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 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
65.7K+ 8.78% |
$5.05M - $7.57M
|
814K
$103M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
2.05KNew |
$157K - $236K
|
2.05K
$259K
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
7.49KNew |
$576K - $864K
|
7.49K
$949K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-49- 2.0% |
$3.77K - $5.65K
|
2.41K
$305K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-94- 2.26% |
$7.23K - $10.8K
|
4.06K
$515K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-449- 12.83% |
$34.5K - $51.8K
|
3.05K
$387K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2KNew |
$154K - $231K
|
2K
$254K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.82KNew |
$140K - $210K
|
1.82K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
31+ 3.46% |
$2.38K - $3.58K
|
927
$117K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
530+ 1.05% |
$40.8K - $61.1K
|
51.1K
$6.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
55+ 9.95% |
$4.23K - $6.34K
|
608
$77.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.2K+ 5.96% |
$92.3K - $139K
|
21.4K
$2.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.01KNew |
$155K - $232K
|
2.01K
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1.22K+ 24.13% |
$93.8K - $141K
|
6.28K
$795K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.72K+ 50.82% |
$209K - $314K
|
8.07K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
2.1K+ 75.85% |
$161K - $242K
|
4.86K
$617K
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-310- 4.33% |
$23.8K - $35.8K
|
6.85K
$868K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.35K+ 32.62% |
$257K - $386K
|
13.6K
$1.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
161+ 2.6% |
$12.4K - $18.6K
|
6.36K
$807K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-4- 0.18% |
$308 - $461
|
2.24K
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
800New |
$61.5K - $92.3K
|
800
$101K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-76- 21.71% |
$5.84K - $8.77K
|
274
$34.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
8.98K+ 30.21% |
$691K - $1.04M
|
38.7K
$4.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3+ 0.29% |
$231 - $346
|
1.05K
$133K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
30New |
$2.31K - $3.46K
|
30
$3.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-37- 1.09% |
$2.84K - $4.27K
|
3.37K
$427K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.25K- 3.23% |
$95.9K - $144K
|
37.4K
$4.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.08M+ 27.08% |
$83.3M - $125M
|
5.08M
$644M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 0.28% |
$76.9 - $115
|
362
$45.9K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.75KNew |
$135K - $202K
|
1.75K
$222K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.95K- 44.39% |
$227K - $341K
|
3.7K
$469K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10.2K+ 229.46% |
$785K - $1.18M
|
14.7K
$1.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-246- 1.1% |
$18.9K - $28.4K
|
22.1K
$2.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
31+ 0.12% |
$2.38K - $3.58K
|
25.1K
$3.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-330K- 55.57% |
$25.4M - $38.1M
|
264K
$33.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-12- 0.38% |
$923 - $1.38K
|
3.13K
$396K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.23K- 19.37% |
$94.8K - $142K
|
5.13K
$650K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.35KNew |
$181K - $271K
|
2.35K
$298K
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-10- 0.41% |
$769 - $1.15K
|
2.42K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-250- 11.49% |
$19.2K - $28.8K
|
1.93K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
630+ 13.15% |
$48.4K - $72.7K
|
5.42K
$687K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.67KNew |
$436K - $654K
|
5.67K
$718K
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
12+ 0.11% |
$923 - $1.38K
|
11.1K
$1.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-12.4K- 71.25% |
$953K - $1.43M
|
5K
$634K
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
14.1KNew |
$1.08M - $1.62M
|
14.1K
$1.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-104- 2.16% |
$8K - $12K
|
4.71K
$597K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
55+ 2.31% |
$4.23K - $6.34K
|
2.44K
$309K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.67K+ 24.49% |
$129K - $193K
|
8.5K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-310- 5.2% |
$23.8K - $35.8K
|
5.65K
$716K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.05KNew |
$158K - $237K
|
2.05K
$260K
|