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 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
445+ 3.18% |
$34.8K - $53.2K
|
14.4K
$1.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-403- 3.07% |
$31.5K - $48.2K
|
12.7K
$1.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.31K+ 1.47% |
$180K - $276K
|
159K
$16.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-58- 2.68% |
$4.53K - $6.93K
|
2.1K
$218K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-11.7K- 34.05% |
$914K - $1.4M
|
22.6K
$2.35M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-300- 8.55% |
$23.4K - $35.8K
|
3.21K
$333K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
548+ 9.35% |
$42.8K - $65.5K
|
6.41K
$665K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
65+ 7.43% |
$5.08K - $7.77K
|
940
$97.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
600+ 53.57% |
$46.9K - $71.7K
|
1.72K
$178K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-699- 16.21% |
$54.6K - $83.5K
|
3.61K
$375K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-8- 15.09% |
$625 - $956
|
45
$4.67K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-865- 13.8% |
$67.6K - $103K
|
5.4K
$560K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
305+ 2.89% |
$23.8K - $36.4K
|
10.8K
$1.12M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.13M- 98.75% |
$88.1M - $135M
|
14.3K
$1.48M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.69KNew |
$210K - $321K
|
2.69K
$279K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-740- 22.51% |
$57.8K - $88.4K
|
2.55K
$264K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
7KNew |
$547K - $836K
|
7K
$726K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.64K+ 52.98% |
$363K - $555K
|
13.4K
$1.39M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-50- 3.69% |
$3.91K - $5.97K
|
1.3K
$135K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2.63KNew |
$205K - $314K
|
2.63K
$272K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-261- 16.78% |
$20.4K - $31.2K
|
1.29K
$134K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
12KNew |
$941K - $1.44M
|
12K
$1.25M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
148+ 3.58% |
$11.6K - $17.7K
|
4.28K
$444K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-3.17K- 58.54% |
$247K - $378K
|
2.24K
$233K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-917- 15.51% |
$71.7K - $110K
|
5K
$518K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-153- 1.05% |
$12K - $18.3K
|
14.4K
$1.49M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
600New |
$46.9K - $71.7K
|
600
$62.2K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-98- 24.94% |
$7.66K - $11.7K
|
295
$30.6K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-16- 0.2% |
$1.25K - $1.91K
|
8.1K
$840K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
183New |
$14.3K - $21.9K
|
183
$19K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-62- 10.39% |
$4.84K - $7.41K
|
535
$55.5K
|
|
| Q3 2024 | |||||||
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.59KNew |
$135K - $209K
|
2.59K
$268K
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-11- 0.22% |
$575 - $888
|
4.99K
$518K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.17M- 31.28% |
$427M - $660M
|
17.9M
$1.86B
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-707- 1.77% |
$36.9K - $57.1K
|
39.1K
$4.06M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.88K- 11.62% |
$203K - $313K
|
29.5K
$3.06M
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
CALL |
-891- 99.0% |
$46.6K - $71.9K
|
9
$933
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
460+ 14.95% |
$24K - $37.1K
|
3.54K
$367K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
3.65K+ 9.58% |
$191K - $295K
|
41.8K
$4.33M
|
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
108KNew |
$5.66M - $8.74M
|
108K
$11.2M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
875+ 700.0% |
$45.7K - $70.7K
|
1K
$104K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.16K+ 29.26% |
$113K - $175K
|
9.55K
$991K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-231- 3.88% |
$12.1K - $18.7K
|
5.72K
$593K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
151KNew |
$7.9M - $12.2M
|
151K
$15.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7.68KNew |
$401K - $620K
|
7.68K
$796K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-19- 2.2% |
$993 - $1.53K
|
846
$87.7K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.2K- 2.76% |
$62.7K - $96.9K
|
42.3K
$4.39M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2.56K- 59.4% |
$134K - $207K
|
1.75K
$181K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
105+ 0.73% |
$5.49K - $8.48K
|
14.5K
$1.5M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
77.5K+ 29.3% |
$4.05M - $6.26M
|
342K
$35.5M
|
|