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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Perkins Capital Management Inc
|
SELL
|
- |
-1K- 33.33% |
$78.1K - $119K
|
2K
$292K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-7.8K- 75.1% |
$610K - $932K
|
2.59K
$378K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-853- 33.62% |
$66.7K - $102K
|
1.68K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
10.2KNew |
$794K - $1.21M
|
10.2K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100+ 50.0% |
$7.81K - $11.9K
|
300
$43.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
19.3KNew |
$1.51M - $2.3M
|
19.3K
$2.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
18New |
$1.41K - $2.15K
|
18
$2.63K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
555+ 8.51% |
$43.4K - $66.3K
|
7.08K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
10.2K+ 380.65% |
$796K - $1.22M
|
12.9K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.67KNew |
$365K - $558K
|
4.67K
$682K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.01K- 33.55% |
$78.9K - $121K
|
2K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
2.39KNew |
$187K - $286K
|
2.39K
$349K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-799- 9.11% |
$62.4K - $95.5K
|
7.97K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
CALL |
200New |
$15.6K - $23.9K
|
200
$29.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
700New |
$54.7K - $83.6K
|
700
$102K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-744- 17.68% |
$58.1K - $88.9K
|
3.46K
$506K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
20New |
$1.56K - $2.39K
|
20
$2.92K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
72+ 10.94% |
$5.63K - $8.6K
|
730
$107K
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
2.62KNew |
$205K - $314K
|
2.62K
$383K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-400- 9.05% |
$31.3K - $47.8K
|
4.02K
$587K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-16- 12.9% |
$1.25K - $1.91K
|
108
$15.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.57KNew |
$357K - $546K
|
4.57K
$667K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2KNew |
$156K - $239K
|
2K
$292K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.98K- 34.66% |
$155K - $237K
|
3.74K
$546K
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
BUY
|
- |
2.5KNew |
$195K - $299K
|
2.5K
$365K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.06K+ 242.13% |
$473K - $724K
|
8.56K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
2.34KNew |
$183K - $280K
|
2.34K
$342K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-760- 24.04% |
$59.4K - $90.8K
|
2.4K
$351K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
400+ 200.0% |
$31.3K - $47.8K
|
600
$87.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
CALL |
2.2KNew |
$172K - $263K
|
2.2K
$321K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
80New |
$6.25K - $9.56K
|
80
$11.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.74KNew |
$136K - $208K
|
1.74K
$254K
|
|
|
Feb 03, 2025
Q4 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.02KNew |
$236K - $361K
|
3.02K
$441K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
150New |
$11.7K - $17.9K
|
150
$21.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
2.62KNew |
$205K - $313K
|
2.62K
$383K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
281+ 9.27% |
$22K - $33.6K
|
3.31K
$484K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.55K- 48.57% |
$199K - $305K
|
2.7K
$394K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.07KNew |
$162K - $247K
|
2.07K
$302K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
2.23KNew |
$174K - $266K
|
2.23K
$326K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
835New |
$65.2K - $99.8K
|
835
$122K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
41.4K+ 44.27% |
$3.24M - $4.95M
|
135K
$19.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
84New |
$6.56K - $10K
|
84
$12.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-55- 1.02% |
$4.3K - $6.57K
|
5.31K
$776K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
40New |
$3.13K - $4.78K
|
40
$5.84K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-130- 0.61% |
$10.2K - $15.5K
|
21.2K
$3.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
100New |
$7.81K - $11.9K
|
100
$14.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-5- 10.0% |
$391 - $597
|
45
$6.57K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-35- 6.14% |
$2.73K - $4.18K
|
535
$78.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
520New |
$40.6K - $62.1K
|
520
$75.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-4.64K- 62.17% |
$363K - $555K
|
2.83K
$413K
|
|