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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
3K+ 56.07% |
$272K - $388K
|
8.35K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.5K+ 7.11% |
$589K - $840K
|
97.9K
$12.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.5K- 11.15% |
$135K - $193K
|
11.9K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2.38K+ 34.57% |
$216K - $308K
|
9.28K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-21.5K- 15.5% |
$1.95M - $2.78M
|
117K
$15.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1K- 18.74% |
$90.6K - $129K
|
4.34K
$557K
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
135KNew |
$12.2M - $17.4M
|
135K
$17.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.51K+ 10.79% |
$408K - $583K
|
46.3K
$5.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
21+ 0.22% |
$1.9K - $2.72K
|
9.45K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-19.6K- 30.23% |
$1.78M - $2.54M
|
45.3K
$5.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-388- 15.89% |
$35.1K - $50.2K
|
2.05K
$264K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-192- 22.43% |
$17.4K - $24.8K
|
664
$85.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-566- 2.15% |
$51.3K - $73.2K
|
25.8K
$3.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.48K+ 21.89% |
$225K - $321K
|
13.8K
$1.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-170- 6.13% |
$15.4K - $22K
|
2.61K
$335K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-550- 3.16% |
$49.8K - $71.1K
|
16.9K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-176- 4.72% |
$15.9K - $22.8K
|
3.55K
$456K
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.83K- 28.18% |
$166K - $237K
|
4.67K
$600K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
20.9KNew |
$1.9M - $2.71M
|
20.9K
$2.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.01K+ 5.88% |
$91.4K - $130K
|
18.2K
$2.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
622+ 13.46% |
$56.3K - $80.4K
|
5.24K
$673K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-837- 13.11% |
$75.8K - $108K
|
5.55K
$713K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
987New |
$89.4K - $128K
|
987
$127K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
461+ 2.04% |
$41.8K - $59.6K
|
23K
$2.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
229New |
$20.7K - $29.6K
|
229
$29.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
1.73KNew |
$157K - $224K
|
1.73K
$223K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.05K- 35.0% |
$95.1K - $136K
|
1.95K
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-38- 8.78% |
$3.44K - $4.91K
|
395
$50.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2.1KNew |
$190K - $272K
|
2.1K
$270K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
910New |
$82.4K - $118K
|
910
$117K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-39- 1.46% |
$3.53K - $5.04K
|
2.63K
$338K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-38.6K- 1.87% |
$3.5M - $5M
|
2.02M
$260M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.26K- 7.23% |
$114K - $162K
|
16.1K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-7.43K- 10.4% |
$673K - $961K
|
64.1K
$8.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.23K+ 25.56% |
$111K - $158K
|
6.02K
$773K
|
|
|
Apr 29, 2025
Q1 2025
|
Bochk Asset Management LTD
Hong Kong, K3 |
SELL
|
- |
-32.4K- 24.64% |
$2.94M - $4.19M
|
99.1K
$12.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1- 0.01% |
$90.6 - $129
|
10.2K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
17.1K+ 178.81% |
$1.55M - $2.21M
|
26.7K
$3.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Eulav Asset Management
|
SELL
|
- |
-10K- 9.52% |
$906K - $1.29M
|
95K
$12.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.28K- 3.1% |
$116K - $166K
|
40K
$5.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
818+ 11.83% |
$74.1K - $106K
|
7.74K
$993K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-18.2K- 31.79% |
$1.65M - $2.35M
|
39K
$5.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-628- 4.55% |
$56.9K - $81.2K
|
13.2K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-8K- 31.37% |
$725K - $1.03M
|
17.5K
$2.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
62.8KNew |
$5.69M - $8.12M
|
62.8K
$8.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10+ 0.16% |
$906 - $1.29K
|
6.2K
$797K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-3- 0.1% |
$272 - $388
|
3K
$386K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
110+ 2.66% |
$9.96K - $14.2K
|
4.24K
$545K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
50New |
$4.53K - $6.47K
|
50
$6.42K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
101+ 3.2% |
$9.15K - $13.1K
|
3.25K
$418K
|