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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Lodge Hill Capital, LLC
New York, NY |
SELL
|
- |
-25K- 18.05% |
$1.46M - $1.65M
|
114K
$8.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
84+ 29.27% |
$4.92K - $5.53K
|
371
$26.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-350- 31.82% |
$20.5K - $23K
|
750
$53.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-563K- 94.33% |
$33M - $37.1M
|
33.9K
$2.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.46KNew |
$261K - $293K
|
4.46K
$321K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
145New |
$8.49K - $9.54K
|
145
$10.4K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-15- 78.95% |
$878 - $987
|
4
$288
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-146- 2.12% |
$8.55K - $9.61K
|
6.75K
$485K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.5K+ 10.23% |
$617K - $694K
|
114K
$8.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-10- 6.41% |
$585 - $658
|
146
$10.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-450Closed |
$26.3K - $29.6K
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
76+ 2.19% |
$4.45K - $5K
|
3.54K
$255K
|
|
|
Nov 03, 2023
Q3 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-3.84K- 42.74% |
$225K - $253K
|
5.15K
$370K
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-420- 5.8% |
$24.6K - $27.6K
|
6.83K
$491K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
168+ 19.95% |
$9.83K - $11.1K
|
1.01K
$72.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
83New |
$4.86K - $5.46K
|
83
$5.97K
|
|
|
Nov 01, 2023
Q3 2023
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
3.98KNew |
$233K - $262K
|
3.98K
$286K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
94New |
$5.5K - $6.19K
|
94
$6.76K
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
3.53KNew |
$206K - $232K
|
3.53K
$254K
|
|
|
Oct 30, 2023
Q3 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-550K- 99.34% |
$32.2M - $36.2M
|
3.66K
$264K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.36K- 37.17% |
$138K - $155K
|
3.98K
$286K
|
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
6KNew |
$351K - $395K
|
6K
$432K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.99K+ 12.03% |
$292K - $329K
|
46.5K
$3.34M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.2KNew |
$187K - $211K
|
3.2K
$230K
|
|
|
Oct 25, 2023
Q3 2023
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
45KNew |
$2.63M - $2.96M
|
45K
$3.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-200- 30.12% |
$11.7K - $13.2K
|
464
$33.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
775+ 12.72% |
$45.4K - $51K
|
6.87K
$494K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.25KNew |
$190K - $214K
|
3.25K
$234K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-248- 3.69% |
$14.5K - $16.3K
|
6.47K
$465K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
370New |
$21.7K - $24.4K
|
370
$26.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-418- 10.46% |
$24.5K - $27.5K
|
3.58K
$257K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
3.31KNew |
$194K - $218K
|
3.31K
$238K
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.67K- 32.6% |
$97.6K - $110K
|
3.45K
$248K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-81- 1.42% |
$4.74K - $5.33K
|
5.64K
$405K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
62New |
$3.63K - $4.08K
|
62
$4.46K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-118- 1.7% |
$6.91K - $7.77K
|
6.81K
$489K
|
|
|
Oct 19, 2023
Q3 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
SELL
|
- |
-12.5K- 15.43% |
$732K - $823K
|
68.5K
$4.93M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
216+ 3.18% |
$12.6K - $14.2K
|
7.02K
$505K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.14KNew |
$184K - $206K
|
3.14K
$226K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
184New |
$10.8K - $12.1K
|
184
$13.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3+ 0.07% |
$176 - $197
|
4.05K
$291K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
90New |
$5.27K - $5.92K
|
90
$6.47K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
420New |
$23.5K - $26.1K
|
420
$30.2K
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2.2KClosed |
$123K - $137K
|
0
$0
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-21.6KClosed |
$1.21M - $1.34M
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-32.2K- 60.39% |
$1.81M - $2M
|
21.1K
$1.52M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.14K+ 158.61% |
$64K - $70.9K
|
1.86K
$134K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
51.4KNew |
$2.88M - $3.19M
|
51.4K
$3.69M
|
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.97KNew |
$222K - $246K
|
3.97K
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
6.9KNew |
$386K - $428K
|
6.9K
$496K
|
|