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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
65+ 8.02% |
$5.08K - $7.77K
|
875
$93.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
63New |
$4.92K - $7.53K
|
63
$6.71K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
61New |
$4.77K - $7.29K
|
61
$6.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
60+ 1.2% |
$4.69K - $7.17K
|
5.07K
$541K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
59New |
$4.61K - $7.05K
|
59
$6.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
59+ 0.34% |
$4.61K - $7.05K
|
17.4K
$1.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
57+ 0.62% |
$4.45K - $6.81K
|
9.3K
$991K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
55+ 0.28% |
$4.3K - $6.57K
|
20K
$2.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
55New |
$4.3K - $6.57K
|
55
$5.86K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
55+ 1.67% |
$4.3K - $6.57K
|
3.35K
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
53+ 13.87% |
$4.14K - $6.33K
|
435
$46.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
53New |
$4.14K - $6.33K
|
53
$5.65K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
53+ 38.41% |
$4.14K - $6.33K
|
191
$20.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
52+ 11.16% |
$4.06K - $6.21K
|
518
$55.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
50+ 7.04% |
$3.91K - $5.97K
|
760
$81K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
50+ 0.63% |
$3.91K - $5.97K
|
7.97K
$849K
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
50+ 2.43% |
$3.91K - $5.97K
|
2.11K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
50New |
$3.91K - $5.97K
|
50
$5.33K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
48+ 1.4% |
$3.75K - $5.74K
|
3.47K
$370K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
44New |
$3.44K - $5.26K
|
44
$4.69K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
42+ 0.84% |
$3.28K - $5.02K
|
5.04K
$537K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
40New |
$3.13K - $4.78K
|
40
$4.26K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
40+ 0.72% |
$3.13K - $4.78K
|
5.62K
$599K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
40New |
$3.13K - $4.78K
|
40
$4.26K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
40+ 1.01% |
$3.13K - $4.78K
|
3.99K
$426K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
35+ 1.19% |
$2.73K - $4.18K
|
2.96K
$316K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
35New |
$2.73K - $4.18K
|
35
$3.73K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
34+ 0.75% |
$2.66K - $4.06K
|
4.57K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
34+ 0.87% |
$2.66K - $4.06K
|
3.95K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
34+ 77.27% |
$2.66K - $4.06K
|
78
$8.31K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
32+ 1.2% |
$2.5K - $3.82K
|
2.7K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
29+ 0.54% |
$2.27K - $3.47K
|
5.4K
$576K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
26New |
$2.03K - $3.11K
|
26
$2.77K
|
|
|
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
$558K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
25+ 1.98% |
$1.95K - $2.99K
|
1.29K
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
25New |
$1.95K - $2.99K
|
25
$2.66K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
24+ 7.5% |
$1.88K - $2.87K
|
344
$36.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
22+ 0.54% |
$1.72K - $2.63K
|
4.12K
$439K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
21+ 0.64% |
$1.64K - $2.51K
|
3.28K
$349K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
20+ 28.99% |
$1.56K - $2.39K
|
89
$9.49K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
20New |
$1.56K - $2.39K
|
20
$2.13K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
20+ 8.1% |
$1.56K - $2.39K
|
267
$28.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
18New |
$1.41K - $2.15K
|
18
$1.92K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
17+ 0.28% |
$1.33K - $2.03K
|
6.15K
$656K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
17+ 0.54% |
$1.33K - $2.03K
|
3.19K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
16+ 0.23% |
$1.25K - $1.91K
|
6.86K
$731K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
13+ 0.12% |
$1.02K - $1.55K
|
10.7K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
10+ 0.33% |
$781 - $1.19K
|
3.01K
$320K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
9+ 0.06% |
$703 - $1.08K
|
13.9K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 8.64% |
$547 - $836
|
88
$9.38K
|