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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.44K- 6.97% |
$87.2K - $101K
|
19.2K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
5.11KNew |
$310K - $359K
|
5.11K
$368K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
5.68KNew |
$344K - $399K
|
5.68K
$409K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-596- 9.86% |
$36.1K - $41.9K
|
5.45K
$392K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2K- 40.0% |
$121K - $140K
|
3K
$216K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-100- 0.73% |
$6.06K - $7.02K
|
13.6K
$978K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-73.6K- 94.17% |
$4.46M - $5.17M
|
4.56K
$328K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
575New |
$34.9K - $40.4K
|
575
$41.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-800- 10.47% |
$48.5K - $56.2K
|
6.84K
$492K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$6.06K - $7.02K
|
100
$7.19K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.28K- 95.21% |
$199K - $230K
|
165
$11.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-716- 12.64% |
$43.4K - $50.3K
|
4.95K
$356K
|
|
|
Feb 11, 2025
Q4 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
47KNew |
$2.85M - $3.3M
|
47K
$3.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
319New |
$19.3K - $22.4K
|
319
$22.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
302+ 15.31% |
$18.3K - $21.2K
|
2.28K
$164K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
26.3KNew |
$1.59M - $1.85M
|
26.3K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-357- 90.61% |
$21.6K - $25.1K
|
37
$2.66K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
10.7KNew |
$646K - $748K
|
10.7K
$766K
|
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
50+ 0.65% |
$3.03K - $3.51K
|
7.78K
$559K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
368+ 10.85% |
$22.3K - $25.8K
|
3.76K
$270K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-177- 22.69% |
$10.7K - $12.4K
|
603
$43.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 1.49% |
$6.06K - $7.02K
|
6.59K
$474K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
196New |
$11.9K - $13.8K
|
196
$14.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
300New |
$18.2K - $21.1K
|
300
$21.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
6.49KNew |
$393K - $456K
|
6.49K
$467K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
400+ 11.09% |
$24.3K - $28.1K
|
4.01K
$288K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-303- 2.72% |
$18.4K - $21.3K
|
10.8K
$779K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-567- 1.69% |
$34.4K - $39.8K
|
32.9K
$2.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
6KNew |
$364K - $422K
|
6K
$432K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-67- 0.63% |
$4.06K - $4.71K
|
10.6K
$762K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
766+ 14.33% |
$46.4K - $53.8K
|
6.11K
$440K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12KNew |
$726K - $841K
|
12K
$861K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-293- 30.75% |
$17.8K - $20.6K
|
660
$47.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.33K- 23.77% |
$80.3K - $93.1K
|
4.25K
$306K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
54+ 180.0% |
$3.27K - $3.79K
|
84
$6.04K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1New |
$60.6 - $70.2
|
1
$71.9
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-236- 1.62% |
$14.3K - $16.6K
|
14.4K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.29KNew |
$200K - $231K
|
3.29K
$237K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-126K- 99.99% |
$7.62M - $8.83M
|
13
$935
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-768- 6.02% |
$46.6K - $53.9K
|
12K
$862K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-43- 0.98% |
$2.61K - $3.02K
|
4.35K
$313K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-959- 14.06% |
$58.1K - $67.4K
|
5.86K
$421K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
190+ 441.86% |
$11.5K - $13.3K
|
233
$16.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
3.64K+ 35.36% |
$220K - $255K
|
13.9K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-384- 0.25% |
$23.3K - $27K
|
151K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
500New |
$30.3K - $35.1K
|
500
$36K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-450- 6.36% |
$27.3K - $31.6K
|
6.62K
$476K
|
|
|
Jan 31, 2025
Q4 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.13K- 19.4% |
$68.2K - $79K
|
4.68K
$336K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
79+ 5.02% |
$4.79K - $5.55K
|
1.65K
$119K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
136New |
$8.25K - $9.55K
|
136
$9.78K
|