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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
9.44K+ 158.97% |
$564K - $689K
|
15.4K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
730+ 0.74% |
$43.6K - $53.3K
|
99.8K
$7.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.66KNew |
$218K - $267K
|
3.66K
$263K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
496+ 0.47% |
$29.6K - $36.2K
|
105K
$7.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-16- 0.68% |
$956 - $1.17K
|
2.35K
$169K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-479- 1.24% |
$28.6K - $35K
|
38.2K
$2.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.1K- 5.24% |
$185K - $226K
|
55.9K
$4.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
42+ 15.38% |
$2.51K - $3.07K
|
315
$22.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
1.4K+ 1.34% |
$83.8K - $102K
|
106K
$7.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-102- 0.5% |
$6.09K - $7.45K
|
20.5K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
21+ 0.16% |
$1.25K - $1.53K
|
13.3K
$955K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.3K- 41.67% |
$137K - $168K
|
3.22K
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-100- 62.5% |
$5.98K - $7.31K
|
60
$4.32K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
269+ 1.44% |
$16.1K - $19.7K
|
19K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-4.87K- 5.07% |
$291K - $356K
|
91.1K
$6.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Drum Hill Capital, LLC
Westport, CT |
SELL
|
- |
-1K- 1.69% |
$60K - $73.3K
|
58.3K
$4.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-190- 1.44% |
$11.4K - $13.9K
|
13K
$935K
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-300- 1.88% |
$17.9K - $21.9K
|
15.6K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19+ 0.47% |
$1.14K - $1.39K
|
4.03K
$290K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
70+ 0.09% |
$4.18K - $5.11K
|
78.3K
$5.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.07K+ 13.72% |
$124K - $152K
|
17.2K
$1.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.01KNew |
$180K - $220K
|
3.01K
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-55- 0.45% |
$3.29K - $4.02K
|
12.3K
$884K
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
4.01KNew |
$240K - $293K
|
4.01K
$288K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3+ 0.1% |
$179 - $219
|
3.03K
$218K
|
|
|
Jul 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-3.08K- 0.6% |
$184K - $225K
|
506K
$36.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
50+ 0.76% |
$2.99K - $3.65K
|
6.59K
$474K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
87+ 1.87% |
$5.2K - $6.36K
|
4.73K
$340K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-557- 10.31% |
$33.3K - $40.7K
|
4.84K
$348K
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-20- 0.61% |
$1.2K - $1.46K
|
3.28K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-121- 2.76% |
$7.23K - $8.84K
|
4.26K
$306K
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
10+ 0.3% |
$598 - $731
|
3.31K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
773+ 2.64% |
$46.2K - $56.5K
|
30K
$2.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
468+ 2.72% |
$28K - $34.2K
|
17.7K
$1.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.95K+ 14.9% |
$236K - $288K
|
30.4K
$2.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-862- 9.5% |
$51.5K - $63K
|
8.21K
$591K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 4.15% |
$69.9K - $85.5K
|
27K
$1.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-21- 0.28% |
$1.25K - $1.53K
|
7.48K
$538K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.15K- 3.73% |
$68.7K - $83.9K
|
29.7K
$2.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
20.9K+ 38.1% |
$1.25M - $1.53M
|
75.7K
$5.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
325+ 1.13% |
$19.4K - $23.7K
|
29.2K
$2.1M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13.9K- 19.02% |
$830K - $1.02M
|
59.2K
$4.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-428- 2.75% |
$25.6K - $31.3K
|
15.2K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
541+ 21.1% |
$32.3K - $39.5K
|
3.11K
$223K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-81- 61.83% |
$4.84K - $5.92K
|
50
$3.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
380+ 9.76% |
$22.7K - $27.8K
|
4.27K
$307K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
6.54KNew |
$391K - $478K
|
6.54K
$471K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
108+ 2.69% |
$6.45K - $7.89K
|
4.13K
$297K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3+ 0.08% |
$179 - $219
|
3.73K
$268K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-538- 6.93% |
$32.1K - $39.3K
|
7.23K
$520K
|