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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-306- 7.89% |
$27.7K - $39.6K
|
3.57K
$296K
|
|
|
Apr 15, 2025
Q1 2025
|
Nepsis Inc.
|
BUY
|
- |
86.3K+ 96.44% |
$7.81M - $11.2M
|
176K
$14.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
432+ 1.13% |
$39.1K - $55.9K
|
38.7K
$3.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.24KNew |
$112K - $160K
|
1.24K
$102K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
97+ 2.89% |
$8.79K - $12.5K
|
3.46K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.69K- 14.81% |
$425K - $607K
|
27K
$2.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.68K+ 23.14% |
$152K - $217K
|
8.93K
$739K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.5KNew |
$317K - $452K
|
3.5K
$290K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-233- 1.49% |
$21.1K - $30.1K
|
15.4K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
22.9K+ 336.65% |
$2.08M - $2.96M
|
29.7K
$2.46M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
425+ 9.26% |
$38.5K - $55K
|
5.02K
$415K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
84+ 2.86% |
$7.61K - $10.9K
|
3.03K
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
951+ 38.82% |
$86.2K - $123K
|
3.4K
$282K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-750- 11.58% |
$67.9K - $97K
|
5.72K
$474K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
218+ 59.89% |
$19.7K - $28.2K
|
582
$48.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
12.5K+ 12.86% |
$1.14M - $1.62M
|
110K
$9.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4.82K+ 58.69% |
$436K - $623K
|
13K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-532- 16.1% |
$48.2K - $68.8K
|
2.77K
$230K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
42+ 1.17% |
$3.8K - $5.43K
|
3.62K
$300K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-849- 16.12% |
$76.9K - $110K
|
4.42K
$366K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.47K+ 7.0% |
$224K - $319K
|
37.7K
$3.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
676+ 16.89% |
$61.2K - $87.4K
|
4.68K
$387K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.62K+ 42.64% |
$238K - $339K
|
8.78K
$726K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
34+ 0.74% |
$3.08K - $4.4K
|
4.6K
$381K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4.66K+ 5.6% |
$423K - $603K
|
88K
$7.28M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
21+ 80.77% |
$1.9K - $2.72K
|
47
$3.89K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.16K- 2.96% |
$196K - $280K
|
70.8K
$5.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.14KNew |
$194K - $277K
|
2.14K
$177K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-75- 0.48% |
$6.79K - $9.7K
|
15.4K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
977+ 7.58% |
$88.5K - $126K
|
13.9K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-484- 9.14% |
$43.8K - $62.6K
|
4.81K
$398K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.9K- 26.07% |
$444K - $634K
|
13.9K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1- 0.02% |
$90.6 - $129
|
4.79K
$397K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 2.22% |
$90.6 - $129
|
44
$3.64K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
19K+ 230.83% |
$1.72M - $2.46M
|
27.3K
$2.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
131+ 4.0% |
$11.9K - $16.9K
|
3.41K
$282K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-502- 11.78% |
$45.5K - $64.9K
|
3.76K
$311K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-91K- 98.95% |
$8.24M - $11.8M
|
963
$79.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7.95K+ 10.52% |
$720K - $1.03M
|
83.6K
$6.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6+ 0.19% |
$544 - $776
|
3.14K
$260K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
100+ 4.38% |
$9.06K - $12.9K
|
2.38K
$197K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-600- 2.32% |
$54.4K - $77.6K
|
25.2K
$2.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
239+ 2.21% |
$21.7K - $30.9K
|
11.1K
$916K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-2.4K- 47.65% |
$217K - $310K
|
2.64K
$218K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-73- 1.58% |
$6.61K - $9.44K
|
4.54K
$376K
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
33+ 1.38% |
$2.99K - $4.27K
|
2.43K
$201K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
3.16K+ 26.19% |
$286K - $408K
|
15.2K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
488+ 11.27% |
$44.2K - $63.1K
|
4.82K
$399K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-42.5K- 5.37% |
$3.85M - $5.5M
|
748K
$61.9M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-274- 10.01% |
$24.8K - $35.4K
|
2.46K
$204K
|