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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-602- 14.06% |
$47K - $71.9K
|
3.68K
$374K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-518- 18.64% |
$40.5K - $61.9K
|
2.26K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.68K+ 106.71% |
$366K - $559K
|
9.06K
$920K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
33KNew |
$2.58M - $3.95M
|
33K
$3.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2KNew |
$156K - $239K
|
2K
$203K
|
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-8.38K- 12.56% |
$654K - $1M
|
58.3K
$5.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.05K+ 15.31% |
$238K - $364K
|
22.9K
$2.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.51K- 2.81% |
$118K - $181K
|
52.3K
$5.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.04K- 7.41% |
$81.6K - $125K
|
13.1K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-52- 1.71% |
$4.06K - $6.21K
|
2.98K
$303K
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-106- 1.82% |
$8.28K - $12.7K
|
5.72K
$581K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
207+ 54.62% |
$16.2K - $24.7K
|
586
$59.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.98K- 34.66% |
$155K - $237K
|
3.74K
$380K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
25.8KNew |
$2.02M - $3.09M
|
25.8K
$2.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-3.24K- 5.02% |
$253K - $387K
|
61.3K
$6.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-2.35K- 17.3% |
$183K - $281K
|
11.2K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
BUY
|
- |
2.5KNew |
$195K - $299K
|
2.5K
$254K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.27K- 3.63% |
$98.9K - $151K
|
33.6K
$3.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
3KNew |
$234K - $358K
|
3K
$305K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-177- 4.78% |
$13.8K - $21.1K
|
3.52K
$358K
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-166K- 3.55% |
$13M - $19.8M
|
4.51M
$457M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
471+ 12.75% |
$36.8K - $56.3K
|
4.16K
$423K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.06K+ 242.13% |
$473K - $724K
|
8.56K
$869K
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
19K+ 163.37% |
$1.48M - $2.27M
|
30.6K
$3.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
2.78KNew |
$217K - $332K
|
2.78K
$282K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
75+ 1.6% |
$5.86K - $8.96K
|
4.78K
$485K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.33K+ 14.43% |
$104K - $159K
|
10.6K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7.27K+ 124.24% |
$568K - $869K
|
13.1K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
23.1K+ 80.17% |
$1.81M - $2.76M
|
51.9K
$5.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.52K- 19.38% |
$509K - $778K
|
27.1K
$2.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
34.2K+ 11.92% |
$2.67M - $4.08M
|
321K
$32.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
208+ 4.36% |
$16.3K - $24.9K
|
4.98K
$506K
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
2.34KNew |
$183K - $280K
|
2.34K
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
53New |
$4.14K - $6.33K
|
53
$5.38K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-51- 0.57% |
$3.99K - $6.09K
|
8.92K
$906K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.12KNew |
$165K - $253K
|
2.12K
$215K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-760- 24.04% |
$59.4K - $90.8K
|
2.4K
$244K
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
76.6K+ 206.46% |
$5.99M - $9.15M
|
114K
$11.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
57+ 0.62% |
$4.45K - $6.81K
|
9.3K
$944K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
698+ 6.57% |
$54.5K - $83.4K
|
11.3K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
400+ 200.0% |
$31.3K - $47.8K
|
600
$60.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
CALL |
2.2KNew |
$172K - $263K
|
2.2K
$223K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
388+ 18.89% |
$30.3K - $46.4K
|
2.44K
$248K
|
|
|
Feb 03, 2025
Q4 2024
|
Prakash Investment Advisors LLC
Andover, MA |
BUY
|
- |
9.91KNew |
$774K - $1.18M
|
9.91K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-825- 26.19% |
$64.5K - $98.6K
|
2.33K
$236K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
102K+ 133.22% |
$7.96M - $12.2M
|
178K
$18.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
80New |
$6.25K - $9.56K
|
80
$8.12K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
32+ 1.2% |
$2.5K - $3.82K
|
2.7K
$274K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.15KNew |
$89.9K - $137K
|
1.15K
$117K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.74KNew |
$136K - $208K
|
1.74K
$177K
|