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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
3.25KNew |
$201K - $222K
|
3.25K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
180KNew |
$11.2M - $12.3M
|
180K
$12.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
1K+ 1.0% |
$62K - $68.6K
|
101K
$7.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
1.67MNew |
$103M - $114M
|
1.67M
$120M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
1.5KNew |
$93.1K - $103K
|
1.5K
$108K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.21K- 27.33% |
$74.8K - $82.6K
|
3.2K
$230K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-1.35KClosed |
$83.6K - $92.4K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
John Armitage
Egerton Capital (Uk) LLP
|
BUY
|
- |
201K+ 20.61% |
$12.4M - $13.7M
|
1.17M
$84.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-78- 0.91% |
$4.84K - $5.35K
|
8.5K
$611K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-40- 1.23% |
$2.48K - $2.74K
|
3.22K
$231K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.72KNew |
$231K - $255K
|
3.72K
$267K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-179- 22.92% |
$11.1K - $12.3K
|
602
$43.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.55KNew |
$220K - $243K
|
3.55K
$255K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-30- 0.53% |
$1.86K - $2.06K
|
5.59K
$402K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
66+ 1.84% |
$4.09K - $4.52K
|
3.65K
$263K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-785- 23.97% |
$48.7K - $53.8K
|
2.49K
$179K
|
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
11K+ 73.02% |
$685K - $757K
|
26.2K
$1.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
174+ 1.49% |
$10.8K - $11.9K
|
11.9K
$855K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
75New |
$4.65K - $5.14K
|
75
$5.39K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.3KNew |
$80.7K - $89.1K
|
1.3K
$93.5K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
265New |
$16.4K - $18.2K
|
265
$19.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
379+ 8.52% |
$23.5K - $26K
|
4.83K
$347K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
138New |
$8.56K - $9.46K
|
138
$9.92K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
12.1KNew |
$748K - $827K
|
12.1K
$867K
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
8+ 0.11% |
$496 - $548
|
7.43K
$534K
|
|
|
Feb 06, 2024
Q4 2023
|
Henry James International Management Inc.
|
SELL
|
- |
-885- 7.85% |
$54.9K - $60.7K
|
10.4K
$747K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
139New |
$8.62K - $9.53K
|
139
$10K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
3.27KNew |
$203K - $224K
|
3.27K
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
4.2KNew |
$261K - $288K
|
4.2K
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
17New |
$1.05K - $1.17K
|
17
$1.22K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-12- 0.38% |
$744 - $823
|
3.17K
$228K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-17.2K- 61.99% |
$1.07M - $1.18M
|
10.6K
$759K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-9.3K- 23.47% |
$577K - $638K
|
30.3K
$2.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
50New |
$3.1K - $3.43K
|
50
$3.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
66New |
$4.09K - $4.52K
|
66
$4.75K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
189New |
$11.7K - $13K
|
189
$13.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
8.9KNew |
$552K - $610K
|
8.9K
$640K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
9KNew |
$558K - $617K
|
9K
$647K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
47+ 85.45% |
$2.92K - $3.22K
|
102
$7.34K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-97- 51.32% |
$6.02K - $6.65K
|
92
$6.62K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-11.7K- 42.11% |
$724K - $800K
|
16K
$1.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
244New |
$15.1K - $16.7K
|
244
$17.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.68% |
$2.3K - $2.54K
|
5.44K
$391K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.24K- 3.21% |
$201K - $222K
|
97.7K
$7.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
747+ 61.48% |
$46.3K - $51.2K
|
1.96K
$141K
|
|
|
Jan 29, 2024
Q4 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-800- 13.79% |
$49.6K - $54.8K
|
5K
$360K
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-22K- 21.57% |
$1.36M - $1.51M
|
80K
$5.75M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
107New |
$6.64K - $7.33K
|
107
$7.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-32- 4.14% |
$1.99K - $2.19K
|
741
$53.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-50- 0.8% |
$3.1K - $3.43K
|
6.18K
$444K
|