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 |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
40+ 2.42% |
$2.09K - $3.23K
|
1.7K
$185K
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
145+ 3.5% |
$7.58K - $11.7K
|
4.28K
$467K
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-100- 20.0% |
$5.23K - $8.08K
|
400
$43.6K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-770- 7.12% |
$40.2K - $62.2K
|
10K
$1.09M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.52K+ 10.63% |
$79.4K - $123K
|
15.8K
$1.72M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
100+ 10.45% |
$5.23K - $8.08K
|
1.06K
$115K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.71K- 32.73% |
$89.4K - $138K
|
3.51K
$383K
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
88+ 0.21% |
$4.6K - $7.11K
|
42.2K
$4.6M
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.6K+ 9.68% |
$293K - $452K
|
63.4K
$6.91M
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.7K- 1.2% |
$193K - $299K
|
304K
$33.1M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
367+ 2.8% |
$19.2K - $29.6K
|
13.5K
$1.47M
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
3.03KNew |
$158K - $245K
|
3.03K
$330K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-9.49K- 19.32% |
$496K - $766K
|
39.6K
$4.32M
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
905+ 3.74% |
$47.3K - $73.1K
|
25.1K
$2.74M
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
29.4K+ 5.94% |
$1.54M - $2.38M
|
525K
$57.2M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 1.32% |
$209 - $323
|
306
$33.3K
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-34- 0.41% |
$1.78K - $2.75K
|
8.28K
$902K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
40+ 0.94% |
$2.09K - $3.23K
|
4.29K
$468K
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
68+ 18.23% |
$3.55K - $5.49K
|
441
$48K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.11K- 96.19% |
$58.1K - $89.7K
|
44
$4.79K
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-390- 12.57% |
$20.4K - $31.5K
|
2.71K
$296K
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.26K- 32.77% |
$65.8K - $102K
|
2.59K
$282K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
68+ 22.67% |
$3.55K - $5.49K
|
368
$40.1K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-315- 6.24% |
$16.5K - $25.4K
|
4.74K
$516K
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.6K+ 12.89% |
$83.5K - $129K
|
14K
$1.52M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.66K+ 27.24% |
$244K - $377K
|
21.8K
$2.37M
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.56K- 4.27% |
$81.3K - $126K
|
34.9K
$3.8M
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.59K+ 37.45% |
$82.9K - $128K
|
5.83K
$635K
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
19+ 100.0% |
$993 - $1.53K
|
38
$4.14K
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-230- 2.19% |
$12K - $18.6K
|
10.3K
$1.12M
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-4.7K- 32.3% |
$246K - $380K
|
9.85K
$1.07M
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
11.6KNew |
$608K - $939K
|
11.6K
$1.27M
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.69K- 21.56% |
$88.4K - $137K
|
6.15K
$670K
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.42K+ 34.54% |
$179K - $276K
|
13.3K
$1.45M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
330+ 4.99% |
$17.2K - $26.6K
|
6.95K
$757K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-862- 7.36% |
$45K - $69.6K
|
10.9K
$1.18M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.86K+ 38.2% |
$202K - $311K
|
14K
$1.52M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.16K+ 14.91% |
$60.5K - $93.4K
|
8.92K
$971K
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
700+ 7000.0% |
$36.6K - $56.5K
|
710
$77.4K
|
|
Oct 23, 2024
Q3 2024
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
7.4KNew |
$387K - $598K
|
7.4K
$806K
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-929K- 96.03% |
$48.5M - $75M
|
38.3K
$4.18M
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.01K+ 3.82% |
$366K - $566K
|
190K
$20.7M
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
983+ 0.63% |
$51.4K - $79.4K
|
157K
$17.1M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
68+ 0.53% |
$3.55K - $5.49K
|
12.9K
$1.4M
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.87K+ 28.11% |
$150K - $232K
|
13.1K
$1.43M
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.5KNew |
$131K - $202K
|
2.5K
$273K
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.18KNew |
$271K - $419K
|
5.18K
$565K
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-150- 0.77% |
$7.84K - $12.1K
|
19.4K
$2.12M
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
760+ 13.14% |
$39.7K - $61.4K
|
6.55K
$713K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
154+ 1.93% |
$8.05K - $12.4K
|
8.13K
$885K
|