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 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-154- 12.0% |
$9.68K - $11.3K
|
1.13K
$81.2K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.1K+ 31.34% |
$69.1K - $80.6K
|
4.61K
$332K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
100New |
$6.28K - $7.33K
|
100
$7.19K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
64+ 0.74% |
$4.02K - $4.69K
|
8.71K
$627K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.46K+ 0.33% |
$92K - $107K
|
444K
$31.9M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-5- 0.09% |
$314 - $366
|
5.72K
$411K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.4K+ 16.31% |
$402K - $469K
|
45.6K
$3.28M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-168- 0.27% |
$10.6K - $12.3K
|
62K
$4.46M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
9.42KNew |
$592K - $690K
|
9.42K
$677K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
668+ 0.26% |
$42K - $49K
|
254K
$18.3M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
838+ 3.47% |
$52.7K - $61.4K
|
25K
$1.8M
|
|
|
May 02, 2025
Q1 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
5.91K+ 0.58% |
$372K - $433K
|
1.03M
$74M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
80+ 1.43% |
$5.03K - $5.86K
|
5.67K
$408K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.85KNew |
$179K - $209K
|
2.85K
$205K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
111+ 1.16% |
$6.98K - $8.14K
|
9.71K
$698K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-42- 0.7% |
$2.64K - $3.08K
|
5.94K
$427K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5K+ 30.64% |
$314K - $367K
|
21.3K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
86New |
$5.4K - $6.3K
|
86
$6.19K
|
|
|
May 02, 2025
Q1 2025
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
15K+ 0.42% |
$945K - $1.1M
|
3.59M
$258M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
7.19K+ 426.82% |
$452K - $527K
|
8.88K
$638K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-38.2K- 1.26% |
$2.4M - $2.8M
|
3.01M
$216M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-128- 31.84% |
$8.04K - $9.38K
|
274
$19.7K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-60- 10.95% |
$3.77K - $4.4K
|
488
$35.1K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
2.84KNew |
$179K - $208K
|
2.84K
$204K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1.43K- 2.36% |
$89.5K - $104K
|
58.9K
$4.24M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
870KNew |
$54.6M - $63.7M
|
870K
$62.5M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.57K- 4.48% |
$98.9K - $115K
|
33.6K
$2.42M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
437+ 193.36% |
$27.5K - $32K
|
663
$47.7K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-32.6K- 37.41% |
$2.05M - $2.39M
|
54.5K
$3.92M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
201New |
$12.6K - $14.7K
|
201
$14.5K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.39K- 35.67% |
$150K - $175K
|
4.32K
$310K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-3.46K- 6.56% |
$218K - $254K
|
49.3K
$3.54M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
2.94KNew |
$185K - $216K
|
2.94K
$212K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
9New |
$566 - $660
|
9
$647
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-283- 4.02% |
$17.8K - $20.7K
|
6.76K
$486K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3+ 0.46% |
$189 - $220
|
654
$47K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-53- 5.4% |
$3.33K - $3.88K
|
928
$66.7K
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-677- 13.91% |
$42.5K - $49.6K
|
4.19K
$301K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.95KNew |
$185K - $216K
|
2.95K
$212K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-5.67K- 37.6% |
$356K - $416K
|
9.41K
$677K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.8K+ 4.12% |
$113K - $132K
|
45.4K
$3.27M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-164- 16.98% |
$10.3K - $12K
|
802
$57.7K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-5.16K- 30.22% |
$324K - $378K
|
11.9K
$857K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-477- 4.74% |
$30K - $35K
|
9.59K
$690K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.58K- 14.79% |
$162K - $189K
|
14.8K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7.19K+ 13.11% |
$452K - $527K
|
62K
$4.46M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-242- 0.11% |
$15.2K - $17.7K
|
214K
$15.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.77K- 9.47% |
$174K - $203K
|
26.5K
$1.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-2- 0.01% |
$126 - $147
|
30.7K
$2.21M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.46KNew |
$343K - $400K
|
5.46K
$392K
|