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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.49KNew |
$74.8K - $87.1K
|
1.49K
$107K
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-202- 0.75% |
$10.1K - $11.8K
|
26.7K
$1.92M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.07KNew |
$53.8K - $62.7K
|
1.07K
$77.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
595New |
$29.9K - $34.8K
|
595
$42.8K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 55.56% |
$25.1K - $29.2K
|
400
$28.8K
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-100- 1.74% |
$5.02K - $5.85K
|
5.65K
$406K
|
|
| Q3 2022 | |||||||
|
Jun 21, 2024
Q3 2022
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-11KClosed |
$247K - $612K
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-62Closed |
$1.39K - $3.45K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.24K- 3.89% |
$27.7K - $68.8K
|
30.5K
$2.2M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-8- 0.47% |
$179 - $445
|
1.69K
$121K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-655- 5.03% |
$14.7K - $36.5K
|
12.4K
$890K
|
|
|
Nov 14, 2022
Q3 2022
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-10K- 33.33% |
$224K - $557K
|
20K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-5K- 24.38% |
$112K - $278K
|
15.5K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
500New |
$11.2K - $27.8K
|
500
$36K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-67- 0.79% |
$1.5K - $3.73K
|
8.38K
$603K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
CALL |
10KNew |
$224K - $557K
|
10K
$719K
|
|
|
Nov 14, 2022
Q3 2022
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
91.6K+ 32.25% |
$2.05M - $5.1M
|
376K
$27M
|
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-2.72K- 2.6% |
$60.9K - $151K
|
102K
$7.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
215New |
$4.82K - $12K
|
215
$15.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
630New |
$14.1K - $35.1K
|
630
$45.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
6.69K+ 7.5% |
$150K - $372K
|
95.9K
$6.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
24+ 16.33% |
$538 - $1.34K
|
171
$12.3K
|
|
|
Nov 14, 2022
Q3 2022
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
50KNew |
$1.12M - $2.78M
|
50K
$3.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
51.2KNew |
$1.15M - $2.85M
|
51.2K
$3.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
2.25K+ 5.9% |
$50.3K - $125K
|
40.3K
$2.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2- 0.02% |
$44.8 - $111
|
11.8K
$850K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.24KNew |
$72.7K - $181K
|
3.24K
$233K
|
|
|
Nov 08, 2022
Q3 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.52KNew |
$124K - $307K
|
5.52K
$397K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.88% |
$22.4 - $55.7
|
112
$8.06K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
CALL |
400New |
$8.97K - $22.3K
|
400
$28.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-159K- 85.15% |
$3.57M - $8.87M
|
27.8K
$2M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
202New |
$4.53K - $11.2K
|
202
$14.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-221- 6.19% |
$4.95K - $12.3K
|
3.35K
$241K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
711+ 1.01% |
$15.9K - $39.6K
|
71.2K
$5.12M
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-125- 44.64% |
$2.8K - $6.96K
|
155
$11.1K
|
|
|
Nov 01, 2022
Q3 2022
|
P.A.W. Capital Corp
|
BUY
|
- |
1K+ 5.88% |
$22.4K - $55.7K
|
18K
$1.29M
|
|
|
Nov 01, 2022
Q3 2022
|
Gabalex Capital Management LLC
|
BUY
|
- |
25K+ 10.0% |
$561K - $1.39M
|
275K
$19.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.49K+ 0.9% |
$33.4K - $82.9K
|
167K
$12M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
8+ 28.57% |
$179 - $445
|
36
$2.59K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
12.1KNew |
$272K - $675K
|
12.1K
$872K
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-500- 57.94% |
$11.2K - $27.8K
|
363
$26.1K
|
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
SELL
|
- |
-272- 4.68% |
$6.1K - $15.1K
|
5.54K
$399K
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
BUY
|
PUT |
120K+ 175.18% |
$2.69M - $6.68M
|
189K
$13.6M
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
341+ 7.1% |
$7.65K - $19K
|
5.15K
$370K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-153- 5.77% |
$3.43K - $8.52K
|
2.5K
$180K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-748- 2.69% |
$16.8K - $41.6K
|
27.1K
$1.95M
|
|
|
Oct 18, 2022
Q3 2022
|
Xr Securities LLC
|
BUY
|
- |
5.34KNew |
$120K - $297K
|
5.34K
$384K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-2.05K- 70.51% |
$46.1K - $114K
|
859
$61.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-29.1KClosed |
$653K - $1.62M
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
300New |
$6.73K - $16.7K
|
300
$21.6K
|
|