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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.98K- 34.66% |
$155K - $237K
|
3.74K
$463K
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
BUY
|
- |
2.5KNew |
$195K - $299K
|
2.5K
$309K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.06K+ 242.13% |
$473K - $724K
|
8.56K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
2.34KNew |
$183K - $280K
|
2.34K
$289K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-760- 24.04% |
$59.4K - $90.8K
|
2.4K
$297K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
400+ 200.0% |
$31.3K - $47.8K
|
600
$74.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
CALL |
2.2KNew |
$172K - $263K
|
2.2K
$272K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
80New |
$6.25K - $9.56K
|
80
$9.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.74KNew |
$136K - $208K
|
1.74K
$215K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
19KNew |
$1.48M - $2.27M
|
19K
$2.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.02KNew |
$236K - $361K
|
3.02K
$373K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.88K- 5.87% |
$694K - $1.06M
|
142K
$17.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
150New |
$11.7K - $17.9K
|
150
$18.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
24+ 7.5% |
$1.88K - $2.87K
|
344
$42.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
650New |
$50.8K - $77.7K
|
650
$80.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
568+ 5.33% |
$44.4K - $67.9K
|
11.2K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
2.62KNew |
$205K - $313K
|
2.62K
$324K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.13KNew |
$323K - $493K
|
4.13K
$511K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 50.0% |
$156 - $239
|
6
$742
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
281+ 9.27% |
$22K - $33.6K
|
3.31K
$410K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.55K- 48.57% |
$199K - $305K
|
2.7K
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-125- 4.8% |
$9.77K - $14.9K
|
2.48K
$307K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.01KNew |
$157K - $240K
|
2.01K
$248K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-700- 24.67% |
$54.7K - $83.6K
|
2.14K
$264K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.31KNew |
$181K - $276K
|
2.31K
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.03% |
$391 - $597
|
17.9K
$2.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4+ 0.05% |
$313 - $478
|
7.42K
$918K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.07KNew |
$162K - $247K
|
2.07K
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
2.23KNew |
$174K - $266K
|
2.23K
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
835New |
$65.2K - $99.8K
|
835
$103K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.15KNew |
$168K - $257K
|
2.15K
$266K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
41.4K+ 44.27% |
$3.24M - $4.95M
|
135K
$16.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
84New |
$6.56K - $10K
|
84
$10.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
24KNew |
$1.87M - $2.87M
|
24K
$2.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-55- 1.02% |
$4.3K - $6.57K
|
5.31K
$657K
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-760- 2.9% |
$59.4K - $90.8K
|
25.5K
$3.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
40New |
$3.13K - $4.78K
|
40
$4.95K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-130- 0.61% |
$10.2K - $15.5K
|
21.2K
$2.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
100New |
$7.81K - $11.9K
|
100
$12.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2KNew |
$156K - $239K
|
2K
$247K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-19- 50.0% |
$1.48K - $2.27K
|
19
$2.35K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-5- 10.0% |
$391 - $597
|
45
$5.57K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
800New |
$62.5K - $95.6K
|
800
$99K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
25+ 1.98% |
$1.95K - $2.99K
|
1.29K
$159K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-35- 6.14% |
$2.73K - $4.18K
|
535
$66.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
520New |
$40.6K - $62.1K
|
520
$64.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-4.64K- 62.17% |
$363K - $555K
|
2.83K
$349K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1KNew |
$78.1K - $119K
|
1K
$124K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3KNew |
$234K - $358K
|
3K
$371K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.24KNew |
$175K - $268K
|
2.24K
$277K
|