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 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
10.7KNew |
$557K - $860K
|
10.7K
$1.14M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.79KNew |
$93.5K - $145K
|
1.79K
$191K
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.34K+ 21.04% |
$69.9K - $108K
|
7.7K
$822K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
704+ 16.16% |
$36.8K - $56.8K
|
5.06K
$540K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
637+ 37.92% |
$33.3K - $51.4K
|
2.32K
$247K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.6K+ 7.36% |
$188K - $290K
|
52.5K
$5.6M
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
69New |
$3.61K - $5.57K
|
69
$7.37K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 6.42% |
$57.4K - $88.7K
|
18.2K
$1.94M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
797New |
$41.7K - $64.4K
|
797
$85.1K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.28K- 4.8% |
$119K - $184K
|
45.2K
$4.83M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.73K- 76.91% |
$456K - $705K
|
2.62K
$280K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.47K+ 23.08% |
$77K - $119K
|
7.86K
$839K
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
403+ 5.99% |
$21.1K - $32.5K
|
7.13K
$762K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-406- 0.6% |
$21.2K - $32.8K
|
67K
$7.16M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-112- 77.24% |
$5.85K - $9.04K
|
33
$3.52K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.6K- 8.38% |
$1.75M - $2.71M
|
367K
$39.2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
145K+ 9.94% |
$7.56M - $11.7M
|
1.6M
$171M
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
2.51KNew |
$131K - $203K
|
2.51K
$268K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.5K+ 7.04% |
$1.54M - $2.38M
|
448K
$47.9M
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$26.1K - $40.4K
|
500
$53.4K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
33New |
$1.72K - $2.66K
|
33
$3.52K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.09KNew |
$109K - $169K
|
2.09K
$223K
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
300New |
$15.7K - $24.2K
|
300
$32K
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
28+ 21.21% |
$1.46K - $2.26K
|
160
$17.1K
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-407- 7.05% |
$21.3K - $32.9K
|
5.37K
$573K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
24.5K+ 14.8% |
$1.28M - $1.98M
|
190K
$20.3M
|
|
Oct 18, 2024
Q3 2024
|
Nepsis Inc.
|
BUY
|
- |
14.5K+ 4.68% |
$755K - $1.17M
|
323K
$34.5M
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-65- 1.4% |
$3.4K - $5.25K
|
4.58K
$489K
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-53- 18.28% |
$2.77K - $4.28K
|
237
$25.3K
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-84- 0.59% |
$4.39K - $6.78K
|
14.2K
$1.51M
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
2.59KNew |
$135K - $209K
|
2.59K
$277K
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.23K- 7.93% |
$64K - $98.9K
|
14.2K
$1.52M
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.41K- 7.51% |
$73.6K - $114K
|
17.3K
$1.85M
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-10- 0.28% |
$523 - $808
|
3.51K
$374K
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-533- 6.72% |
$27.9K - $43K
|
7.4K
$790K
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
525+ 2.76% |
$27.4K - $42.4K
|
19.5K
$2.08M
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-135- 2.18% |
$7.06K - $10.9K
|
6.05K
$646K
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
375+ 7.56% |
$19.6K - $30.3K
|
5.34K
$570K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-2.29K- 43.34% |
$120K - $185K
|
3K
$320K
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
194+ 1.22% |
$10.1K - $15.7K
|
16.1K
$1.72M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-70- 0.82% |
$3.66K - $5.65K
|
8.51K
$909K
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
2.98KNew |
$156K - $240K
|
2.98K
$318K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.73KNew |
$143K - $220K
|
2.73K
$291K
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
423+ 9.3% |
$22.1K - $34.2K
|
4.97K
$531K
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-160- 26.62% |
$8.36K - $12.9K
|
441
$47.1K
|
|
Oct 17, 2024
Q3 2024
|
Barton Investment Management
|
SELL
|
- |
-10.9K- 0.57% |
$569K - $880K
|
1.9M
$202M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
263+ 3.25% |
$13.7K - $21.2K
|
8.36K
$893K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.38K- 33.6% |
$281K - $434K
|
10.6K
$1.14M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
26.8K+ 161.89% |
$1.4M - $2.16M
|
43.3K
$4.63M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.38K- 24.83% |
$72.1K - $111K
|
4.18K
$446K
|