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 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-243- 1.04% |
$22K - $31.4K
|
23.1K
$2.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-29- 0.88% |
$2.63K - $3.75K
|
3.26K
$380K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
134K+ 294.77% |
$12.1M - $17.3M
|
179K
$20.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.69K+ 22.84% |
$425K - $606K
|
25.2K
$2.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-577- 3.23% |
$52.3K - $74.6K
|
17.3K
$2.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-24.3K- 39.49% |
$2.2M - $3.14M
|
37.2K
$4.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
146+ 2.93% |
$13.2K - $18.9K
|
5.13K
$599K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
22+ 1.78% |
$1.99K - $2.84K
|
1.26K
$147K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-43.1K- 0.85% |
$3.9M - $5.57M
|
5.01M
$585M
|
|
|
Apr 25, 2025
Q1 2025
|
Prakash Investment Advisors LLC
Andover, MA |
SELL
|
- |
-2K- 20.18% |
$181K - $259K
|
7.91K
$923K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.82KNew |
$346K - $493K
|
3.82K
$445K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
116+ 3.39% |
$10.5K - $15K
|
3.53K
$412K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-14.2K- 12.66% |
$1.28M - $1.83M
|
97.7K
$11.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Henry James International Management Inc.
|
BUY
|
- |
1.67K+ 1.07% |
$151K - $216K
|
158K
$18.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-630- 11.03% |
$57.1K - $81.5K
|
5.08K
$593K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-720- 1.76% |
$65.2K - $93.1K
|
40.3K
$4.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-4- 5.26% |
$362 - $517
|
72
$8.41K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 6.38% |
$272 - $388
|
50
$5.84K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-7- 0.15% |
$634 - $905
|
4.58K
$534K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
980+ 71.22% |
$88.8K - $127K
|
2.36K
$275K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.16KNew |
$105K - $150K
|
1.16K
$136K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
274+ 13.76% |
$24.8K - $35.4K
|
2.27K
$264K
|
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
BUY
|
- |
4.44KNew |
$403K - $575K
|
4.44K
$519K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
110New |
$9.96K - $14.2K
|
110
$12.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
511+ 127.43% |
$46.3K - $66.1K
|
912
$106K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
325+ 3.32% |
$29.4K - $42K
|
10.1K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-200- 3.19% |
$18.1K - $25.9K
|
6.06K
$707K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
42.5K+ 269.71% |
$3.85M - $5.49M
|
58.2K
$6.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
229+ 3.22% |
$20.7K - $29.6K
|
7.33K
$856K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-395- 2.0% |
$35.8K - $51.1K
|
19.3K
$2.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-100- 8.98% |
$9.06K - $12.9K
|
1.01K
$118K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
17New |
$1.54K - $2.2K
|
17
$1.98K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
4.05K+ 200.99% |
$367K - $524K
|
6.07K
$708K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
13New |
$1.18K - $1.68K
|
13
$1.52K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.31K+ 196.41% |
$481K - $686K
|
8.01K
$935K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.25K- 2.02% |
$114K - $162K
|
60.8K
$7.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
379+ 8.59% |
$34.3K - $49K
|
4.79K
$559K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-127- 1.36% |
$11.5K - $16.4K
|
9.24K
$1.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-291- 11.19% |
$26.4K - $37.6K
|
2.31K
$270K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-22.6K- 12.64% |
$2.05M - $2.92M
|
156K
$18.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
3.55K+ 6.18% |
$322K - $459K
|
61K
$7.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-1.75K- 25.0% |
$159K - $226K
|
5.25K
$613K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-153- 6.05% |
$13.9K - $19.8K
|
2.38K
$278K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-143- 1.08% |
$13K - $18.5K
|
13.1K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.05K- 5.52% |
$95.1K - $136K
|
18K
$2.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
161K+ 33.88% |
$14.6M - $20.8M
|
637K
$74.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
8+ 0.31% |
$725 - $1.03K
|
2.56K
$299K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-148- 0.59% |
$13.4K - $19.1K
|
25.1K
$2.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-90- 0.76% |
$8.15K - $11.6K
|
11.7K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-746- 50.34% |
$67.6K - $96.5K
|
736
$85.9K
|