Latest Institutional Purchases of Shell PLC (SHEL)
This list provides information on the latest institutional transactions involving Shell PLC (SHEL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
306K+ 16663.36% |
$18.5M - $21.5M
|
307K
$19.8M
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
149K+ 60.55% |
$9.02M - $10.5M
|
395K
$25.4M
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
142KNew |
$8.62M - $9.99M
|
142K
$9.16M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
110KNew |
$6.65M - $7.71M
|
110K
$7.07M
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
88.7K+ 266.13% |
$5.38M - $6.23M
|
122K
$7.86M
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
81K+ 35.5% |
$4.91M - $5.69M
|
309K
$19.9M
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
79.7KNew |
$4.83M - $5.59M
|
79.7K
$5.13M
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
46.9KNew |
$2.84M - $3.29M
|
46.9K
$3.02M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
35.3KNew |
$2.14M - $2.48M
|
35.3K
$2.28M
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
32.6K+ 3.34% |
$1.98M - $2.29M
|
1.01M
$64.9M
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
30.8K+ 1.02% |
$1.87M - $2.17M
|
3.05M
$196M
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
20.3K+ 9.06% |
$1.23M - $1.43M
|
245K
$15.8M
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
19.6KNew |
$1.19M - $1.38M
|
19.6K
$1.26M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.4K+ 40.75% |
$1.17M - $1.36M
|
66.9K
$4.31M
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
17.3K+ 74.26% |
$1.05M - $1.21M
|
40.5K
$2.61M
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
16.3KNew |
$990K - $1.15M
|
16.3K
$1.05M
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
16.1K+ 4.83% |
$977K - $1.13M
|
350K
$22.5M
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
16KNew |
$968K - $1.12M
|
16K
$1.03M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.6K+ 17.55% |
$826K - $956K
|
91.2K
$5.88M
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
13KNew |
$788K - $913K
|
13K
$837K
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
11KNew |
$670K - $776K
|
11K
$711K
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
10.2KNew |
$620K - $719K
|
10.2K
$659K
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
9.91K+ 18.85% |
$601K - $696K
|
62.5K
$4.03M
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
9.66K+ 69.24% |
$586K - $679K
|
23.6K
$1.52M
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
9.02K+ 151.47% |
$547K - $633K
|
15K
$965K
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
8.94KNew |
$542K - $628K
|
8.94K
$576K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.8K+ 28.36% |
$533K - $618K
|
39.8K
$2.56M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.66K+ 62.79% |
$525K - $608K
|
22.4K
$1.45M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.54K+ 30.09% |
$518K - $600K
|
36.9K
$2.38M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.68K+ 21.34% |
$465K - $539K
|
43.6K
$2.81M
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
7.18K+ 5519.23% |
$435K - $504K
|
7.31K
$471K
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
7K+ 24.14% |
$424K - $492K
|
36K
$2.32M
|
|
Jan 22, 2025
Q4 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
7KNew |
$424K - $492K
|
7K
$451K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.85K+ 17.72% |
$416K - $481K
|
45.5K
$2.93M
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.15K+ 164.05% |
$373K - $432K
|
9.9K
$638K
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
5.97K+ 157.38% |
$362K - $420K
|
9.77K
$629K
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
5.89KNew |
$357K - $414K
|
5.89K
$379K
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
5.81K+ 20.87% |
$352K - $408K
|
33.7K
$2.17M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.74KNew |
$348K - $403K
|
5.74K
$370K
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.36K+ 21.29% |
$325K - $377K
|
30.5K
$1.97M
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
4.41KNew |
$268K - $310K
|
4.41K
$284K
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
4.03K+ 15.78% |
$244K - $283K
|
29.6K
$1.9M
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.98KNew |
$241K - $279K
|
3.98K
$256K
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.97K+ 28.03% |
$241K - $279K
|
18.1K
$1.17M
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
3.9KNew |
$236K - $274K
|
3.9K
$251K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.53K+ 28.29% |
$214K - $248K
|
16K
$1.03M
|
|
Jan 15, 2025
Q4 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
3.5KNew |
$212K - $246K
|
3.5K
$225K
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
3.47KNew |
$210K - $244K
|
3.47K
$223K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.16K+ 36.84% |
$192K - $222K
|
11.7K
$756K
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
2.75K+ 0.82% |
$167K - $193K
|
339K
$21.8M
|