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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-37- 8.39% |
$2.89K - $4.42K
|
404
$43.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.31KNew |
$337K - $515K
|
4.31K
$464K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-810- 1.05% |
$63.3K - $96.8K
|
76.5K
$8.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.97KNew |
$154K - $236K
|
1.97K
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-388- 7.87% |
$30.3K - $46.4K
|
4.54K
$489K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
21+ 0.64% |
$1.64K - $2.51K
|
3.28K
$353K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-896- 17.14% |
$70K - $107K
|
4.33K
$466K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.57KNew |
$201K - $307K
|
2.57K
$277K
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
2.32KNew |
$181K - $277K
|
2.32K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-49- 0.13% |
$3.83K - $5.86K
|
38.3K
$4.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.51K+ 22.61% |
$508K - $777K
|
35.3K
$3.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
68+ 2.5% |
$5.31K - $8.13K
|
2.79K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
271+ 45.85% |
$21.2K - $32.4K
|
862
$92.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-2.1K- 35.16% |
$164K - $251K
|
3.88K
$418K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-131- 4.4% |
$10.2K - $15.7K
|
2.84K
$306K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2KNew |
$156K - $239K
|
2K
$215K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
107+ 3.29% |
$8.36K - $12.8K
|
3.36K
$362K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
3.28KNew |
$256K - $392K
|
3.28K
$353K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
20+ 28.99% |
$1.56K - $2.39K
|
89
$9.58K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-10- 1.03% |
$781 - $1.19K
|
960
$103K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
185+ 2.89% |
$14.5K - $22.1K
|
6.59K
$709K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
176+ 1.01% |
$13.8K - $21K
|
17.6K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
428+ 0.41% |
$33.4K - $51.1K
|
106K
$11.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-874- 1.74% |
$68.3K - $104K
|
49.4K
$5.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.95K+ 10.95% |
$231K - $353K
|
29.9K
$3.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
35+ 1.19% |
$2.73K - $4.18K
|
2.96K
$319K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-353- 4.34% |
$27.6K - $42.2K
|
7.77K
$837K
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-425- 6.75% |
$33.2K - $50.8K
|
5.88K
$633K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
555+ 3.48% |
$43.4K - $66.3K
|
16.5K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-300- 11.95% |
$23.4K - $35.8K
|
2.21K
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
752+ 0.37% |
$58.8K - $89.9K
|
203K
$21.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
2.14KNew |
$167K - $256K
|
2.14K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
63New |
$4.92K - $7.53K
|
63
$6.78K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-255- 4.79% |
$19.9K - $30.5K
|
5.07K
$546K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.62K+ 13.18% |
$126K - $193K
|
13.9K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.22K- 46.35% |
$252K - $385K
|
3.73K
$401K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-174- 4.17% |
$13.6K - $20.8K
|
4K
$431K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
1.65KNew |
$129K - $197K
|
1.65K
$178K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-22- 0.66% |
$1.72K - $2.63K
|
3.31K
$356K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
60+ 1.2% |
$4.69K - $7.17K
|
5.07K
$546K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
330+ 18.44% |
$25.8K - $39.4K
|
2.12K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-381- 6.7% |
$29.8K - $45.5K
|
5.31K
$571K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-1.83K- 4.96% |
$143K - $218K
|
35K
$3.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-75- 1.12% |
$5.86K - $8.96K
|
6.61K
$712K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
50+ 7.04% |
$3.91K - $5.97K
|
760
$81.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-443- 5.65% |
$34.6K - $52.9K
|
7.4K
$797K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-58- 3.11% |
$4.53K - $6.93K
|
1.81K
$194K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-350- 10.94% |
$27.3K - $41.8K
|
2.85K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-310- 7.97% |
$24.2K - $37K
|
3.58K
$385K
|
|
|
Jan 13, 2025
Q4 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
63.2KNew |
$4.94M - $7.55M
|
63.2K
$6.8M
|