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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
35.3K+ 41.1% |
$2.22M - $2.59M
|
121K
$8.71M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.02K- 2.05% |
$63.8K - $74.5K
|
48.6K
$3.5M
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
3.63KNew |
$228K - $266K
|
3.63K
$261K
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-1.85K- 20.83% |
$116K - $136K
|
7.04K
$506K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
788+ 13.9% |
$49.5K - $57.8K
|
6.46K
$465K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
21K+ 131.45% |
$1.32M - $1.54M
|
37K
$2.66M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-48.1K- 66.93% |
$3.03M - $3.53M
|
23.8K
$1.71M
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-145- 1.84% |
$9.11K - $10.6K
|
7.73K
$556K
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-107- 0.45% |
$6.72K - $7.84K
|
23.5K
$1.69M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-582- 3.57% |
$36.6K - $42.7K
|
15.7K
$1.13M
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-19- 0.08% |
$1.19K - $1.39K
|
22.4K
$1.61M
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
1.52K+ 12.58% |
$95.5K - $111K
|
13.6K
$978K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13.6KNew |
$857K - $1M
|
13.6K
$981K
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
BUY
|
- |
4.03K+ 53.59% |
$253K - $296K
|
11.6K
$831K
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.43K- 38.27% |
$153K - $178K
|
3.92K
$282K
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3.58K+ 14.62% |
$225K - $262K
|
28K
$2.02M
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3K+ 144.65% |
$189K - $220K
|
5.07K
$365K
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-400- 40.0% |
$25.1K - $29.3K
|
600
$43.2K
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-444- 5.62% |
$27.9K - $32.5K
|
7.45K
$536K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-83- 1.42% |
$5.22K - $6.08K
|
5.78K
$416K
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.04K- 7.48% |
$128K - $150K
|
25.3K
$1.82M
|
|
May 08, 2025
Q1 2025
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-12.2K- 1.85% |
$765K - $892K
|
647K
$46.5M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
29.6K+ 2.38% |
$1.86M - $2.17M
|
1.27M
$91.6M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-71- 2.05% |
$4.46K - $5.2K
|
3.4K
$244K
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6+ 0.07% |
$377 - $440
|
9.1K
$654K
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.06K+ 14.98% |
$193K - $225K
|
23.5K
$1.69M
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.7K+ 36.99% |
$170K - $198K
|
10K
$720K
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
96+ 1.79% |
$6.03K - $7.04K
|
5.47K
$394K
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-226- 3.46% |
$14.2K - $16.6K
|
6.3K
$453K
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
46+ 12.43% |
$2.89K - $3.37K
|
416
$29.9K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.3K- 16.6% |
$81.9K - $95.6K
|
6.55K
$471K
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
7+ 0.17% |
$440 - $513
|
4.03K
$290K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
134+ 1.8% |
$8.42K - $9.82K
|
7.58K
$545K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-674- 1.41% |
$42.4K - $49.4K
|
47.1K
$3.39M
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-2.15K- 5.82% |
$135K - $158K
|
34.8K
$2.5M
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-85- 2.42% |
$5.34K - $6.23K
|
3.43K
$247K
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-600- 3.72% |
$37.7K - $44K
|
15.5K
$1.12M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7.96K- 2.17% |
$500K - $583K
|
359K
$25.8M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.28K+ 5.84% |
$143K - $167K
|
41.2K
$2.97M
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
3.11KNew |
$195K - $228K
|
3.11K
$223K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.37K- 11.56% |
$274K - $320K
|
33.4K
$2.4M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-801- 6.84% |
$50.3K - $58.7K
|
10.9K
$785K
|
|
May 08, 2025
Q1 2025
|
Scp Investment, LP
|
SELL
|
- |
-12K- 43.17% |
$754K - $879K
|
15.8K
$1.14M
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
500New |
$31.4K - $36.6K
|
500
$36K
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
7.1K+ 95.95% |
$446K - $520K
|
14.5K
$1.04M
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
20.2KNew |
$1.27M - $1.48M
|
20.2K
$1.45M
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-1.55K- 9.68% |
$97.2K - $113K
|
14.4K
$1.04M
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-75- 0.3% |
$4.71K - $5.5K
|
24.8K
$1.78M
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-58- 0.07% |
$3.64K - $4.25K
|
81.4K
$5.85M
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-585- 10.9% |
$36.8K - $42.9K
|
4.78K
$344K
|