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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
375+ 7.56% |
$19.6K - $30.3K
|
5.34K
$610K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-70- 0.82% |
$3.66K - $5.65K
|
8.51K
$974K
|
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
2.98KNew |
$156K - $240K
|
2.98K
$341K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
26.8K+ 161.89% |
$1.4M - $2.16M
|
43.3K
$4.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.59K+ 25.64% |
$83.3K - $129K
|
7.81K
$893K
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
3.74K+ 58.02% |
$195K - $302K
|
10.2K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-635- 13.82% |
$33.2K - $51.3K
|
3.96K
$453K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-500- 62.5% |
$26.1K - $40.4K
|
300
$34.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-350- 6.91% |
$18.3K - $28.3K
|
4.72K
$539K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-978- 5.6% |
$51.1K - $79K
|
16.5K
$1.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
58+ 0.44% |
$3.03K - $4.68K
|
13.2K
$1.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-2.73K- 10.03% |
$143K - $220K
|
24.5K
$2.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-200- 4.48% |
$10.5K - $16.2K
|
4.27K
$488K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-340- 9.79% |
$17.8K - $27.5K
|
3.13K
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-326- 6.67% |
$17K - $26.3K
|
4.56K
$522K
|
|
|
Oct 15, 2024
Q3 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
2.5KNew |
$131K - $202K
|
2.5K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5New |
$261 - $404
|
5
$572
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.66KNew |
$139K - $215K
|
2.66K
$304K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-60- 40.0% |
$3.14K - $4.85K
|
90
$10.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1K+ 1176.47% |
$52.3K - $80.8K
|
1.09K
$124K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.4K+ 4.35% |
$856K - $1.32M
|
392K
$44.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-20- 40.0% |
$1.05K - $1.62K
|
30
$3.43K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-594- 7.42% |
$31K - $48K
|
7.41K
$848K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
38.3KNew |
$2M - $3.09M
|
38.3K
$4.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.75KNew |
$91.5K - $141K
|
1.75K
$200K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
219+ 4.57% |
$11.4K - $17.7K
|
5.01K
$573K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.66K- 55.78% |
$505K - $780K
|
7.66K
$876K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-88- 73.33% |
$4.6K - $7.11K
|
32
$3.66K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-78- 8.38% |
$4.08K - $6.3K
|
853
$97.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
298+ 6.34% |
$15.6K - $24.1K
|
5K
$572K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
64+ 21.33% |
$3.34K - $5.17K
|
364
$41.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Trium Capital LLP
London, X0 |
SELL
|
- |
-12.3K- 25.03% |
$643K - $994K
|
36.9K
$4.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
585+ 7.14% |
$30.6K - $47.2K
|
8.78K
$1M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
170+ 1.59% |
$8.88K - $13.7K
|
10.9K
$1.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
180+ 1.92% |
$9.41K - $14.5K
|
9.54K
$1.09M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.96K+ 19.57% |
$207K - $320K
|
24.2K
$2.77M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-771- 16.69% |
$40.3K - $62.3K
|
3.85K
$440K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
320+ 5.85% |
$16.7K - $25.8K
|
5.79K
$662K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
39New |
$2.04K - $3.15K
|
39
$4.46K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
80New |
$4.18K - $6.46K
|
80
$9.15K
|
|
| Q2 2024 | |||||||
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
20New |
$1.14K - $1.56K
|
20
$2.29K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-170- 2.65% |
$9.68K - $13.3K
|
6.26K
$716K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
CALL |
1KNew |
$57K - $78.2K
|
1K
$114K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
2KNew |
$114K - $156K
|
2K
$229K
|
|
|
Aug 16, 2024
Q2 2024
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
847+ 6.6% |
$48.3K - $66.2K
|
13.7K
$1.56M
|
|
|
Aug 16, 2024
Q2 2024
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
17.6KNew |
$1M - $1.38M
|
17.6K
$2.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-135K- 69.82% |
$7.69M - $10.5M
|
58.3K
$6.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
200+ 100.0% |
$11.4K - $15.6K
|
400
$45.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
5.06KNew |
$288K - $396K
|
5.06K
$579K
|
|
|
Aug 14, 2024
Q2 2024
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
11.5KNew |
$653K - $896K
|
11.5K
$1.31M
|
|