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 |
---|---|---|---|---|---|---|---|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
CALL |
8KNew |
$456K - $626K
|
8K
$872K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
2.4KNew |
$137K - $188K
|
2.4K
$261K
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
385+ 14.22% |
$21.9K - $30.1K
|
3.09K
$337K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
9+ 1.63% |
$513 - $704
|
562
$61.2K
|
|
Aug 01, 2024
Q2 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
1.41KNew |
$80.4K - $110K
|
1.41K
$154K
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-190- 2.82% |
$10.8K - $14.9K
|
6.56K
$715K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
742New |
$42.3K - $58K
|
742
$80.8K
|
|
Aug 01, 2024
Q2 2024
|
Pembroke Management, LTD
|
BUY
|
- |
2.03K+ 70.53% |
$116K - $159K
|
4.91K
$535K
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
3.12KNew |
$177K - $244K
|
3.12K
$339K
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-12- 0.15% |
$684 - $938
|
8.05K
$877K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10- 1.89% |
$570 - $782
|
520
$56.7K
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
10New |
$570 - $782
|
10
$1.09K
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-445- 98.45% |
$25.4K - $34.8K
|
7
$763
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.43KNew |
$309K - $424K
|
5.43K
$591K
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-84.7K- 76.45% |
$4.82M - $6.62M
|
26.1K
$2.84M
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
5.63KNew |
$320K - $440K
|
5.63K
$613K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.37K- 48.73% |
$477K - $655K
|
8.81K
$960K
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-14- 0.15% |
$798 - $1.09K
|
9.21K
$1M
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.26K+ 8.23% |
$71.8K - $98.5K
|
16.6K
$1.81M
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
3.15KNew |
$179K - $246K
|
3.15K
$343K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
664+ 7.03% |
$37.8K - $51.9K
|
10.1K
$1.1M
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-710- 93.42% |
$40.4K - $55.5K
|
50
$5.45K
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
9.78K+ 69.11% |
$557K - $765K
|
23.9K
$2.61M
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-2.61K- 84.73% |
$149K - $204K
|
470
$51.2K
|
|
Jul 26, 2024
Q2 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
6+ 2.33% |
$342 - $469
|
263
$28.7K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
CALL |
1KNew |
$57K - $78.2K
|
1K
$109K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
70+ 5.24% |
$3.99K - $5.47K
|
1.41K
$153K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
110+ 275.0% |
$6.27K - $8.6K
|
150
$16.3K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
50+ 5.64% |
$2.85K - $3.91K
|
936
$102K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-232- 26.3% |
$13.2K - $18.1K
|
650
$70.8K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
30New |
$1.71K - $2.35K
|
30
$3.27K
|
|
Jul 25, 2024
Q2 2024
|
Wd Rutherford LLC
|
BUY
|
- |
150New |
$8.55K - $11.7K
|
150
$16.3K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
19.2K+ 13.05% |
$1.1M - $1.5M
|
167K
$18.2M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
964+ 34.25% |
$54.9K - $75.4K
|
3.78K
$412K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.12KNew |
$348K - $478K
|
6.12K
$666K
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
31New |
$1.77K - $2.42K
|
31
$3.38K
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
550+ 20.75% |
$31.3K - $43K
|
3.2K
$349K
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.26K+ 43.94% |
$71.5K - $98.1K
|
4.11K
$448K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
500New |
$28.5K - $39.1K
|
500
$54.5K
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
20+ 66.67% |
$1.14K - $1.56K
|
50
$5.45K
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
10.9K+ 329.4% |
$620K - $851K
|
14.2K
$1.55M
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-13.4K- 60.44% |
$764K - $1.05M
|
8.78K
$956K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
200New |
$11.4K - $15.6K
|
200
$21.8K
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
3.93KNew |
$224K - $307K
|
3.93K
$428K
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
9.86KNew |
$562K - $771K
|
9.86K
$1.07M
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-340- 6.36% |
$19.4K - $26.6K
|
5.01K
$545K
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
93+ 2.47% |
$5.3K - $7.27K
|
3.85K
$420K
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-64.1K- 23.13% |
$3.65M - $5.01M
|
213K
$23.2M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
91New |
$5.18K - $7.12K
|
91
$9.91K
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
446+ 12.95% |
$25.4K - $34.9K
|
3.89K
$424K
|