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 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-260- 78.31% |
$13.6K - $21K
|
72
$7.84K
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-635- 13.82% |
$33.2K - $51.3K
|
3.96K
$431K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$52.3 - $80.8
|
4.12K
$449K
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-500- 62.5% |
$26.1K - $40.4K
|
300
$32.7K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.61K+ 26.73% |
$189K - $292K
|
17.1K
$1.86M
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.34K- 29.52% |
$70K - $108K
|
3.2K
$349K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-134- 0.63% |
$7K - $10.8K
|
21.1K
$2.3M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
449+ 4.4% |
$23.5K - $36.3K
|
10.7K
$1.16M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
166+ 2.33% |
$8.68K - $13.4K
|
7.3K
$795K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-55- 0.84% |
$2.87K - $4.44K
|
6.53K
$711K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.1KNew |
$423K - $654K
|
8.1K
$882K
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-194- 18.0% |
$10.1K - $15.7K
|
884
$96.3K
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-129- 8.55% |
$6.74K - $10.4K
|
1.38K
$150K
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-3.15K- 0.35% |
$164K - $254K
|
903K
$98.4M
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
44+ 0.48% |
$2.3K - $3.55K
|
9.24K
$1.01M
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.72KNew |
$142K - $219K
|
2.72K
$296K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.67KNew |
$140K - $216K
|
2.67K
$291K
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.12KNew |
$163K - $252K
|
3.12K
$340K
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-52- 2.35% |
$2.72K - $4.2K
|
2.16K
$236K
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-3- 0.03% |
$157 - $242
|
10.7K
$1.17M
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-350- 6.91% |
$18.3K - $28.3K
|
4.72K
$514K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.15K+ 32.21% |
$112K - $173K
|
8.81K
$960K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
489+ 5.58% |
$25.6K - $39.5K
|
9.26K
$1.01M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
4.84K+ 19.83% |
$253K - $391K
|
29.2K
$3.19M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-978- 5.6% |
$51.1K - $79K
|
16.5K
$1.8M
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
58+ 0.44% |
$3.03K - $4.68K
|
13.2K
$1.44M
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-2.73K- 10.03% |
$143K - $220K
|
24.5K
$2.67M
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
956+ 10.75% |
$50K - $77.2K
|
9.85K
$1.07M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-135- 3.04% |
$7.06K - $10.9K
|
4.31K
$470K
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
2.65KNew |
$139K - $214K
|
2.65K
$289K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
16.7KNew |
$871K - $1.35M
|
16.7K
$1.82M
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3.59KNew |
$187K - $289K
|
3.59K
$391K
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-77- 4.73% |
$4.02K - $6.22K
|
1.55K
$169K
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.02K- 11.43% |
$106K - $163K
|
15.7K
$1.71M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-90- 3.74% |
$4.7K - $7.27K
|
2.32K
$253K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-200- 4.48% |
$10.5K - $16.2K
|
4.27K
$465K
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-340- 9.79% |
$17.8K - $27.5K
|
3.13K
$341K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
820+ 22.34% |
$42.9K - $66.2K
|
4.49K
$489K
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
95+ 1.71% |
$4.96K - $7.67K
|
5.64K
$615K
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.59KNew |
$188K - $290K
|
3.59K
$391K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-326- 6.67% |
$17K - $26.3K
|
4.56K
$497K
|
|
Oct 15, 2024
Q3 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
2.5KNew |
$131K - $202K
|
2.5K
$272K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-14.1K- 46.11% |
$735K - $1.14M
|
16.4K
$1.79M
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5New |
$261 - $404
|
5
$545
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.66KNew |
$139K - $215K
|
2.66K
$290K
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2K+ 61.54% |
$105K - $162K
|
5.25K
$572K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-42- 1.28% |
$2.19K - $3.39K
|
3.25K
$354K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-60- 40.0% |
$3.14K - $4.85K
|
90
$9.81K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1K+ 1176.47% |
$52.3K - $80.8K
|
1.09K
$118K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
381+ 0.39% |
$19.9K - $30.8K
|
98.1K
$10.7M
|