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 15, 2025
Q3 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2.63KNew |
$294K - $412K
|
2.63K
$383K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
114New |
$12.8K - $17.9K
|
114
$16.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
49+ 2.0% |
$5.49K - $7.7K
|
2.5K
$365K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.3K+ 17.19% |
$145K - $204K
|
8.84K
$1.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.5KNew |
$168K - $236K
|
1.5K
$219K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.22K+ 18.74% |
$473K - $663K
|
26.7K
$3.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
599+ 6.71% |
$67.2K - $94.1K
|
9.53K
$1.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-242- 0.96% |
$27.1K - $38K
|
24.9K
$3.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2New |
$224 - $314
|
2
$292
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.16KNew |
$242K - $340K
|
2.16K
$316K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
9.29K+ 194.96% |
$1.04M - $1.46M
|
14.1K
$2.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.83K- 34.88% |
$318K - $445K
|
5.29K
$772K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
198+ 0.81% |
$22.2K - $31.1K
|
24.6K
$3.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-4.41K- 4.92% |
$494K - $692K
|
85.1K
$12.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-490- 20.37% |
$54.9K - $77K
|
1.92K
$280K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
22+ 6.08% |
$2.47K - $3.46K
|
384
$56.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.66K+ 10.5% |
$186K - $261K
|
17.5K
$2.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-91- 1.19% |
$10.2K - $14.3K
|
7.53K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-3.17K- 23.68% |
$355K - $498K
|
10.2K
$1.49M
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.48KNew |
$165K - $232K
|
1.48K
$216K
|
|
|
Oct 15, 2025
Q3 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
3.71KNew |
$416K - $583K
|
3.71K
$542K
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.06K+ 2.51% |
$119K - $167K
|
43.4K
$6.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.77K- 10.79% |
$199K - $279K
|
14.7K
$2.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.61KNew |
$180K - $253K
|
1.61K
$235K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
312+ 9.49% |
$35K - $49K
|
3.6K
$525K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.48KNew |
$165K - $232K
|
1.48K
$215K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.17K+ 8.63% |
$243K - $340K
|
27.3K
$3.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.36KNew |
$152K - $213K
|
1.36K
$198K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
397+ 12.56% |
$44.5K - $62.4K
|
3.56K
$519K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.26K- 15.84% |
$142K - $199K
|
6.72K
$981K
|
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.55K+ 82.4% |
$173K - $243K
|
3.42K
$499K
|
|
|
Oct 14, 2025
Q3 2025
|
Munro Partners
Melbourne, C3 |
BUY
|
- |
371K+ 942.46% |
$41.5M - $58.2M
|
410K
$59.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.29K+ 0.75% |
$145K - $203K
|
174K
$25.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1K- 15.56% |
$112K - $157K
|
5.43K
$793K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
208+ 6.02% |
$23.3K - $32.7K
|
3.66K
$535K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-115- 1.4% |
$12.9K - $18.1K
|
8.13K
$1.19M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.68KNew |
$189K - $264K
|
1.68K
$246K
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-104- 5.55% |
$11.7K - $16.3K
|
1.77K
$259K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
4.4KNew |
$493K - $691K
|
4.4K
$643K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.81K- 23.73% |
$203K - $284K
|
5.82K
$850K
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.57KNew |
$176K - $247K
|
1.57K
$230K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.52KNew |
$170K - $238K
|
1.52K
$221K
|
|
|
Oct 09, 2025
Q3 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-19.6K- 2.74% |
$2.2M - $3.08M
|
696K
$102M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-288- 11.51% |
$32.3K - $45.3K
|
2.22K
$323K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.5KNew |
$168K - $236K
|
1.5K
$219K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-11.9K- 42.16% |
$1.33M - $1.86M
|
16.3K
$2.38M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-434- 10.31% |
$48.7K - $68.2K
|
3.78K
$552K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
50New |
$5.61K - $7.86K
|
50
$7.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
504+ 11.05% |
$56.5K - $79.2K
|
5.07K
$740K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
182+ 4.08% |
$20.4K - $28.6K
|
4.64K
$678K
|
|