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 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-92.2K- 11.42% |
$6.05M - $6.75M
|
715K
$46.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.51K- 9.07% |
$164K - $184K
|
25.1K
$1.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
813+ 25.2% |
$53.4K - $59.6K
|
4.04K
$264K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.17K- 9.15% |
$208K - $232K
|
31.5K
$2.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
26+ 0.15% |
$1.71K - $1.91K
|
16.9K
$1.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
1.44K+ 3.09% |
$94.2K - $105K
|
47.9K
$3.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
9+ 0.09% |
$591 - $660
|
9.53K
$624K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-52- 0.33% |
$3.41K - $3.81K
|
15.7K
$1.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4- 1.84% |
$263 - $293
|
213
$13.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
5+ 0.12% |
$328 - $366
|
4.18K
$273K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.16K+ 2.8% |
$75.9K - $84.7K
|
42.4K
$2.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-413- 3.75% |
$27.1K - $30.3K
|
10.6K
$694K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
12+ 0.18% |
$788 - $879
|
6.55K
$429K
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
300+ 1.96% |
$19.7K - $22K
|
15.6K
$1.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.92K+ 8.99% |
$126K - $140K
|
23.2K
$1.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-712- 15.96% |
$46.7K - $52.2K
|
3.75K
$246K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
113+ 6.6% |
$7.42K - $8.28K
|
1.83K
$119K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
425+ 7.69% |
$27.9K - $31.1K
|
5.96K
$390K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.25K- 25.21% |
$213K - $238K
|
9.63K
$630K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-258- 0.9% |
$16.9K - $18.9K
|
28.4K
$1.86M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.25KNew |
$345K - $385K
|
5.25K
$344K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-95K- 96.74% |
$6.24M - $6.96M
|
3.2K
$210K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
10+ 2.17% |
$657 - $733
|
470
$30.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
375+ 7.18% |
$24.6K - $27.5K
|
5.6K
$367K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.12% |
$131 - $147
|
1.73K
$113K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.14K- 7.45% |
$140K - $157K
|
26.6K
$1.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-28- 7.89% |
$1.84K - $2.05K
|
327
$21.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
345+ 7.93% |
$22.6K - $25.3K
|
4.7K
$307K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-96- 1.23% |
$6.3K - $7.03K
|
7.69K
$503K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.02K+ 10.17% |
$67.2K - $75K
|
11.1K
$726K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-234- 5.72% |
$15.4K - $17.1K
|
3.86K
$253K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.32K+ 6.02% |
$86.7K - $96.8K
|
23.3K
$1.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.14K+ 10.52% |
$74.6K - $83.2K
|
11.9K
$782K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.43K- 57.88% |
$422K - $471K
|
4.68K
$306K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 2.22% |
$65.7 - $73.3
|
44
$2.88K
|
|
|
Oct 08, 2024
Q3 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-524- 5.96% |
$34.4K - $38.4K
|
8.27K
$542K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-120- 3.6% |
$7.88K - $8.79K
|
3.21K
$210K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.66K+ 9.66% |
$306K - $341K
|
52.9K
$3.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
44+ 1.11% |
$2.89K - $3.22K
|
4K
$262K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
958+ 4.56% |
$62.9K - $70.2K
|
22K
$1.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
200New |
$13.1K - $14.7K
|
200
$13.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
12.8K+ 67.49% |
$842K - $940K
|
31.8K
$2.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.39K- 9.09% |
$157K - $175K
|
23.9K
$1.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.57KNew |
$168K - $188K
|
2.57K
$168K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-844- 5.85% |
$55.4K - $61.8K
|
13.6K
$889K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
1.35K+ 2.03% |
$88.9K - $99.2K
|
67.9K
$4.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-383- 2.7% |
$25.1K - $28.1K
|
13.8K
$902K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
97+ 1.22% |
$6.37K - $7.11K
|
8.03K
$526K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-30- 0.29% |
$1.97K - $2.2K
|
10.5K
$687K
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-535- 0.99% |
$35.1K - $39.2K
|
53.3K
$3.49M
|