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 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-19- 1.95% |
$1.25K - $1.39K
|
953
$62.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-674- 1.06% |
$44.2K - $49.4K
|
63.1K
$4.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
13.8K+ 13.24% |
$903K - $1.01M
|
118K
$7.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.61K+ 15.65% |
$106K - $118K
|
11.9K
$780K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-34.4K- 18.42% |
$2.26M - $2.52M
|
152K
$9.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-128- 1.12% |
$8.4K - $9.38K
|
11.3K
$737K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.15KNew |
$207K - $231K
|
3.15K
$206K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
234+ 3.12% |
$15.4K - $17.1K
|
7.74K
$507K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.4K+ 58.34% |
$750K - $837K
|
31K
$2.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
10.6KNew |
$694K - $775K
|
10.6K
$692K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.03K+ 31.77% |
$461K - $515K
|
29.1K
$1.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
448+ 4.43% |
$29.4K - $32.8K
|
10.6K
$691K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.86K+ 31.09% |
$253K - $283K
|
16.3K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
547+ 4.78% |
$35.9K - $40.1K
|
12K
$785K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
331+ 10.39% |
$21.7K - $24.3K
|
3.52K
$230K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.14K- 6.64% |
$141K - $157K
|
30.2K
$1.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
167+ 253.03% |
$11K - $12.2K
|
233
$15.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-50- 1.01% |
$3.28K - $3.66K
|
4.88K
$320K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
230+ 3.52% |
$15.1K - $16.9K
|
6.77K
$443K
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.16K- 3.24% |
$141K - $158K
|
64.4K
$4.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-415- 5.18% |
$27.2K - $30.4K
|
7.59K
$497K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
11New |
$722 - $806
|
11
$720
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
22+ 1.53% |
$1.44K - $1.61K
|
1.46K
$95.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$65.7 - $73.3
|
4.29K
$281K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-5.67K- 1.33% |
$372K - $416K
|
421K
$27.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.24K+ 18.36% |
$213K - $237K
|
20.9K
$1.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-250- 19.87% |
$16.4K - $18.3K
|
1.01K
$66K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
38+ 0.75% |
$2.49K - $2.78K
|
5.07K
$332K
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
418+ 0.76% |
$27.4K - $30.6K
|
55.4K
$3.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-58.2K- 61.8% |
$3.82M - $4.26M
|
36K
$2.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
55+ 1.84% |
$3.61K - $4.03K
|
3.04K
$199K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
463+ 11.86% |
$30.4K - $33.9K
|
4.37K
$286K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.44K- 24.5% |
$160K - $179K
|
7.51K
$492K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
501+ 0.61% |
$32.9K - $36.7K
|
82.5K
$5.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-250- 3.5% |
$16.4K - $18.3K
|
6.9K
$452K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-758- 2.41% |
$49.8K - $55.5K
|
30.6K
$2.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
226+ 3.66% |
$14.8K - $16.6K
|
6.41K
$420K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-28- 0.23% |
$1.84K - $2.05K
|
12K
$783K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-25- 0.31% |
$1.64K - $1.83K
|
7.99K
$523K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.25K- 7.77% |
$148K - $165K
|
26.8K
$1.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
996+ 21.47% |
$65.4K - $73K
|
5.64K
$369K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-52- 0.16% |
$3.41K - $3.81K
|
32.3K
$2.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-215- 3.53% |
$14.1K - $15.8K
|
5.88K
$385K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-743- 8.55% |
$48.8K - $54.4K
|
7.95K
$520K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-48- 0.72% |
$3.15K - $3.52K
|
6.63K
$434K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.03K+ 5.61% |
$67.5K - $75.3K
|
19.4K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
39+ 0.64% |
$2.56K - $2.86K
|
6.09K
$399K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
18+ 0.13% |
$1.18K - $1.32K
|
13.6K
$893K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-157- 1.6% |
$10.3K - $11.5K
|
9.68K
$633K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
52+ 2.07% |
$3.41K - $3.81K
|
2.57K
$168K
|