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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-337- 4.73% |
$30.5K - $43.6K
|
6.79K
$829K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
772+ 39.53% |
$69.9K - $99.8K
|
2.73K
$333K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
4.04M+ 324.34% |
$366M - $522M
|
5.28M
$645M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5.78K+ 58.09% |
$524K - $748K
|
15.7K
$1.92M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-193- 0.62% |
$17.5K - $25K
|
31K
$3.78M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
30+ 0.47% |
$2.72K - $3.88K
|
6.43K
$785K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
8.09K+ 2.53% |
$732K - $1.05M
|
328K
$40.1M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
470+ 2.26% |
$42.6K - $60.8K
|
21.3K
$2.6M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-612- 13.5% |
$55.4K - $79.1K
|
3.92K
$479K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.98K- 4.11% |
$179K - $256K
|
46.1K
$5.63M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
3.1KNew |
$281K - $400K
|
3.1K
$378K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.44K+ 4.7% |
$221K - $316K
|
54.4K
$6.64M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-152- 1.16% |
$13.8K - $19.7K
|
12.9K
$1.57M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
3.13KNew |
$283K - $404K
|
3.13K
$382K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
296+ 33.3% |
$26.8K - $38.3K
|
1.19K
$145K
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
5.57K+ 16.8% |
$504K - $720K
|
38.7K
$4.72M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.43K- 13.5% |
$220K - $314K
|
15.6K
$1.9M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-195- 1.43% |
$17.7K - $25.2K
|
13.4K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-14.2K- 17.72% |
$1.29M - $1.84M
|
65.9K
$8.05M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.06K+ 36.93% |
$549K - $784K
|
22.5K
$2.74M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.41K+ 6.27% |
$671K - $958K
|
126K
$15.3M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.44K- 3.34% |
$131K - $187K
|
41.7K
$5.09M
|
|
|
May 01, 2025
Q1 2025
|
Baer Investment Advisory LLC
Corte Madera, CA |
BUY
|
- |
80+ 0.25% |
$7.25K - $10.3K
|
31.7K
$3.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
63+ 30.14% |
$5.71K - $8.15K
|
272
$33.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
6.94K+ 65.81% |
$629K - $898K
|
17.5K
$2.14M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
13.6K+ 32.5% |
$1.23M - $1.76M
|
55.4K
$6.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.36K- 22.49% |
$485K - $693K
|
18.5K
$2.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.73K- 0.33% |
$157K - $224K
|
523K
$63.9M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-117- 3.82% |
$10.6K - $15.1K
|
2.94K
$359K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.69K- 8.72% |
$153K - $218K
|
17.7K
$2.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.09K+ 15.63% |
$190K - $271K
|
15.5K
$1.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
233+ 5.12% |
$21.1K - $30.1K
|
4.78K
$584K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.05K- 9.1% |
$367K - $524K
|
40.5K
$4.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.27K+ 17.29% |
$205K - $293K
|
15.4K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 7.95% |
$634 - $905
|
95
$11.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
5+ 5.26% |
$453 - $647
|
100
$12.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.13KNew |
$193K - $275K
|
2.13K
$260K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.56K- 10.36% |
$141K - $201K
|
13.4K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
241New |
$21.8K - $31.2K
|
241
$29.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Steadview Capital Management LLC
London, X0 |
SELL
|
- |
-31K- 6.86% |
$2.81M - $4.01M
|
421K
$51.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.55K+ 10.54% |
$231K - $329K
|
26.7K
$3.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
3K+ 56.07% |
$272K - $388K
|
8.35K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.5K+ 7.11% |
$589K - $840K
|
97.9K
$12M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2.38K+ 34.57% |
$216K - $308K
|
9.28K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-21.5K- 15.5% |
$1.95M - $2.78M
|
117K
$14.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1K- 18.74% |
$90.6K - $129K
|
4.34K
$529K
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
135KNew |
$12.2M - $17.4M
|
135K
$16.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
21+ 0.22% |
$1.9K - $2.72K
|
9.45K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-19.6K- 30.23% |
$1.78M - $2.54M
|
45.3K
$5.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-388- 15.89% |
$35.1K - $50.2K
|
2.05K
$251K
|