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 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.8K+ 51.72% |
$567K - $876K
|
31.8K
$3.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
21.3K+ 10.86% |
$1.11M - $1.72M
|
217K
$24.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.79KNew |
$146K - $226K
|
2.79K
$319K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-504- 8.28% |
$26.3K - $40.7K
|
5.58K
$638K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
14+ 0.3% |
$732 - $1.13K
|
4.62K
$528K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-893- 3.98% |
$46.7K - $72.1K
|
21.5K
$2.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.6KNew |
$136K - $210K
|
2.6K
$298K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.93K+ 12.21% |
$205K - $317K
|
36.1K
$4.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
26.3K+ 19.92% |
$1.38M - $2.12M
|
158K
$18.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Perkins Capital Management Inc
|
BUY
|
- |
3KNew |
$157K - $242K
|
3K
$343K
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-2.52K- 9.7% |
$131K - $203K
|
23.4K
$2.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-296K- 5.96% |
$15.5M - $23.9M
|
4.67M
$534M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
52+ 1.66% |
$2.72K - $4.2K
|
3.18K
$364K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
70+ 1.22% |
$3.66K - $5.65K
|
5.82K
$666K
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-4.11K- 53.77% |
$215K - $332K
|
3.53K
$404K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100+ 20.0% |
$5.23K - $8.08K
|
600
$68.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-15K- 3.13% |
$784K - $1.21M
|
465K
$53.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
245+ 12.53% |
$12.8K - $19.8K
|
2.2K
$252K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
201+ 4.47% |
$10.5K - $16.2K
|
4.7K
$538K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.98K+ 13.18% |
$260K - $402K
|
42.7K
$4.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.55K- 20.77% |
$81.1K - $125K
|
5.92K
$677K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
40.1KNew |
$2.1M - $3.24M
|
40.1K
$4.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-51- 4.06% |
$2.67K - $4.12K
|
1.21K
$138K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-450- 45.0% |
$23.5K - $36.3K
|
550
$62.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
206+ 0.43% |
$10.8K - $16.6K
|
48.3K
$5.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
33.8K+ 9.79% |
$1.77M - $2.73M
|
380K
$43.4M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.66KNew |
$139K - $215K
|
2.66K
$304K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
4.16KNew |
$217K - $336K
|
4.16K
$476K
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-145K- 30.43% |
$7.57M - $11.7M
|
331K
$37.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
3.04K+ 1.46% |
$159K - $245K
|
211K
$24.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
20+ 0.48% |
$1.05K - $1.62K
|
4.17K
$477K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
200+ 33.33% |
$10.5K - $16.2K
|
800
$91.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
150New |
$7.84K - $12.1K
|
150
$17.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
108+ 1.25% |
$5.64K - $8.72K
|
8.77K
$1M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-39- 1.27% |
$2.04K - $3.15K
|
3.03K
$346K
|
|
|
Oct 29, 2024
Q3 2024
|
Henry James International Management Inc.
|
SELL
|
- |
-8K- 5.09% |
$418K - $646K
|
149K
$17.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.84KNew |
$148K - $229K
|
2.84K
$325K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
186+ 37.2% |
$9.72K - $15K
|
686
$78.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.8K- 6.31% |
$824K - $1.27M
|
234K
$26.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.78K+ 4.32% |
$145K - $224K
|
67K
$7.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.7K+ 13.13% |
$89K - $138K
|
14.7K
$1.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
CALL |
300+ 33.33% |
$15.7K - $24.2K
|
1.2K
$137K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.6KNew |
$83.5K - $129K
|
1.6K
$183K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
312+ 1.85% |
$16.3K - $25.2K
|
17.1K
$1.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
364+ 6.25% |
$19K - $29.4K
|
6.19K
$708K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.25K+ 51.2% |
$274K - $424K
|
15.5K
$1.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
6.5KNew |
$340K - $525K
|
6.5K
$744K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-500- 3.91% |
$26.1K - $40.4K
|
12.3K
$1.41M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
18+ 1.24% |
$941 - $1.45K
|
1.47K
$168K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.52K- 70.9% |
$132K - $203K
|
1.03K
$118K
|