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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-330- 3.72% |
$21.7K - $24.2K
|
8.55K
$559K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
16.3K+ 13.67% |
$1.07M - $1.19M
|
135K
$8.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
715+ 17.65% |
$46.9K - $52.4K
|
4.77K
$312K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-192- 2.75% |
$12.6K - $14.1K
|
6.8K
$445K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.11% |
$131 - $147
|
1.85K
$121K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-182- 4.26% |
$11.9K - $13.3K
|
4.09K
$268K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.01K+ 3.48% |
$66.4K - $74.2K
|
30.1K
$1.97M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
950+ 0.97% |
$62.4K - $69.6K
|
98.5K
$6.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
64+ 0.79% |
$4.2K - $4.69K
|
8.21K
$538K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-62.8K- 24.09% |
$4.12M - $4.6M
|
198K
$12.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
422K+ 8.69% |
$27.7M - $30.9M
|
5.28M
$346M
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
287+ 5.03% |
$18.8K - $21K
|
5.99K
$392K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
106+ 15.73% |
$6.96K - $7.77K
|
780
$51.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.61K+ 2.58% |
$106K - $118K
|
64.2K
$4.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-122- 0.31% |
$8.01K - $8.94K
|
39.3K
$2.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-244- 3.01% |
$16K - $17.9K
|
7.85K
$514K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
132+ 0.34% |
$8.67K - $9.67K
|
38.9K
$2.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
196+ 2.55% |
$12.9K - $14.4K
|
7.89K
$516K
|
|
|
Nov 06, 2024
Q3 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-60K- 18.75% |
$3.94M - $4.4M
|
260K
$17M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
37+ 0.52% |
$2.43K - $2.71K
|
7.21K
$472K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-365- 6.91% |
$24K - $26.7K
|
4.92K
$322K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-161- 4.47% |
$10.6K - $11.8K
|
3.44K
$225K
|
|
|
Nov 06, 2024
Q3 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
275+ 2.72% |
$18.1K - $20.2K
|
10.4K
$679K
|
|
|
Nov 06, 2024
Q3 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-2.92K- 1.6% |
$192K - $214K
|
179K
$11.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-390- 1.73% |
$25.6K - $28.6K
|
22.1K
$1.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
60+ 1.92% |
$3.94K - $4.4K
|
3.19K
$209K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
503New |
$33K - $36.9K
|
503
$32.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
307+ 35.49% |
$20.2K - $22.5K
|
1.17K
$76.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7+ 0.18% |
$460 - $513
|
3.86K
$253K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3.07KNew |
$201K - $225K
|
3.07K
$201K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-229- 70.46% |
$15K - $16.8K
|
96
$6.29K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 0.07% |
$65.7 - $73.3
|
1.43K
$93.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-195K- 13.05% |
$12.8M - $14.3M
|
1.3M
$85.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-112K- 4.98% |
$7.36M - $8.21M
|
2.14M
$140M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-13.2K- 12.85% |
$867K - $968K
|
89.6K
$5.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
533+ 567.02% |
$35K - $39.1K
|
627
$41K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-25.2K- 47.76% |
$1.65M - $1.84M
|
27.5K
$1.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
CALL |
58.9KNew |
$3.87M - $4.32M
|
58.9K
$3.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
566+ 19.32% |
$37.2K - $41.5K
|
3.5K
$229K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-98- 1.21% |
$6.43K - $7.18K
|
7.97K
$522K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.09KNew |
$399K - $446K
|
6.09K
$398K
|
|
|
Nov 05, 2024
Q3 2024
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-33.8K- 1.98% |
$2.22M - $2.48M
|
1.67M
$110M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.02% |
$197 - $220
|
16.7K
$1.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-33- 1.36% |
$2.17K - $2.42K
|
2.4K
$157K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
756+ 2.15% |
$49.6K - $55.4K
|
35.9K
$2.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
228+ 15.45% |
$15K - $16.7K
|
1.7K
$112K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.86K- 36.87% |
$122K - $137K
|
3.19K
$209K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.41K- 4.71% |
$92.8K - $104K
|
28.6K
$1.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-436- 2.64% |
$28.6K - $32K
|
16.1K
$1.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-286- 3.32% |
$18.8K - $21K
|
8.33K
$545K
|