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 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.03% |
$59.8 - $73.1
|
3.61K
$260K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
683+ 6.86% |
$40.8K - $49.9K
|
10.6K
$766K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-126- 34.81% |
$7.53K - $9.2K
|
236
$17K
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
3.69KNew |
$221K - $270K
|
3.69K
$266K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
160+ 9.25% |
$9.56K - $11.7K
|
1.89K
$136K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
36KNew |
$2.15M - $2.63M
|
36K
$2.59M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-36- 0.8% |
$2.15K - $2.63K
|
4.44K
$320K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
138+ 3.15% |
$8.25K - $10.1K
|
4.52K
$325K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-735- 15.6% |
$43.9K - $53.7K
|
3.98K
$286K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-276- 0.19% |
$16.5K - $20.2K
|
143K
$10.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
72+ 0.2% |
$4.3K - $5.26K
|
36.2K
$2.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
493+ 6.19% |
$29.5K - $36K
|
8.46K
$609K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-1.36K- 22.1% |
$81.3K - $99.3K
|
4.8K
$345K
|
|
|
Jul 09, 2025
Q2 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-4.9K- 62.14% |
$293K - $358K
|
2.98K
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
870+ 4.46% |
$52K - $63.6K
|
20.4K
$1.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-541- 4.41% |
$32.3K - $39.5K
|
11.7K
$844K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
180+ 3.86% |
$10.8K - $13.1K
|
4.84K
$348K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-473- 6.19% |
$28.3K - $34.6K
|
7.17K
$515K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
177+ 2.28% |
$10.6K - $12.9K
|
7.93K
$571K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
100+ 0.17% |
$5.98K - $7.31K
|
59.3K
$4.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
59+ 0.06% |
$3.53K - $4.31K
|
104K
$7.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.99K- 0.81% |
$119K - $146K
|
243K
$17.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
474+ 4.01% |
$28.3K - $34.6K
|
12.3K
$884K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-2.21K- 19.53% |
$132K - $161K
|
9.11K
$655K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.36KNew |
$261K - $318K
|
4.36K
$314K
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-135- 0.65% |
$8.07K - $9.86K
|
20.5K
$1.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-210- 6.62% |
$12.5K - $15.3K
|
2.96K
$213K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.83K+ 19.07% |
$110K - $134K
|
11.4K
$823K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1K- 1.51% |
$59.8K - $73.1K
|
65.1K
$4.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.93KNew |
$175K - $214K
|
2.93K
$210K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-187- 1.87% |
$11.2K - $13.7K
|
9.8K
$705K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
4+ 0.1% |
$239 - $292
|
3.99K
$287K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-163- 4.93% |
$9.74K - $11.9K
|
3.14K
$226K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-900- 4.43% |
$53.8K - $65.7K
|
19.4K
$1.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
4.26KNew |
$255K - $311K
|
4.26K
$306K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
101+ 1.2% |
$6.03K - $7.38K
|
8.5K
$611K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-42- 1.05% |
$2.51K - $3.07K
|
3.96K
$284K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
7New |
$418 - $511
|
7
$503
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
343+ 1.41% |
$20.5K - $25.1K
|
24.7K
$1.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
59+ 0.35% |
$3.53K - $4.31K
|
17K
$1.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-96.3K- 18.72% |
$5.76M - $7.04M
|
418K
$30.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8.43K+ 2.6% |
$504K - $616K
|
333K
$23.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
211+ 4.66% |
$12.6K - $15.4K
|
4.74K
$341K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-65- 1.29% |
$3.88K - $4.75K
|
4.96K
$357K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
7+ 0.67% |
$418 - $511
|
1.05K
$75.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
95New |
$5.68K - $6.94K
|
95
$6.83K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-13- 5.2% |
$777 - $950
|
237
$17K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.4K- 13.62% |
$83.5K - $102K
|
8.86K
$637K
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-15K- 21.1% |
$896K - $1.1M
|
56.1K
$4.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.59K+ 12.83% |
$155K - $189K
|
22.7K
$1.64M
|