Latest Institutional Transactions on Shell PLC (SHEL)
This table provides information on the latest institutional transactions involving Shell PLC (SHEL) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.79K- 16.33% |
$249K - $278K
|
19.4K
$1.19M
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
1.11K+ 11.17% |
$73.1K - $81.6K
|
11.1K
$681K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-6.6K- 2.51% |
$433K - $483K
|
256K
$15.7M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-321- 44.9% |
$21.1K - $23.5K
|
394
$24.2K
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
11.1K+ 26.87% |
$729K - $814K
|
52.4K
$3.22M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.15K+ 1.73% |
$75.6K - $84.4K
|
67.6K
$4.16M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
152KNew |
$9.97M - $11.1M
|
152K
$9.33M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
50+ 1.53% |
$3.28K - $3.66K
|
3.32K
$204K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
38.7KNew |
$2.54M - $2.84M
|
38.7K
$2.38M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-871- 4.52% |
$57.2K - $63.8K
|
18.4K
$1.13M
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
21.4K+ 46.73% |
$1.41M - $1.57M
|
67.3K
$4.13M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
78.1KNew |
$5.13M - $5.73M
|
78.1K
$4.8M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-315- 11.43% |
$20.7K - $23.1K
|
2.44K
$150K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
129+ 0.93% |
$8.47K - $9.45K
|
14K
$858K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3+ 0.83% |
$197 - $220
|
365
$22.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.73K- 18.63% |
$376K - $420K
|
25K
$1.54M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-58.8K- 94.05% |
$3.86M - $4.31M
|
3.72K
$229K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.26K- 1.91% |
$280K - $312K
|
219K
$13.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.79K+ 1.43% |
$118K - $131K
|
127K
$7.79M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-298- 4.46% |
$19.6K - $21.8K
|
6.39K
$392K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-34- 2.39% |
$2.23K - $2.49K
|
1.39K
$85.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-50- 1.16% |
$3.28K - $3.66K
|
4.25K
$261K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
18+ 2.84% |
$1.18K - $1.32K
|
651
$40K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.65K- 33.25% |
$108K - $121K
|
3.31K
$203K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-181- 28.73% |
$11.9K - $13.3K
|
449
$27.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-105- 2.15% |
$6.89K - $7.69K
|
4.78K
$294K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.07K+ 6.91% |
$267K - $299K
|
63K
$3.87M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-120- 1.77% |
$7.88K - $8.79K
|
6.65K
$409K
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-4K- 5.7% |
$263K - $293K
|
66.2K
$4.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
33New |
$2.17K - $2.42K
|
33
$2.03K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-100- 0.78% |
$6.57K - $7.33K
|
12.7K
$779K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.24K+ 11.33% |
$81.4K - $90.9K
|
12.2K
$749K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.95K- 71.9% |
$653K - $729K
|
3.89K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-709- 1.71% |
$46.5K - $52K
|
40.9K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.51K+ 37.04% |
$99.3K - $111K
|
5.59K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-32K- 46.45% |
$2.1M - $2.34M
|
36.9K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7.47K+ 12.59% |
$490K - $547K
|
66.8K
$4.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-19.7K- 46.75% |
$1.3M - $1.45M
|
22.5K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.8K+ 87.94% |
$1.23M - $1.37M
|
40.1K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
609KNew |
$40M - $44.7M
|
609K
$37.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-68- 0.32% |
$4.46K - $4.98K
|
20.9K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
79+ 0.82% |
$5.19K - $5.79K
|
9.72K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-276- 4.57% |
$18.1K - $20.2K
|
5.76K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
445+ 14.18% |
$29.2K - $32.6K
|
3.58K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
128K+ 28.93% |
$8.41M - $9.38M
|
571K
$35.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Recurrent Investment Advisors LLC
Houston, TX |
SELL
|
- |
-23.9K- 15.61% |
$1.57M - $1.75M
|
129K
$7.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.31K+ 2.31% |
$545K - $609K
|
367K
$22.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-270- 2.74% |
$17.7K - $19.8K
|
9.59K
$589K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
400+ 11.67% |
$26.3K - $29.3K
|
3.83K
$235K
|