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 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.35K+ 20.36% |
$234K - $247K
|
19.8K
$1.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-533- 6.51% |
$37.2K - $39.4K
|
7.66K
$580K
|
|
|
Nov 04, 2025
Q3 2025
|
Reik & Co., LLC
|
SELL
|
- |
-60- 0.23% |
$4.19K - $4.44K
|
26.4K
$2M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-737- 7.71% |
$51.5K - $54.5K
|
8.82K
$668K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-436- 6.53% |
$30.4K - $32.2K
|
6.25K
$473K
|
|
|
Nov 04, 2025
Q3 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-6.71K- 24.19% |
$469K - $496K
|
21K
$1.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-81- 0.76% |
$5.66K - $5.99K
|
10.6K
$806K
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
943+ 8.4% |
$65.8K - $69.7K
|
12.2K
$922K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
900+ 46.56% |
$62.8K - $66.5K
|
2.83K
$215K
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-25- 0.39% |
$1.75K - $1.85K
|
6.41K
$486K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
8+ 0.14% |
$559 - $591
|
5.62K
$426K
|
|
|
Nov 04, 2025
Q3 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
6.55K+ 3.53% |
$457K - $484K
|
192K
$14.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
135+ 1.97% |
$9.43K - $9.98K
|
6.97K
$528K
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
61+ 1.53% |
$4.26K - $4.51K
|
4.05K
$306K
|
|
|
Nov 04, 2025
Q3 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-89.8K- 1.96% |
$6.27M - $6.64M
|
4.5M
$341M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.5K+ 31.98% |
$104K - $111K
|
6.17K
$467K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.32K+ 11.31% |
$162K - $172K
|
22.9K
$1.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.69K- 1.54% |
$118K - $125K
|
108K
$8.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
13.3KNew |
$929K - $983K
|
13.3K
$1.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-4.5K- 4.56% |
$314K - $333K
|
94.3K
$7.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-881- 0.94% |
$61.5K - $65.1K
|
92.7K
$7.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
20+ 2.15% |
$1.4K - $1.48K
|
952
$72.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-599- 69.09% |
$41.8K - $44.3K
|
268
$20.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.77KNew |
$123K - $131K
|
1.77K
$134K
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
5.62K+ 3.9% |
$392K - $415K
|
150K
$11.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
346+ 99.43% |
$24.2K - $25.6K
|
694
$52.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
BUY
|
- |
10+ 0.23% |
$698 - $739
|
4.28K
$324K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.38K+ 3.63% |
$96.6K - $102K
|
39.5K
$2.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.85K+ 16.08% |
$199K - $211K
|
20.6K
$1.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
29.5K+ 78.35% |
$2.06M - $2.18M
|
67.2K
$5.09M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
853+ 3.02% |
$59.6K - $63.1K
|
29.1K
$2.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.3K- 1.17% |
$1.77M - $1.87M
|
2.14M
$162M
|
|
|
Nov 04, 2025
Q3 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
20.9K+ 1.99% |
$1.46M - $1.54M
|
1.07M
$81M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
262+ 1.18% |
$18.3K - $19.4K
|
22.5K
$1.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
39+ 0.16% |
$2.72K - $2.88K
|
24.4K
$1.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.82K+ 20.14% |
$127K - $135K
|
10.9K
$822K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
217+ 0.35% |
$15.2K - $16K
|
61.4K
$4.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
10KNew |
$698K - $739K
|
10K
$758K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
150+ 3.28% |
$10.5K - $11.1K
|
4.72K
$357K
|
|
|
Nov 03, 2025
Q3 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-91- 2.75% |
$6.35K - $6.73K
|
3.22K
$244K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.16K+ 5.5% |
$80.7K - $85.5K
|
22.2K
$1.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
53.1K+ 216.74% |
$3.71M - $3.93M
|
77.6K
$5.88M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-504- 3.84% |
$35.2K - $37.3K
|
12.6K
$955K
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-562- 4.57% |
$39.2K - $41.5K
|
11.7K
$888K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
589+ 8.34% |
$41.1K - $43.5K
|
7.65K
$580K
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-180- 4.55% |
$12.6K - $13.3K
|
3.78K
$286K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-33.4K- 14.06% |
$2.33M - $2.47M
|
204K
$15.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
93+ 0.73% |
$6.49K - $6.88K
|
12.8K
$970K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-647- 0.55% |
$45.2K - $47.8K
|
118K
$8.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-427- 1.95% |
$29.8K - $31.6K
|
21.5K
$1.63M
|
|