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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-4.58KClosed |
$280K - $309K
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.07K- 2.24% |
$126K - $139K
|
90K
$6M
|
|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
800+ 7.92% |
$48.8K - $53.9K
|
10.9K
$726K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-593- 5.18% |
$36.2K - $40K
|
10.8K
$723K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-200- 49.38% |
$12.2K - $13.5K
|
205
$13.7K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2+ 4.76% |
$122 - $135
|
44
$2.93K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
18+ 0.15% |
$1.1K - $1.21K
|
11.7K
$780K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-19.4K- 81.05% |
$1.18M - $1.31M
|
4.54K
$302K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.11KNew |
$190K - $210K
|
3.11K
$207K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1KNew |
$61K - $67.4K
|
1K
$66.6K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-797- 12.78% |
$48.6K - $53.7K
|
5.44K
$362K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
302New |
$18.4K - $20.4K
|
302
$20.1K
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
6.96KNew |
$425K - $469K
|
6.96K
$464K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
217+ 20.36% |
$13.2K - $14.6K
|
1.28K
$85.5K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
378+ 10.27% |
$23.1K - $25.5K
|
4.06K
$270K
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-1- 0.03% |
$61 - $67.4
|
3.18K
$212K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.36K+ 5.79% |
$388K - $429K
|
116K
$7.74M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-424- 9.76% |
$25.9K - $28.6K
|
3.92K
$261K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.45K+ 10.21% |
$88.8K - $98K
|
15.7K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-642- 7.13% |
$39.2K - $43.3K
|
8.36K
$557K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
100New |
$6.1K - $6.74K
|
100
$6.66K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-492- 50.0% |
$30K - $33.2K
|
492
$32.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
8.33KNew |
$508K - $562K
|
8.33K
$555K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-51- 2.6% |
$3.11K - $3.44K
|
1.91K
$128K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
SELL
|
- |
-120- 1.02% |
$7.32K - $8.09K
|
11.6K
$776K
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2K+ 42.96% |
$122K - $135K
|
6.66K
$443K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-151- 30.02% |
$9.22K - $10.2K
|
352
$23.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
816+ 19.88% |
$49.8K - $55K
|
4.92K
$328K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-100- 2.41% |
$6.1K - $6.74K
|
4.06K
$270K
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1K- 16.67% |
$61K - $67.4K
|
5K
$333K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
3KNew |
$183K - $202K
|
3K
$200K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-16.9K- 76.43% |
$1.03M - $1.14M
|
5.21K
$347K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-323- 5.96% |
$19.7K - $21.8K
|
5.1K
$340K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-40- 0.93% |
$2.44K - $2.7K
|
4.26K
$284K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
45New |
$2.75K - $3.03K
|
45
$3K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-8.5K- 84.16% |
$519K - $573K
|
1.6K
$107K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
258New |
$15.7K - $17.4K
|
258
$17.2K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-400- 7.65% |
$24.4K - $27K
|
4.83K
$322K
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
SELL
|
- |
-177- 4.08% |
$10.8K - $11.9K
|
4.17K
$278K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.08KNew |
$188K - $207K
|
3.08K
$205K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
207New |
$12.6K - $14K
|
207
$13.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3KNew |
$183K - $202K
|
3K
$200K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
321New |
$19.6K - $21.6K
|
321
$21.4K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
207+ 6.61% |
$12.6K - $14K
|
3.34K
$222K
|
|
|
Apr 16, 2024
Q1 2024
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-975- 10.25% |
$59.5K - $65.7K
|
8.54K
$569K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-400- 11.43% |
$24.4K - $27K
|
3.1K
$206K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
115+ 157.53% |
$7.02K - $7.75K
|
188
$12.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
436+ 2.06% |
$26.6K - $29.4K
|
21.6K
$1.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-14.5K- 8.59% |
$887K - $980K
|
155K
$10.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-225- 7.2% |
$13.7K - $15.2K
|
2.9K
$193K
|