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 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
170+ 8.42% |
$13.1K - $19.6K
|
2.19K
$250K
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
6.58K+ 15.13% |
$506K - $759K
|
50.1K
$5.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-22- 0.22% |
$1.69K - $2.54K
|
9.91K
$1.13M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
166+ 4.1% |
$12.8K - $19.1K
|
4.21K
$481K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-99- 51.03% |
$7.61K - $11.4K
|
95
$10.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.53K+ 26.25% |
$117K - $176K
|
7.35K
$840K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-4.21K- 48.02% |
$324K - $486K
|
4.56K
$521K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
12.7KNew |
$980K - $1.47M
|
12.7K
$1.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-27- 0.4% |
$2.08K - $3.11K
|
6.72K
$768K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
CALL |
10.4KNew |
$800K - $1.2M
|
10.4K
$1.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.87KNew |
$143K - $215K
|
1.87K
$213K
|
|
|
Jul 14, 2025
Q2 2025
|
Nepsis Inc.
|
SELL
|
- |
-35.2K- 20.05% |
$2.71M - $4.06M
|
140K
$16.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-9- 0.93% |
$692 - $1.04K
|
954
$109K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-200- 6.23% |
$15.4K - $23.1K
|
3.01K
$344K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.87KNew |
$143K - $215K
|
1.87K
$213K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-528- 14.26% |
$40.6K - $60.9K
|
3.18K
$363K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
186+ 18.42% |
$14.3K - $21.5K
|
1.2K
$137K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-250- 30.12% |
$19.2K - $28.8K
|
580
$66.3K
|
|
|
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
|