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 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.79K- 9.49% |
$249K - $278K
|
36.1K
$2.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
400+ 2.47% |
$26.3K - $29.3K
|
16.6K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
46+ 0.6% |
$3.02K - $3.37K
|
7.67K
$502K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
393+ 9.98% |
$25.8K - $28.8K
|
4.33K
$284K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
5.7K+ 56.62% |
$374K - $417K
|
15.8K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.28K- 28.08% |
$84.1K - $93.9K
|
3.28K
$215K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
2+ 0.05% |
$131 - $147
|
4.21K
$276K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
229+ 2.51% |
$15K - $16.8K
|
9.36K
$613K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-120K- 96.25% |
$7.85M - $8.76M
|
4.66K
$305K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-36- 0.73% |
$2.36K - $2.64K
|
4.88K
$319K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.35K+ 29.04% |
$154K - $172K
|
10.5K
$684K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-180- 12.6% |
$11.8K - $13.2K
|
1.25K
$81.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
341+ 1.24% |
$22.4K - $25K
|
27.8K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.19K- 6.8% |
$78.1K - $87.1K
|
16.3K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-4.63K- 7.03% |
$304K - $339K
|
61.2K
$4.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
368+ 11.35% |
$24.2K - $27K
|
3.61K
$236K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
117+ 2.04% |
$7.68K - $8.57K
|
5.86K
$384K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-27- 0.64% |
$1.77K - $1.98K
|
4.21K
$275K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-283- 6.64% |
$18.6K - $20.7K
|
3.98K
$261K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
230+ 5.54% |
$15.1K - $16.9K
|
4.38K
$287K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-104- 2.36% |
$6.83K - $7.62K
|
4.3K
$282K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
521+ 1.91% |
$34.2K - $38.2K
|
27.8K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
15+ 0.8% |
$985 - $1.1K
|
1.89K
$124K
|
|
|
Oct 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-16.3K- 9.34% |
$1.07M - $1.19M
|
158K
$10.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-45- 0.74% |
$2.95K - $3.3K
|
6.06K
$396K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
199+ 10.43% |
$13.1K - $14.6K
|
2.11K
$138K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
24.5K+ 217.16% |
$1.61M - $1.79M
|
35.7K
$2.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
1.63K+ 1.17% |
$107K - $120K
|
141K
$9.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
17.2K+ 5.42% |
$1.13M - $1.26M
|
334K
$21.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 1.05% |
$788 - $879
|
1.16K
$75.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.56K+ 0.46% |
$102K - $114K
|
336K
$22M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-73- 6.29% |
$4.79K - $5.35K
|
1.09K
$71.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 107.74% |
$85K - $94.8K
|
2.5K
$163K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
647+ 2.64% |
$42.5K - $47.4K
|
25.2K
$1.65M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-417- 1.85% |
$27.4K - $30.6K
|
22.1K
$1.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.9K+ 4.75% |
$913K - $1.02M
|
306K
$20.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.23K+ 41.07% |
$147K - $164K
|
7.67K
$502K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
609+ 7.8% |
$40K - $44.6K
|
8.41K
$551K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-31.6K- 9.36% |
$2.08M - $2.32M
|
306K
$20.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-270- 8.21% |
$17.7K - $19.8K
|
3.02K
$198K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
36+ 0.41% |
$2.36K - $2.64K
|
8.91K
$583K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.45K- 82.07% |
$161K - $179K
|
534
$35K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
159+ 3.23% |
$10.4K - $11.7K
|
5.07K
$332K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-363- 0.16% |
$23.8K - $26.6K
|
225K
$14.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.45KNew |
$161K - $179K
|
2.45K
$160K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
135New |
$8.86K - $9.89K
|
135
$8.84K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-255- 7.48% |
$16.7K - $18.7K
|
3.16K
$207K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-656- 63.5% |
$43.1K - $48.1K
|
377
$24.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
5.66K+ 10.61% |
$372K - $415K
|
59K
$3.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
9.59K+ 12.84% |
$629K - $702K
|
84.2K
$5.51M
|