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 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-240- 0.77% |
$15.1K - $17.6K
|
31.1K
$2.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
50+ 0.62% |
$3.14K - $3.66K
|
8.15K
$586K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.4K+ 1.56% |
$88.2K - $103K
|
91.1K
$6.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
21+ 0.01% |
$1.32K - $1.54K
|
232K
$16.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
295New |
$18.5K - $21.6K
|
295
$21.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-255- 2.95% |
$16K - $18.7K
|
8.4K
$604K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.45K+ 0.6% |
$90.9K - $106K
|
242K
$17.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
100New |
$6.28K - $7.33K
|
100
$7.19K
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-226- 4.02% |
$14.2K - $16.6K
|
5.39K
$388K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.58K- 4.28% |
$99K - $115K
|
35.2K
$2.54M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4+ 0.02% |
$251 - $293
|
19.1K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
13.6K+ 15.11% |
$854K - $996K
|
104K
$7.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
540+ 5.15% |
$33.9K - $39.6K
|
11K
$793K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-221- 2.01% |
$13.9K - $16.2K
|
10.8K
$777K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32+ 0.68% |
$2.01K - $2.35K
|
4.71K
$339K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.43K+ 52.41% |
$153K - $178K
|
7.07K
$509K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
32.7K+ 107.6% |
$2.06M - $2.4M
|
63.1K
$4.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-853- 8.73% |
$53.6K - $62.5K
|
8.91K
$641K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.23K+ 3.47% |
$392K - $457K
|
186K
$13.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-147- 1.52% |
$9.24K - $10.8K
|
9.53K
$685K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
951New |
$59.8K - $69.7K
|
951
$68.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3KNew |
$189K - $220K
|
3K
$216K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
4.49K+ 22.82% |
$282K - $329K
|
24.2K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
4.58KNew |
$287K - $335K
|
4.58K
$329K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-529- 7.27% |
$33.2K - $38.8K
|
6.75K
$485K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
276+ 1.18% |
$17.3K - $20.2K
|
23.7K
$1.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-89- 0.1% |
$5.59K - $6.52K
|
84.8K
$6.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
366+ 0.59% |
$23K - $26.8K
|
62.1K
$4.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-200- 14.85% |
$12.6K - $14.7K
|
1.15K
$82.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.71K+ 7.87% |
$108K - $125K
|
23.5K
$1.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-23- 0.59% |
$1.45K - $1.69K
|
3.9K
$280K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19- 0.2% |
$1.19K - $1.39K
|
9.33K
$671K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
508+ 12.52% |
$31.9K - $37.2K
|
4.57K
$328K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
71+ 16.03% |
$4.46K - $5.2K
|
514
$37K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
83+ 2.74% |
$5.22K - $6.08K
|
3.11K
$224K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
57New |
$3.58K - $4.18K
|
57
$4.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
3.05KNew |
$192K - $223K
|
3.05K
$219K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
776+ 16.1% |
$48.8K - $56.9K
|
5.6K
$403K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
83New |
$5.22K - $6.08K
|
83
$5.97K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
300New |
$18.9K - $22K
|
300
$21.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-524- 3.35% |
$32.9K - $38.4K
|
15.1K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 0.83% |
$314 - $366
|
608
$43.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-76- 2.12% |
$4.78K - $5.57K
|
3.51K
$252K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
987+ 23.27% |
$62K - $72.3K
|
5.23K
$376K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
21+ 0.53% |
$1.32K - $1.54K
|
3.95K
$284K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-147- 44.95% |
$9.24K - $10.8K
|
180
$12.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
50+ 1.22% |
$3.14K - $3.66K
|
4.14K
$298K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-333- 1.99% |
$20.9K - $24.4K
|
16.4K
$1.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
594+ 7.6% |
$37.3K - $43.5K
|
8.41K
$605K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.01K- 10.47% |
$63.6K - $74.2K
|
8.65K
$622K
|