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 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-120- 9.27% |
$13.5K - $18.9K
|
1.17K
$171K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
165+ 0.7% |
$18.5K - $25.9K
|
23.6K
$3.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-132- 2.9% |
$14.8K - $20.7K
|
4.42K
$646K
|
|
|
Oct 20, 2025
Q3 2025
|
Mirova Us LLC
|
SELL
|
- |
-142K- 4.7% |
$16M - $22.4M
|
2.88M
$421M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
26.3KNew |
$2.95M - $4.13M
|
26.3K
$3.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
CALL |
234K+ 450.38% |
$26.3M - $36.8M
|
286K
$41.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
17.9K+ 472.63% |
$2.01M - $2.82M
|
21.7K
$3.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-423- 19.44% |
$47.4K - $66.5K
|
1.75K
$256K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-357- 5.69% |
$40K - $56.1K
|
5.92K
$864K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
75+ 0.92% |
$8.41K - $11.8K
|
8.27K
$1.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
285+ 0.53% |
$32K - $44.8K
|
53.6K
$7.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
149+ 6.01% |
$16.7K - $23.4K
|
2.63K
$384K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
389+ 9.53% |
$43.6K - $61.1K
|
4.47K
$653K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-281- 74.34% |
$31.5K - $44.2K
|
97
$14.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
14New |
$1.57K - $2.2K
|
14
$2.04K
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
349+ 3.52% |
$39.1K - $54.8K
|
10.3K
$1.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.66KNew |
$186K - $260K
|
1.66K
$242K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-1K- 20.92% |
$112K - $157K
|
3.78K
$552K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
253New |
$28.4K - $39.8K
|
253
$36.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
1.79KNew |
$201K - $281K
|
1.79K
$261K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-300- 94.94% |
$33.6K - $47.1K
|
16
$2.34K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
893New |
$100K - $140K
|
893
$130K
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-893- 1.09% |
$100K - $140K
|
80.8K
$11.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.41KNew |
$158K - $222K
|
1.41K
$206K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.41KNew |
$158K - $222K
|
1.41K
$206K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.82K+ 20.2% |
$316K - $443K
|
16.8K
$2.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
267+ 15.11% |
$29.9K - $42K
|
2.03K
$297K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.4K- 20.96% |
$156K - $219K
|
5.26K
$768K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
23+ 46.0% |
$2.58K - $3.61K
|
73
$10.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-202- 2.02% |
$22.6K - $31.7K
|
9.79K
$1.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.95K+ 294.02% |
$667K - $935K
|
7.97K
$1.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
50.3KNew |
$5.64M - $7.9M
|
50.3K
$7.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
226+ 9.08% |
$25.3K - $35.5K
|
2.71K
$396K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-24- 0.93% |
$2.69K - $3.77K
|
2.55K
$372K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
406+ 11.73% |
$45.5K - $63.8K
|
3.87K
$565K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.64KNew |
$184K - $258K
|
1.64K
$240K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-178- 2.71% |
$20K - $28K
|
6.39K
$933K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-650- 3.7% |
$72.9K - $102K
|
16.9K
$2.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-4.29K- 29.23% |
$481K - $675K
|
10.4K
$1.52M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-333- 21.81% |
$37.3K - $52.3K
|
1.19K
$174K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-111- 3.69% |
$12.4K - $17.4K
|
2.9K
$423K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
250+ 2500.0% |
$28K - $39.3K
|
260
$38K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-45- 0.3% |
$5.04K - $7.07K
|
14.8K
$2.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-243- 3.4% |
$27.2K - $38.2K
|
6.91K
$1.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.41K+ 3.95% |
$494K - $693K
|
116K
$17M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-100- 8.6% |
$11.2K - $15.7K
|
1.06K
$155K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
21.6K+ 17.2% |
$2.42M - $3.39M
|
147K
$21.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.77K- 6.48% |
$534K - $749K
|
68.8K
$10.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
SELL
|
- |
-41- 2.31% |
$4.6K - $6.44K
|
1.74K
$254K
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.5KNew |
$168K - $236K
|
1.5K
$219K
|
|