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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
79+ 16.88% |
$5.19K - $5.79K
|
547
$39.3K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
682+ 5.72% |
$44.8K - $50K
|
12.6K
$907K
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-1.21K- 20.18% |
$79.4K - $88.7K
|
4.79K
$344K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.5K- 5.84% |
$98.5K - $110K
|
24.2K
$1.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
258New |
$16.9K - $18.9K
|
258
$18.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
63+ 1.54% |
$4.14K - $4.62K
|
4.15K
$299K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-837- 1.25% |
$54.9K - $61.3K
|
66.4K
$4.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
SELL
|
- |
-368- 9.95% |
$24.2K - $27K
|
3.33K
$239K
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
3.63KNew |
$239K - $266K
|
3.63K
$261K
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-4.78K- 4.24% |
$314K - $350K
|
108K
$7.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
64New |
$4.2K - $4.69K
|
64
$4.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
1K+ 50.0% |
$65.7K - $73.3K
|
3K
$216K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
14+ 0.46% |
$919 - $1.03K
|
3.04K
$219K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
565KNew |
$37.1M - $41.4M
|
565K
$40.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-8- 0.09% |
$525 - $586
|
8.61K
$619K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
414+ 583.1% |
$27.2K - $30.3K
|
485
$34.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 0.13% |
$131 - $147
|
1.51K
$109K
|
|
|
Oct 21, 2024
Q3 2024
|
Crocodile Capital Partners Gmb H
Ursensollen, 2M |
SELL
|
- |
-15K- 31.55% |
$985K - $1.1M
|
32.5K
$2.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-667K- 39.28% |
$43.8M - $48.9M
|
1.03M
$74.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.96K+ 2.07% |
$457K - $510K
|
343K
$24.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
331+ 10.39% |
$21.7K - $24.3K
|
3.52K
$253K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
11New |
$722 - $806
|
11
$791
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.24K+ 18.36% |
$213K - $237K
|
20.9K
$1.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-250- 19.87% |
$16.4K - $18.3K
|
1.01K
$72.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-120K- 96.25% |
$7.85M - $8.76M
|
4.66K
$335K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-180- 12.6% |
$11.8K - $13.2K
|
1.25K
$89.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
230+ 5.54% |
$15.1K - $16.9K
|
4.38K
$315K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
199+ 10.43% |
$13.1K - $14.6K
|
2.11K
$152K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 107.74% |
$85K - $94.8K
|
2.5K
$179K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
135New |
$8.86K - $9.89K
|
135
$9.71K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4- 1.84% |
$263 - $293
|
213
$15.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
375+ 7.18% |
$24.6K - $27.5K
|
5.6K
$403K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
200New |
$13.1K - $14.7K
|
200
$14.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
12.8K+ 67.49% |
$842K - $940K
|
31.8K
$2.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
7.08K+ 88.12% |
$464K - $518K
|
15.1K
$1.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-240- 77.42% |
$15.8K - $17.6K
|
70
$5.03K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-45- 3.78% |
$2.95K - $3.3K
|
1.14K
$82.3K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-107- 8.86% |
$7.02K - $7.84K
|
1.1K
$79.1K
|
|
| Q2 2024 | |||||||
|
May 14, 2025
Q2 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
CALL |
20KNew |
$1.36M - $1.48M
|
20K
$1.44M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
619+ 3.28% |
$42K - $45.9K
|
19.5K
$1.4M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
98+ 6.04% |
$6.66K - $7.27K
|
1.72K
$124K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.01K- 16.66% |
$68.3K - $74.6K
|
5.03K
$362K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
23New |
$1.56K - $1.71K
|
23
$1.65K
|
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2.82KNew |
$191K - $209K
|
2.82K
$203K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-53K- 82.75% |
$3.6M - $3.93M
|
11.1K
$796K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.89KNew |
$264K - $289K
|
3.89K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Gagnon Securities LLC
|
SELL
|
- |
-35- 0.76% |
$2.38K - $2.6K
|
4.6K
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-3K- 18.75% |
$204K - $223K
|
13K
$935K
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-4K- 9.87% |
$272K - $297K
|
36.5K
$2.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Governors Lane LP
New York, NY |
BUY
|
- |
207KNew |
$14.1M - $15.4M
|
207K
$14.9M
|
|