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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
BUY
|
- |
3.3KNew |
$224K - $245K
|
3.3K
$238K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3KNew |
$204K - $223K
|
3K
$216K
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-400- 11.1% |
$27.2K - $29.7K
|
3.21K
$231K
|
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.06KNew |
$72.2K - $78.8K
|
1.06K
$76.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
114KNew |
$7.73M - $8.44M
|
114K
$8.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
17+ 0.55% |
$1.15K - $1.26K
|
3.11K
$224K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
368+ 17.3% |
$25K - $27.3K
|
2.5K
$179K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-113- 26.16% |
$7.67K - $8.38K
|
319
$22.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
19New |
$1.29K - $1.41K
|
19
$1.37K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-448- 13.15% |
$30.4K - $33.2K
|
2.96K
$213K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
85New |
$5.77K - $6.3K
|
85
$6.11K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-215- 3.1% |
$14.6K - $15.9K
|
6.71K
$483K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
295New |
$20K - $21.9K
|
295
$21.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
14.3K+ 383.83% |
$969K - $1.06M
|
18K
$1.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-14.5K- 50.88% |
$985K - $1.08M
|
14K
$1.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
206New |
$14K - $15.3K
|
206
$14.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
436New |
$29.6K - $32.3K
|
436
$31.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
2.87KNew |
$195K - $213K
|
2.87K
$207K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.77KNew |
$188K - $206K
|
2.77K
$199K
|
|
|
Jul 18, 2024
Q2 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
1.07K+ 7.56% |
$72.5K - $79.2K
|
15.2K
$1.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
6.91KNew |
$469K - $513K
|
6.91K
$497K
|
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-10K- 14.29% |
$679K - $742K
|
60K
$4.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.56K- 47.04% |
$174K - $190K
|
2.88K
$207K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
30+ 0.69% |
$2.04K - $2.23K
|
4.36K
$314K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.43% |
$883 - $964
|
3.04K
$218K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-800- 51.98% |
$54.3K - $59.3K
|
739
$53.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Systrade Ag
Vaduz, N2 |
SELL
|
- |
-20K- 80.0% |
$1.36M - $1.48M
|
5K
$360K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-650- 15.28% |
$44.1K - $48.2K
|
3.61K
$259K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
388+ 34.25% |
$26.4K - $28.8K
|
1.52K
$109K
|
|
|
Jul 10, 2024
Q2 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
2KNew |
$136K - $148K
|
2K
$144K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
2.85KNew |
$194K - $212K
|
2.85K
$205K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-55- 1.4% |
$3.74K - $4.08K
|
3.86K
$278K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-153- 7.58% |
$10.4K - $11.3K
|
1.87K
$134K
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-25.1K- 9.09% |
$1.53M - $1.69M
|
251K
$18.1M
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-264- 2.04% |
$16.1K - $17.8K
|
12.7K
$912K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
23New |
$1.4K - $1.55K
|
23
$1.65K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
12.2KNew |
$748K - $826K
|
12.2K
$881K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
55+ 13.75% |
$3.36K - $3.71K
|
455
$32.7K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-21.9K- 81.38% |
$1.34M - $1.48M
|
5.01K
$360K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
96New |
$5.86K - $6.47K
|
96
$6.9K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-25- 0.38% |
$1.53K - $1.69K
|
6.47K
$465K
|
|
|
May 15, 2024
Q1 2024
|
Governors Lane LP
New York, NY |
SELL
|
CALL |
-610K- 58.94% |
$37.2M - $41.1M
|
425K
$30.6M
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6.22K+ 193.47% |
$380K - $419K
|
9.44K
$679K
|
|
|
May 15, 2024
Q1 2024
|
Covalis Capital LLP
London, X0 |
SELL
|
- |
-1.24M- 92.66% |
$75.8M - $83.7M
|
98.3K
$7.07M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
11+ 0.09% |
$671 - $742
|
11.8K
$850K
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
14K+ 103.55% |
$855K - $944K
|
27.5K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-7.94M- 83.09% |
$485M - $536M
|
1.62M
$116M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.53KNew |
$93.3K - $103K
|
1.53K
$110K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
362KNew |
$22.1M - $24.4M
|
362K
$26M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-362- 5.99% |
$22.1K - $24.4K
|
5.68K
$409K
|
|