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 |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
22.8KNew |
$1.19M - $1.84M
|
22.8K
$2.36M
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-6- 0.02% |
$314 - $485
|
25.5K
$2.64M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-503- 0.44% |
$26.3K - $40.6K
|
115K
$11.9M
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-5.81K- 47.71% |
$304K - $469K
|
6.37K
$660K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
15.8K+ 64.81% |
$827K - $1.28M
|
40.2K
$4.17M
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
363K+ 4.19% |
$19M - $29.3M
|
9.02M
$936M
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
13.2K+ 5.45% |
$688K - $1.06M
|
255K
$26.4M
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-66- 0.95% |
$3.45K - $5.33K
|
6.86K
$711K
|
|
Nov 01, 2024
Q3 2024
|
Long Walk Management LP
|
SELL
|
- |
-218K- 48.6% |
$11.4M - $17.6M
|
230K
$23.9M
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 2.22% |
$157 - $242
|
138
$14.3K
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
653+ 73.37% |
$34.1K - $52.7K
|
1.54K
$160K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.8K+ 16.84% |
$1.19M - $1.84M
|
158K
$16.4M
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.28K- 7.74% |
$119K - $184K
|
27.1K
$2.82M
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
326+ 4.67% |
$17K - $26.3K
|
7.31K
$759K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
4.39K+ 6.58% |
$230K - $355K
|
71.1K
$7.38M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.8K+ 51.72% |
$567K - $876K
|
31.8K
$3.3M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
21.3K+ 10.86% |
$1.11M - $1.72M
|
217K
$22.5M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.63K- 26.09% |
$294K - $454K
|
15.9K
$1.65M
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
2.84KNew |
$148K - $229K
|
2.84K
$294K
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.79KNew |
$146K - $226K
|
2.79K
$290K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-504- 8.28% |
$26.3K - $40.7K
|
5.58K
$579K
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
14+ 0.3% |
$732 - $1.13K
|
4.62K
$479K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-893- 3.98% |
$46.7K - $72.1K
|
21.5K
$2.23M
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.6KNew |
$136K - $210K
|
2.6K
$270K
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
29+ 0.93% |
$1.52K - $2.34K
|
3.16K
$328K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.93K+ 12.21% |
$205K - $317K
|
36.1K
$3.75M
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
26.3K+ 19.92% |
$1.38M - $2.12M
|
158K
$16.4M
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1K+ 23.12% |
$52.3K - $80.8K
|
5.33K
$552K
|
|
Oct 31, 2024
Q3 2024
|
Perkins Capital Management Inc
|
BUY
|
- |
3KNew |
$157K - $242K
|
3K
$311K
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-2.52K- 9.7% |
$131K - $203K
|
23.4K
$2.43M
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-51- 1.39% |
$2.67K - $4.12K
|
3.61K
$375K
|
|
Oct 31, 2024
Q3 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-296K- 5.96% |
$15.5M - $23.9M
|
4.67M
$484M
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
602+ 17.16% |
$31.5K - $48.6K
|
4.11K
$426K
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
20.1K+ 35.02% |
$1.05M - $1.62M
|
77.3K
$8.02M
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
52+ 1.66% |
$2.72K - $4.2K
|
3.18K
$330K
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.5K- 8.01% |
$183K - $283K
|
40.2K
$4.17M
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
120+ 2.1% |
$6.27K - $9.69K
|
5.85K
$606K
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
70+ 1.22% |
$3.66K - $5.65K
|
5.82K
$604K
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-270- 3.54% |
$14.1K - $21.8K
|
7.35K
$762K
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 50.0% |
$209 - $323
|
4
$415
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.75KNew |
$196K - $303K
|
3.75K
$389K
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
38K+ 61.66% |
$1.99M - $3.07M
|
99.6K
$10.3M
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-4.11K- 53.77% |
$215K - $332K
|
3.53K
$366K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
430+ 1.01% |
$22.5K - $34.7K
|
43.1K
$4.47M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100+ 20.0% |
$5.23K - $8.08K
|
600
$62.2K
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-15K- 3.13% |
$784K - $1.21M
|
465K
$48.2M
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
245+ 12.53% |
$12.8K - $19.8K
|
2.2K
$228K
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-787- 5.4% |
$41.1K - $63.6K
|
13.8K
$1.43M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-108- 2.29% |
$5.64K - $8.72K
|
4.62K
$479K
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-154- 0.79% |
$8.05K - $12.4K
|
19.2K
$2M
|