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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
BUY
|
- |
145+ 3.02% |
$13.1K - $18.7K
|
4.95K
$410K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
169+ 0.34% |
$15.3K - $21.9K
|
49.6K
$4.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Barton Investment Management
|
SELL
|
- |
-145K- 7.72% |
$13.1M - $18.7M
|
1.73M
$143M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3.01K+ 50.84% |
$273K - $389K
|
8.93K
$739K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$90.6 - $129
|
1
$82.8
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
281+ 3.8% |
$25.5K - $36.3K
|
7.68K
$636K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-28- 0.43% |
$2.54K - $3.62K
|
6.54K
$541K
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-16.2K- 4.71% |
$1.47M - $2.1M
|
328K
$27.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-16K- 26.92% |
$1.45M - $2.07M
|
43.5K
$3.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-43- 10.64% |
$3.9K - $5.56K
|
361
$29.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.46K- 11.19% |
$132K - $188K
|
11.5K
$956K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
3+ 0.14% |
$272 - $388
|
2.19K
$182K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
20+ 0.49% |
$1.81K - $2.59K
|
4.09K
$339K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.1K+ 13.69% |
$99.2K - $142K
|
9.1K
$753K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
11.5K+ 32.76% |
$1.04M - $1.48M
|
46.4K
$3.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
54+ 1.15% |
$4.89K - $6.98K
|
4.76K
$394K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.29K- 2.85% |
$116K - $166K
|
43.8K
$3.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
7.13K+ 826.91% |
$646K - $922K
|
7.99K
$661K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
163+ 2.48% |
$14.8K - $21.1K
|
6.75K
$559K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-355- 5.45% |
$32.2K - $45.9K
|
6.16K
$509K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-866- 14.99% |
$78.5K - $112K
|
4.91K
$406K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-305- 2.88% |
$27.6K - $39.4K
|
10.3K
$851K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
147+ 0.89% |
$13.3K - $19K
|
16.7K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
71+ 1.23% |
$6.43K - $9.18K
|
5.86K
$485K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-174- 6.57% |
$15.8K - $22.5K
|
2.48K
$205K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.01K+ 7.85% |
$91.6K - $131K
|
13.9K
$1.15M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-450- 46.88% |
$40.8K - $58.2K
|
510
$42.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-71.3K- 8.19% |
$6.46M - $9.21M
|
799K
$66.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.58K+ 18.62% |
$234K - $334K
|
16.4K
$1.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.51K+ 118862.5% |
$861K - $1.23M
|
9.52K
$788K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
17+ 0.62% |
$1.54K - $2.2K
|
2.77K
$229K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.5KNew |
$227K - $324K
|
2.5K
$207K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
256+ 9.52% |
$23.2K - $33.1K
|
2.95K
$244K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-271- 7.5% |
$24.5K - $35K
|
3.34K
$277K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.27K+ 6.79% |
$115K - $165K
|
20K
$1.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.6K+ 145.0% |
$1.14M - $1.63M
|
21.3K
$1.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.93K+ 42.32% |
$175K - $250K
|
6.5K
$538K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.11KNew |
$282K - $403K
|
3.11K
$258K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
129+ 243.4% |
$11.7K - $16.7K
|
182
$15.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
125+ 378.79% |
$11.3K - $16.2K
|
158
$13.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.37K+ 47.42% |
$215K - $306K
|
7.37K
$610K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-10- 28.57% |
$906 - $1.29K
|
25
$2.07K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
599+ 20.81% |
$54.3K - $77.5K
|
3.48K
$288K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-46- 1.85% |
$4.17K - $5.95K
|
2.44K
$202K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
250+ 4.93% |
$22.6K - $32.3K
|
5.32K
$440K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.39K+ 54.15% |
$126K - $180K
|
3.96K
$328K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
61+ 1.57% |
$5.53K - $7.89K
|
3.94K
$326K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-160- 2.76% |
$14.5K - $20.7K
|
5.65K
$467K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
27+ 0.54% |
$2.45K - $3.49K
|
5.03K
$417K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-257- 3.31% |
$23.3K - $33.2K
|
7.52K
$622K
|