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 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.85K+ 34.05% |
$121K - $135K
|
7.27K
$476K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-33.4K- 8.13% |
$2.19M - $2.45M
|
378K
$24.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-210- 4.94% |
$13.8K - $15.4K
|
4.04K
$264K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
298+ 1.31% |
$19.6K - $21.8K
|
23.1K
$1.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-2.11K- 13.12% |
$138K - $154K
|
14K
$914K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.29K+ 16.14% |
$84.6K - $94.5K
|
9.28K
$607K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9+ 0.3% |
$591 - $660
|
3.05K
$200K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
2K+ 7.41% |
$131K - $147K
|
29K
$1.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.24K+ 2.55% |
$81.2K - $90.6K
|
49.8K
$3.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.72% |
$263 - $293
|
557
$36.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
5.8K+ 3.54% |
$381K - $425K
|
169K
$11.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-262- 1.44% |
$17.2K - $19.2K
|
18K
$1.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
258New |
$16.9K - $18.9K
|
258
$16.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
63+ 1.54% |
$4.14K - $4.62K
|
4.15K
$272K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-884- 1.65% |
$58K - $64.8K
|
52.6K
$3.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-125- 3.15% |
$8.21K - $9.16K
|
3.84K
$252K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
756+ 9.51% |
$49.6K - $55.4K
|
8.71K
$570K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
4.22K+ 3.75% |
$277K - $309K
|
117K
$7.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-128- 2.02% |
$8.4K - $9.38K
|
6.21K
$406K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
363+ 0.34% |
$23.8K - $26.6K
|
106K
$6.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-693- 4.08% |
$45.5K - $50.8K
|
16.3K
$1.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2K- 18.09% |
$131K - $147K
|
9.06K
$593K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.77K- 14.72% |
$116K - $129K
|
10.2K
$670K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
66+ 0.5% |
$4.33K - $4.84K
|
13.4K
$875K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
5.02K+ 4.17% |
$329K - $367K
|
125K
$8.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-170- 1.01% |
$11.2K - $12.5K
|
16.6K
$1.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-21- 0.1% |
$1.38K - $1.54K
|
21.5K
$1.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.4K+ 8.43% |
$92K - $103K
|
18K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-25- 0.23% |
$1.64K - $1.83K
|
10.7K
$702K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
57.4KNew |
$3.77M - $4.21M
|
57.4K
$3.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-43- 1.15% |
$2.82K - $3.15K
|
3.71K
$243K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-837- 1.25% |
$54.9K - $61.3K
|
66.4K
$4.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-2.15K- 7.79% |
$141K - $158K
|
25.4K
$1.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
25.6K+ 23.97% |
$1.68M - $1.88M
|
133K
$8.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-520- 8.1% |
$34.1K - $38.1K
|
5.9K
$386K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-493- 13.66% |
$32.4K - $36.1K
|
3.12K
$204K
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
SELL
|
- |
-368- 9.95% |
$24.2K - $27K
|
3.33K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.97K- 19.25% |
$195K - $218K
|
12.5K
$816K
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
3.63KNew |
$239K - $266K
|
3.63K
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
10K+ 4.48% |
$659K - $735K
|
234K
$15.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
482+ 8.54% |
$31.6K - $35.3K
|
6.12K
$401K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
163+ 40.75% |
$10.7K - $11.9K
|
563
$36.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.35K- 31.88% |
$154K - $172K
|
5.03K
$329K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
80+ 2.1% |
$5.25K - $5.86K
|
3.88K
$254K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-87- 66.92% |
$5.71K - $6.38K
|
43
$2.82K
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
70+ 0.93% |
$4.6K - $5.13K
|
7.57K
$495K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-7.14K- 15.83% |
$469K - $523K
|
38K
$2.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
393+ 11.45% |
$25.8K - $28.8K
|
3.82K
$250K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
726+ 3.54% |
$47.7K - $53.2K
|
21.2K
$1.39M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-602- 4.68% |
$39.5K - $44.1K
|
12.3K
$803K
|