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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-40- 0.95% |
$3.62K - $5.17K
|
4.16K
$485K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-117- 3.82% |
$10.6K - $15.1K
|
2.94K
$343K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.69K- 8.72% |
$153K - $218K
|
17.7K
$2.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-1.1K- 15.53% |
$99.6K - $142K
|
5.99K
$699K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-360- 1.79% |
$32.6K - $46.6K
|
19.7K
$2.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.09K+ 15.63% |
$190K - $271K
|
15.5K
$1.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
233+ 5.12% |
$21.1K - $30.1K
|
4.78K
$558K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
208+ 5.28% |
$18.8K - $26.9K
|
4.15K
$484K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.05K- 9.1% |
$367K - $524K
|
40.5K
$4.73M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-29- 0.75% |
$2.63K - $3.75K
|
3.83K
$447K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.27K+ 17.29% |
$205K - $293K
|
15.4K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 7.95% |
$634 - $905
|
95
$11.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
5+ 5.26% |
$453 - $647
|
100
$11.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.13KNew |
$193K - $275K
|
2.13K
$248K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.56K- 10.36% |
$141K - $201K
|
13.4K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
241New |
$21.8K - $31.2K
|
241
$28.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Steadview Capital Management LLC
London, X0 |
SELL
|
- |
-31K- 6.86% |
$2.81M - $4.01M
|
421K
$49.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.55K+ 10.54% |
$231K - $329K
|
26.7K
$3.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
3K+ 56.07% |
$272K - $388K
|
8.35K
$975K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.5K+ 7.11% |
$589K - $840K
|
97.9K
$11.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.5K- 11.15% |
$135K - $193K
|
11.9K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2.38K+ 34.57% |
$216K - $308K
|
9.28K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-21.5K- 15.5% |
$1.95M - $2.78M
|
117K
$13.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1K- 18.74% |
$90.6K - $129K
|
4.34K
$506K
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
135KNew |
$12.2M - $17.4M
|
135K
$15.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.51K+ 10.79% |
$408K - $583K
|
46.3K
$5.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
21+ 0.22% |
$1.9K - $2.72K
|
9.45K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-19.6K- 30.23% |
$1.78M - $2.54M
|
45.3K
$5.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-388- 15.89% |
$35.1K - $50.2K
|
2.05K
$240K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-192- 22.43% |
$17.4K - $24.8K
|
664
$77.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-566- 2.15% |
$51.3K - $73.2K
|
25.8K
$3.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.48K+ 21.89% |
$225K - $321K
|
13.8K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-170- 6.13% |
$15.4K - $22K
|
2.61K
$304K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-550- 3.16% |
$49.8K - $71.1K
|
16.9K
$1.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-176- 4.72% |
$15.9K - $22.8K
|
3.55K
$415K
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.83K- 28.18% |
$166K - $237K
|
4.67K
$545K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
20.9KNew |
$1.9M - $2.71M
|
20.9K
$2.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.01K+ 5.88% |
$91.4K - $130K
|
18.2K
$2.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
622+ 13.46% |
$56.3K - $80.4K
|
5.24K
$612K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-22.3K- 5.74% |
$2.02M - $2.89M
|
367K
$42.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
100+ 4.3% |
$9.06K - $12.9K
|
2.43K
$283K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-837- 13.11% |
$75.8K - $108K
|
5.55K
$648K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
987New |
$89.4K - $128K
|
987
$115K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
461+ 2.04% |
$41.8K - $59.6K
|
23K
$2.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
229New |
$20.7K - $29.6K
|
229
$26.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
1.73KNew |
$157K - $224K
|
1.73K
$202K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.05K- 35.0% |
$95.1K - $136K
|
1.95K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-38- 8.78% |
$3.44K - $4.91K
|
395
$46.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2.1KNew |
$190K - $272K
|
2.1K
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
910New |
$82.4K - $118K
|
910
$106K
|