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 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-1.24K- 19.63% |
$139K - $194K
|
5.06K
$739K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-357- 11.87% |
$40K - $56.1K
|
2.65K
$387K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-22- 0.46% |
$2.47K - $3.46K
|
4.73K
$690K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 3.64% |
$1.12K - $1.57K
|
285
$41.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
5.11KNew |
$573K - $803K
|
5.11K
$747K
|
|
|
Oct 30, 2025
Q3 2025
|
Steadview Capital Management LLC
London, X0 |
SELL
|
- |
-101K- 24.04% |
$11.3M - $15.9M
|
320K
$46.7M
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
6.41K+ 4.75% |
$719K - $1.01M
|
141K
$20.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
93New |
$10.4K - $14.6K
|
93
$13.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-30- 1.41% |
$3.36K - $4.71K
|
2.1K
$307K
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
7.4M+ 64.27% |
$830M - $1.16B
|
18.9M
$2.76B
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.4K- 10.42% |
$493K - $691K
|
37.8K
$5.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
95+ 2.51% |
$10.7K - $14.9K
|
3.88K
$567K
|
|
|
Oct 30, 2025
Q3 2025
|
Dash Acquisitions Inc.
|
SELL
|
- |
-2.08K- 1.8% |
$233K - $327K
|
113K
$16.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-14.5K- 7.62% |
$1.62M - $2.28M
|
176K
$25.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-486- 20.5% |
$54.5K - $76.4K
|
1.89K
$275K
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
SELL
|
- |
-40- 1.9% |
$4.48K - $6.28K
|
2.06K
$301K
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
821+ 8.05% |
$92K - $129K
|
11K
$1.61M
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-210- 5.17% |
$23.5K - $33K
|
3.85K
$563K
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
1.37KNew |
$154K - $215K
|
1.37K
$200K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.05K- 19.23% |
$117K - $164K
|
4.39K
$641K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
973K+ 21.32% |
$109M - $153M
|
5.54M
$809M
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
19+ 0.72% |
$2.13K - $2.99K
|
2.67K
$390K
|
|
|
Oct 29, 2025
Q3 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
12.6K+ 27.39% |
$1.41M - $1.98M
|
58.6K
$8.56M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
15+ 0.08% |
$1.68K - $2.36K
|
18.6K
$2.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-30- 0.58% |
$3.36K - $4.71K
|
5.1K
$745K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-291- 22.63% |
$32.6K - $45.7K
|
995
$145K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
175+ 9.26% |
$19.6K - $27.5K
|
2.07K
$302K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3.84K- 15.92% |
$431K - $603K
|
20.3K
$2.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.38KNew |
$155K - $217K
|
1.38K
$202K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-32- 3.77% |
$3.59K - $5.03K
|
816
$119K
|
|
|
Oct 29, 2025
Q3 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
218+ 2.92% |
$24.4K - $34.3K
|
7.69K
$1.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.04K+ 15.85% |
$229K - $321K
|
14.9K
$2.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-296- 10.67% |
$33.2K - $46.5K
|
2.48K
$362K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.48KNew |
$165K - $232K
|
1.48K
$215K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-250- 7.45% |
$28K - $39.3K
|
3.11K
$454K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.68K+ 9.62% |
$301K - $421K
|
30.6K
$4.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.46KNew |
$164K - $229K
|
1.46K
$213K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
15.5KNew |
$1.74M - $2.43M
|
15.5K
$2.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
30.1K+ 22.39% |
$3.37M - $4.72M
|
164K
$24M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
614+ 32.0% |
$68.8K - $96.5K
|
2.53K
$370K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2New |
$224 - $314
|
2
$292
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.18K- 7.65% |
$132K - $185K
|
14.2K
$2.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
106+ 5.12% |
$11.9K - $16.7K
|
2.18K
$318K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-1.08K- 6.41% |
$121K - $170K
|
15.8K
$2.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Franchise Capital LTD
Grand Cayman, E9 |
BUY
|
- |
5.12KNew |
$574K - $804K
|
5.12K
$748K
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
730+ 32.52% |
$81.8K - $115K
|
2.98K
$434K
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-8- 0.27% |
$897 - $1.26K
|
2.99K
$437K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.55K+ 5.56% |
$174K - $244K
|
29.5K
$4.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-72- 1.95% |
$8.07K - $11.3K
|
3.62K
$528K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.61K- 3.93% |
$180K - $252K
|
39.3K
$5.74M
|
|