-13- 2.95% |
$1.02K - $1.55K
|
428
$50.3K
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-15- 0.17% |
$1.17K - $1.79K
|
8.92K
$1.05M
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-15- 0.11% |
$1.17K - $1.79K
|
13.8K
$1.62M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15- 0.11% |
$1.17K - $1.79K
|
13.3K
$1.56M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-16- 12.9% |
$1.25K - $1.91K
|
108
$12.7K
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-16- 0.2% |
$1.25K - $1.91K
|
8.1K
$951K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-19- 50.0% |
$1.48K - $2.27K
|
19
$2.23K
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-20- 0.6% |
$1.56K - $2.39K
|
3.31K
$389K
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-20- 0.25% |
$1.56K - $2.39K
|
8.03K
$943K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-22- 0.66% |
$1.72K - $2.63K
|
3.31K
$388K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-24- 33.33% |
$1.88K - $2.87K
|
48
$5.64K
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-25- 0.56% |
$1.95K - $2.99K
|
4.43K
$520K
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-25- 9.29% |
$1.95K - $2.99K
|
244
$28.6K
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-28- 3.17% |
$2.19K - $3.35K
|
856
$101K
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-30- 1.38% |
$2.34K - $3.58K
|
2.14K
$251K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-32- 0.23% |
$2.5K - $3.82K
|
13.8K
$1.61M
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-35- 6.14% |
$2.73K - $4.18K
|
535
$62.8K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-37- 8.39% |
$2.89K - $4.42K
|
404
$47.4K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.68% |
$3.13K - $4.78K
|
5.81K
$682K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-41- 0.63% |
$3.2K - $4.9K
|
6.44K
$757K
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-45- 0.38% |
$3.52K - $5.38K
|
11.8K
$1.38M
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-49- 0.13% |
$3.83K - $5.86K
|
38.3K
$4.5M
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-49- 0.69% |
$3.83K - $5.86K
|
7.09K
$832K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-50- 3.69% |
$3.91K - $5.97K
|
1.3K
$153K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-51- 0.57% |
$3.99K - $6.09K
|
8.92K
$1.05M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-51- 0.78% |
$3.99K - $6.09K
|
6.47K
$760K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-51- 1.24% |
$3.99K - $6.09K
|
4.07K
$478K
|