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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.09K- 7.05% |
$65.2K - $79.8K
|
14.4K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.58K- 2.48% |
$94.6K - $116K
|
62.2K
$4.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
56.2K+ 131.74% |
$3.36M - $4.1M
|
98.8K
$7.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
117New |
$6.99K - $8.55K
|
117
$8.33K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
171+ 5.77% |
$10.2K - $12.5K
|
3.13K
$223K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-408- 7.64% |
$24.4K - $29.8K
|
4.93K
$351K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-71- 0.48% |
$4.24K - $5.19K
|
14.7K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
177+ 0.82% |
$10.6K - $12.9K
|
21.7K
$1.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-194- 2.76% |
$11.6K - $14.2K
|
6.84K
$487K
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-299- 1.23% |
$17.9K - $21.8K
|
24K
$1.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-187- 1.83% |
$11.2K - $13.7K
|
10K
$713K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 68.9% |
$125K - $153K
|
5.13K
$365K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
52+ 0.5% |
$3.11K - $3.8K
|
10.5K
$748K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-147- 26.87% |
$8.78K - $10.7K
|
400
$28.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-216- 2.02% |
$12.9K - $15.8K
|
10.5K
$745K
|
|
|
Jul 24, 2025
Q2 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
6K+ 120.0% |
$359K - $438K
|
11K
$783K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-218- 5.22% |
$13K - $15.9K
|
3.96K
$282K
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-71- 0.24% |
$4.24K - $5.19K
|
29.3K
$2.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-347- 10.31% |
$20.7K - $25.3K
|
3.02K
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-104- 2.84% |
$6.21K - $7.6K
|
3.56K
$254K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
514+ 3.86% |
$30.7K - $37.5K
|
13.8K
$985K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
21+ 0.48% |
$1.25K - $1.53K
|
4.38K
$311K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.5K+ 7.67% |
$89.5K - $109K
|
21K
$1.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-67- 2.09% |
$4K - $4.89K
|
3.13K
$223K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-150- 93.75% |
$8.96K - $11K
|
10
$712
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-853- 14.59% |
$51K - $62.3K
|
4.99K
$355K
|
|
|
Jul 23, 2025
Q2 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
767+ 3.12% |
$45.8K - $56K
|
25.4K
$1.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-204- 4.67% |
$12.2K - $14.9K
|
4.16K
$296K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.85KNew |
$170K - $208K
|
2.85K
$203K
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-132- 1.31% |
$7.89K - $9.64K
|
9.98K
$710K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-437- 65.91% |
$26.1K - $31.9K
|
226
$16.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
103+ 2.34% |
$6.15K - $7.52K
|
4.51K
$321K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-100- 1.08% |
$5.98K - $7.31K
|
9.13K
$649K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.76K+ 34.81% |
$225K - $275K
|
14.6K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
1.12K+ 14.56% |
$66.9K - $81.8K
|
8.81K
$627K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.96K+ 113.9% |
$356K - $435K
|
11.2K
$796K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-14- 0.17% |
$837 - $1.02K
|
8.4K
$598K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-146- 0.41% |
$8.72K - $10.7K
|
35.3K
$2.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-20.1K- 86.05% |
$1.2M - $1.47M
|
3.26K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-30.9K- 8.59% |
$1.84M - $2.26M
|
328K
$23.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.74KNew |
$283K - $346K
|
4.74K
$337K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
185+ 2.2% |
$11.1K - $13.5K
|
8.58K
$610K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
348+ 2.17% |
$20.8K - $25.4K
|
16.4K
$1.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-348- 6.22% |
$20.8K - $25.4K
|
5.25K
$374K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-185- 5.1% |
$11.1K - $13.5K
|
3.45K
$245K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
42+ 0.28% |
$2.51K - $3.07K
|
15.2K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-550- 2.53% |
$32.9K - $40.2K
|
21.2K
$1.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.33K- 6.14% |
$79.3K - $96.9K
|
20.3K
$1.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
196+ 2.19% |
$11.7K - $14.3K
|
9.14K
$650K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3+ 0.08% |
$179 - $219
|
3.78K
$269K
|