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 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.4K+ 4.35% |
$856K - $1.32M
|
392K
$42.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.29K+ 19.6% |
$67.2K - $104K
|
7.85K
$855K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
530+ 15.84% |
$27.7K - $42.8K
|
3.88K
$422K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
9.85K+ 47.85% |
$515K - $795K
|
30.4K
$3.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.52K+ 14.16% |
$79.4K - $123K
|
12.3K
$1.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.91K- 18.13% |
$152K - $235K
|
13.1K
$1.43M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
8.28K+ 13.82% |
$433K - $669K
|
68.2K
$7.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.86KNew |
$306K - $473K
|
5.86K
$639K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-20- 40.0% |
$1.05K - $1.62K
|
30
$3.27K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-364- 11.05% |
$19K - $29.4K
|
2.93K
$319K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
143+ 11.81% |
$7.47K - $11.5K
|
1.35K
$148K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3.15K- 5.89% |
$165K - $254K
|
50.3K
$5.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
7.88K+ 41.3% |
$412K - $636K
|
27K
$2.94M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.81K+ 19.42% |
$147K - $227K
|
17.3K
$1.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 18.65% |
$66.7K - $103K
|
5.57K
$607K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-83- 2.58% |
$4.34K - $6.7K
|
3.14K
$342K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-9.03K- 20.62% |
$472K - $729K
|
34.8K
$3.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-594- 7.42% |
$31K - $48K
|
7.41K
$807K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2.72KNew |
$142K - $220K
|
2.72K
$296K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-49K- 31.76% |
$2.56M - $3.96M
|
105K
$11.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
6.26K+ 3.34% |
$327K - $505K
|
194K
$21.1M
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-4.67K- 10.89% |
$244K - $377K
|
38.2K
$4.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-6.94K- 27.95% |
$363K - $560K
|
17.9K
$1.95M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
287+ 10.56% |
$15K - $23.2K
|
3K
$327K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
38.3KNew |
$2M - $3.09M
|
38.3K
$4.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.75KNew |
$91.5K - $141K
|
1.75K
$191K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-494- 9.11% |
$25.8K - $39.9K
|
4.93K
$537K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
25+ 0.77% |
$1.31K - $2.02K
|
3.29K
$358K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
160+ 1.86% |
$8.36K - $12.9K
|
8.76K
$954K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
219+ 4.57% |
$11.4K - $17.7K
|
5.01K
$545K
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
BUY
|
- |
875+ 16.13% |
$45.7K - $70.7K
|
6.3K
$686K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-351- 10.03% |
$18.3K - $28.3K
|
3.15K
$343K
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
2.54KNew |
$133K - $205K
|
2.54K
$277K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.66K- 55.78% |
$505K - $780K
|
7.66K
$834K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-88- 73.33% |
$4.6K - $7.11K
|
32
$3.49K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.41K+ 39.58% |
$231K - $356K
|
15.6K
$1.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
3.33KNew |
$174K - $269K
|
3.33K
$362K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
22+ 0.21% |
$1.15K - $1.78K
|
10.7K
$1.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.69K- 27.88% |
$140K - $217K
|
6.95K
$757K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.83K+ 14.94% |
$95.7K - $148K
|
14.1K
$1.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-78- 8.38% |
$4.08K - $6.3K
|
853
$92.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-50- 1.11% |
$2.61K - $4.04K
|
4.45K
$485K
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
298+ 6.34% |
$15.6K - $24.1K
|
5K
$544K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
437+ 7.67% |
$22.8K - $35.3K
|
6.13K
$668K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-937- 25.23% |
$49K - $75.7K
|
2.78K
$303K
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-1.51K- 13.08% |
$79K - $122K
|
10.1K
$1.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-41- 0.74% |
$2.14K - $3.31K
|
5.53K
$602K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-70- 0.44% |
$3.66K - $5.65K
|
16K
$1.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
160+ 2.95% |
$8.36K - $12.9K
|
5.58K
$608K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-904- 24.26% |
$47.2K - $73K
|
2.82K
$307K
|