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 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
4+ 0.03% |
$251 - $293
|
12.7K
$912K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-263- 4.61% |
$16.5K - $19.3K
|
5.45K
$392K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-15.9K- 81.22% |
$1M - $1.17M
|
3.69K
$265K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-45- 0.57% |
$2.83K - $3.3K
|
7.92K
$569K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3KNew |
$189K - $220K
|
3K
$216K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
4KNew |
$251K - $293K
|
4K
$288K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
61+ 1.53% |
$3.83K - $4.47K
|
4.05K
$291K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
92.3K+ 12.75% |
$5.8M - $6.76M
|
816K
$58.7M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
102+ 3.09% |
$6.41K - $7.48K
|
3.4K
$245K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.05K- 4.12% |
$66.2K - $77.2K
|
24.5K
$1.76M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-4.24K- 21.7% |
$266K - $311K
|
15.3K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-429- 1.12% |
$27K - $31.4K
|
38K
$2.73M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-125- 44.64% |
$7.86K - $9.16K
|
155
$11.1K
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
BUY
|
- |
750+ 7.23% |
$47.1K - $55K
|
11.1K
$800K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-32- 0.59% |
$2.01K - $2.35K
|
5.42K
$390K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
41.7K+ 3.27% |
$2.62M - $3.05M
|
1.32M
$94.6M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.13KNew |
$197K - $229K
|
3.13K
$225K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.28KNew |
$269K - $314K
|
4.28K
$308K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.8KNew |
$176K - $205K
|
2.8K
$201K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
92+ 1.91% |
$5.78K - $6.74K
|
4.91K
$353K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
2+ 0.05% |
$126 - $147
|
4.37K
$314K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
685+ 5.92% |
$43K - $50.2K
|
12.3K
$882K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-705- 13.68% |
$44.3K - $51.7K
|
4.45K
$320K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
558+ 4.67% |
$35.1K - $40.9K
|
12.5K
$900K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.95% |
$62.8 - $73.3
|
106
$7.62K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
143New |
$8.99K - $10.5K
|
143
$10.3K
|
|
|
May 07, 2025
Q1 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-216K- 4.2% |
$13.6M - $15.8M
|
4.93M
$355M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-64- 1.43% |
$4.02K - $4.69K
|
4.41K
$317K
|
|
|
May 07, 2025
Q1 2025
|
Thornburg Investment Management Inc
|
BUY
|
- |
2.07K+ 2.02% |
$130K - $151K
|
104K
$7.5M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-530- 5.83% |
$33.3K - $38.8K
|
8.56K
$616K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-195- 4.87% |
$12.3K - $14.3K
|
3.81K
$274K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
122New |
$7.67K - $8.94K
|
122
$8.77K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
202+ 1.97% |
$12.7K - $14.8K
|
10.5K
$752K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.33K+ 3.65% |
$209K - $244K
|
94.6K
$6.8M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.89KNew |
$119K - $139K
|
1.89K
$136K
|
|
|
May 06, 2025
Q1 2025
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
3KNew |
$189K - $220K
|
3K
$216K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-60- 0.52% |
$3.77K - $4.4K
|
11.6K
$834K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
28+ 0.48% |
$1.76K - $2.05K
|
5.88K
$423K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.02K- 7.66% |
$127K - $148K
|
24.3K
$1.75M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
8.81K+ 554.21% |
$554K - $646K
|
10.4K
$748K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-358- 3.12% |
$22.5K - $26.2K
|
11.1K
$801K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
5.98K+ 124.06% |
$376K - $438K
|
10.8K
$777K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
51+ 0.17% |
$3.2K - $3.74K
|
30K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.04K- 5.76% |
$65.6K - $76.5K
|
17.1K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.96KNew |
$186K - $217K
|
2.96K
$213K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.48K- 3.41% |
$219K - $255K
|
98.7K
$7.1M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-76- 0.93% |
$4.78K - $5.57K
|
8.07K
$580K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
654+ 10.29% |
$41.1K - $47.9K
|
7.01K
$504K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
100+ 0.92% |
$6.28K - $7.33K
|
11K
$791K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.8K- 12.79% |
$1.12M - $1.31M
|
122K
$8.75M
|