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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
3K+ 1000.0% |
$231K - $346K
|
3.3K
$482K
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.76KNew |
$135K - $203K
|
1.76K
$257K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-3.33K- 24.22% |
$256K - $384K
|
10.4K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-2K- 8.62% |
$154K - $231K
|
21.2K
$3.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-600- 46.15% |
$46.1K - $69.2K
|
700
$102K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
10+ 0.04% |
$769 - $1.15K
|
25.8K
$3.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.7KNew |
$284K - $426K
|
3.7K
$540K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-469- 0.77% |
$36.1K - $54.1K
|
60.5K
$8.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-20- 22.47% |
$1.54K - $2.31K
|
69
$10.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
40+ 0.34% |
$3.08K - $4.61K
|
11.7K
$1.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
2.39KNew |
$184K - $275K
|
2.39K
$349K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
39+ 0.97% |
$3K - $4.5K
|
4.07K
$594K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
1.2KNew |
$92.3K - $138K
|
1.2K
$175K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
132+ 1.61% |
$10.1K - $15.2K
|
8.35K
$1.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-450- 0.97% |
$34.6K - $51.9K
|
46K
$6.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
2.01KNew |
$155K - $232K
|
2.01K
$294K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
41New |
$3.15K - $4.73K
|
41
$5.99K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.94KNew |
$610K - $916K
|
7.94K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3.61KNew |
$277K - $416K
|
3.61K
$527K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-21- 0.91% |
$1.61K - $2.42K
|
2.29K
$334K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.03KNew |
$156K - $234K
|
2.03K
$296K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.01K- 20.03% |
$232K - $347K
|
12K
$1.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-218- 37.46% |
$16.8K - $25.1K
|
364
$53.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
42New |
$3.23K - $4.84K
|
42
$6.13K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-452- 20.65% |
$34.8K - $52.1K
|
1.74K
$254K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.01KNew |
$154K - $232K
|
2.01K
$293K
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
7.49KNew |
$576K - $864K
|
7.49K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
161+ 2.6% |
$12.4K - $18.6K
|
6.36K
$929K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
800New |
$61.5K - $92.3K
|
800
$117K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-76- 21.71% |
$5.84K - $8.77K
|
274
$40K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
30New |
$2.31K - $3.46K
|
30
$4.38K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.75KNew |
$135K - $202K
|
1.75K
$256K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.35KNew |
$181K - $271K
|
2.35K
$343K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-250- 11.49% |
$19.2K - $28.8K
|
1.93K
$281K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.67KNew |
$436K - $654K
|
5.67K
$827K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-99- 51.03% |
$7.61K - $11.4K
|
95
$13.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
CALL |
10.4KNew |
$800K - $1.2M
|
10.4K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
186+ 18.42% |
$14.3K - $21.5K
|
1.2K
$175K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-20- 50.0% |
$1.54K - $2.31K
|
20
$2.92K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
31New |
$2.38K - $3.58K
|
31
$4.53K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
2KNew |
$154K - $231K
|
2K
$292K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-296- 23.97% |
$22.8K - $34.1K
|
939
$137K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.18% |
$384 - $577
|
2.73K
$399K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-325- 76.47% |
$25K - $37.5K
|
100
$14.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-3.32K- 28.12% |
$255K - $382K
|
8.48K
$1.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
95+ 3.8% |
$7.3K - $11K
|
2.6K
$379K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-200- 8.6% |
$15.4K - $23.1K
|
2.13K
$310K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
49New |
$3.77K - $5.65K
|
49
$7.16K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-5- 0.38% |
$384 - $577
|
1.3K
$190K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-41- 1.91% |
$3.15K - $4.73K
|
2.1K
$307K
|
|