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 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
338+ 4.48% |
$49.4K - $60.5K
|
7.89K
$1.15M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
305+ 2.15% |
$44.5K - $54.6K
|
14.5K
$2.11M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-6- 8.7% |
$876 - $1.07K
|
63
$9.2K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
232K+ 501.22% |
$33.9M - $41.6M
|
279K
$40.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
1.4K+ 14.86% |
$204K - $251K
|
10.8K
$1.58M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.51KNew |
$367K - $450K
|
2.51K
$367K
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-223- 7.39% |
$32.6K - $39.9K
|
2.79K
$408K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-391- 50.13% |
$57.1K - $70K
|
389
$56.8K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
12.2K+ 944.02% |
$1.79M - $2.19M
|
13.5K
$1.98M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-870- 2.44% |
$127K - $156K
|
34.7K
$5.07M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
19+ 0.24% |
$2.77K - $3.4K
|
7.94K
$1.16M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
2.04KNew |
$297K - $364K
|
2.04K
$297K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
50New |
$7.3K - $8.95K
|
50
$7.3K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12+ 1.63% |
$1.75K - $2.15K
|
747
$109K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
862+ 66.36% |
$126K - $154K
|
2.16K
$316K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.27K+ 0.85% |
$142K - $199K
|
151K
$22M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.47KNew |
$276K - $387K
|
2.47K
$360K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
20+ 8.66% |
$2.24K - $3.14K
|
251
$36.7K
|
|
|
Dec 29, 2025
Q3 2025
|
Mirova
Paris, I0 |
BUY
|
- |
197+ 93.81% |
$22.1K - $31K
|
407
$59.4K
|
|
|
Dec 19, 2025
Q3 2025
|
Finivi Inc.
Westborough, MA |
BUY
|
- |
1.61KNew |
$181K - $254K
|
1.61K
$236K
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-2.63K- 1.41% |
$294K - $412K
|
183K
$26.8M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
37+ 1.13% |
$4.15K - $5.81K
|
3.31K
$484K
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
546New |
$61.2K - $85.8K
|
546
$79.7K
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
10New |
$1.12K - $1.57K
|
10
$1.46K
|
|
|
Dec 12, 2025
Q3 2025
|
Ctc LLC
|
SELL
|
PUT |
-180K- 99.56% |
$20.2M - $28.3M
|
800
$117K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.9K- 64.09% |
$1.56M - $2.19M
|
7.81K
$1.14M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.79K+ 8.75% |
$200K - $281K
|
22.2K
$3.24M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
809New |
$90.7K - $127K
|
809
$118K
|
|
|
Nov 25, 2025
Q3 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-375- 25.0% |
$42K - $58.9K
|
1.13K
$164K
|
|
|
Nov 25, 2025
Q3 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
1.45KNew |
$163K - $228K
|
1.45K
$212K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
720New |
$80.7K - $113K
|
720
$105K
|
|
|
Nov 21, 2025
Q3 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-9.89K- 39.12% |
$1.11M - $1.55M
|
15.4K
$2.25M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-49- 27.53% |
$5.49K - $7.7K
|
129
$18.8K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-961K- 95.55% |
$108M - $151M
|
44.7K
$6.53M
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.95K- 13.06% |
$219K - $307K
|
13K
$1.9M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
187K+ 24.72% |
$20.9M - $29.3M
|
941K
$137M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
20+ 1.46% |
$2.24K - $3.14K
|
1.39K
$203K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
75+ 3.41% |
$8.41K - $11.8K
|
2.28K
$332K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.64K- 51.87% |
$744K - $1.04M
|
6.16K
$900K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
974+ 52.14% |
$109K - $153K
|
2.84K
$415K
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.47KNew |
$277K - $389K
|
2.47K
$361K
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
2.39KNew |
$268K - $376K
|
2.39K
$349K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-452- 3.4% |
$50.7K - $71K
|
12.8K
$1.87M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
15.2K+ 251.3% |
$1.71M - $2.39M
|
21.3K
$3.11M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-725- 13.41% |
$81.3K - $114K
|
4.68K
$684K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
623+ 2.06% |
$69.8K - $97.9K
|
30.8K
$4.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.75K- 5.51% |
$421K - $590K
|
64.3K
$9.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1.5KNew |
$168K - $236K
|
1.5K
$219K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-51K- 3.22% |
$5.71M - $8.01M
|
1.53M
$223M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
150+ 3.85% |
$16.8K - $23.6K
|
4.05K
$591K
|
|