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 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-556- 1.47% |
$42.8K - $64.1K
|
37.2K
$4.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-749- 0.43% |
$57.6K - $86.4K
|
172K
$19.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
1.8KNew |
$139K - $208K
|
1.8K
$206K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.95K- 61.29% |
$227K - $341K
|
1.87K
$213K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
3.63K+ 66.78% |
$279K - $419K
|
9.07K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
654+ 1.69% |
$50.3K - $75.4K
|
39.4K
$4.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.39K- 22.11% |
$107K - $160K
|
4.88K
$558K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
13+ 0.53% |
$1K - $1.5K
|
2.46K
$281K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-20- 50.0% |
$1.54K - $2.31K
|
20
$2.29K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
31New |
$2.38K - $3.58K
|
31
$3.54K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
2KNew |
$154K - $231K
|
2K
$229K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-15- 0.23% |
$1.15K - $1.73K
|
6.53K
$746K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
869+ 19.67% |
$66.8K - $100K
|
5.29K
$604K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-296- 23.97% |
$22.8K - $34.1K
|
939
$107K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 80.94% |
$863K - $1.29M
|
25.1K
$2.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
18+ 0.18% |
$1.38K - $2.08K
|
10.3K
$1.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.45K- 3.3% |
$111K - $167K
|
42.3K
$4.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
775+ 13.36% |
$59.6K - $89.4K
|
6.58K
$752K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
12+ 0.48% |
$923 - $1.38K
|
2.49K
$284K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-186- 14.68% |
$14.3K - $21.5K
|
1.08K
$124K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.35K- 14.41% |
$181K - $271K
|
14K
$1.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-586- 3.71% |
$45.1K - $67.6K
|
15.2K
$1.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
68+ 3.21% |
$5.23K - $7.84K
|
2.19K
$250K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
369+ 9.02% |
$28.4K - $42.6K
|
4.46K
$510K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-677- 24.41% |
$52.1K - $78.1K
|
2.1K
$240K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-803- 0.83% |
$61.7K - $92.6K
|
96.4K
$11M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.14K+ 2.04% |
$241K - $362K
|
157K
$18M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
220New |
$16.9K - $25.4K
|
220
$25.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
13.6K+ 3.08% |
$1.05M - $1.57M
|
455K
$52M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
894+ 30.35% |
$68.7K - $103K
|
3.84K
$439K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.18% |
$384 - $577
|
2.73K
$312K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-8.85K- 22.28% |
$681K - $1.02M
|
30.9K
$3.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
60+ 1.74% |
$4.61K - $6.92K
|
3.52K
$402K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-951- 27.96% |
$73.1K - $110K
|
2.45K
$280K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-565- 3.91% |
$43.4K - $65.2K
|
13.9K
$1.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
2.05KNew |
$157K - $236K
|
2.05K
$234K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
44+ 0.29% |
$3.38K - $5.08K
|
15.3K
$1.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
534+ 23.81% |
$41.1K - $61.6K
|
2.78K
$317K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-325- 76.47% |
$25K - $37.5K
|
100
$11.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
10+ 0.11% |
$769 - $1.15K
|
9.11K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
1.81K+ 12.53% |
$139K - $209K
|
16.3K
$1.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
166+ 3.04% |
$12.8K - $19.1K
|
5.63K
$644K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1.12K- 3.37% |
$86.3K - $129K
|
32.1K
$3.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-200- 9.12% |
$15.4K - $23.1K
|
1.99K
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
35+ 0.69% |
$2.69K - $4.04K
|
5.11K
$584K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-3.32K- 28.12% |
$255K - $382K
|
8.48K
$969K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
207+ 3.67% |
$15.9K - $23.9K
|
5.85K
$668K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.2K+ 37.71% |
$477K - $715K
|
22.6K
$2.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
506+ 6.59% |
$38.9K - $58.4K
|
8.19K
$936K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
34+ 0.07% |
$2.61K - $3.92K
|
49.6K
$5.67M
|