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 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-145- 0.81% |
$11.3K - $17.3K
|
17.7K
$2.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-3.59M- 5.67% |
$281M - $429M
|
59.8M
$6.98B
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-189- 1.22% |
$14.8K - $22.6K
|
15.4K
$1.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
39.4KNew |
$3.08M - $4.71M
|
39.4K
$4.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.88K- 5.87% |
$694K - $1.06M
|
142K
$16.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
10.5KNew |
$824K - $1.26M
|
10.5K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-20- 0.25% |
$1.56K - $2.39K
|
8.03K
$938K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
13.7K+ 35.94% |
$1.07M - $1.64M
|
52K
$6.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-35.5K- 8.36% |
$2.78M - $4.24M
|
389K
$45.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-96.5K- 2.02% |
$7.54M - $11.5M
|
4.68M
$547M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-933- 6.07% |
$72.9K - $111K
|
14.4K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.97K- 7.15% |
$466K - $713K
|
77.5K
$9.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8K- 12.49% |
$625K - $956K
|
56.1K
$6.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.56K+ 37.0% |
$356K - $545K
|
16.9K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 3.68% |
$7.81K - $11.9K
|
2.62K
$306K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
150New |
$11.7K - $17.9K
|
150
$17.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Pembroke Management, LTD
|
SELL
|
- |
-1.32K- 26.95% |
$103K - $158K
|
3.59K
$419K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.72KNew |
$447K - $683K
|
5.72K
$668K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-13- 2.95% |
$1.02K - $1.55K
|
428
$50K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
24+ 7.5% |
$1.88K - $2.87K
|
344
$40.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-217- 0.57% |
$17K - $25.9K
|
38.1K
$4.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
603New |
$47.1K - $72.1K
|
603
$70.4K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-80.8K- 20.16% |
$6.32M - $9.66M
|
320K
$37.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
6.46KNew |
$505K - $772K
|
6.46K
$755K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
650New |
$50.8K - $77.7K
|
650
$75.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
568+ 5.33% |
$44.4K - $67.9K
|
11.2K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 50.0% |
$156 - $239
|
6
$701
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-116- 0.12% |
$9.06K - $13.9K
|
99.5K
$11.6M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
281+ 9.27% |
$22K - $33.6K
|
3.31K
$387K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.55K- 48.57% |
$199K - $305K
|
2.7K
$315K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-125- 4.8% |
$9.77K - $14.9K
|
2.48K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.79K+ 16.13% |
$218K - $333K
|
20.1K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.66K- 78.61% |
$520K - $795K
|
1.81K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-49- 0.69% |
$3.83K - $5.86K
|
7.09K
$828K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.01KNew |
$157K - $240K
|
2.01K
$234K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-700- 24.67% |
$54.7K - $83.6K
|
2.14K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.56KNew |
$200K - $305K
|
2.56K
$298K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
199+ 4.18% |
$15.5K - $23.8K
|
4.96K
$579K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.12KNew |
$244K - $373K
|
3.12K
$365K
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-15- 0.11% |
$1.17K - $1.79K
|
13.8K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-514- 11.71% |
$40.2K - $61.4K
|
3.88K
$453K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.31KNew |
$181K - $276K
|
2.31K
$270K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.67KNew |
$443K - $678K
|
5.67K
$663K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-3.43K- 3.46% |
$268K - $409K
|
95.7K
$11.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
57.4KNew |
$4.49M - $6.86M
|
57.4K
$6.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-425- 11.72% |
$33.2K - $50.8K
|
3.2K
$374K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.03% |
$391 - $597
|
17.9K
$2.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4+ 0.05% |
$313 - $478
|
7.42K
$867K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
791KNew |
$61.8M - $94.5M
|
791K
$92.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.07KNew |
$162K - $247K
|
2.07K
$242K
|