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 11, 2023
Q2 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
7.16KNew |
$321K - $473K
|
7.16K
$780K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
CALL |
3KNew |
$134K - $198K
|
3K
$327K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
29.5K+ 5.17% |
$1.32M - $1.95M
|
599K
$65.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1K- 12.5% |
$44.8K - $66.1K
|
7K
$763K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.6K- 24.84% |
$71.7K - $106K
|
4.85K
$528K
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.91KNew |
$175K - $259K
|
3.91K
$426K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-2.54K- 31.52% |
$114K - $168K
|
5.51K
$601K
|
|
|
Aug 07, 2023
Q2 2023
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
14.4KNew |
$645K - $952K
|
14.4K
$1.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
340New |
$15.2K - $22.5K
|
340
$37K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.33KNew |
$149K - $220K
|
3.33K
$363K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
47.9KNew |
$2.14M - $3.17M
|
47.9K
$5.22M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.48KNew |
$156K - $230K
|
3.48K
$379K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
25New |
$1.12K - $1.65K
|
25
$2.72K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
688New |
$30.8K - $45.5K
|
688
$75K
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-5.95K- 28.13% |
$266K - $393K
|
15.2K
$1.66M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.25K+ 80.65% |
$235K - $347K
|
11.8K
$1.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Geneva Partners, LLC
|
BUY
|
- |
9.25KNew |
$414K - $611K
|
9.25K
$1.01M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
13.2KNew |
$592K - $873K
|
13.2K
$1.44M
|
|
|
Aug 02, 2023
Q2 2023
|
First Growth Investment Manager LP
San Francisco, CA |
BUY
|
- |
2.25K+ 3.58% |
$101K - $149K
|
65.2K
$7.1M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.68K- 32.96% |
$75.1K - $111K
|
3.41K
$372K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
240+ 48.0% |
$10.7K - $15.9K
|
740
$80.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-4.75K- 30.65% |
$213K - $314K
|
10.8K
$1.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
50New |
$2.24K - $3.3K
|
50
$5.45K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-100- 1.4% |
$4.48K - $6.61K
|
7.02K
$765K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
100+ 45.45% |
$4.48K - $6.61K
|
320
$34.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
210New |
$9.4K - $13.9K
|
210
$22.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
10KNew |
$449K - $662K
|
10K
$1.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.3K- 40.93% |
$103K - $152K
|
3.32K
$362K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-864- 3.2% |
$38.7K - $57.1K
|
26.1K
$2.84M
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
500New |
$22.4K - $33.1K
|
500
$54.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-40- 66.67% |
$1.79K - $2.64K
|
20
$2.18K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-6.07K- 58.03% |
$272K - $401K
|
4.39K
$478K
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
SELL
|
- |
-80K- 16.16% |
$3.58M - $5.29M
|
415K
$45.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-190- 47.5% |
$8.51K - $12.6K
|
210
$22.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Wt Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
6.13KNew |
$274K - $405K
|
6.13K
$667K
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
27+ 0.03% |
$1.21K - $1.78K
|
86.5K
$9.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.79KNew |
$170K - $251K
|
3.79K
$413K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.51KNew |
$157K - $232K
|
3.51K
$383K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-150- 10.64% |
$6.72K - $9.92K
|
1.26K
$137K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100New |
$4.48K - $6.61K
|
100
$10.9K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
391New |
$17.5K - $25.8K
|
391
$42.6K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2+ 1.33% |
$89.6 - $132
|
152
$16.6K
|
|
| Q1 2023 | |||||||
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
38New |
$1.36K - $2.04K
|
38
$4.14K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-11- 0.15% |
$392 - $590
|
7.55K
$822K
|
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.22KNew |
$150K - $226K
|
4.22K
$459K
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
4.42KNew |
$158K - $237K
|
4.42K
$482K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
30KNew |
$1.07M - $1.61M
|
30K
$3.27M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
5.61K+ 2807.0% |
$200K - $301K
|
5.81K
$633K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
92New |
$3.28K - $4.93K
|
92
$10K
|
|
|
May 15, 2023
Q1 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
5KNew |
$178K - $268K
|
5K
$545K
|
|