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 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
147+ 2.46% |
$21.5K - $26.3K
|
6.13K
$896K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
6+ 0.3% |
$876 - $1.07K
|
2.01K
$293K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.28KNew |
$188K - $230K
|
1.28K
$188K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-31- 1.06% |
$4.53K - $5.55K
|
2.88K
$421K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.49K- 7.11% |
$217K - $266K
|
19.4K
$2.84M
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-290- 7.14% |
$42.4K - $51.9K
|
3.77K
$551K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-763- 4.5% |
$111K - $137K
|
16.2K
$2.37M
|
|
|
Jan 12, 2026
Q4 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-8- 0.05% |
$1.17K - $1.43K
|
15.2K
$2.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-6.11K- 25.51% |
$892K - $1.09M
|
17.8K
$2.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
97+ 1.17% |
$14.2K - $17.4K
|
8.41K
$1.23M
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.65% |
$1.61K - $1.97K
|
1.71K
$250K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
429+ 6.54% |
$62.7K - $76.8K
|
6.98K
$1.02M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-6- 0.47% |
$876 - $1.07K
|
1.26K
$184K
|
|
|
Jan 12, 2026
Q4 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
50.3K+ 249.48% |
$7.34M - $9M
|
70.4K
$10.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-2.88K- 57.57% |
$421K - $516K
|
2.12K
$310K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
879+ 61.51% |
$128K - $157K
|
2.31K
$337K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-85- 2.02% |
$12.4K - $15.2K
|
4.12K
$602K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-282- 3.45% |
$41.2K - $50.5K
|
7.9K
$1.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-191- 10.22% |
$27.9K - $34.2K
|
1.68K
$245K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-467- 10.14% |
$68.2K - $83.6K
|
4.14K
$604K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-107- 3.86% |
$15.6K - $19.2K
|
2.67K
$390K
|
|
|
Jan 12, 2026
Q4 2025
|
Harrington Investments, Inc
|
BUY
|
- |
1.45K+ 29.28% |
$212K - $260K
|
6.4K
$935K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
120New |
$17.5K - $21.5K
|
120
$17.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
185+ 8.69% |
$27K - $33.1K
|
2.32K
$338K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.59K- 10.53% |
$232K - $284K
|
13.5K
$1.97M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
844+ 8.88% |
$123K - $151K
|
10.3K
$1.51M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
637K+ 1593.06% |
$93.1M - $114M
|
678K
$98.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
377K+ 286.59% |
$55.1M - $67.5M
|
509K
$74.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
SELL
|
- |
-63- 1.73% |
$9.2K - $11.3K
|
3.59K
$524K
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
SELL
|
- |
-15.9K- 1.94% |
$2.32M - $2.84M
|
802K
$117M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-510- 11.97% |
$74.5K - $91.3K
|
3.75K
$548K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-14- 0.47% |
$2.04K - $2.51K
|
2.99K
$437K
|
|
|
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 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-138- 2.27% |
$20.2K - $24.7K
|
5.94K
$867K
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-12- 0.84% |
$1.75K - $2.15K
|
1.42K
$207K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
80+ 2.59% |
$11.7K - $14.3K
|
3.16K
$462K
|
|