Latest Institutional Transactions on Shell PLC (RDS-A)
This table provides information on the latest institutional transactions involving Shell PLC (RDS-A) 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 06, 2020
Q2 2020
|
Element Wealth, LLC
|
SELL
|
- |
-179Closed |
$5.08K - $6.62K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-6.63KClosed |
$188K - $245K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-150Closed |
$4.25K - $5.55K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.57KClosed |
$44.5K - $58K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-42.9KClosed |
$1.22M - $1.58M
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
New Square Capital LLC
|
SELL
|
- |
-34.9KClosed |
$989K - $1.29M
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-6.79KClosed |
$193K - $251K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-67.1KClosed |
$1.9M - $2.48M
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-140Closed |
$3.97K - $5.18K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-1.85KClosed |
$52.5K - $68.4K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Ar Asset Management Inc
|
SELL
|
- |
-136KClosed |
$3.85M - $5.03M
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-2.78KClosed |
$78.7K - $103K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.34KClosed |
$208K - $271K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.77KClosed |
$164K - $213K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-7.12KClosed |
$202K - $263K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-6.48KClosed |
$184K - $239K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-7.96KClosed |
$226K - $294K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-256Closed |
$7.26K - $9.47K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Rnc Capital Management LLC
|
SELL
|
- |
-21.1KClosed |
$600K - $782K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Telos Capital Management, Inc.
|
SELL
|
- |
-5.98KClosed |
$170K - $221K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-6.2KClosed |
$176K - $229K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Welch Group, LLC
|
SELL
|
- |
-140KClosed |
$3.96M - $5.16M
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-13.7KClosed |
$387K - $505K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-7.11KClosed |
$202K - $263K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-12.3KClosed |
$350K - $456K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-220Closed |
$6.24K - $8.14K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Cypress Wealth Services, LLC
|
BUY
|
- |
45+ 0.13% |
$1.28K - $1.66K
|
33.5K
$1.73M
|
|
|
Jul 15, 2020
Q2 2020
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-6.07KClosed |
$172K - $225K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Madden Securities Corp
|
SELL
|
- |
-9.32KClosed |
$264K - $345K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Townsend & Associates, Inc
|
SELL
|
- |
-59.1KClosed |
$1.68M - $2.19M
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Sanders Morris Harris LLC
|
SELL
|
- |
-4.37KClosed |
$124K - $162K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Jacobs & CO
|
SELL
|
- |
-8.33KClosed |
$236K - $308K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Courier Capital LLC
|
SELL
|
- |
-6.19KClosed |
$176K - $229K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Hnp Capital LLC
|
SELL
|
- |
-6.19KClosed |
$176K - $229K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-140Closed |
$3.97K - $5.18K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 05, 2024
Q1 2020
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.64KClosed |
$93.5K - $259K
|
0
$0
|
|
|
Feb 22, 2022
Q1 2020
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-3.84KClosed |
$77.4K - $214K
|
0
$0
|
|
|
Feb 24, 2021
Q1 2020
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-5.19KClosed |
$105K - $290K
|
0
$0
|
|
|
Nov 18, 2020
Q1 2020
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-53Closed |
$1.07K - $2.95K
|
0
$0
|
|
|
Jul 10, 2020
Q1 2020
|
Ballew Advisors, Inc
|
SELL
|
- |
-5.16KClosed |
$104K - $288K
|
0
$0
|
|
|
Jun 05, 2020
Q1 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-23.4KClosed |
$470K - $1.3M
|
0
$0
|
|
|
Jun 04, 2020
Q1 2020
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-9.45KClosed |
$190K - $527K
|
0
$0
|
|
|
May 22, 2020
Q1 2020
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-5.14KClosed |
$103K - $286K
|
0
$0
|
|
|
May 21, 2020
Q1 2020
|
Capital Advisors Inc
|
SELL
|
- |
-5.07KClosed |
$102K - $283K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-20KClosed |
$403K - $1.12M
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-9.71KClosed |
$195K - $541K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.32KClosed |
$87K - $241K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cooper Financial Group
|
SELL
|
- |
-5.51KClosed |
$111K - $307K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Burleson & Company, LLC
|
SELL
|
- |
-11.2KClosed |
$226K - $625K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Forbes J M & CO LLP
|
SELL
|
- |
-6.93KClosed |
$140K - $386K
|
0
$0
|
|