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 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
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-75- 7.31% |
$4.71K - $5.5K
|
951
$68.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.1K- 4.28% |
$69.4K - $80.9K
|
24.7K
$1.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-27.2K- 60.44% |
$1.71M - $2M
|
17.8K
$1.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
98+ 1.78% |
$6.16K - $7.18K
|
5.61K
$403K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
165New |
$10.4K - $12.1K
|
165
$11.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.06K+ 10.57% |
$129K - $151K
|
21.5K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 0.13% |
$314 - $366
|
3.9K
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.06% |
$1.32K - $1.54K
|
33.6K
$2.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
247+ 0.36% |
$15.5K - $18.1K
|
69.6K
$5M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10+ 0.28% |
$628 - $733
|
3.63K
$261K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
26+ 371.43% |
$1.63K - $1.91K
|
33
$2.37K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
52+ 0.39% |
$3.27K - $3.81K
|
13.5K
$974K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.01K+ 21.81% |
$126K - $147K
|
11.2K
$805K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5+ 0.16% |
$314 - $366
|
3.19K
$229K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
765+ 20.48% |
$48.1K - $56.1K
|
4.5K
$324K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-406- 3.66% |
$25.5K - $29.8K
|
10.7K
$769K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.34K- 23.66% |
$84.3K - $98.3K
|
4.33K
$311K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-846- 11.34% |
$53.2K - $62K
|
6.62K
$476K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-116- 81.69% |
$7.29K - $8.5K
|
26
$1.87K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-55- 0.93% |
$3.46K - $4.03K
|
5.85K
$421K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
129+ 0.88% |
$8.11K - $9.45K
|
14.8K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
165+ 5.05% |
$10.4K - $12.1K
|
3.43K
$247K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
540+ 2.6% |
$33.9K - $39.6K
|
21.3K
$1.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-125- 24.18% |
$7.86K - $9.16K
|
392
$28.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.7K+ 6.26% |
$107K - $124K
|
28.8K
$2.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.01K+ 79.22% |
$440K - $514K
|
15.9K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
891+ 24.61% |
$56K - $65.3K
|
4.51K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-670- 16.77% |
$42.1K - $49.1K
|
3.33K
$239K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-636- 2.99% |
$40K - $46.6K
|
20.6K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-523- 5.27% |
$32.9K - $38.3K
|
9.4K
$676K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
2.97KNew |
$186K - $217K
|
2.97K
$213K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
38+ 0.74% |
$2.39K - $2.79K
|
5.16K
$371K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-31- 0.47% |
$1.95K - $2.27K
|
6.5K
$467K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-100- 1.07% |
$6.28K - $7.33K
|
9.23K
$663K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.06% |
$189 - $220
|
5.34K
$384K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-704- 2.67% |
$44.2K - $51.6K
|
25.7K
$1.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-480- 0.14% |
$30.2K - $35.2K
|
339K
$24.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Albert D Mason Inc
|
SELL
|
- |
-350- 4.52% |
$22K - $25.7K
|
7.39K
$532K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
224+ 2.47% |
$14.1K - $16.4K
|
9.28K
$667K
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
529+ 6.66% |
$33.2K - $38.8K
|
8.47K
$609K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-295- 2.61% |
$18.5K - $21.6K
|
11K
$793K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
2.75KNew |
$173K - $202K
|
2.75K
$198K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 0.99% |
$1.57K - $1.83K
|
2.54K
$183K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-186- 1.95% |
$11.7K - $13.6K
|
9.34K
$672K
|