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 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-53- 1.57% |
$3.7K - $3.92K
|
3.33K
$252K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
6+ 0.15% |
$419 - $444
|
3.99K
$303K
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
9.67KNew |
$675K - $715K
|
9.67K
$733K
|
|
|
Nov 05, 2025
Q3 2025
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
4.25K+ 0.88% |
$297K - $314K
|
490K
$37.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
922+ 7.89% |
$64.4K - $68.2K
|
12.6K
$956K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-684- 0.81% |
$47.8K - $50.6K
|
83.9K
$6.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-149- 4.83% |
$10.4K - $11K
|
2.93K
$222K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.82K+ 4.71% |
$127K - $134K
|
40.4K
$3.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.61K+ 4.45% |
$112K - $119K
|
37.8K
$2.86M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
855+ 3.51% |
$59.7K - $63.2K
|
25.2K
$1.91M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-225- 4.32% |
$15.7K - $16.6K
|
4.99K
$378K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
33+ 0.43% |
$2.3K - $2.44K
|
7.71K
$584K
|
|
|
Nov 05, 2025
Q3 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-63- 0.37% |
$4.4K - $4.66K
|
17.2K
$1.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-64.7K- 19.11% |
$4.52M - $4.78M
|
274K
$20.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
384+ 6.86% |
$26.8K - $28.4K
|
5.98K
$453K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.97K+ 21.93% |
$277K - $293K
|
22.1K
$1.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.32KNew |
$232K - $245K
|
3.32K
$251K
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
2.83KNew |
$198K - $209K
|
2.83K
$215K
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
62+ 2.05% |
$4.33K - $4.58K
|
3.09K
$234K
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
SELL
|
- |
-3- 0.06% |
$209 - $222
|
4.89K
$370K
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-700- 2.98% |
$48.9K - $51.8K
|
22.8K
$1.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-973- 24.88% |
$67.9K - $71.9K
|
2.94K
$223K
|
|
|
Nov 05, 2025
Q3 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-118- 0.14% |
$8.24K - $8.72K
|
84.9K
$6.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
41+ 0.66% |
$2.86K - $3.03K
|
6.26K
$474K
|
|
|
Nov 05, 2025
Q3 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
690+ 11.05% |
$48.2K - $51K
|
6.93K
$525K
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-79- 0.92% |
$5.52K - $5.84K
|
8.53K
$646K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-419- 1.93% |
$29.3K - $31K
|
21.3K
$1.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
60+ 0.59% |
$4.19K - $4.44K
|
10.2K
$775K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.38K+ 21.64% |
$236K - $250K
|
19K
$1.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
241+ 48.01% |
$16.8K - $17.8K
|
743
$56.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
58New |
$4.05K - $4.29K
|
58
$4.39K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5+ 0.16% |
$349 - $370
|
3.17K
$240K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
81+ 1.64% |
$5.66K - $5.99K
|
5.03K
$381K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
SELL
|
- |
-2.36K- 19.71% |
$165K - $174K
|
9.61K
$728K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.28K+ 2.67% |
$89.2K - $94.4K
|
49.1K
$3.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.45K- 0.81% |
$101K - $107K
|
177K
$13.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-16- 13.79% |
$1.12K - $1.18K
|
100
$7.58K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-101- 2.09% |
$7.05K - $7.47K
|
4.74K
$359K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-143- 3.4% |
$9.98K - $10.6K
|
4.06K
$308K
|
|
|
Nov 05, 2025
Q3 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
717+ 8.21% |
$50.1K - $53K
|
9.45K
$716K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.09K- 10.44% |
$76.3K - $80.8K
|
9.37K
$710K
|
|
|
Nov 05, 2025
Q3 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
3.6KNew |
$251K - $266K
|
3.6K
$273K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.3K+ 20.1% |
$2.26M - $2.39M
|
193K
$14.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
1.13K+ 1.26% |
$79.2K - $83.8K
|
91K
$6.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-255- 0.63% |
$17.8K - $18.9K
|
40.3K
$3.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.7K+ 17.01% |
$119K - $126K
|
11.7K
$885K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
62+ 8.55% |
$4.33K - $4.58K
|
787
$59.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
712K+ 2144.16% |
$49.7M - $52.7M
|
746K
$56.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1K+ 5.45% |
$69.9K - $74K
|
19.4K
$1.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
9.07K+ 38.18% |
$633K - $670K
|
32.8K
$2.49M
|
|