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 27, 2025
Q3 2025
|
Henry James International Management Inc.
|
SELL
|
- |
-1.7K- 16.34% |
$118K - $125K
|
8.69K
$658K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
538+ 6.07% |
$37.6K - $39.8K
|
9.4K
$712K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
3.25K+ 6.2% |
$227K - $240K
|
55.6K
$4.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-994- 3.68% |
$69.4K - $73.5K
|
26K
$1.97M
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
BUY
|
- |
7.09KNew |
$495K - $524K
|
7.09K
$537K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-602- 0.98% |
$42K - $44.5K
|
60.9K
$4.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-499- 8.86% |
$34.8K - $36.9K
|
5.13K
$389K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
930+ 6.72% |
$64.9K - $68.8K
|
14.8K
$1.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
4.8KNew |
$335K - $355K
|
4.8K
$364K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2- 0.01% |
$140 - $148
|
34.3K
$2.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.06KNew |
$213K - $226K
|
3.06K
$232K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-500- 3.05% |
$34.9K - $37K
|
15.9K
$1.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-55- 2.94% |
$3.84K - $4.07K
|
1.81K
$137K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
541+ 14.35% |
$37.8K - $40K
|
4.31K
$327K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
10.5KNew |
$730K - $773K
|
10.5K
$793K
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.55K- 17.13% |
$108K - $115K
|
7.52K
$569K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-378- 34.02% |
$26.4K - $27.9K
|
733
$55.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.34K+ 3.05% |
$93.6K - $99.1K
|
45.3K
$3.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.53K+ 5.49% |
$107K - $113K
|
29.4K
$2.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
29+ 0.34% |
$2.02K - $2.14K
|
8.57K
$649K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
3.4K+ 110.68% |
$237K - $251K
|
6.47K
$490K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
28.4K+ 166.13% |
$1.99M - $2.1M
|
45.6K
$3.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.15K- 18.19% |
$220K - $233K
|
14.2K
$1.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
778+ 27.3% |
$54.3K - $57.5K
|
3.63K
$275K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.56K- 6.33% |
$109K - $116K
|
23.1K
$1.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 2.65% |
$6.98K - $7.39K
|
3.68K
$278K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
41+ 0.77% |
$2.86K - $3.03K
|
5.39K
$408K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
429New |
$30K - $31.7K
|
429
$32.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Cardinal Capital Management
|
BUY
|
- |
564+ 0.99% |
$39.4K - $41.7K
|
57.3K
$4.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
SELL
|
- |
-256- 0.33% |
$17.9K - $18.9K
|
78K
$5.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
221+ 3.23% |
$15.4K - $16.3K
|
7.07K
$535K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2.99K- 28.99% |
$209K - $221K
|
7.32K
$555K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.39K+ 17.49% |
$237K - $251K
|
22.8K
$1.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-21- 0.92% |
$1.47K - $1.55K
|
2.25K
$171K
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
62+ 0.36% |
$4.33K - $4.58K
|
17.1K
$1.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
9+ 0.3% |
$628 - $665
|
2.97K
$225K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
6+ 0.83% |
$419 - $444
|
727
$55.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 10.27% |
$75.3K - $79.8K
|
11.6K
$878K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
3.84KNew |
$268K - $284K
|
3.84K
$291K
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-333- 3.58% |
$23.3K - $24.6K
|
8.96K
$679K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.13KNew |
$219K - $232K
|
3.13K
$237K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-49.5K- 14.56% |
$3.46M - $3.66M
|
291K
$22M
|
|
|
Oct 22, 2025
Q3 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
395+ 0.9% |
$27.6K - $29.2K
|
44.4K
$3.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
886+ 10.23% |
$61.9K - $65.5K
|
9.55K
$723K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-50- 27.78% |
$3.49K - $3.7K
|
130
$9.85K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-132- 5.14% |
$9.22K - $9.76K
|
2.44K
$185K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
1.01K+ 12.83% |
$70.4K - $74.5K
|
8.87K
$672K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
712+ 2.49% |
$49.7K - $52.6K
|
29.3K
$2.22M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.46K- 1.36% |
$172K - $182K
|
179K
$13.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
261+ 1.1% |
$18.2K - $19.3K
|
24.1K
$1.82M
|
|