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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 1.41% |
$781 - $1.19K
|
700
$86.6K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.01KNew |
$157K - $240K
|
2.01K
$248K
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
120New |
$9.38K - $14.3K
|
120
$14.8K
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.07KNew |
$162K - $248K
|
2.07K
$256K
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.34KNew |
$339K - $518K
|
4.34K
$537K
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
2KNew |
$156K - $239K
|
2K
$247K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.87K+ 15.51% |
$146K - $223K
|
13.9K
$1.72M
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.27KNew |
$177K - $271K
|
2.27K
$281K
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-71- 1.47% |
$5.55K - $8.48K
|
4.76K
$589K
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-20- 0.6% |
$1.56K - $2.39K
|
3.31K
$410K
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.34KNew |
$183K - $280K
|
2.34K
$289K
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-200- 7.86% |
$15.6K - $23.9K
|
2.34K
$290K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-102- 76.12% |
$7.97K - $12.2K
|
32
$3.96K
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
66New |
$5.16K - $7.89K
|
66
$8.16K
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.97KNew |
$154K - $235K
|
1.97K
$244K
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.31KNew |
$337K - $515K
|
4.31K
$534K
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
2.32KNew |
$181K - $277K
|
2.32K
$287K
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-300- 11.95% |
$23.4K - $35.8K
|
2.21K
$273K
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
2.14KNew |
$167K - $256K
|
2.14K
$265K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
63New |
$4.92K - $7.53K
|
63
$7.79K
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
1.65KNew |
$129K - $197K
|
1.65K
$204K
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-350- 10.94% |
$27.3K - $41.8K
|
2.85K
$353K
|
|
Jan 13, 2025
Q4 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
63.2KNew |
$4.94M - $7.55M
|
63.2K
$7.82M
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-310- 20.0% |
$24.2K - $37K
|
1.24K
$153K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-675- 14.85% |
$52.7K - $80.7K
|
3.87K
$479K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-95- 2.82% |
$7.42K - $11.4K
|
3.27K
$405K
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-11.7K- 34.05% |
$914K - $1.4M
|
22.6K
$2.8M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
600+ 53.57% |
$46.9K - $71.7K
|
1.72K
$213K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
600New |
$46.9K - $71.7K
|
600
$74.2K
|
|
Q3 2024 | |||||||
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-250Closed |
$13.1K - $20.2K
|
0
$0
|
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
140+ 3.85% |
$7.32K - $11.3K
|
3.78K
$468K
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
20+ 0.1% |
$1.05K - $1.62K
|
20K
$2.48M
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.59KNew |
$135K - $209K
|
2.59K
$320K
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
CALL |
-891- 99.0% |
$46.6K - $71.9K
|
9
$1.11K
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
875+ 700.0% |
$45.7K - $70.7K
|
1K
$124K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2.56K- 59.4% |
$134K - $207K
|
1.75K
$216K
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
2.88KNew |
$151K - $233K
|
2.88K
$356K
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-243- 6.32% |
$12.7K - $19.6K
|
3.6K
$445K
|
|
Nov 14, 2024
Q3 2024
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
21.2KNew |
$1.11M - $1.71M
|
21.2K
$2.62M
|
|
Nov 14, 2024
Q3 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-2.68K- 11.46% |
$140K - $216K
|
20.7K
$2.56M
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-55- 1.8% |
$2.87K - $4.44K
|
3K
$371K
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2.56KNew |
$134K - $207K
|
2.56K
$317K
|
|
Nov 14, 2024
Q3 2024
|
Nellore Capital Management LLC
Palo Alto, CA |
BUY
|
- |
41.6KNew |
$2.17M - $3.36M
|
41.6K
$5.15M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
PUT |
-500- 29.41% |
$26.1K - $40.4K
|
1.2K
$148K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-42.4K- 75.77% |
$2.21M - $3.42M
|
13.6K
$1.68M
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
39.6KNew |
$2.07M - $3.2M
|
39.6K
$4.9M
|
|
Nov 14, 2024
Q3 2024
|
Murchinson Ltd.
Toronto, A6 |
BUY
|
- |
4.49KNew |
$235K - $363K
|
4.49K
$556K
|
|
Nov 14, 2024
Q3 2024
|
Public Investment Fund
Riyadh, T0 |
BUY
|
- |
1.25MNew |
$65.3M - $101M
|
1.25M
$155M
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.7KNew |
$88.8K - $137K
|
1.7K
$210K
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
4.97KNew |
$260K - $401K
|
4.97K
$615K
|