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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
562+ 3122.22% |
$35.3K - $41.2K
|
580
$41.7K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
558+ 4.67% |
$35.1K - $40.9K
|
12.5K
$900K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
552+ 8.31% |
$34.7K - $40.5K
|
7.19K
$517K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
540+ 5.15% |
$33.9K - $39.6K
|
11K
$793K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
540+ 2.6% |
$33.9K - $39.6K
|
21.3K
$1.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
529+ 6.66% |
$33.2K - $38.8K
|
8.47K
$609K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
523New |
$32.9K - $38.3K
|
523
$37.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
515+ 3.55% |
$32.4K - $37.7K
|
15K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
508+ 12.52% |
$31.9K - $37.2K
|
4.57K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
504+ 6.1% |
$31.7K - $36.9K
|
8.77K
$631K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
500+ 16.89% |
$31.4K - $36.6K
|
3.46K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
500+ 11.79% |
$31.4K - $36.6K
|
4.74K
$341K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
500+ 4.29% |
$31.4K - $36.6K
|
12.2K
$875K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
500New |
$31.4K - $36.6K
|
500
$36K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
500+ 12.83% |
$31.4K - $36.6K
|
4.4K
$316K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
500+ 13.77% |
$31.4K - $36.6K
|
4.13K
$297K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
492+ 14.22% |
$30.9K - $36.1K
|
3.95K
$284K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
485+ 4.62% |
$30.5K - $35.5K
|
11K
$790K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
481+ 5.42% |
$30.2K - $35.3K
|
9.35K
$672K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
451+ 8.75% |
$28.3K - $33.1K
|
5.61K
$403K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
448+ 13.13% |
$28.2K - $32.8K
|
3.86K
$278K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
440+ 5.9% |
$27.6K - $32.2K
|
7.9K
$568K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
438+ 133.13% |
$27.5K - $32.1K
|
767
$55.2K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
437+ 193.36% |
$27.5K - $32K
|
663
$47.7K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
412+ 1.81% |
$25.9K - $30.2K
|
23.2K
$1.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
400+ 0.96% |
$25.1K - $29.3K
|
42.3K
$3.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
378+ 0.78% |
$23.8K - $27.7K
|
48.8K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
376+ 27.11% |
$23.6K - $27.6K
|
1.76K
$127K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
374+ 3.75% |
$23.5K - $27.4K
|
10.3K
$743K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
366+ 0.59% |
$23K - $26.8K
|
62.1K
$4.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
365+ 11.41% |
$22.9K - $26.8K
|
3.57K
$256K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
347+ 8.99% |
$21.8K - $25.4K
|
4.21K
$303K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
345+ 2.23% |
$21.7K - $25.3K
|
15.8K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
341New |
$21.4K - $25K
|
341
$24.5K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
335New |
$21.1K - $24.6K
|
335
$24.1K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
328+ 6.33% |
$20.6K - $24K
|
5.51K
$396K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
325+ 2.5% |
$20.4K - $23.8K
|
13.3K
$958K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
321+ 2.12% |
$20.2K - $23.5K
|
15.5K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
300+ 1.12% |
$18.9K - $22K
|
27.1K
$1.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
300New |
$18.9K - $22K
|
300
$21.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
295New |
$18.5K - $21.6K
|
295
$21.2K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
287+ 5.18% |
$18K - $21K
|
5.83K
$419K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
282+ 0.71% |
$17.7K - $20.7K
|
40.1K
$2.89M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
281+ 5.71% |
$17.7K - $20.6K
|
5.2K
$374K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
280+ 2.26% |
$17.6K - $20.5K
|
12.7K
$912K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
276+ 1.18% |
$17.3K - $20.2K
|
23.7K
$1.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
273+ 11.17% |
$17.2K - $20K
|
2.72K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
264+ 1.16% |
$16.6K - $19.3K
|
23K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
259+ 3.75% |
$16.3K - $19K
|
7.16K
$515K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
255New |
$16K - $18.7K
|
255
$18.3K
|