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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
3.35K+ 50.16% |
$210K - $245K
|
10K
$720K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
23+ 0.47% |
$1.45K - $1.69K
|
4.93K
$355K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
585+ 2.43% |
$36.8K - $42.9K
|
24.6K
$1.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
42+ 0.2% |
$2.64K - $3.08K
|
21.3K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
791+ 11.92% |
$49.7K - $58K
|
7.43K
$534K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
448+ 13.13% |
$28.2K - $32.8K
|
3.86K
$278K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1K+ 46.75% |
$62.8K - $73.3K
|
3.14K
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
52+ 0.86% |
$3.27K - $3.81K
|
6.11K
$439K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
581+ 347.9% |
$36.5K - $42.6K
|
748
$53.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
90+ 0.43% |
$5.66K - $6.6K
|
21.1K
$1.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
95+ 1.72% |
$5.97K - $6.96K
|
5.61K
$404K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.41K- 64.69% |
$403K - $469K
|
3.5K
$251K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-230- 4.94% |
$14.5K - $16.9K
|
4.43K
$318K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
664New |
$41.7K - $48.7K
|
664
$47.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
4.91K+ 16.92% |
$309K - $360K
|
33.9K
$2.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12New |
$754 - $879
|
12
$863
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
112+ 0.03% |
$7.04K - $8.21K
|
381K
$27.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-2.83K- 21.86% |
$178K - $207K
|
10.1K
$727K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-350- 2.01% |
$22K - $25.7K
|
17.1K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
500+ 12.83% |
$31.4K - $36.6K
|
4.4K
$316K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.24K- 0.72% |
$78.1K - $91.1K
|
172K
$12.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-97- 1.65% |
$6.1K - $7.11K
|
5.79K
$416K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
797+ 8.17% |
$50.1K - $58.4K
|
10.6K
$759K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1+ 0.02% |
$62.8 - $73.3
|
4.11K
$296K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.4KNew |
$214K - $249K
|
3.4K
$245K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-200- 63.49% |
$12.6K - $14.7K
|
115
$8.27K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.6K+ 27.97% |
$666K - $777K
|
48.5K
$3.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-41- 0.13% |
$2.58K - $3K
|
31.2K
$2.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-630- 14.38% |
$39.6K - $46.2K
|
3.75K
$270K
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
3KNew |
$189K - $220K
|
3K
$216K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
451+ 8.75% |
$28.3K - $33.1K
|
5.61K
$403K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
36+ 0.62% |
$2.26K - $2.64K
|
5.85K
$421K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-700- 15.64% |
$44K - $51.3K
|
3.78K
$271K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
481+ 5.42% |
$30.2K - $35.3K
|
9.35K
$672K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
801New |
$50.3K - $58.7K
|
801
$57.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
9.55K+ 7.3% |
$600K - $700K
|
140K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
14+ 2.23% |
$880 - $1.03K
|
643
$46.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 2.22% |
$62.8 - $73.3
|
44
$3.16K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
2.98KNew |
$187K - $218K
|
2.98K
$214K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
365+ 11.41% |
$22.9K - $26.8K
|
3.57K
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-51.1K- 2.5% |
$3.21M - $3.74M
|
1.99M
$143M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-102- 0.43% |
$6.41K - $7.48K
|
23.7K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
3+ 0.03% |
$189 - $220
|
11.6K
$837K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-3.39K- 13.74% |
$213K - $248K
|
21.3K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
440+ 5.9% |
$27.6K - $32.2K
|
7.9K
$568K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.43K+ 42.39% |
$153K - $178K
|
8.16K
$587K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
122New |
$7.67K - $8.94K
|
122
$8.77K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.94K+ 14.88% |
$185K - $215K
|
22.7K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-16.4K- 4.15% |
$1.03M - $1.2M
|
378K
$27.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
400+ 0.96% |
$25.1K - $29.3K
|
42.3K
$3.04M
|