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 |
---|---|---|---|---|---|---|---|
Jul 24, 2025
Q2 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
500New |
$38.4K - $57.7K
|
500
$61.9K
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2KNew |
$154K - $231K
|
2K
$247K
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.88KNew |
$144K - $216K
|
1.88K
$232K
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
13.9KNew |
$1.07M - $1.6M
|
13.9K
$1.72M
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-2- 0.07% |
$154 - $231
|
3K
$371K
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.83K- 21.74% |
$140K - $211K
|
6.57K
$813K
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-32- 1.37% |
$2.46K - $3.69K
|
2.31K
$286K
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
153+ 3.99% |
$11.8K - $17.6K
|
3.98K
$493K
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
100New |
$7.69K - $11.5K
|
100
$12.4K
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-3.4K- 29.67% |
$261K - $392K
|
8.06K
$997K
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
3New |
$231 - $346
|
3
$371
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
16.7K+ 57.91% |
$1.28M - $1.92M
|
45.5K
$5.63M
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-50- 0.2% |
$3.84K - $5.77K
|
25.5K
$3.15M
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-493- 4.23% |
$37.9K - $56.9K
|
11.2K
$1.38M
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
10New |
$769 - $1.15K
|
10
$1.24K
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
89.1KNew |
$6.85M - $10.3M
|
89.1K
$11M
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
78+ 1.24% |
$6K - $9K
|
6.35K
$785K
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
414+ 2.71% |
$31.8K - $47.8K
|
15.7K
$1.94M
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.71K- 14.38% |
$132K - $198K
|
10.2K
$1.26M
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2- 0.02% |
$154 - $231
|
13.2K
$1.63M
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-709- 88.74% |
$54.5K - $81.8K
|
90
$11.1K
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.07KNew |
$159K - $239K
|
2.07K
$256K
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-824- 2.06% |
$63.4K - $95K
|
39.1K
$4.84M
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
13.3KNew |
$1.02M - $1.53M
|
13.3K
$1.65M
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
25+ 0.47% |
$1.92K - $2.88K
|
5.35K
$661K
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
556+ 26.45% |
$42.8K - $64.1K
|
2.66K
$329K
|
|
Jul 23, 2025
Q2 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-22.6K- 14.38% |
$1.73M - $2.6M
|
134K
$16.6M
|
|
Jul 23, 2025
Q2 2025
|
Mirova Us LLC
|
BUY
|
- |
991K+ 48.7% |
$76.2M - $114M
|
3.02M
$374M
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
15.4K+ 26.41% |
$1.18M - $1.77M
|
73.6K
$9.1M
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
727+ 11.32% |
$55.9K - $83.9K
|
7.15K
$884K
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-92- 0.76% |
$7.07K - $10.6K
|
11.9K
$1.48M
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
3K+ 1000.0% |
$231K - $346K
|
3.3K
$408K
|
|
Jul 23, 2025
Q2 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
2.57K+ 53.62% |
$198K - $296K
|
7.36K
$911K
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
407+ 6.72% |
$31.3K - $46.9K
|
6.47K
$800K
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-5.42K- 3.17% |
$416K - $625K
|
165K
$20.5M
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
1.78KNew |
$137K - $205K
|
1.78K
$220K
|
|
Jul 23, 2025
Q2 2025
|
Gagnon Securities LLC
|
BUY
|
- |
255+ 4.68% |
$19.6K - $29.4K
|
5.71K
$706K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-404- 3.76% |
$31.1K - $46.6K
|
10.3K
$1.28M
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.76KNew |
$135K - $203K
|
1.76K
$218K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.55K+ 6.55% |
$350K - $525K
|
73.9K
$9.15M
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-3.33K- 24.22% |
$256K - $384K
|
10.4K
$1.29M
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-94- 4.45% |
$7.23K - $10.8K
|
2.02K
$250K
|
|
Jul 22, 2025
Q2 2025
|
Amf Tjanstepension Ab
|
BUY
|
- |
161K+ 34.72% |
$12.4M - $18.6M
|
627K
$77.5M
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-2K- 8.62% |
$154K - $231K
|
21.2K
$2.62M
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-600- 46.15% |
$46.1K - $69.2K
|
700
$86.6K
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
10+ 0.04% |
$769 - $1.15K
|
25.8K
$3.19M
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.7KNew |
$284K - $426K
|
3.7K
$457K
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1+ 0.02% |
$76.9 - $115
|
5.17K
$640K
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-469- 0.77% |
$36.1K - $54.1K
|
60.5K
$7.48M
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.98KNew |
$152K - $228K
|
1.98K
$245K
|