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 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
8.93K+ 10.57% |
$809K - $1.15M
|
93.4K
$10.9M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
201+ 9.77% |
$18.2K - $26K
|
2.26K
$264K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
4.49KNew |
$406K - $580K
|
4.49K
$524K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-289K- 13.33% |
$26.2M - $37.4M
|
1.88M
$220M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
37KNew |
$3.35M - $4.79M
|
37K
$4.32M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.58K+ 11.95% |
$143K - $204K
|
14.8K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.87K+ 8.72% |
$441K - $630K
|
60.7K
$7.09M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-4.12K- 54.78% |
$374K - $533K
|
3.4K
$397K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
666+ 16.76% |
$60.3K - $86.1K
|
4.64K
$542K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-240- 3.66% |
$21.7K - $31K
|
6.31K
$737K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-196- 1.41% |
$17.8K - $25.3K
|
13.7K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.14K+ 16.02% |
$646K - $923K
|
51.7K
$6.03M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
734+ 0.77% |
$66.5K - $94.9K
|
96.4K
$11.3M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
100+ 2.92% |
$9.06K - $12.9K
|
3.53K
$412K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
8New |
$725 - $1.03K
|
8
$934
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-715- 2.69% |
$64.8K - $92.5K
|
25.9K
$3.02M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5.83K- 11.13% |
$528K - $754K
|
46.5K
$5.43M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-269- 8.65% |
$24.4K - $34.8K
|
2.84K
$332K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.9K+ 111.42% |
$1.99M - $2.84M
|
41.6K
$4.86M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.7K- 55.59% |
$1.15M - $1.65M
|
10.2K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
2.3KNew |
$208K - $297K
|
2.3K
$269K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-50- 1.05% |
$4.53K - $6.47K
|
4.73K
$552K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-930- 12.47% |
$84.2K - $120K
|
6.53K
$762K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-2.4K- 24.19% |
$218K - $311K
|
7.53K
$879K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
268K+ 150.34% |
$24.3M - $34.7M
|
447K
$52.1M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.7K- 0.79% |
$245K - $349K
|
339K
$39.6M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1K+ 13.95% |
$90.6K - $129K
|
8.17K
$954K
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-286- 4.58% |
$25.9K - $37K
|
5.96K
$696K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
36New |
$3.26K - $4.66K
|
36
$4.2K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-21- 0.67% |
$1.9K - $2.72K
|
3.11K
$363K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-967- 10.84% |
$87.6K - $125K
|
7.95K
$929K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
3.26K+ 81.5% |
$295K - $421K
|
7.26K
$847K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
98+ 1.64% |
$8.88K - $12.7K
|
6.06K
$707K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
53K+ 160.53% |
$4.8M - $6.86M
|
86.1K
$10M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
19New |
$1.72K - $2.46K
|
19
$2.22K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-444- 8.37% |
$40.2K - $57.4K
|
4.86K
$568K
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
4.58KNew |
$415K - $592K
|
4.58K
$535K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-126- 0.99% |
$11.4K - $16.3K
|
12.6K
$1.47M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
980K+ 20.98% |
$88.7M - $127M
|
5.65M
$659M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
5+ 0.1% |
$453 - $647
|
5.27K
$615K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
291+ 14.09% |
$26.4K - $37.6K
|
2.36K
$275K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-3.8K- 63.64% |
$344K - $492K
|
2.17K
$254K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
18+ 0.37% |
$1.63K - $2.33K
|
4.94K
$576K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.11KNew |
$192K - $273K
|
2.11K
$247K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
2.81K+ 27.28% |
$254K - $363K
|
13.1K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.34K+ 13.98% |
$212K - $302K
|
19.1K
$2.23M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.11K+ 52.1% |
$100K - $143K
|
3.23K
$377K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-122- 38.73% |
$11.1K - $15.8K
|
193
$22.5K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.9K+ 18.06% |
$172K - $246K
|
12.4K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.05K- 8.03% |
$95.1K - $136K
|
12K
$1.4M
|