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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 3.01% |
$391 - $597
|
161
$20.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
2.39KNew |
$187K - $286K
|
2.39K
$303K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-799- 9.11% |
$62.4K - $95.5K
|
7.97K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
CALL |
200New |
$15.6K - $23.9K
|
200
$25.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-400- 4.06% |
$31.3K - $47.8K
|
9.45K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
700New |
$54.7K - $83.6K
|
700
$88.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
147+ 6.68% |
$11.5K - $17.6K
|
2.35K
$297K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-744- 17.68% |
$58.1K - $88.9K
|
3.46K
$439K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
20New |
$1.56K - $2.39K
|
20
$2.54K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
72+ 10.94% |
$5.63K - $8.6K
|
730
$92.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-176- 3.72% |
$13.8K - $21K
|
4.56K
$578K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.56KNew |
$278K - $425K
|
3.56K
$451K
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
2.62KNew |
$205K - $314K
|
2.62K
$333K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-82- 2.49% |
$6.41K - $9.8K
|
3.21K
$407K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4New |
$313 - $478
|
4
$507
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-400- 9.05% |
$31.3K - $47.8K
|
4.02K
$510K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-16- 12.9% |
$1.25K - $1.91K
|
108
$13.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
40New |
$3.13K - $4.78K
|
40
$5.07K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.57KNew |
$357K - $546K
|
4.57K
$579K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.29KNew |
$179K - $274K
|
2.29K
$290K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2KNew |
$156K - $239K
|
2K
$254K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
207+ 54.62% |
$16.2K - $24.7K
|
586
$74.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.98K- 34.66% |
$155K - $237K
|
3.74K
$474K
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
BUY
|
- |
2.5KNew |
$195K - $299K
|
2.5K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.06K+ 242.13% |
$473K - $724K
|
8.56K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
2.34KNew |
$183K - $280K
|
2.34K
$297K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-760- 24.04% |
$59.4K - $90.8K
|
2.4K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
400+ 200.0% |
$31.3K - $47.8K
|
600
$76.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
CALL |
2.2KNew |
$172K - $263K
|
2.2K
$279K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
80New |
$6.25K - $9.56K
|
80
$10.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.74KNew |
$136K - $208K
|
1.74K
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
19KNew |
$1.48M - $2.27M
|
19K
$2.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.02KNew |
$236K - $361K
|
3.02K
$383K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.88K- 5.87% |
$694K - $1.06M
|
142K
$18M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
150New |
$11.7K - $17.9K
|
150
$19K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-13- 2.95% |
$1.02K - $1.55K
|
428
$54.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
24+ 7.5% |
$1.88K - $2.87K
|
344
$43.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
650New |
$50.8K - $77.7K
|
650
$82.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
568+ 5.33% |
$44.4K - $67.9K
|
11.2K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
2.62KNew |
$205K - $313K
|
2.62K
$332K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.13KNew |
$323K - $493K
|
4.13K
$523K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 50.0% |
$156 - $239
|
6
$761
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
281+ 9.27% |
$22K - $33.6K
|
3.31K
$420K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.55K- 48.57% |
$199K - $305K
|
2.7K
$342K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-125- 4.8% |
$9.77K - $14.9K
|
2.48K
$314K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.01KNew |
$157K - $240K
|
2.01K
$254K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-700- 24.67% |
$54.7K - $83.6K
|
2.14K
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.31KNew |
$181K - $276K
|
2.31K
$293K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.03% |
$391 - $597
|
17.9K
$2.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4+ 0.05% |
$313 - $478
|
7.42K
$941K
|