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 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
475+ 4.9% |
$43K - $61.4K
|
10.2K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-24- 0.59% |
$2.17K - $3.1K
|
4.03K
$471K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
14+ 0.13% |
$1.27K - $1.81K
|
10.7K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.92K+ 36.6% |
$898K - $1.28M
|
37K
$4.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
44.4K+ 13.85% |
$4.03M - $5.75M
|
365K
$42.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-293- 34.76% |
$26.5K - $37.9K
|
550
$64.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
49+ 0.78% |
$4.44K - $6.34K
|
6.36K
$743K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
173+ 7.58% |
$15.7K - $22.4K
|
2.46K
$287K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-20- 0.93% |
$1.81K - $2.59K
|
2.12K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-36- 1.28% |
$3.26K - $4.66K
|
2.78K
$324K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
910+ 12.15% |
$82.4K - $118K
|
8.4K
$980K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-718- 12.65% |
$65K - $92.8K
|
4.96K
$579K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
70+ 87.5% |
$6.34K - $9.05K
|
150
$17.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.63K- 38.04% |
$148K - $211K
|
2.65K
$310K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-4- 0.05% |
$362 - $517
|
7.62K
$889K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
68+ 2.12% |
$6.16K - $8.79K
|
3.27K
$382K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.11K+ 11.42% |
$100K - $143K
|
10.8K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
158+ 2.94% |
$14.3K - $20.4K
|
5.54K
$647K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.37K- 11.34% |
$486K - $694K
|
42K
$4.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
56.9KNew |
$5.15M - $7.36M
|
56.9K
$6.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
5.96KNew |
$540K - $771K
|
5.96K
$696K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
13.7K+ 214.46% |
$1.25M - $1.78M
|
20.2K
$2.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-298- 9.68% |
$27K - $38.5K
|
2.78K
$324K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
512+ 5.17% |
$46.4K - $66.2K
|
10.4K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
10+ 0.3% |
$906 - $1.29K
|
3.29K
$384K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
3.8KNew |
$344K - $491K
|
3.8K
$443K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
568+ 31.36% |
$51.5K - $73.4K
|
2.38K
$278K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.03K- 22.77% |
$274K - $391K
|
10.3K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-12.2K- 95.66% |
$1.1M - $1.58M
|
553
$64.6K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-10- 0.12% |
$906 - $1.29K
|
8.22K
$959K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
28+ 0.2% |
$2.54K - $3.62K
|
14.2K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
20.1K+ 899.19% |
$1.82M - $2.59M
|
22.3K
$2.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-12K- 60.19% |
$1.09M - $1.56M
|
7.96K
$929K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
102+ 1.74% |
$9.24K - $13.2K
|
5.96K
$696K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
55New |
$4.98K - $7.11K
|
55
$6.42K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-702- 9.35% |
$63.6K - $90.8K
|
6.81K
$795K
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-638- 3.44% |
$57.8K - $82.5K
|
17.9K
$2.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 1.27% |
$906 - $1.29K
|
780
$91.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.41K+ 13.58% |
$128K - $182K
|
11.8K
$1.38M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.91K+ 64.07% |
$264K - $376K
|
7.45K
$870K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.1KNew |
$190K - $272K
|
2.1K
$245K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
173+ 0.85% |
$15.7K - $22.4K
|
20.6K
$2.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-384- 13.02% |
$34.8K - $49.7K
|
2.57K
$299K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-176- 1.0% |
$15.9K - $22.8K
|
17.4K
$2.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-2.39K- 11.28% |
$216K - $309K
|
18.8K
$2.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
1.8K+ 15.45% |
$163K - $233K
|
13.5K
$1.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-331- 6.14% |
$30K - $42.8K
|
5.06K
$590K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.76K- 1.09% |
$159K - $227K
|
159K
$18.6M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
500+ 12.5% |
$45.3K - $64.7K
|
4.5K
$525K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-44- 4.68% |
$3.99K - $5.69K
|
896
$105K
|