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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.6K- 10.63% |
$145K - $207K
|
13.4K
$1.57M
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.01K+ 3.63% |
$363K - $518K
|
114K
$13.3M
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
52.2K+ 1388.83% |
$4.73M - $6.75M
|
56K
$6.54M
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-330- 63.46% |
$29.9K - $42.7K
|
190
$22.2K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.64K- 15.41% |
$783K - $1.12M
|
47.4K
$5.54M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
165+ 86.84% |
$14.9K - $21.3K
|
355
$41.4K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-152- 1.05% |
$13.8K - $19.7K
|
14.3K
$1.67M
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.94KNew |
$176K - $251K
|
1.94K
$226K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
699+ 1.64% |
$63.3K - $90.4K
|
43.3K
$5.06M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.21K- 49.15% |
$654K - $933K
|
7.46K
$871K
|
|
May 09, 2025
Q1 2025
|
Ithaka Group LLC
Bethesda, MD |
BUY
|
- |
89.9KNew |
$8.15M - $11.6M
|
89.9K
$10.5M
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-17.6K- 95.94% |
$1.59M - $2.28M
|
744
$86.9K
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
40New |
$3.62K - $5.17K
|
40
$4.67K
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-4.6K- 14.68% |
$416K - $594K
|
26.7K
$3.12M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
882K+ 1.87% |
$79.9M - $114M
|
48M
$5.6B
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-527- 18.18% |
$47.7K - $68.1K
|
2.37K
$277K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
17+ 3.91% |
$1.54K - $2.2K
|
452
$52.8K
|
|
May 09, 2025
Q1 2025
|
Gagnon Securities LLC
|
SELL
|
- |
-256- 4.48% |
$23.2K - $33.1K
|
5.45K
$637K
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.67K+ 12.01% |
$242K - $345K
|
24.9K
$2.91M
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
13.9KNew |
$1.26M - $1.79M
|
13.9K
$1.62M
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1New |
$90.6 - $129
|
1
$117
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-435- 5.87% |
$39.4K - $56.2K
|
6.97K
$814K
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-272- 10.25% |
$24.6K - $35.2K
|
2.38K
$278K
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.03K+ 41.52% |
$92.9K - $133K
|
3.5K
$408K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
62.1K+ 2.49% |
$5.63M - $8.04M
|
2.56M
$298M
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
26KNew |
$2.36M - $3.36M
|
26K
$3.04M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.26K- 11.48% |
$205K - $292K
|
17.4K
$2.03M
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
42.3K+ 32.9% |
$3.83M - $5.47M
|
171K
$19.9M
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
5.93KNew |
$537K - $767K
|
5.93K
$692K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-550- 17.62% |
$49.8K - $71.1K
|
2.57K
$300K
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1New |
$90.6 - $129
|
1
$117
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-51.1K- 3.41% |
$4.63M - $6.6M
|
1.45M
$169M
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
91+ 2.89% |
$8.24K - $11.8K
|
3.24K
$378K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
139+ 4.01% |
$12.6K - $18K
|
3.6K
$421K
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
3.24K+ 152.69% |
$293K - $419K
|
5.36K
$625K
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-1.99K- 83.28% |
$180K - $258K
|
400
$46.7K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
287+ 150.26% |
$26K - $37.1K
|
478
$55.8K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.06K- 8.11% |
$95.7K - $137K
|
12K
$1.4M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.08K+ 14.97% |
$189K - $269K
|
16K
$1.87M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
427+ 2.97% |
$38.7K - $55.2K
|
14.8K
$1.73M
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
168+ 1.77% |
$15.2K - $21.7K
|
9.65K
$1.13M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
894+ 14.9% |
$81K - $116K
|
6.89K
$805K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
CALL |
100New |
$9.06K - $12.9K
|
100
$11.7K
|
|
May 08, 2025
Q1 2025
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-24.2K- 10.05% |
$2.19M - $3.13M
|
216K
$25.3M
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.75K- 15.63% |
$159K - $226K
|
9.45K
$1.1M
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-2.66K- 12.66% |
$241K - $344K
|
18.3K
$2.14M
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-65- 1.24% |
$5.89K - $8.41K
|
5.17K
$604K
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-1.97K- 17.57% |
$179K - $255K
|
9.25K
$1.08M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.45K+ 44.06% |
$313K - $446K
|
11.3K
$1.32M
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.02K+ 75.85% |
$183K - $261K
|
4.67K
$546K
|