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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-5- 10.0% |
$391 - $597
|
45
$5.25K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
800New |
$62.5K - $95.6K
|
800
$93.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
25+ 1.98% |
$1.95K - $2.99K
|
1.29K
$150K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.12KNew |
$166K - $254K
|
2.12K
$248K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-35- 6.14% |
$2.73K - $4.18K
|
535
$62.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
520New |
$40.6K - $62.1K
|
520
$60.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-4.64K- 62.17% |
$363K - $555K
|
2.83K
$330K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1KNew |
$78.1K - $119K
|
1K
$117K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3KNew |
$234K - $358K
|
3K
$350K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
366New |
$28.6K - $43.7K
|
366
$42.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.24KNew |
$175K - $268K
|
2.24K
$261K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
564+ 12.55% |
$44.1K - $67.4K
|
5.06K
$590K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
5+ 0.02% |
$391 - $597
|
25.8K
$3.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-9- 0.65% |
$703 - $1.08K
|
1.37K
$160K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-948- 40.9% |
$74.1K - $113K
|
1.37K
$160K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
5.01KNew |
$392K - $599K
|
5.01K
$585K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
317+ 8.96% |
$24.8K - $37.9K
|
3.85K
$450K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-24- 33.33% |
$1.88K - $2.87K
|
48
$5.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-130- 6.16% |
$10.2K - $15.5K
|
1.98K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.43KNew |
$190K - $290K
|
2.43K
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.21KNew |
$329K - $503K
|
4.21K
$491K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-25- 0.56% |
$1.95K - $2.99K
|
4.43K
$517K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 1.41% |
$781 - $1.19K
|
700
$81.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.01KNew |
$157K - $240K
|
2.01K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
120New |
$9.38K - $14.3K
|
120
$14K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.07KNew |
$162K - $248K
|
2.07K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.19KNew |
$171K - $262K
|
2.19K
$256K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.34KNew |
$339K - $518K
|
4.34K
$507K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
2KNew |
$156K - $239K
|
2K
$233K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.87K+ 15.51% |
$146K - $223K
|
13.9K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.27KNew |
$177K - $271K
|
2.27K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-71- 1.47% |
$5.55K - $8.48K
|
4.76K
$556K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-20- 0.6% |
$1.56K - $2.39K
|
3.31K
$387K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.34KNew |
$183K - $280K
|
2.34K
$273K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-200- 7.86% |
$15.6K - $23.9K
|
2.34K
$274K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-102- 76.12% |
$7.97K - $12.2K
|
32
$3.74K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
66New |
$5.16K - $7.89K
|
66
$7.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.97KNew |
$154K - $235K
|
1.97K
$230K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.31KNew |
$337K - $515K
|
4.31K
$503K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.97KNew |
$154K - $236K
|
1.97K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
2.32KNew |
$181K - $277K
|
2.32K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2KNew |
$156K - $239K
|
2K
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
20+ 28.99% |
$1.56K - $2.39K
|
89
$10.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-300- 11.95% |
$23.4K - $35.8K
|
2.21K
$258K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
2.14KNew |
$167K - $256K
|
2.14K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
63New |
$4.92K - $7.53K
|
63
$7.35K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
1.65KNew |
$129K - $197K
|
1.65K
$193K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-350- 10.94% |
$27.3K - $41.8K
|
2.85K
$333K
|
|
|
Jan 13, 2025
Q4 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
63.2KNew |
$4.94M - $7.55M
|
63.2K
$7.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-310- 20.0% |
$24.2K - $37K
|
1.24K
$145K
|