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 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.36K+ 5.79% |
$388K - $429K
|
116K
$8.36M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-424- 9.76% |
$25.9K - $28.6K
|
3.92K
$282K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.45K+ 10.21% |
$88.8K - $98K
|
15.7K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
100New |
$6.1K - $6.74K
|
100
$7.19K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-492- 50.0% |
$30K - $33.2K
|
492
$35.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
8.33KNew |
$508K - $562K
|
8.33K
$599K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
SELL
|
- |
-120- 1.02% |
$7.32K - $8.09K
|
11.6K
$837K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-151- 30.02% |
$9.22K - $10.2K
|
352
$25.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
816+ 19.88% |
$49.8K - $55K
|
4.92K
$354K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-100- 2.41% |
$6.1K - $6.74K
|
4.06K
$292K
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1K- 16.67% |
$61K - $67.4K
|
5K
$360K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-16.9K- 76.43% |
$1.03M - $1.14M
|
5.21K
$375K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-323- 5.96% |
$19.7K - $21.8K
|
5.1K
$367K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-40- 0.93% |
$2.44K - $2.7K
|
4.26K
$307K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
45New |
$2.75K - $3.03K
|
45
$3.24K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-8.5K- 84.16% |
$519K - $573K
|
1.6K
$115K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
258New |
$15.7K - $17.4K
|
258
$18.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
SELL
|
- |
-177- 4.08% |
$10.8K - $11.9K
|
4.17K
$300K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.08KNew |
$188K - $207K
|
3.08K
$221K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
207New |
$12.6K - $14K
|
207
$14.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
321New |
$19.6K - $21.6K
|
321
$23.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
436+ 2.06% |
$26.6K - $29.4K
|
21.6K
$1.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-14.5K- 8.59% |
$887K - $980K
|
155K
$11.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
2.63KNew |
$160K - $177K
|
2.63K
$189K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
34.1KNew |
$2.08M - $2.3M
|
34.1K
$2.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-519- 83.31% |
$31.7K - $35K
|
104
$7.48K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.46K+ 18.82% |
$89.2K - $98.6K
|
9.23K
$664K
|
|
|
Apr 11, 2024
Q1 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-5- 0.01% |
$305 - $337
|
86.1K
$6.19M
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-60- 7.23% |
$3.66K - $4.05K
|
770
$55.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-50- 0.72% |
$3.05K - $3.37K
|
6.91K
$497K
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
BUY
|
- |
173New |
$10.6K - $11.7K
|
173
$12.4K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
18.3KNew |
$1.13M - $1.25M
|
18.3K
$1.32M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.13K- 84.01% |
$70.1K - $77.5K
|
215
$15.5K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
428New |
$26.6K - $29.3K
|
428
$30.8K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
689New |
$42.7K - $47.2K
|
689
$49.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
3.12KNew |
$194K - $214K
|
3.12K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
605+ 916.67% |
$37.5K - $41.5K
|
671
$48.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2K+ 27.59% |
$124K - $137K
|
9.25K
$665K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
5.39KNew |
$335K - $370K
|
5.39K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
100New |
$6.2K - $6.86K
|
100
$7.19K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
114K+ 177.45% |
$7.08M - $7.82M
|
178K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Paragon Associates & Paragon Associates Ii Joint Venture
Dallas, TX |
BUY
|
- |
40KNew |
$2.48M - $2.74M
|
40K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
30KNew |
$1.86M - $2.06M
|
30K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
11K+ 73.02% |
$685K - $757K
|
26.2K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
L1 Capital Pty LTD
Melbourne Vic 3000, C3 |
BUY
|
- |
322K+ 75.96% |
$20M - $22.1M
|
747K
$53.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
800+ 19.19% |
$49.6K - $54.8K
|
4.97K
$357K
|
|
|
Feb 13, 2024
Q4 2023
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
198KNew |
$12.3M - $13.6M
|
198K
$14.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-3K- 43.48% |
$186K - $206K
|
3.9K
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
323New |
$20K - $22.1K
|
323
$23.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
76New |
$4.72K - $5.21K
|
76
$5.47K
|
|