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 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-149- 3.5% |
$9.24K - $10.2K
|
4.11K
$274K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.75KNew |
$232K - $257K
|
3.75K
$250K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-600- 37.5% |
$37.2K - $41.1K
|
1K
$66.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
SELL
|
- |
-200- 1.98% |
$12.4K - $13.7K
|
9.9K
$660K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-75- 2.31% |
$4.65K - $5.14K
|
3.18K
$212K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.59K- 19.66% |
$98.5K - $109K
|
6.49K
$432K
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-900- 8.87% |
$55.8K - $61.7K
|
9.25K
$616K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-30- 0.59% |
$1.86K - $2.06K
|
5.08K
$339K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-457- 8.33% |
$28.4K - $31.3K
|
5.03K
$335K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
291+ 43.76% |
$18.1K - $19.9K
|
956
$63.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
21+ 0.55% |
$1.3K - $1.44K
|
3.87K
$258K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-900- 9.45% |
$55.8K - $61.7K
|
8.63K
$575K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.11K- 9.86% |
$68.8K - $76K
|
10.1K
$676K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-426- 5.21% |
$26.4K - $29.2K
|
7.75K
$516K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6New |
$372 - $411
|
6
$400
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.15MNew |
$67.2M - $75.5M
|
1.15M
$76.5M
|
|
|
Aug 08, 2024
Q3 2023
|
Teilinger Capital Ltd.
Houston, TX |
SELL
|
- |
-252K- 70.07% |
$14.8M - $16.6M
|
108K
$7.18M
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-609- 7.46% |
$35.6K - $40.1K
|
7.56K
$504K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
139+ 46.33% |
$8.14K - $9.15K
|
439
$29.3K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
402New |
$23.5K - $26.5K
|
402
$26.8K
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
24.1KNew |
$1.41M - $1.59M
|
24.1K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
810+ 22.11% |
$47.4K - $53.3K
|
4.47K
$298K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
921+ 16.39% |
$53.9K - $60.6K
|
6.54K
$436K
|
|
|
Nov 14, 2023
Q3 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
3.22KNew |
$189K - $212K
|
3.22K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
300New |
$17.6K - $19.7K
|
300
$20K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
300New |
$17.6K - $19.7K
|
300
$20K
|
|
|
Nov 14, 2023
Q3 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
12New |
$702 - $790
|
12
$800
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.45KNew |
$202K - $227K
|
3.45K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Sal Trading, LLC
Wilmington, DE |
BUY
|
- |
20.1KNew |
$1.18M - $1.32M
|
20.1K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
100KNew |
$5.85M - $6.58M
|
100K
$6.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
720+ 6.56% |
$42.1K - $47.4K
|
11.7K
$779K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-699- 7.69% |
$40.9K - $46K
|
8.39K
$559K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
670+ 670.0% |
$39.2K - $44.1K
|
770
$51.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
9.43KNew |
$552K - $621K
|
9.43K
$628K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
83New |
$4.86K - $5.46K
|
83
$5.53K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
209+ 1.5% |
$12.2K - $13.8K
|
14.1K
$942K
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
3.3KNew |
$193K - $217K
|
3.3K
$220K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
27.8KNew |
$1.62M - $1.83M
|
27.8K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
784+ 1.71% |
$45.9K - $51.6K
|
46.8K
$3.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.95K- 31.71% |
$114K - $128K
|
4.2K
$280K
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-113- 0.3% |
$6.61K - $7.44K
|
38K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
400New |
$23.4K - $26.3K
|
400
$26.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
55+ 0.81% |
$3.22K - $3.62K
|
6.88K
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
6.67KNew |
$390K - $439K
|
6.67K
$444K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
25+ 0.65% |
$1.46K - $1.65K
|
3.9K
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-407- 10.87% |
$23.8K - $26.8K
|
3.34K
$222K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-408- 11.32% |
$23.9K - $26.9K
|
3.2K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-248- 6.49% |
$14.5K - $16.3K
|
3.57K
$238K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-23Closed |
$1.35K - $1.51K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
835KNew |
$48.9M - $55M
|
835K
$55.6M
|
|