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 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.33K- 4.44% |
$523K - $610K
|
179K
$12.9M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-3.02K- 0.3% |
$190K - $221K
|
1M
$72.3M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-399- 10.74% |
$25.1K - $29.2K
|
3.32K
$238K
|
|
|
May 06, 2025
Q1 2025
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
44.9KNew |
$2.82M - $3.29M
|
44.9K
$3.23M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
94+ 2.65% |
$5.91K - $6.89K
|
3.64K
$262K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.06K+ 1.8% |
$66.5K - $77.5K
|
59.9K
$4.31M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
846+ 1.66% |
$53.2K - $62K
|
51.9K
$3.73M
|
|
|
May 06, 2025
Q1 2025
|
Reik & Co., LLC
|
SELL
|
- |
-1.07K- 2.36% |
$66.9K - $78.1K
|
44K
$3.16M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
47+ 0.77% |
$2.95K - $3.44K
|
6.18K
$445K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
7+ 0.22% |
$440 - $513
|
3.19K
$229K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
2.73KNew |
$172K - $200K
|
2.73K
$196K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.73K- 28.83% |
$172K - $200K
|
6.75K
$485K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
347+ 8.99% |
$21.8K - $25.4K
|
4.21K
$303K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.62K+ 7.91% |
$165K - $192K
|
35.8K
$2.57M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-42.2K- 8.46% |
$2.65M - $3.09M
|
456K
$32.8M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
4.6KNew |
$289K - $337K
|
4.6K
$330K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
281+ 5.71% |
$17.7K - $20.6K
|
5.2K
$374K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
33+ 0.49% |
$2.07K - $2.42K
|
6.76K
$486K
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-90- 0.53% |
$5.66K - $6.6K
|
16.9K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-544- 1.47% |
$34.2K - $39.9K
|
36.4K
$2.62M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-256- 0.12% |
$16.1K - $18.8K
|
212K
$15.2M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-325- 6.21% |
$20.4K - $23.8K
|
4.91K
$353K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
221+ 6.21% |
$13.9K - $16.2K
|
3.78K
$272K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
62+ 0.25% |
$3.9K - $4.54K
|
24.6K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.06K+ 26.93% |
$192K - $224K
|
14.4K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-202- 20.2% |
$12.7K - $14.8K
|
798
$57.4K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.82KNew |
$492K - $573K
|
7.82K
$563K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
3.18KNew |
$200K - $233K
|
3.18K
$228K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.5K+ 90.95% |
$850K - $991K
|
28.4K
$2.04M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.56K+ 1.64% |
$161K - $187K
|
158K
$11.4M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
374+ 3.75% |
$23.5K - $27.4K
|
10.3K
$743K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
321+ 2.12% |
$20.2K - $23.5K
|
15.5K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
75+ 0.28% |
$4.71K - $5.5K
|
26.6K
$1.91M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-415- 0.43% |
$26.1K - $30.4K
|
95.6K
$6.88M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
552+ 8.31% |
$34.7K - $40.5K
|
7.19K
$517K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 0.75% |
$62.8 - $73.3
|
135
$9.71K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.95KNew |
$185K - $216K
|
2.95K
$212K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
100+ 0.99% |
$6.28K - $7.33K
|
10.2K
$736K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
492+ 14.22% |
$30.9K - $36.1K
|
3.95K
$284K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
22+ 0.26% |
$1.38K - $1.61K
|
8.41K
$605K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-536- 1.49% |
$33.7K - $39.3K
|
35.4K
$2.55M
|
|
|
May 05, 2025
Q1 2025
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-31.6K- 29.87% |
$1.99M - $2.32M
|
74.2K
$5.34M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
75.8K+ 755.24% |
$4.76M - $5.55M
|
85.8K
$6.17M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
4.63KNew |
$291K - $339K
|
4.63K
$333K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 1.08% |
$314 - $366
|
467
$33.6K
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
2.58K+ 79.64% |
$162K - $189K
|
5.82K
$419K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
192+ 0.99% |
$12.1K - $14.1K
|
19.5K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
2.04K+ 7.08% |
$128K - $150K
|
30.9K
$2.22M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
989+ 3.93% |
$62.1K - $72.5K
|
26.1K
$1.88M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-425- 2.15% |
$26.7K - $31.1K
|
19.4K
$1.39M
|