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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.04K+ 3.09% |
$366K - $424K
|
202K
$13.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
200+ 3.66% |
$12.1K - $14K
|
5.67K
$378K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.11K- 0.75% |
$128K - $148K
|
277K
$18.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-67- 0.63% |
$4.06K - $4.71K
|
10.6K
$706K
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-100- 1.79% |
$6.06K - $7.02K
|
5.48K
$365K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-317- 0.52% |
$19.2K - $22.3K
|
60.3K
$4.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.01% |
$60.6 - $70.2
|
10.5K
$699K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-11- 0.14% |
$667 - $773
|
7.96K
$530K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
375+ 1.03% |
$22.7K - $26.3K
|
37K
$2.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
766+ 14.33% |
$46.4K - $53.8K
|
6.11K
$407K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12KNew |
$726K - $841K
|
12K
$797K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.43K- 17.17% |
$86.9K - $101K
|
6.92K
$461K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
31+ 5.64% |
$1.88K - $2.18K
|
581
$38.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
2.22K+ 14.76% |
$135K - $156K
|
17.3K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3+ 0.82% |
$182 - $211
|
371
$24.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-293- 30.75% |
$17.8K - $20.6K
|
660
$44K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.7K- 2.83% |
$649K - $751K
|
367K
$24.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
408K+ 1.66% |
$24.7M - $28.7M
|
24.9M
$1.66B
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-163- 2.48% |
$9.88K - $11.4K
|
6.42K
$427K
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-6.96K- 14.44% |
$422K - $489K
|
41.3K
$2.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-845- 20.44% |
$51.2K - $59.3K
|
3.29K
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.33K- 23.77% |
$80.3K - $93.1K
|
4.25K
$283K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
54+ 180.0% |
$3.27K - $3.79K
|
84
$5.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-759- 6.37% |
$46K - $53.3K
|
11.2K
$743K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
335+ 23.44% |
$20.3K - $23.5K
|
1.76K
$118K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
220+ 220.0% |
$13.3K - $15.5K
|
320
$21.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.83K+ 26.61% |
$171K - $198K
|
13.4K
$896K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1New |
$60.6 - $70.2
|
1
$66.6
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-236- 1.62% |
$14.3K - $16.6K
|
14.4K
$957K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
162New |
$9.82K - $11.4K
|
162
$10.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10KNew |
$608K - $705K
|
10K
$669K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.29KNew |
$200K - $231K
|
3.29K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
713+ 4.93% |
$43.2K - $50.1K
|
15.2K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.56K+ 15.86% |
$94.3K - $109K
|
11.4K
$758K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-171- 0.32% |
$10.4K - $12K
|
52.7K
$3.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
535+ 10.88% |
$32.4K - $37.6K
|
5.45K
$363K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.18K- 16.62% |
$71.7K - $83.1K
|
5.94K
$395K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-106- 3.89% |
$6.43K - $7.44K
|
2.62K
$175K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-126K- 99.99% |
$7.62M - $8.83M
|
13
$866
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
226New |
$13.7K - $15.9K
|
226
$15.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-2.17K- 6.61% |
$132K - $153K
|
30.7K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-649- 7.6% |
$39.3K - $45.6K
|
7.9K
$526K
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
BUY
|
- |
14.2K+ 1.19% |
$862K - $999K
|
1.21M
$80.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
182+ 1.08% |
$11K - $12.8K
|
17K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.2K- 7.38% |
$72.9K - $84.4K
|
15.1K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-768- 6.02% |
$46.6K - $53.9K
|
12K
$798K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-247- 5.75% |
$15K - $17.3K
|
4.05K
$270K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-769- 2.09% |
$46.6K - $54K
|
36K
$2.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 0.85% |
$6.06K - $7.02K
|
11.7K
$777K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
105+ 0.34% |
$6.37K - $7.37K
|
31.2K
$2.08M
|