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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.36K- 97.54% |
$192K - $263K
|
85
$9.92K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
CALL |
8KNew |
$456K - $626K
|
8K
$934K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
9+ 1.63% |
$513 - $704
|
562
$65.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
1.41KNew |
$80.4K - $110K
|
1.41K
$165K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-190- 2.82% |
$10.8K - $14.9K
|
6.56K
$766K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
3.12KNew |
$177K - $244K
|
3.12K
$364K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10- 1.89% |
$570 - $782
|
520
$60.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
10New |
$570 - $782
|
10
$1.17K
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-445- 98.45% |
$25.4K - $34.8K
|
7
$817
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.43KNew |
$309K - $424K
|
5.43K
$634K
|
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-84.7K- 76.45% |
$4.82M - $6.62M
|
26.1K
$3.04M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
664+ 7.03% |
$37.8K - $51.9K
|
10.1K
$1.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-710- 93.42% |
$40.4K - $55.5K
|
50
$5.84K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
9.78K+ 69.11% |
$557K - $765K
|
23.9K
$2.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
CALL |
1KNew |
$57K - $78.2K
|
1K
$117K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
70+ 5.24% |
$3.99K - $5.47K
|
1.41K
$164K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
110+ 275.0% |
$6.27K - $8.6K
|
150
$17.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
50+ 5.64% |
$2.85K - $3.91K
|
936
$109K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-232- 26.3% |
$13.2K - $18.1K
|
650
$75.9K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
30New |
$1.71K - $2.35K
|
30
$3.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
19.2K+ 13.05% |
$1.1M - $1.5M
|
167K
$19.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.12KNew |
$348K - $478K
|
6.12K
$714K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
31New |
$1.77K - $2.42K
|
31
$3.62K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
500New |
$28.5K - $39.1K
|
500
$58.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
20+ 66.67% |
$1.14K - $1.56K
|
50
$5.84K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
10.9K+ 329.4% |
$620K - $851K
|
14.2K
$1.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
200New |
$11.4K - $15.6K
|
200
$23.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
9.86KNew |
$562K - $771K
|
9.86K
$1.15M
|
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-64.1K- 23.13% |
$3.65M - $5.01M
|
213K
$24.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
91New |
$5.18K - $7.12K
|
91
$10.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-14- 41.18% |
$798 - $1.09K
|
20
$2.33K
|
|
|
Jul 16, 2024
Q2 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
15KNew |
$855K - $1.17M
|
15K
$1.75M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
2.5KNew |
$142K - $195K
|
2.5K
$292K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
100New |
$5.7K - $7.82K
|
100
$11.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-5.54K- 6.52% |
$316K - $433K
|
79.5K
$9.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
600New |
$34.2K - $46.9K
|
600
$70K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
200New |
$11.4K - $15.6K
|
200
$23.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.08KNew |
$517K - $710K
|
9.08K
$1.06M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8.95KNew |
$510K - $700K
|
8.95K
$1.04M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-60- 3.87% |
$3.42K - $4.69K
|
1.49K
$174K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
82New |
$4.67K - $6.41K
|
82
$9.57K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.99K- 2.43% |
$170K - $234K
|
120K
$14M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
275New |
$15.7K - $21.5K
|
275
$32.1K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
61New |
$3.48K - $4.77K
|
61
$7.12K
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-47.9K- 22.83% |
$3.44M - $4.35M
|
162K
$18.9M
|
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
10+ 6.58% |
$718 - $907
|
162
$18.9K
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
13.6MNew |
$975M - $1.23B
|
13.6M
$1.58B
|
|
|
May 07, 2025
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
31.8KNew |
$2.28M - $2.88M
|
31.8K
$3.71M
|
|
|
Mar 21, 2025
Q1 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-3.89KClosed |
$279K - $353K
|
0
$0
|
|
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-2- 2.56% |
$144 - $181
|
76
$8.87K
|
|