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 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.08K+ 3.43% |
$161K - $249K
|
92.9K
$10.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.55K- 3.41% |
$290K - $448K
|
157K
$17.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-440- 3.98% |
$23K - $35.5K
|
10.6K
$1.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-520- 7.43% |
$27.2K - $42K
|
6.48K
$705K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
115+ 273.81% |
$6.01K - $9.29K
|
157
$17.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-217- 3.37% |
$11.3K - $17.5K
|
6.23K
$679K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
19.4K+ 63.06% |
$1.01M - $1.57M
|
50.2K
$5.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
268+ 0.47% |
$14K - $21.6K
|
57.2K
$6.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.5K- 12.58% |
$78.4K - $121K
|
10.4K
$1.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.47K- 16.14% |
$76.6K - $118K
|
7.61K
$829K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.76KNew |
$196K - $303K
|
3.76K
$409K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
BUY
|
- |
14.3K+ 63.25% |
$745K - $1.15M
|
36.8K
$4.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-800- 14.97% |
$41.8K - $64.6K
|
4.54K
$495K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
155+ 0.58% |
$8.1K - $12.5K
|
26.8K
$2.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
4.53KNew |
$237K - $366K
|
4.53K
$494K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
16+ 2.08% |
$836 - $1.29K
|
786
$85.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
30+ 4.41% |
$1.57K - $2.42K
|
710
$77.4K
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
927+ 10.72% |
$48.4K - $74.9K
|
9.57K
$1.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.74KNew |
$143K - $221K
|
2.74K
$298K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
2.78KNew |
$145K - $224K
|
2.78K
$302K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-9.88K- 32.41% |
$516K - $797K
|
20.6K
$2.24M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.13M+ 7928.65% |
$58.9M - $91.1M
|
1.14M
$124M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-9.66K- 10.52% |
$505K - $780K
|
82.2K
$8.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
89KNew |
$4.65M - $7.19M
|
89K
$9.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
3.32K+ 22.71% |
$173K - $268K
|
17.9K
$1.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.85K+ 375.58% |
$253K - $391K
|
6.14K
$668K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
2.58KNew |
$135K - $208K
|
2.58K
$281K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.87K+ 39.43% |
$97.9K - $151K
|
6.63K
$722K
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
2.16K+ 3.87% |
$113K - $174K
|
57.8K
$6.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
353+ 8.53% |
$18.4K - $28.5K
|
4.49K
$490K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
388+ 3.82% |
$20.3K - $31.3K
|
10.5K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.52K+ 35.14% |
$79.2K - $122K
|
5.83K
$635K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.16KNew |
$113K - $175K
|
2.16K
$236K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
10.7KNew |
$557K - $860K
|
10.7K
$1.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.79KNew |
$93.5K - $145K
|
1.79K
$195K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.34K+ 21.04% |
$69.9K - $108K
|
7.7K
$838K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
704+ 16.16% |
$36.8K - $56.8K
|
5.06K
$551K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
637+ 37.92% |
$33.3K - $51.4K
|
2.32K
$252K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.6K+ 7.36% |
$188K - $290K
|
52.5K
$5.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
69New |
$3.61K - $5.57K
|
69
$7.52K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 6.42% |
$57.4K - $88.7K
|
18.2K
$1.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
797New |
$41.7K - $64.4K
|
797
$86.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.28K- 4.8% |
$119K - $184K
|
45.2K
$4.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.73K- 76.91% |
$456K - $705K
|
2.62K
$286K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.47K+ 23.08% |
$77K - $119K
|
7.86K
$856K
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
403+ 5.99% |
$21.1K - $32.5K
|
7.13K
$777K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-406- 0.6% |
$21.2K - $32.8K
|
67K
$7.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-112- 77.24% |
$5.85K - $9.04K
|
33
$3.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.6K- 8.38% |
$1.75M - $2.71M
|
367K
$40M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
145K+ 9.94% |
$7.56M - $11.7M
|
1.6M
$174M
|