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 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-16- 0.12% |
$1.45K - $2.07K
|
13.3K
$1.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.61K+ 38.29% |
$146K - $208K
|
5.82K
$482K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
50+ 14.41% |
$4.53K - $6.47K
|
397
$32.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.46K- 5.76% |
$132K - $188K
|
23.8K
$1.97M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
9+ 0.13% |
$815 - $1.16K
|
7.01K
$580K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
4.83K+ 1635.93% |
$437K - $624K
|
5.12K
$424K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.38K+ 1302.73% |
$216K - $308K
|
2.57K
$212K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
13+ 16.25% |
$1.18K - $1.68K
|
93
$7.7K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-6.89K- 59.41% |
$624K - $891K
|
4.71K
$390K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
93+ 3.85% |
$8.42K - $12K
|
2.51K
$208K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
22+ 0.27% |
$1.99K - $2.84K
|
8.13K
$673K
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.24KNew |
$175K - $267K
|
2.24K
$185K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
20New |
$1.56K - $2.39K
|
20
$1.66K
|
|
|
Apr 08, 2025
Q4 2024
|
Ampersand Capital Group, L.P.
Burlingame, CA |
BUY
|
- |
175KNew |
$13.7M - $20.9M
|
175K
$14.5M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
25+ 6.25% |
$1.95K - $2.99K
|
425
$35.2K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-5.69K- 99.88% |
$444K - $680K
|
7
$579
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-55K- 76.68% |
$4.3M - $6.57M
|
16.7K
$1.39M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
4New |
$313 - $478
|
4
$331
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4New |
$313 - $478
|
4
$331
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
1.66KNew |
$130K - $198K
|
1.66K
$137K
|
|
|
Mar 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
276KNew |
$21.5M - $33M
|
276K
$22.8M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
200+ 15.43% |
$15.6K - $23.9K
|
1.5K
$124K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
95New |
$7.42K - $11.4K
|
95
$7.86K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
12.4KNew |
$965K - $1.48M
|
12.4K
$1.02M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-1.01K- 9.31% |
$78.8K - $121K
|
9.83K
$814K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.18KNew |
$170K - $260K
|
2.18K
$180K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
209New |
$16.3K - $25K
|
209
$17.3K
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
6.15KNew |
$481K - $735K
|
6.15K
$509K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3.2KNew |
$250K - $382K
|
3.2K
$265K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-313- 47.86% |
$24.5K - $37.4K
|
341
$28.2K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.65K- 8.99% |
$207K - $317K
|
26.9K
$2.22M
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-330- 52.38% |
$25.8K - $39.4K
|
300
$24.8K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.36K- 3.4% |
$107K - $163K
|
38.7K
$3.21M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
100New |
$7.81K - $11.9K
|
100
$8.28K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-57- 0.41% |
$4.45K - $6.81K
|
13.9K
$1.15M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
18.6KNew |
$1.45M - $2.22M
|
18.6K
$1.54M
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
2KNew |
$156K - $239K
|
2K
$166K
|
|
|
Feb 20, 2025
Q4 2024
|
Baer Investment Advisory LLC
Corte Madera, CA |
BUY
|
- |
31.6KNew |
$2.47M - $3.78M
|
31.6K
$2.62M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-50K- 1.83% |
$3.91M - $5.97M
|
2.69M
$222M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
55+ 1.67% |
$4.3K - $6.57K
|
3.35K
$277K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
50KNew |
$3.91M - $5.97M
|
50K
$4.14M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
3.99KNew |
$311K - $476K
|
3.99K
$330K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
280New |
$21.9K - $33.5K
|
280
$23.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.2K+ 37.25% |
$484K - $741K
|
22.8K
$1.89M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.22K- 8.39% |
$95.1K - $145K
|
13.3K
$1.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
1KNew |
$78.1K - $119K
|
1K
$82.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
PUT |
311K+ 8749.51% |
$24.3M - $37.2M
|
315K
$26M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
246K+ 58.62% |
$19.2M - $29.4M
|
666K
$55.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
2.7KNew |
$211K - $322K
|
2.7K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.13M+ 14489.89% |
$88M - $135M
|
1.13M
$93.8M
|
|