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 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
130+ 7.62% |
$19K - $23.3K
|
1.84K
$268K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
475+ 18.42% |
$69.4K - $85K
|
3.05K
$446K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.82KNew |
$265K - $325K
|
1.82K
$265K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
809+ 0.82% |
$118K - $145K
|
99.2K
$14.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-947- 0.64% |
$138K - $170K
|
146K
$21.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
97+ 0.07% |
$14.2K - $17.4K
|
148K
$21.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-4.35K- 17.06% |
$635K - $779K
|
21.2K
$3.09M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-33- 36.67% |
$4.82K - $5.91K
|
57
$8.32K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-61- 0.72% |
$8.91K - $10.9K
|
8.42K
$1.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.33K- 25.25% |
$194K - $238K
|
3.94K
$575K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
18+ 29.03% |
$2.63K - $3.22K
|
80
$11.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
140+ 9.68% |
$20.4K - $25.1K
|
1.59K
$232K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
94+ 2.52% |
$13.7K - $16.8K
|
3.82K
$558K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.46K- 11.52% |
$214K - $262K
|
11.2K
$1.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Brave Asset Management Inc
|
BUY
|
- |
1.31KNew |
$192K - $235K
|
1.31K
$192K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-325- 5.59% |
$47.5K - $58.2K
|
5.49K
$801K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.37KNew |
$201K - $246K
|
1.37K
$201K
|
|
|
Jan 07, 2026
Q4 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-2.19KClosed |
$320K - $392K
|
0
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.25K+ 14.48% |
$183K - $224K
|
9.9K
$1.45M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
44+ 0.62% |
$6.43K - $7.88K
|
7.17K
$1.05M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-168- 13.71% |
$24.5K - $30.1K
|
1.06K
$154K
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
SELL
|
- |
-167- 5.03% |
$24.4K - $29.9K
|
3.15K
$460K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-480- 5.63% |
$70.1K - $85.9K
|
8.05K
$1.18M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
144+ 3.62% |
$21K - $25.8K
|
4.12K
$602K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-300- 4.58% |
$43.8K - $53.7K
|
6.25K
$913K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-75- 2.9% |
$11K - $13.4K
|
2.51K
$367K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-530- 3.09% |
$77.4K - $94.9K
|
16.6K
$2.42M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.19K+ 141.9% |
$466K - $571K
|
5.44K
$794K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.98K+ 25.88% |
$288K - $354K
|
9.61K
$1.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
151+ 4.93% |
$22.1K - $27K
|
3.22K
$470K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
3+ 0.07% |
$438 - $537
|
4.47K
$653K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-68- 2.05% |
$9.93K - $12.2K
|
3.24K
$473K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
584+ 18.31% |
$85.3K - $105K
|
3.77K
$551K
|
|
|
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 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
752+ 10.47% |
$110K - $135K
|
7.93K
$1.16M
|
|
|
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 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
117+ 3.59% |
$13.1K - $18.4K
|
3.38K
$493K
|
|