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 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.45K- 5.74% |
$226K - $253K
|
56.6K
$3.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-21.2K- 9.48% |
$1.39M - $1.55M
|
202K
$13.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.5K+ 14.86% |
$164K - $183K
|
19.3K
$1.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
481+ 0.34% |
$31.6K - $35.2K
|
144K
$9.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-3- 0.04% |
$197 - $220
|
6.67K
$437K
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-1.05K- 21.63% |
$68.9K - $76.9K
|
3.8K
$249K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-25- 18.25% |
$1.64K - $1.83K
|
112
$7.33K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-109- 0.35% |
$7.16K - $7.99K
|
31.1K
$2.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-150- 1.98% |
$9.85K - $11K
|
7.41K
$485K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-171- 0.63% |
$11.2K - $12.5K
|
27.1K
$1.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
CALL |
100KNew |
$6.57M - $7.33M
|
100K
$6.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-216- 2.76% |
$14.2K - $15.8K
|
7.61K
$498K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.5K- 2.15% |
$754K - $841K
|
522K
$34.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.25K- 27.11% |
$148K - $165K
|
6.06K
$396K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-676- 9.19% |
$44.4K - $49.5K
|
6.68K
$437K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-434- 4.1% |
$28.5K - $31.8K
|
10.2K
$665K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
959+ 12.59% |
$63K - $70.3K
|
8.58K
$561K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-506- 59.67% |
$33.2K - $37.1K
|
342
$22.4K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-948- 3.76% |
$62.2K - $69.5K
|
24.2K
$1.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
3.17KNew |
$208K - $233K
|
3.17K
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1K- 13.74% |
$65.7K - $73.3K
|
6.28K
$411K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-881- 12.52% |
$57.8K - $64.6K
|
6.16K
$403K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
20.2K+ 41.47% |
$1.33M - $1.48M
|
69K
$4.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
76.3K+ 45.05% |
$5.01M - $5.59M
|
246K
$16.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-65- 0.9% |
$4.27K - $4.76K
|
7.12K
$466K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-83- 0.8% |
$5.45K - $6.08K
|
10.3K
$674K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
15.6KNew |
$1.02M - $1.14M
|
15.6K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.28K- 22.57% |
$150K - $167K
|
7.84K
$513K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
489+ 1.35% |
$32.1K - $35.8K
|
36.7K
$2.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
335+ 1.43% |
$22K - $24.5K
|
23.8K
$1.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-300- 3.72% |
$19.7K - $22K
|
7.77K
$508K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.62KNew |
$106K - $118K
|
1.62K
$106K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
13+ 0.33% |
$853 - $953
|
3.91K
$256K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-2K- 32.35% |
$131K - $147K
|
4.18K
$274K
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-63- 1.19% |
$4.14K - $4.62K
|
5.23K
$342K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.37K+ 9.97% |
$156K - $174K
|
26.1K
$1.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-2.94K- 76.76% |
$193K - $215K
|
889
$58.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-718- 8.33% |
$47.1K - $52.6K
|
7.9K
$517K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
SELL
|
- |
-911- 1.14% |
$59.8K - $66.8K
|
79.1K
$5.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
247+ 8.34% |
$16.2K - $18.1K
|
3.21K
$210K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-44- 1.59% |
$2.89K - $3.22K
|
2.73K
$178K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
40+ 2.61% |
$2.63K - $2.93K
|
1.58K
$103K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
338New |
$22.2K - $24.8K
|
338
$22.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-4.54K- 38.34% |
$298K - $333K
|
7.3K
$478K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.13K+ 19.76% |
$73.9K - $82.4K
|
6.82K
$446K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.77K+ 14.36% |
$182K - $203K
|
22K
$1.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
13.1K+ 67.78% |
$862K - $962K
|
32.5K
$2.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
13K+ 144.44% |
$853K - $953K
|
22K
$1.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-191- 2.86% |
$12.5K - $14K
|
6.5K
$425K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.65K+ 48.86% |
$305K - $341K
|
14.2K
$927K
|