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 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
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
8.44K+ 179.84% |
$649K - $973K
|
13.1K
$1.5M
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
95+ 3.8% |
$7.3K - $11K
|
2.6K
$297K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
40+ 0.73% |
$3.08K - $4.61K
|
5.54K
$633K
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-200- 8.6% |
$15.4K - $23.1K
|
2.13K
$243K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-775- 19.39% |
$59.6K - $89.4K
|
3.22K
$368K
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.75KNew |
$211K - $317K
|
2.75K
$314K
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-64K- 76.54% |
$4.92M - $7.38M
|
19.6K
$2.24M
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
118+ 0.76% |
$9.07K - $13.6K
|
15.5K
$1.78M
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.77KNew |
$136K - $204K
|
1.77K
$202K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.77K+ 12.72% |
$136K - $204K
|
15.7K
$1.79M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.54K+ 5.7% |
$118K - $178K
|
28.6K
$3.26M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
327+ 12.75% |
$25.1K - $37.7K
|
2.89K
$331K
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-9- 0.08% |
$692 - $1.04K
|
11.9K
$1.36M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
145+ 1.52% |
$11.1K - $16.7K
|
9.66K
$1.1M
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
265+ 2.55% |
$20.4K - $30.6K
|
10.7K
$1.22M
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
49New |
$3.77K - $5.65K
|
49
$5.6K
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-3.43K- 29.67% |
$263K - $395K
|
8.12K
$929K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-5- 0.38% |
$384 - $577
|
1.3K
$149K
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-41- 1.91% |
$3.15K - $4.73K
|
2.1K
$240K
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-283- 8.14% |
$21.8K - $32.6K
|
3.2K
$365K
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
172+ 5.52% |
$13.2K - $19.8K
|
3.29K
$376K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-117- 4.66% |
$9K - $13.5K
|
2.39K
$274K
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.88KNew |
$144K - $216K
|
1.88K
$214K
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 16.67% |
$7.69K - $11.5K
|
700
$80K
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
103+ 1.65% |
$7.92K - $11.9K
|
6.34K
$725K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.12K+ 26.5% |
$163K - $244K
|
10.1K
$1.16M
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
10+ 16.95% |
$769 - $1.15K
|
69
$7.89K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-38- 18.27% |
$2.92K - $4.38K
|
170
$19.4K
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
170+ 182.8% |
$13.1K - $19.6K
|
263
$30.1K
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
1.52KNew |
$116K - $175K
|
1.52K
$173K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-761- 29.65% |
$58.5K - $87.8K
|
1.81K
$206K
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
159+ 4.57% |
$12.2K - $18.3K
|
3.64K
$416K
|