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 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-10- 0.2% |
$769 - $1.15K
|
5.01K
$634K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
38.9KNew |
$2.99M - $4.48M
|
38.9K
$4.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
18.4K+ 5.0% |
$1.41M - $2.12M
|
386K
$48.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-830- 7.67% |
$63.8K - $95.7K
|
9.99K
$1.27M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-40K- 21.3% |
$3.08M - $4.61M
|
148K
$18.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3.61KNew |
$277K - $416K
|
3.61K
$457K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-32- 0.7% |
$2.46K - $3.69K
|
4.51K
$572K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-21- 0.91% |
$1.61K - $2.42K
|
2.29K
$290K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.03KNew |
$156K - $234K
|
2.03K
$257K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-676- 6.36% |
$52K - $78K
|
9.96K
$1.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
513+ 17.4% |
$39.4K - $59.2K
|
3.46K
$439K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-16- 0.34% |
$1.23K - $1.85K
|
4.75K
$602K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.01K- 20.03% |
$232K - $347K
|
12K
$1.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-72.5K- 38.28% |
$5.57M - $8.36M
|
117K
$14.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
27+ 1.14% |
$2.08K - $3.11K
|
2.41K
$305K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.81KNew |
$139K - $208K
|
1.81K
$229K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-40- 1.04% |
$3.08K - $4.61K
|
3.8K
$481K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
248New |
$19.1K - $28.6K
|
248
$31.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
973+ 36.68% |
$74.8K - $112K
|
3.63K
$460K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
195+ 7.97% |
$15K - $22.5K
|
2.64K
$335K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-414- 5.44% |
$31.8K - $47.8K
|
7.2K
$913K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-173- 5.29% |
$13.3K - $20K
|
3.1K
$392K
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-82.9K- 10.38% |
$6.37M - $9.56M
|
716K
$90.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
34.1KNew |
$2.62M - $3.93M
|
34.1K
$4.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
2.18KNew |
$167K - $251K
|
2.18K
$276K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
123+ 1.93% |
$9.46K - $14.2K
|
6.49K
$822K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-218- 37.46% |
$16.8K - $25.1K
|
364
$46.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
42New |
$3.23K - $4.84K
|
42
$5.32K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
10.5KNew |
$811K - $1.22M
|
10.5K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
294+ 29.4% |
$22.6K - $33.9K
|
1.29K
$164K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
37+ 1.43% |
$2.84K - $4.27K
|
2.63K
$333K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.14K+ 1.19% |
$88K - $132K
|
97.6K
$12.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
490+ 3.05% |
$37.7K - $56.5K
|
16.6K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-452- 20.65% |
$34.8K - $52.1K
|
1.74K
$220K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
20+ 0.06% |
$1.54K - $2.31K
|
32.6K
$4.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.01KNew |
$154K - $232K
|
2.01K
$254K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.72K+ 8.09% |
$439K - $659K
|
76.4K
$9.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.74K- 44.68% |
$518K - $777K
|
8.34K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
BUY
|
- |
22.4K+ 39.36% |
$1.72M - $2.58M
|
79.3K
$10M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
30K+ 18.86% |
$2.31M - $3.46M
|
189K
$24M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-322- 5.63% |
$24.8K - $37.1K
|
5.4K
$685K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.83KNew |
$371K - $557K
|
4.83K
$612K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-161- 3.88% |
$12.4K - $18.6K
|
3.99K
$505K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.81KNew |
$139K - $208K
|
1.81K
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
2.08KNew |
$160K - $239K
|
2.08K
$263K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
681+ 10.01% |
$52.4K - $78.6K
|
7.49K
$949K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.26KNew |
$173K - $260K
|
2.26K
$286K
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
SELL
|
- |
-1.5K- 44.51% |
$116K - $173K
|
1.88K
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.79K+ 47.02% |
$138K - $207K
|
5.61K
$711K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.32K+ 27.21% |
$178K - $267K
|
10.8K
$1.37M
|