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 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-176- 1.0% |
$15.9K - $22.8K
|
17.4K
$2.12M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-2.39K- 11.28% |
$216K - $309K
|
18.8K
$2.29M
|
|
Apr 17, 2025
Q1 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
1.8K+ 15.45% |
$163K - $233K
|
13.5K
$1.65M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-331- 6.14% |
$30K - $42.8K
|
5.06K
$617K
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
500+ 12.5% |
$45.3K - $64.7K
|
4.5K
$549K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.07K+ 40.19% |
$187K - $267K
|
7.21K
$880K
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
43+ 1.87% |
$3.9K - $5.56K
|
2.35K
$286K
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-9.47K- 16.25% |
$858K - $1.22M
|
48.8K
$5.96M
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
37+ 1.43% |
$3.35K - $4.78K
|
2.63K
$321K
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-2.39K- 13.49% |
$217K - $310K
|
15.4K
$1.87M
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-37.8K- 99.43% |
$3.43M - $4.89M
|
215
$26.2K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.94K+ 7.01% |
$176K - $251K
|
29.6K
$3.61M
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
8.92K+ 13.92% |
$808K - $1.15M
|
73K
$8.91M
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-14.2K- 96.18% |
$1.29M - $1.84M
|
565
$69K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
317+ 24.31% |
$28.7K - $41K
|
1.62K
$198K
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-182- 4.95% |
$16.5K - $23.5K
|
3.5K
$427K
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-125- 1.45% |
$11.3K - $16.2K
|
8.48K
$1.03M
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
239+ 8.84% |
$21.7K - $30.9K
|
2.94K
$359K
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
400+ 2.51% |
$36.2K - $51.7K
|
16.3K
$1.99M
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
24.3K+ 1247.69% |
$2.2M - $3.14M
|
26.2K
$3.2M
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.75K- 22.58% |
$612K - $873K
|
23.2K
$2.83M
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-230- 2.19% |
$20.8K - $29.7K
|
10.3K
$1.25M
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
62K+ 106.64% |
$5.61M - $8.01M
|
120K
$14.7M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.12K+ 36.41% |
$373K - $532K
|
15.4K
$1.88M
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.45K- 5.58% |
$222K - $317K
|
41.5K
$5.06M
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-2.56K- 10.28% |
$232K - $331K
|
22.3K
$2.73M
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.68K+ 23.14% |
$152K - $217K
|
8.93K
$1.09M
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.5KNew |
$317K - $452K
|
3.5K
$427K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-233- 1.49% |
$21.1K - $30.1K
|
15.4K
$1.88M
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
84+ 2.86% |
$7.61K - $10.9K
|
3.03K
$369K
|
|
Apr 14, 2025
Q1 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
12.5K+ 12.86% |
$1.14M - $1.62M
|
110K
$13.4M
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4.82K+ 58.69% |
$436K - $623K
|
13K
$1.59M
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
34+ 0.74% |
$3.08K - $4.4K
|
4.6K
$562K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
21+ 80.77% |
$1.9K - $2.72K
|
47
$5.74K
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.16K- 2.96% |
$196K - $280K
|
70.8K
$8.65M
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.14KNew |
$194K - $277K
|
2.14K
$262K
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.9K- 26.07% |
$444K - $634K
|
13.9K
$1.7M
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 2.22% |
$90.6 - $129
|
44
$5.37K
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-600- 2.32% |
$54.4K - $77.6K
|
25.2K
$3.08M
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-2.4K- 47.65% |
$217K - $310K
|
2.64K
$322K
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-274- 10.01% |
$24.8K - $35.4K
|
2.46K
$301K
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
BUY
|
- |
145+ 3.02% |
$13.1K - $18.7K
|
4.95K
$605K
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3.01K+ 50.84% |
$273K - $389K
|
8.93K
$1.09M
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$90.6 - $129
|
1
$122
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-28- 0.43% |
$2.54K - $3.62K
|
6.54K
$798K
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-16.2K- 4.71% |
$1.47M - $2.1M
|
328K
$40.1M
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-355- 5.45% |
$32.2K - $45.9K
|
6.16K
$751K
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
147+ 0.89% |
$13.3K - $19K
|
16.7K
$2.03M
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
71+ 1.23% |
$6.43K - $9.18K
|
5.86K
$716K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-450- 46.88% |
$40.8K - $58.2K
|
510
$62.3K
|