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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
9.4K+ 29.42% |
$638K - $697K
|
41.3K
$2.71M
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
450New |
$30.6K - $33.4K
|
450
$29.5K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-436K- 4.94% |
$29.6M - $32.3M
|
8.39M
$549M
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
9.05KNew |
$615K - $671K
|
9.05K
$593K
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-8.12K- 72.92% |
$551K - $602K
|
3.02K
$197K
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
BUY
|
- |
15+ 0.46% |
$1.02K - $1.11K
|
3.3K
$216K
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-794- 4.24% |
$53.9K - $58.9K
|
17.9K
$1.17M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-101- 1.25% |
$6.86K - $7.49K
|
7.97K
$522K
|
|
Aug 12, 2024
Q2 2024
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-1.13K- 4.07% |
$76.4K - $83.4K
|
26.5K
$1.73M
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
62.6KNew |
$4.25M - $4.64M
|
62.6K
$4.1M
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-532- 15.87% |
$36.1K - $39.5K
|
2.82K
$185K
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-819- 4.72% |
$55.6K - $60.7K
|
16.5K
$1.08M
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.72K+ 66.87% |
$185K - $202K
|
6.78K
$444K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-546- 5.37% |
$37.1K - $40.5K
|
9.63K
$630K
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
3.13KNew |
$213K - $232K
|
3.13K
$205K
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
282+ 5.39% |
$19.2K - $20.9K
|
5.52K
$361K
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 23.21% |
$883 - $964
|
43
$2.82K
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
500New |
$34K - $37.1K
|
500
$32.7K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
837New |
$56.8K - $62.1K
|
837
$54.8K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 30.0% |
$204 - $223
|
7
$458
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
120+ 1.98% |
$8.15K - $8.9K
|
6.17K
$404K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-29- 0.9% |
$1.97K - $2.15K
|
3.21K
$210K
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.92KNew |
$267K - $291K
|
3.92K
$257K
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-1- 0.01% |
$67.9 - $74.2
|
7.48K
$490K
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-100- 0.52% |
$6.79K - $7.42K
|
19.3K
$1.26M
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-100- 2.69% |
$6.79K - $7.42K
|
3.61K
$237K
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.98KNew |
$202K - $221K
|
2.98K
$195K
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.82KNew |
$192K - $209K
|
2.82K
$185K
|
|
Aug 08, 2024
Q2 2024
|
Ruffer LLP
|
BUY
|
- |
220KNew |
$14.9M - $16.3M
|
220K
$14.4M
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-17.9K- 7.79% |
$1.22M - $1.33M
|
212K
$13.9M
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
7KNew |
$475K - $519K
|
7K
$458K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-793- 50.87% |
$53.9K - $58.8K
|
766
$50.2K
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
2.97KNew |
$201K - $220K
|
2.97K
$194K
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-741- 6.34% |
$50.3K - $55K
|
10.9K
$716K
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-138- 3.68% |
$9.37K - $10.2K
|
3.61K
$236K
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
48+ 2.69% |
$3.26K - $3.56K
|
1.84K
$120K
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.27K+ 8.82% |
$290K - $317K
|
52.7K
$3.45M
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 13.11% |
$543 - $593
|
69
$4.52K
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
2K+ 42.88% |
$136K - $148K
|
6.66K
$436K
|
|
Aug 06, 2024
Q2 2024
|
Gemsstock Ltd.
London, X0 |
SELL
|
- |
-2.5K- 1.0% |
$170K - $185K
|
248K
$16.3M
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-540- 9.99% |
$36.7K - $40.1K
|
4.87K
$319K
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.72K- 11.09% |
$117K - $128K
|
13.8K
$905K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
135New |
$9.17K - $10K
|
135
$8.84K
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.47K- 1.06% |
$100K - $109K
|
137K
$8.97M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
148K+ 2807.6% |
$10.1M - $11M
|
153K
$10M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
499+ 103.53% |
$33.9K - $37K
|
981
$64.2K
|
|
Aug 06, 2024
Q2 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
115+ 2.92% |
$7.81K - $8.53K
|
4.06K
$265K
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
BUY
|
- |
1.2K+ 26.09% |
$81.5K - $89K
|
5.8K
$380K
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-600- 9.58% |
$40.8K - $44.5K
|
5.67K
$371K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.68KNew |
$114K - $125K
|
1.68K
$110K
|