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 15, 2025
Q4 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
3.5KNew |
$212K - $246K
|
3.5K
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.09K- 14.79% |
$126K - $146K
|
12K
$864K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
461+ 27.05% |
$28K - $32.4K
|
2.17K
$156K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-138- 31.51% |
$8.37K - $9.69K
|
300
$21.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-2.83K- 24.85% |
$172K - $199K
|
8.57K
$616K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
39New |
$2.36K - $2.74K
|
39
$2.8K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
465+ 56.92% |
$28.2K - $32.7K
|
1.28K
$92.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
634New |
$38.4K - $44.5K
|
634
$45.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$6.06K - $7.02K
|
100
$7.19K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-430- 91.49% |
$26.1K - $30.2K
|
40
$2.88K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-37- 5.02% |
$2.24K - $2.6K
|
700
$50.3K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
125+ 2.84% |
$7.58K - $8.78K
|
4.53K
$326K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.17% |
$182 - $211
|
1.73K
$124K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-15- 3.98% |
$909 - $1.05K
|
362
$26K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-128- 64.0% |
$7.76K - $8.99K
|
72
$5.18K
|
|
| Q3 2024 | |||||||
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-25- 0.59% |
$1.64K - $1.83K
|
4.23K
$304K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
10.8KNew |
$709K - $792K
|
10.8K
$777K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
439New |
$28.8K - $32.2K
|
439
$31.6K
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-165K- 90.64% |
$10.9M - $12.1M
|
17.1K
$1.23M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3+ 0.83% |
$197 - $220
|
365
$26.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-58.8K- 94.05% |
$3.86M - $4.31M
|
3.72K
$268K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-120- 1.77% |
$7.88K - $8.79K
|
6.65K
$478K
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-4K- 5.7% |
$263K - $293K
|
66.2K
$4.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
33New |
$2.17K - $2.42K
|
33
$2.37K
|
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-32K- 46.45% |
$2.1M - $2.34M
|
36.9K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-68- 0.32% |
$4.46K - $4.98K
|
20.9K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
139+ 3.59% |
$9.13K - $10.2K
|
4.01K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.5KNew |
$230K - $256K
|
3.5K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
214+ 7.34% |
$14K - $15.7K
|
3.13K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.9K+ 202.49% |
$1.64M - $1.83M
|
37.2K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Standard Investments LLC
New York, NY |
SELL
|
CALL |
-300K- 50.0% |
$19.7M - $22M
|
300K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10+ 0.33% |
$657 - $733
|
3.05K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Davidson Kempner Capital Management LP
New York, NY |
SELL
|
- |
-87.1K- 42.41% |
$5.72M - $6.38M
|
118K
$8.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
1.6K+ 6.77% |
$105K - $117K
|
25.2K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
35.5K+ 251.13% |
$2.33M - $2.6M
|
49.6K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.07KNew |
$201K - $225K
|
3.07K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
38.1KNew |
$2.5M - $2.79M
|
38.1K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.48K+ 16.36% |
$96.9K - $108K
|
10.5K
$755K
|
|
|
Nov 14, 2024
Q3 2024
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
9.84KNew |
$646K - $721K
|
9.84K
$708K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
31New |
$2.04K - $2.27K
|
31
$2.23K
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.93KNew |
$258K - $288K
|
3.93K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-906- 8.23% |
$59.5K - $66.4K
|
10.1K
$727K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
33New |
$2.17K - $2.42K
|
33
$2.37K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-437- 3.37% |
$28.7K - $32K
|
12.5K
$902K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
PUT |
58KNew |
$3.81M - $4.25M
|
58K
$4.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 3.13% |
$131 - $147
|
66
$4.75K
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
1.44K+ 9.0% |
$94.3K - $105K
|
17.4K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-14K- 56.0% |
$919K - $1.03M
|
11K
$791K
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
3.07KNew |
$201K - $225K
|
3.07K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
5.01KNew |
$329K - $367K
|
5.01K
$361K
|
|