Latest Institutional Purchases of Shopify Inc. (SHOP)
This list provides information on the latest institutional transactions involving Shopify Inc. (SHOP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
4.27K+ 24.41% |
$624K - $765K
|
21.8K
$3.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.24K+ 12.7% |
$618K - $758K
|
37.6K
$5.49M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.22KNew |
$617K - $756K
|
4.22K
$617K
|
|
|
Jan 28, 2026
Q4 2025
|
Momentum Wealth Planning, LLC
Estero, FL |
BUY
|
- |
4.22K+ 251.28% |
$616K - $755K
|
5.9K
$861K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.69KNew |
$539K - $661K
|
3.69K
$539K
|
|
|
Jan 27, 2026
Q4 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.54K+ 43.05% |
$518K - $634K
|
11.8K
$1.72M
|
|
|
Jan 22, 2026
Q4 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.31K+ 92.8% |
$483K - $593K
|
6.88K
$1M
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.28K+ 30.78% |
$479K - $588K
|
13.9K
$2.04M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.27K+ 11.08% |
$477K - $585K
|
32.8K
$4.78M
|
|
|
Jan 26, 2026
Q4 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
3.22KNew |
$470K - $576K
|
3.22K
$470K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.19K+ 141.9% |
$466K - $571K
|
5.44K
$794K
|
|
|
Jan 30, 2026
Q4 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
3KNew |
$438K - $537K
|
3K
$438K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.85K+ 485.52% |
$416K - $510K
|
3.44K
$502K
|
|
|
Jan 14, 2026
Q4 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
2.67K+ 49.52% |
$390K - $478K
|
8.07K
$1.18M
|
|
|
Jan 23, 2026
Q4 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
2.56KNew |
$374K - $459K
|
2.56K
$374K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.51KNew |
$367K - $450K
|
2.51K
$367K
|
|
|
Jan 13, 2026
Q4 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
2.42KNew |
$354K - $434K
|
2.42K
$354K
|
|
|
Jan 27, 2026
Q4 2025
|
55 North Private Wealth, LLC
Winter Park, FL |
BUY
|
- |
2.25KNew |
$328K - $403K
|
2.25K
$328K
|
|
|
Jan 29, 2026
Q4 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.22K+ 43.49% |
$325K - $398K
|
7.34K
$1.07M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.2K+ 129.24% |
$321K - $394K
|
3.9K
$570K
|
|
|
Jan 14, 2026
Q4 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
2.2K+ 2.0% |
$321K - $393K
|
112K
$16.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2.06KNew |
$301K - $369K
|
2.06K
$301K
|
|
|
Jan 21, 2026
Q4 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
2.05KNew |
$300K - $367K
|
2.05K
$300K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
2.04KNew |
$297K - $364K
|
2.04K
$297K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.98K+ 25.88% |
$288K - $354K
|
9.61K
$1.4M
|
|
|
Jan 26, 2026
Q4 2025
|
Welch Group, LLC
|
BUY
|
- |
1.96KNew |
$286K - $350K
|
1.96K
$286K
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.93K+ 13.58% |
$281K - $345K
|
16.1K
$2.35M
|
|
|
Jan 28, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.88KNew |
$274K - $336K
|
1.88K
$274K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.82KNew |
$265K - $325K
|
1.82K
$265K
|
|
|
Jan 23, 2026
Q4 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.74KNew |
$253K - $311K
|
1.74K
$253K
|
|
|
Jan 28, 2026
Q4 2025
|
Wealth Science Advisors LLC
Alpharetta, GA |
BUY
|
- |
1.7KNew |
$248K - $304K
|
1.7K
$248K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.7K+ 64.11% |
$248K - $303K
|
4.34K
$634K
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.68KNew |
$245K - $300K
|
1.68K
$245K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.61K+ 48.57% |
$235K - $288K
|
4.92K
$718K
|
|
|
Jan 28, 2026
Q4 2025
|
Calamos Wealth Management LLC
|
BUY
|
PUT |
1.6KNew |
$234K - $286K
|
1.6K
$234K
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.57KNew |
$229K - $280K
|
1.57K
$229K
|
|
|
Jan 26, 2026
Q4 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.56K+ 600.77% |
$228K - $280K
|
1.82K
$266K
|
|
|
Jan 28, 2026
Q4 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
1.53K+ 20.07% |
$224K - $274K
|
9.17K
$1.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Harrington Investments, Inc
|
BUY
|
- |
1.45K+ 29.28% |
$212K - $260K
|
6.4K
$935K
|
|
|
Jan 23, 2026
Q4 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
1.45KNew |
$212K - $259K
|
1.45K
$212K
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.43KNew |
$209K - $257K
|
1.43K
$209K
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.41KNew |
$206K - $253K
|
1.41K
$206K
|
|
|
Jan 29, 2026
Q4 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.41KNew |
$205K - $252K
|
1.41K
$205K
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
1.4K+ 14.86% |
$204K - $251K
|
10.8K
$1.58M
|
|
|
Jan 29, 2026
Q4 2025
|
Matisse Capital
|
BUY
|
- |
1.39KNew |
$203K - $249K
|
1.39K
$203K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.39KNew |
$202K - $248K
|
1.39K
$202K
|
|
|
Jan 20, 2026
Q4 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
1.38KNew |
$202K - $248K
|
1.38K
$202K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.37KNew |
$201K - $246K
|
1.37K
$201K
|
|
|
Jan 28, 2026
Q4 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.37KNew |
$200K - $245K
|
1.37K
$200K
|
|
|
Jan 21, 2026
Q4 2025
|
Center For Asset Management LLC
|
BUY
|
- |
1.33KNew |
$194K - $238K
|
1.33K
$194K
|
|