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 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
28+ 0.05% |
$1.76K - $2.05K
|
61.2K
$4.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
3.9K+ 4.99% |
$245K - $286K
|
82K
$5.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.4K- 1.77% |
$88K - $103K
|
77.7K
$5.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-16- 0.19% |
$1.01K - $1.17K
|
8.61K
$619K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.28K- 42.67% |
$80.4K - $93.8K
|
1.72K
$124K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-22.4K- 7.29% |
$1.41M - $1.64M
|
285K
$20.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
30.9K+ 300.18% |
$1.94M - $2.27M
|
41.3K
$2.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.43K+ 2.41% |
$216K - $252K
|
146K
$10.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-232- 93.93% |
$14.6K - $17K
|
15
$1.08K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.13K- 2.79% |
$71.1K - $83K
|
39.4K
$2.83M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
10+ 0.13% |
$628 - $733
|
7.69K
$553K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
16+ 0.24% |
$1.01K - $1.17K
|
6.75K
$485K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-1K- 0.63% |
$62.8K - $73.3K
|
157K
$11.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.51K+ 14.47% |
$95.1K - $111K
|
12K
$861K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
128+ 91.43% |
$8.04K - $9.38K
|
268
$19.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
3.9K+ 14.81% |
$245K - $286K
|
30.2K
$2.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.15KNew |
$198K - $231K
|
3.15K
$226K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-480- 5.87% |
$30.2K - $35.2K
|
7.7K
$554K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-837- 3.73% |
$52.6K - $61.3K
|
21.6K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-4.39K- 29.34% |
$276K - $321K
|
10.6K
$759K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
341New |
$21.4K - $25K
|
341
$24.5K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-254- 6.48% |
$16K - $18.6K
|
3.67K
$264K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-120- 0.51% |
$7.54K - $8.79K
|
23.3K
$1.68M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
711+ 447.17% |
$44.7K - $52.1K
|
870
$62.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.13K+ 29.86% |
$511K - $596K
|
35.4K
$2.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-9.98K- 50.07% |
$627K - $732K
|
9.96K
$716K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.63K+ 90.52% |
$291K - $339K
|
9.75K
$701K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.79K- 23.78% |
$175K - $205K
|
8.94K
$643K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-345- 2.3% |
$21.7K - $25.3K
|
14.7K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-50- 1.24% |
$3.14K - $3.66K
|
3.99K
$287K
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
2.98KNew |
$187K - $218K
|
2.98K
$214K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
15+ 0.29% |
$943 - $1.1K
|
5.17K
$372K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-667- 34.85% |
$41.9K - $48.9K
|
1.25K
$89.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
18New |
$1.13K - $1.32K
|
18
$1.29K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-534- 7.33% |
$33.6K - $39.1K
|
6.75K
$485K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
3.79K+ 6.2% |
$238K - $278K
|
64.9K
$4.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-42.3K- 77.0% |
$2.66M - $3.1M
|
12.6K
$908K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
78.7KNew |
$4.95M - $5.77M
|
78.7K
$5.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
51New |
$3.2K - $3.74K
|
51
$3.67K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-617- 2.59% |
$38.8K - $45.2K
|
23.2K
$1.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.95K- 22.7% |
$123K - $143K
|
6.64K
$478K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.34KNew |
$336K - $392K
|
5.34K
$384K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-930- 3.68% |
$58.4K - $68.2K
|
24.3K
$1.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-400- 44.79% |
$25.1K - $29.3K
|
493
$35.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.79K+ 100.94% |
$364K - $425K
|
11.5K
$830K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.02KNew |
$315K - $368K
|
5.02K
$361K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
3.3KNew |
$207K - $242K
|
3.3K
$237K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
66+ 3.0% |
$4.15K - $4.84K
|
2.27K
$163K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-80- 1.35% |
$5.03K - $5.86K
|
5.86K
$421K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
500+ 13.77% |
$31.4K - $36.6K
|
4.13K
$297K
|