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 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.01K- 10.47% |
$63.6K - $74.2K
|
8.65K
$622K
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
5KNew |
$314K - $366K
|
5K
$360K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-30- 35.71% |
$1.89K - $2.2K
|
54
$3.88K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.21K- 25.35% |
$139K - $162K
|
6.5K
$467K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.44KNew |
$90.2K - $105K
|
1.44K
$103K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
515+ 3.55% |
$32.4K - $37.7K
|
15K
$1.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.79K- 7.63% |
$113K - $131K
|
21.7K
$1.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
815+ 4.4% |
$51.2K - $59.7K
|
19.3K
$1.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
8+ 0.18% |
$503 - $586
|
4.53K
$325K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.6K- 59.33% |
$101K - $117K
|
1.1K
$79K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-30- 0.6% |
$1.89K - $2.2K
|
5K
$359K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
65+ 16.25% |
$4.08K - $4.76K
|
465
$33.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-33.7K- 1.93% |
$2.12M - $2.47M
|
1.71M
$123M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
287+ 5.18% |
$18K - $21K
|
5.83K
$419K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
152+ 0.45% |
$9.55K - $11.1K
|
34.2K
$2.46M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-29- 0.6% |
$1.82K - $2.13K
|
4.8K
$345K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-826- 1.79% |
$51.9K - $60.5K
|
45.3K
$3.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.12% |
$566 - $660
|
7.61K
$547K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.28K+ 17.35% |
$143K - $167K
|
15.4K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.79K+ 11.83% |
$112K - $131K
|
16.9K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-172- 31.5% |
$10.8K - $12.6K
|
374
$26.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-640- 4.04% |
$40.2K - $46.9K
|
15.2K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.81K+ 3.8% |
$114K - $133K
|
49.6K
$3.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
52+ 1.28% |
$3.27K - $3.81K
|
4.1K
$295K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.72K+ 20.25% |
$108K - $126K
|
10.2K
$734K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-271- 88.27% |
$17K - $19.9K
|
36
$2.59K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-993- 12.95% |
$62.4K - $72.8K
|
6.67K
$480K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
2.83KNew |
$178K - $207K
|
2.83K
$203K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
7.04K+ 56.4% |
$443K - $516K
|
19.5K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-696- 39.52% |
$43.7K - $51K
|
1.07K
$76.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
194New |
$12.2K - $14.2K
|
194
$14K
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
999+ 4.23% |
$62.8K - $73.2K
|
24.6K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-5- 0.34% |
$314 - $366
|
1.47K
$106K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-348- 1.47% |
$21.9K - $25.5K
|
23.4K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.27K- 2.22% |
$206K - $240K
|
144K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.94K- 1.51% |
$122K - $142K
|
127K
$9.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
81New |
$5.09K - $5.94K
|
81
$5.83K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
325+ 2.5% |
$20.4K - $23.8K
|
13.3K
$958K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
9+ 0.27% |
$566 - $660
|
3.3K
$237K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
33+ 0.22% |
$2.07K - $2.42K
|
15.1K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
181+ 103.43% |
$11.4K - $13.3K
|
356
$25.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
50New |
$3.14K - $3.66K
|
50
$3.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-11- 0.31% |
$691 - $806
|
3.58K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-1.12K- 16.71% |
$70.3K - $82K
|
5.58K
$401K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
9.42KNew |
$592K - $691K
|
9.42K
$678K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
144+ 0.94% |
$9.05K - $10.6K
|
15.5K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
378+ 0.78% |
$23.8K - $27.7K
|
48.8K
$3.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-627- 0.35% |
$39.4K - $46K
|
178K
$12.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
438+ 133.13% |
$27.5K - $32.1K
|
767
$55.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
273+ 11.17% |
$17.2K - $20K
|
2.72K
$195K
|