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 07, 2025
Q2 2025
|
Fractal Investments LLC
|
BUY
|
- |
7.5KNew |
$448K - $548K
|
7.5K
$539K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.38K- 12.48% |
$142K - $174K
|
16.7K
$1.2M
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-262- 2.82% |
$15.7K - $19.1K
|
9.04K
$650K
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
21+ 0.47% |
$1.25K - $1.53K
|
4.46K
$321K
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-47.1K- 58.8% |
$2.82M - $3.44M
|
33K
$2.37M
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
121+ 0.66% |
$7.23K - $8.84K
|
18.3K
$1.32M
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
51+ 0.22% |
$3.05K - $3.73K
|
23.2K
$1.67M
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-8.81K- 38.65% |
$527K - $644K
|
14K
$1.01M
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-8.38K- 8.79% |
$500K - $612K
|
86.9K
$6.25M
|
|
Q1 2025 | |||||||
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
5+ 0.13% |
$314 - $366
|
3.98K
$286K
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-73- 0.3% |
$4.59K - $5.35K
|
24.4K
$1.76M
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
125New |
$7.86K - $9.16K
|
125
$8.99K
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
697+ 4.92% |
$43.8K - $51.1K
|
14.9K
$1.07M
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
112New |
$7.04K - $8.21K
|
112
$8.06K
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-750- 6.96% |
$47.1K - $55K
|
10K
$721K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
118K+ 1514.56% |
$7.39M - $8.62M
|
125K
$9.02M
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
116+ 1.89% |
$7.29K - $8.5K
|
6.26K
$450K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-620- 9.66% |
$39K - $45.4K
|
5.8K
$417K
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
2.96KNew |
$186K - $217K
|
2.96K
$213K
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
33+ 1.0% |
$2.07K - $2.42K
|
3.33K
$239K
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
18New |
$1.13K - $1.32K
|
18
$1.29K
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.5K+ 5.81% |
$94.3K - $110K
|
27.3K
$1.96M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.39K- 33.27% |
$213K - $248K
|
6.8K
$489K
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.43K- 12.92% |
$153K - $178K
|
16.4K
$1.18M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.93KNew |
$184K - $215K
|
2.93K
$211K
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 1.92% |
$6.28K - $7.33K
|
5.1K
$367K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.05KNew |
$129K - $150K
|
2.05K
$147K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
500+ 16.89% |
$31.4K - $36.6K
|
3.46K
$249K
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
32.8K+ 12.7% |
$2.06M - $2.41M
|
291K
$20.9M
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-160- 50.0% |
$10.1K - $11.7K
|
160
$11.5K
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
28New |
$1.76K - $2.05K
|
28
$2.01K
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
58New |
$3.64K - $4.25K
|
58
$4.17K
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.29M- 19.57% |
$80.8M - $94.3M
|
5.29M
$380M
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
493KNew |
$31M - $36.1M
|
493K
$35.5M
|
|
May 16, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
20K+ 49.26% |
$1.26M - $1.47M
|
60.6K
$4.36M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.36K+ 1.91% |
$148K - $173K
|
126K
$9.04M
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.5M- 65.04% |
$220M - $257M
|
1.88M
$135M
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-442- 0.09% |
$27.8K - $32.4K
|
505K
$36.3M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.81K+ 8.21% |
$302K - $353K
|
63.4K
$4.56M
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-22- 0.46% |
$1.38K - $1.61K
|
4.72K
$339K
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-950- 6.49% |
$59.7K - $69.6K
|
13.7K
$985K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-141- 40.17% |
$8.86K - $10.3K
|
210
$15.1K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20.4K+ 421.0% |
$1.28M - $1.5M
|
25.3K
$1.82M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-767- 7.82% |
$48.2K - $56.2K
|
9.04K
$650K
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
282+ 0.71% |
$17.7K - $20.7K
|
40.1K
$2.89M
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-328K- 29.78% |
$20.6M - $24M
|
773K
$55.6M
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-100Closed |
$6.28K - $7.33K
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
51.1K+ 21.12% |
$3.21M - $3.74M
|
293K
$21.1M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5.36K+ 10.86% |
$337K - $393K
|
54.7K
$3.94M
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
7K+ 23.33% |
$440K - $513K
|
37K
$2.66M
|