Latest Institutional Transactions on Shopify Inc. (SHOP)
This table provides information on the latest institutional transactions involving Shopify Inc. (SHOP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
35+ 2.03% |
$5.11K - $6.27K
|
1.76K
$257K
|
|
|
Jan 20, 2026
Q4 2025
|
Element Squared LLC
Minneapolis, MN |
BUY
|
- |
6.93KNew |
$1.01M - $1.24M
|
6.93K
$1.01M
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-240- 4.74% |
$35K - $43K
|
4.83K
$705K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
75.7K+ 170.45% |
$11.1M - $13.5M
|
120K
$17.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
1.3K+ 108.33% |
$190K - $233K
|
2.5K
$365K
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-579- 82.71% |
$84.6K - $104K
|
121
$17.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.85K+ 485.52% |
$416K - $510K
|
3.44K
$502K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
40+ 0.39% |
$5.84K - $7.16K
|
10.3K
$1.5M
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
65+ 38.24% |
$9.49K - $11.6K
|
235
$34.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 0.04% |
$2.34K - $2.86K
|
37.7K
$5.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
26+ 22.81% |
$3.8K - $4.65K
|
140
$20.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.72K- 8.61% |
$251K - $308K
|
18.3K
$2.67M
|
|
|
Jan 20, 2026
Q4 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-50- 2.33% |
$7.3K - $8.95K
|
2.1K
$306K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
50+ 2.97% |
$7.3K - $8.95K
|
1.73K
$253K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-365- 5.93% |
$53.3K - $65.3K
|
5.79K
$846K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
7.15K+ 3206.28% |
$1.04M - $1.28M
|
7.37K
$1.08M
|
|
|
Jan 20, 2026
Q4 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-109- 0.49% |
$15.9K - $19.5K
|
21.9K
$3.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.3KNew |
$189K - $232K
|
1.3K
$189K
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
BUY
|
- |
84+ 5.54% |
$12.3K - $15K
|
1.6K
$234K
|
|
|
Jan 16, 2026
Q4 2025
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
17.1KNew |
$2.49M - $3.06M
|
17.1K
$2.49M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
34+ 22.37% |
$4.97K - $6.09K
|
186
$27.2K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-945- 19.92% |
$138K - $169K
|
3.8K
$555K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-160- 15.78% |
$23.4K - $28.6K
|
854
$125K
|
|
|
Jan 16, 2026
Q4 2025
|
Sws Partners
|
SELL
|
- |
-112- 0.67% |
$16.4K - $20K
|
16.6K
$2.43M
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.57KNew |
$229K - $280K
|
1.57K
$229K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-7.2K- 8.09% |
$1.05M - $1.29M
|
81.8K
$11.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
45+ 0.52% |
$6.57K - $8.06K
|
8.65K
$1.26M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesis Financial Group, LLC
Paramus, NJ |
BUY
|
- |
10.8KNew |
$1.58M - $1.93M
|
10.8K
$1.58M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
306+ 3.67% |
$44.7K - $54.8K
|
8.65K
$1.26M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2- 0.12% |
$292 - $358
|
1.65K
$241K
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
80+ 3.9% |
$11.7K - $14.3K
|
2.13K
$312K
|
|
|
Jan 16, 2026
Q4 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
244+ 2.6% |
$35.6K - $43.7K
|
9.61K
$1.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-34.6K- 34.08% |
$5.05M - $6.19M
|
66.9K
$9.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Essex LLC
|
SELL
|
- |
-94- 2.25% |
$13.7K - $16.8K
|
4.09K
$597K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
8.63K+ 1.86% |
$1.26M - $1.55M
|
472K
$68.9M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
587+ 30.51% |
$85.7K - $105K
|
2.51K
$367K
|
|
|
Jan 15, 2026
Q4 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
87+ 0.6% |
$12.7K - $15.6K
|
14.5K
$2.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
4.92KNew |
$719K - $881K
|
4.92K
$719K
|
|
|
Jan 15, 2026
Q4 2025
|
Kieckhefer Group LLC
Mequon, WI |
SELL
|
- |
-232- 14.06% |
$33.9K - $41.5K
|
1.42K
$207K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
279+ 6.88% |
$40.7K - $49.9K
|
4.34K
$633K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
62.5K+ 8.55% |
$9.13M - $11.2M
|
794K
$116M
|
|
|
Jan 15, 2026
Q4 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-377K- 18.38% |
$55.1M - $67.5M
|
1.67M
$245M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.31K+ 7.06% |
$629K - $771K
|
65.3K
$9.54M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-133- 4.99% |
$19.4K - $23.8K
|
2.53K
$370K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-785- 34.58% |
$115K - $141K
|
1.49K
$217K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-10.1K- 85.06% |
$1.47M - $1.8M
|
1.77K
$258K
|
|
|
Jan 15, 2026
Q4 2025
|
Birch Financial Group, LLC
Keene, NH |
SELL
|
- |
-307- 4.78% |
$44.8K - $55K
|
6.12K
$893K
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-720- 2.16% |
$105K - $129K
|
32.7K
$4.77M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
848+ 19.19% |
$124K - $152K
|
5.27K
$769K
|
|
|
Jan 15, 2026
Q4 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
28+ 1.41% |
$4.09K - $5.01K
|
2.01K
$293K
|
|