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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
3.54KNew |
$215K - $249K
|
3.54K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-383- 5.1% |
$23.2K - $26.9K
|
7.13K
$512K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
200+ 3.51% |
$12.1K - $14K
|
5.9K
$424K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-200- 26.18% |
$12.1K - $14K
|
564
$40.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
112New |
$6.79K - $7.87K
|
112
$8.06K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-116- 2.28% |
$7.03K - $8.15K
|
4.96K
$357K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-65- 1.54% |
$3.94K - $4.56K
|
4.16K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.04K- 32.02% |
$63.1K - $73K
|
2.21K
$159K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.43KNew |
$208K - $241K
|
3.43K
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
200+ 2.91% |
$12.1K - $14K
|
7.07K
$508K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
159New |
$9.64K - $11.2K
|
159
$11.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.6KNew |
$96.9K - $112K
|
1.6K
$115K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
200New |
$12.1K - $14K
|
200
$14.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-100- 8.01% |
$6.06K - $7.02K
|
1.15K
$82.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
485+ 10.24% |
$29.4K - $34.1K
|
5.22K
$376K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
22+ 2.7% |
$1.33K - $1.55K
|
837
$60.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.98KNew |
$241K - $279K
|
3.98K
$286K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-4.46K- 41.27% |
$270K - $313K
|
6.34K
$456K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$60.6 - $70.2
|
4.3K
$309K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.93% |
$182 - $211
|
324
$23.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1K- 15.35% |
$60.6K - $70.2K
|
5.51K
$397K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1K- 2.68% |
$60.6K - $70.2K
|
36.3K
$2.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-140- 3.65% |
$8.49K - $9.83K
|
3.7K
$266K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-40- 1.08% |
$2.43K - $2.81K
|
3.67K
$264K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-32.9K- 57.35% |
$2M - $2.31M
|
24.5K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
632+ 12.61% |
$38.3K - $44.4K
|
5.64K
$406K
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-766- 17.97% |
$46.4K - $53.8K
|
3.5K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
314New |
$19K - $22.1K
|
314
$22.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
138+ 74.19% |
$8.37K - $9.69K
|
324
$23.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.4K- 29.4% |
$85K - $98.5K
|
3.37K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
876+ 6.67% |
$53.1K - $61.5K
|
14K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-2.1K- 29.17% |
$127K - $147K
|
5.1K
$367K
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
7K+ 24.14% |
$424K - $492K
|
36K
$2.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
148New |
$8.97K - $10.4K
|
148
$10.6K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.57KNew |
$156K - $180K
|
2.57K
$185K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-209- 0.65% |
$12.7K - $14.7K
|
31.9K
$2.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.29KNew |
$77.9K - $90.2K
|
1.29K
$92.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
7KNew |
$424K - $492K
|
7K
$503K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.56KNew |
$155K - $180K
|
2.56K
$184K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-990- 86.09% |
$60K - $69.5K
|
160
$11.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
4.41KNew |
$268K - $310K
|
4.41K
$317K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-50- 7.02% |
$3.03K - $3.51K
|
662
$47.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
278New |
$16.9K - $19.5K
|
278
$20K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-7- 0.48% |
$424 - $492
|
1.44K
$103K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
285New |
$17.3K - $20K
|
285
$20.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
40+ 0.96% |
$2.43K - $2.81K
|
4.19K
$301K
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-1.25K- 18.12% |
$75.8K - $87.8K
|
5.65K
$406K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8+ 0.06% |
$485 - $562
|
14.2K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
46.9KNew |
$2.84M - $3.29M
|
46.9K
$3.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-175- 28.18% |
$10.6K - $12.3K
|
446
$32.1K
|