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 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-388- 1.42% |
$25.5K - $28.4K
|
26.9K
$1.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-98- 0.42% |
$6.43K - $7.18K
|
23.2K
$1.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
28+ 0.21% |
$1.84K - $2.05K
|
13.7K
$894K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
59+ 1.95% |
$3.87K - $4.32K
|
3.09K
$202K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-1.83K- 14.63% |
$120K - $134K
|
10.7K
$698K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.73K+ 53.85% |
$179K - $200K
|
7.79K
$510K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
1.01K+ 20.58% |
$66.4K - $74.1K
|
5.92K
$388K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
215+ 38.39% |
$14.1K - $15.8K
|
775
$50.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13K- 17.73% |
$855K - $955K
|
60.4K
$3.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-8.55K- 71.01% |
$561K - $627K
|
3.49K
$228K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-589- 7.84% |
$38.7K - $43.2K
|
6.92K
$453K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
75+ 0.38% |
$4.92K - $5.5K
|
19.7K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
45+ 0.91% |
$2.95K - $3.3K
|
5.01K
$328K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-13- 0.4% |
$853 - $953
|
3.25K
$213K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-20.4K- 29.2% |
$1.34M - $1.5M
|
49.6K
$3.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
603+ 6.71% |
$39.6K - $44.2K
|
9.6K
$628K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
227+ 0.39% |
$14.9K - $16.6K
|
58.6K
$3.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-523- 4.8% |
$34.3K - $38.3K
|
10.4K
$679K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.1K+ 44.85% |
$335K - $374K
|
16.5K
$1.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.59K+ 1.68% |
$301K - $336K
|
277K
$18.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
175+ 2.64% |
$11.5K - $12.8K
|
6.81K
$446K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.87K+ 9.71% |
$123K - $137K
|
21.1K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-265- 0.67% |
$17.4K - $19.4K
|
39.2K
$2.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-3.38K- 3.51% |
$222K - $248K
|
92.8K
$6.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
197+ 0.33% |
$12.9K - $14.4K
|
59.2K
$3.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.31K- 1.17% |
$217K - $242K
|
279K
$18.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.77K- 14.75% |
$510K - $570K
|
44.9K
$2.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Reik & Co., LLC
|
SELL
|
- |
-1.61K- 3.28% |
$106K - $118K
|
47.4K
$3.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
3.24KNew |
$213K - $238K
|
3.24K
$212K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.03% |
$131 - $147
|
6.18K
$405K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-114- 3.21% |
$7.48K - $8.35K
|
3.44K
$225K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-379- 7.87% |
$24.9K - $27.8K
|
4.43K
$290K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-10.6K- 2.22% |
$694K - $775K
|
466K
$30.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.85K- 6.26% |
$121K - $135K
|
27.7K
$1.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
260+ 9.17% |
$17.1K - $19.1K
|
3.1K
$203K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.12K- 12.79% |
$73.5K - $82.1K
|
7.64K
$500K
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-41.7K- 58.07% |
$2.74M - $3.06M
|
30.1K
$1.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-390- 4.81% |
$25.6K - $28.6K
|
7.72K
$505K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
63+ 0.64% |
$4.14K - $4.62K
|
9.83K
$644K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
5.49KNew |
$361K - $403K
|
5.49K
$360K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
104+ 6.58% |
$6.83K - $7.62K
|
1.69K
$110K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
18+ 0.48% |
$1.18K - $1.32K
|
3.74K
$245K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
6.39K+ 48.36% |
$420K - $468K
|
19.6K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.17K+ 26.41% |
$77.1K - $86K
|
5.62K
$368K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-4.4K- 8.88% |
$289K - $322K
|
45.1K
$2.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
210+ 6.55% |
$13.8K - $15.4K
|
3.42K
$224K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-9- 0.9% |
$591 - $660
|
996
$65.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
4+ 14.29% |
$263 - $293
|
32
$2.1K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
470+ 15.41% |
$30.9K - $34.4K
|
3.52K
$230K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-138- 2.4% |
$9.06K - $10.1K
|
5.62K
$368K
|