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 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
2.45K+ 711.34% |
$154K - $179K
|
2.79K
$201K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
34+ 0.17% |
$2.14K - $2.49K
|
19.8K
$1.42M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
5New |
$314 - $366
|
5
$360
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
7.94K+ 4.57% |
$499K - $582K
|
182K
$13.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
3KNew |
$189K - $220K
|
3K
$216K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-74- 1.53% |
$4.65K - $5.42K
|
4.75K
$342K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-503- 5.15% |
$31.6K - $36.9K
|
9.27K
$666K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-625- 15.83% |
$39.3K - $45.8K
|
3.32K
$239K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-37- 0.45% |
$2.33K - $2.71K
|
8.26K
$594K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
26+ 0.33% |
$1.63K - $1.91K
|
7.81K
$561K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-61- 1.76% |
$3.83K - $4.47K
|
3.41K
$245K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
120+ 166.67% |
$7.54K - $8.79K
|
192
$13.8K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.47K- 6.59% |
$155K - $181K
|
35K
$2.52M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-25- 13.16% |
$1.57K - $1.83K
|
165
$11.9K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
247+ 7.11% |
$15.5K - $18.1K
|
3.72K
$268K
|
|
| Q4 2024 | |||||||
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-14- 7.95% |
$849 - $983
|
162
$11.7K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
272New |
$16.5K - $19.1K
|
272
$19.6K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.16M- 95.45% |
$70.4M - $81.6M
|
55.4K
$3.98M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-83- 0.5% |
$5.03K - $5.83K
|
16.5K
$1.19M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.72K- 4.45% |
$407K - $472K
|
144K
$10.4M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-82- 1.27% |
$4.97K - $5.76K
|
6.38K
$458K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
12.5K+ 50.34% |
$756K - $876K
|
37.3K
$2.68M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
2.95KNew |
$179K - $207K
|
2.95K
$212K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
100New |
$6.06K - $7.02K
|
100
$7.19K
|
|
|
Apr 23, 2025
Q4 2024
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
63.9KNew |
$3.88M - $4.49M
|
63.9K
$4.6M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
173New |
$10.5K - $12.1K
|
173
$12.4K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
78New |
$4.73K - $5.48K
|
78
$5.61K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
5.28KNew |
$320K - $371K
|
5.28K
$379K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
75New |
$4.55K - $5.27K
|
75
$5.39K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
4.18KNew |
$253K - $293K
|
4.18K
$300K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-49- 18.7% |
$2.97K - $3.44K
|
213
$15.3K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.11K- 5.73% |
$67.5K - $78.2K
|
18.3K
$1.32M
|
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.3K+ 65.15% |
$79K - $91.5K
|
3.3K
$238K
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
7.56K+ 14.42% |
$458K - $531K
|
60K
$4.32M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
682New |
$41.3K - $47.9K
|
682
$49K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
946+ 3.87% |
$57.4K - $66.4K
|
25.4K
$1.82M
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
SELL
|
- |
-89.8K- 92.33% |
$5.44M - $6.31M
|
7.46K
$536K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
130New |
$7.88K - $9.13K
|
130
$9.35K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-31.9K- 1.4% |
$1.93M - $2.24M
|
2.24M
$161M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
74.5K+ 12.22% |
$4.52M - $5.23M
|
684K
$49.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
3.98KNew |
$242K - $280K
|
3.98K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
100KNew |
$6.06M - $7.02M
|
100K
$7.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-4.1K- 35.33% |
$249K - $288K
|
7.5K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.71K- 9.77% |
$285K - $331K
|
43.5K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-858K- 98.11% |
$52M - $60.2M
|
16.5K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
PUT |
-919K- 60.33% |
$55.7M - $64.6M
|
605K
$43.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.2KNew |
$194K - $225K
|
3.2K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.69K- 19.44% |
$102K - $119K
|
6.99K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.21K+ 10.68% |
$73.5K - $85.2K
|
12.6K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
8.41K+ 118.65% |
$510K - $590K
|
15.5K
$1.11M
|
|