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 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7+ 0.32% |
$785 - $1.1K
|
2.23K
$325K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
50New |
$5.61K - $7.86K
|
50
$7.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
11.2K+ 955.32% |
$1.26M - $1.76M
|
12.4K
$1.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.54KNew |
$173K - $242K
|
1.54K
$225K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-954- 2.29% |
$107K - $150K
|
40.7K
$5.95M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.49K- 15.2% |
$279K - $391K
|
13.9K
$2.03M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
2.21K+ 981.78% |
$248K - $347K
|
2.43K
$355K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
556+ 111.2% |
$62.3K - $87.4K
|
1.06K
$154K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-144- 3.14% |
$16.1K - $22.6K
|
4.44K
$648K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.22K+ 67.78% |
$137K - $192K
|
3.02K
$441K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.03% |
$224 - $314
|
6.43K
$939K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.77K+ 21.19% |
$198K - $278K
|
10.1K
$1.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.72K+ 3.92% |
$193K - $271K
|
45.7K
$6.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
135+ 0.86% |
$15.1K - $21.2K
|
15.9K
$2.32M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.5KNew |
$168K - $236K
|
1.5K
$219K
|
|
|
Oct 23, 2025
Q3 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
1.62KNew |
$182K - $255K
|
1.62K
$237K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-532- 1.36% |
$59.6K - $83.6K
|
38.6K
$5.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
93+ 1.12% |
$10.4K - $14.6K
|
8.38K
$1.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
106+ 1.91% |
$11.9K - $16.7K
|
5.66K
$826K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
999+ 15.2% |
$112K - $157K
|
7.57K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
3.29K+ 6.57% |
$369K - $517K
|
53.4K
$7.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Wd Rutherford LLC
|
BUY
|
- |
567+ 8.28% |
$63.6K - $89.1K
|
7.41K
$1.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-1.04K- 42.07% |
$116K - $163K
|
1.43K
$208K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-500- 25.0% |
$56.1K - $78.6K
|
1.5K
$219K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
2.86KNew |
$320K - $449K
|
2.86K
$417K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-296- 6.61% |
$33.2K - $46.5K
|
4.18K
$610K
|
|
|
Oct 23, 2025
Q3 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
500+ 4.15% |
$56.1K - $78.6K
|
12.6K
$1.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-863- 19.91% |
$96.8K - $136K
|
3.47K
$507K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
16.5KNew |
$1.84M - $2.58M
|
16.5K
$2.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.66K- 16.04% |
$186K - $260K
|
8.67K
$1.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
446+ 4.96% |
$50K - $70.1K
|
9.43K
$1.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
262+ 7.04% |
$29.4K - $41.2K
|
3.98K
$582K
|
|
|
Oct 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-5.78K- 9.17% |
$648K - $908K
|
57.3K
$8.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
94+ 4.58% |
$10.5K - $14.8K
|
2.15K
$314K
|
|
|
Oct 22, 2025
Q3 2025
|
Rheos Capital Works Inc.
|
BUY
|
- |
188KNew |
$21.1M - $29.5M
|
188K
$27.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.82K+ 3.75% |
$428K - $600K
|
106K
$15.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.52KNew |
$170K - $239K
|
1.52K
$222K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.28K- 2.32% |
$1.04M - $1.46M
|
390K
$57M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
17.2KNew |
$1.93M - $2.71M
|
17.2K
$2.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
3+ 1.36% |
$336 - $471
|
223
$32.6K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
38New |
$4.26K - $5.97K
|
38
$5.55K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
71+ 284.0% |
$7.96K - $11.2K
|
96
$14K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
4KNew |
$448K - $628K
|
4K
$584K
|
|
|
Oct 22, 2025
Q3 2025
|
Kercheville Advisors, LLC
|
SELL
|
- |
-50- 0.66% |
$5.61K - $7.86K
|
7.56K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-4.51K- 55.81% |
$505K - $708K
|
3.57K
$521K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
179+ 0.11% |
$20.1K - $28.1K
|
161K
$23.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
60+ 1.29% |
$6.73K - $9.43K
|
4.71K
$687K
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
10New |
$1.12K - $1.57K
|
10
$1.46K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9+ 0.16% |
$1.01K - $1.41K
|
5.55K
$810K
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-443- 21.35% |
$49.7K - $69.6K
|
1.63K
$238K
|
|