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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-14.3K- 27.77% |
$940K - $1.05M
|
37.3K
$2.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
147+ 1.08% |
$9.65K - $10.8K
|
13.7K
$897K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.19K- 1.24% |
$78.4K - $87.5K
|
95.2K
$6.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.37K- 4.95% |
$287K - $320K
|
83.9K
$5.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
7.24K+ 14.81% |
$475K - $531K
|
56.1K
$3.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.53K- 30.89% |
$232K - $259K
|
7.89K
$517K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.98K- 9.18% |
$130K - $145K
|
19.6K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.5K+ 13.36% |
$230K - $257K
|
29.7K
$1.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-154- 83.7% |
$10.1K - $11.3K
|
30
$1.96K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
8.73K+ 3.33% |
$573K - $639K
|
271K
$17.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
14.1KNew |
$925K - $1.03M
|
14.1K
$923K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-846- 2.9% |
$55.5K - $62K
|
28.4K
$1.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-39- 0.99% |
$2.56K - $2.86K
|
3.89K
$255K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-103- 0.38% |
$6.76K - $7.55K
|
27.3K
$1.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
257+ 2.11% |
$16.9K - $18.8K
|
12.4K
$813K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3+ 0.06% |
$197 - $220
|
4.92K
$322K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
9.68K+ 279.63% |
$635K - $709K
|
13.1K
$860K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.53K+ 20.96% |
$101K - $112K
|
8.84K
$578K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.99K+ 8.47% |
$131K - $146K
|
25.5K
$1.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.2K+ 74.7% |
$275K - $307K
|
9.81K
$642K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
79+ 16.88% |
$5.19K - $5.79K
|
547
$35.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-200- 4.28% |
$13.1K - $14.7K
|
4.48K
$293K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-308- 9.76% |
$20.2K - $22.6K
|
2.85K
$186K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.11% |
$65.7 - $73.3
|
902
$59.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
50New |
$3.28K - $3.66K
|
50
$3.27K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
682+ 5.72% |
$44.8K - $50K
|
12.6K
$826K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
993+ 0.42% |
$65.2K - $72.8K
|
239K
$15.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-333- 9.53% |
$21.9K - $24.4K
|
3.16K
$207K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5.03K+ 72.12% |
$330K - $369K
|
12K
$787K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-5K- 31.64% |
$328K - $366K
|
10.8K
$707K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.19KNew |
$210K - $234K
|
3.19K
$209K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.07K- 7.33% |
$202K - $225K
|
38.9K
$2.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.67K- 1.7% |
$175K - $196K
|
154K
$10.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
305+ 0.97% |
$20K - $22.4K
|
31.9K
$2.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
32+ 0.54% |
$2.1K - $2.34K
|
6.01K
$394K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
200+ 0.66% |
$13.1K - $14.7K
|
30.7K
$2.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-402- 10.0% |
$26.4K - $29.5K
|
3.62K
$237K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-64- 0.5% |
$4.2K - $4.69K
|
12.7K
$832K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-27.4K- 1.97% |
$1.8M - $2.01M
|
1.36M
$89.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.3K- 2.28% |
$217K - $242K
|
141K
$9.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.81K- 1.39% |
$119K - $132K
|
128K
$8.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-1.21K- 20.18% |
$79.4K - $88.7K
|
4.79K
$313K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-41- 1.06% |
$2.69K - $3K
|
3.84K
$251K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
31.5K+ 5470.31% |
$2.07M - $2.31M
|
32.1K
$2.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 1.26% |
$263 - $293
|
321
$21K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
978+ 10.92% |
$64.2K - $71.7K
|
9.93K
$650K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.5K- 5.84% |
$98.5K - $110K
|
24.2K
$1.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.39K- 0.7% |
$91.1K - $102K
|
196K
$12.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.98KNew |
$327K - $365K
|
4.98K
$326K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
587+ 0.41% |
$38.5K - $43K
|
144K
$9.42M
|