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 09, 2025
Q3 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
28.3KNew |
$3.17M - $4.44M
|
28.3K
$4.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
30.3K+ 412.46% |
$3.4M - $4.76M
|
37.7K
$5.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Rydar Equities, Inc.
Weatherford, TX |
SELL
|
- |
-400- 8.94% |
$44.8K - $62.8K
|
4.08K
$595K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-3- 12.0% |
$336 - $471
|
22
$3.21K
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
1.38KNew |
$155K - $217K
|
1.38K
$202K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.16K- 5.14% |
$130K - $183K
|
21.5K
$3.14M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
418+ 15.82% |
$46.9K - $65.7K
|
3.06K
$447K
|
|
|
Oct 07, 2025
Q3 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-147- 6.26% |
$16.5K - $23.1K
|
2.2K
$321K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 14.29% |
$11.2K - $15.7K
|
600
$87.6K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-2- 2.78% |
$224 - $314
|
70
$10.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.13K- 17.86% |
$239K - $335K
|
9.8K
$1.43M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-9.52K- 94.19% |
$1.07M - $1.5M
|
587
$85.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-50- 22.73% |
$5.61K - $7.86K
|
170
$24.8K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.05KNew |
$230K - $322K
|
2.05K
$299K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.73KNew |
$194K - $272K
|
1.73K
$253K
|
|
|
Oct 07, 2025
Q3 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
6.36KNew |
$713K - $1M
|
6.36K
$929K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
2KNew |
$224K - $314K
|
2K
$292K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
28+ 1.4% |
$3.14K - $4.4K
|
2.02K
$295K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
1.53KNew |
$172K - $241K
|
1.53K
$224K
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-500- 11.11% |
$56.1K - $78.6K
|
4K
$584K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.37K+ 1.79% |
$153K - $214K
|
77.8K
$11.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
184New |
$20.6K - $28.9K
|
184
$26.9K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-200- 11.08% |
$22.4K - $31.4K
|
1.61K
$234K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
11.5K+ 885.38% |
$1.29M - $1.81M
|
12.8K
$1.87M
|
|
|
Oct 01, 2025
Q3 2025
|
Jacobs & CO
|
SELL
|
- |
-250- 10.09% |
$28K - $39.3K
|
2.23K
$325K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
875+ 17.6% |
$67.3K - $101K
|
5.85K
$854K
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-780- 13.53% |
$60K - $90K
|
4.99K
$728K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.72M+ 8.82% |
$133M - $199M
|
21.3M
$3.11B
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-16.5K- 32.04% |
$1.27M - $1.9M
|
35K
$5.11M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
400New |
$30.8K - $46.1K
|
400
$58.4K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.84K- 23.56% |
$142K - $213K
|
5.98K
$873K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-382- 6.2% |
$29.4K - $44.1K
|
5.78K
$843K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-3.13K- 98.58% |
$241K - $361K
|
45
$6.57K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
17+ 0.77% |
$1.31K - $1.96K
|
2.23K
$326K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
489New |
$37.6K - $56.4K
|
489
$71.4K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
100New |
$7.69K - $11.5K
|
100
$14.6K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
83+ 16.21% |
$6.38K - $9.57K
|
595
$86.9K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
200+ 2.7% |
$15.4K - $23.1K
|
7.61K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Ampersand Capital Group, L.P.
Burlingame, CA |
BUY
|
- |
9.75K+ 5.57% |
$750K - $1.12M
|
185K
$27M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
288K+ 133.1% |
$22.1M - $33.2M
|
504K
$73.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-132K- 84.62% |
$10.1M - $15.2M
|
24K
$3.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
19K+ 78.33% |
$1.46M - $2.19M
|
43.1K
$6.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-88.5K- 99.99% |
$6.8M - $10.2M
|
10
$1.46K
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-8.97K- 60.6% |
$690K - $1.03M
|
5.83K
$852K
|
|
|
Aug 14, 2025
Q2 2025
|
Rip Road Capital Partners LP
Boston, MA |
BUY
|
- |
29.5KNew |
$2.27M - $3.41M
|
29.5K
$4.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-29.3K- 87.13% |
$2.25M - $3.38M
|
4.32K
$631K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
463New |
$35.6K - $53.4K
|
463
$67.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
8KNew |
$615K - $923K
|
8K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
2.22KNew |
$171K - $256K
|
2.22K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-373- 15.72% |
$28.7K - $43K
|
2K
$292K
|
|