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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
100New |
$6.28K - $7.33K
|
100
$7.19K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
98+ 1.78% |
$6.16K - $7.18K
|
5.61K
$403K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
96+ 1.79% |
$6.03K - $7.04K
|
5.47K
$394K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
95+ 1.21% |
$5.97K - $6.96K
|
7.94K
$571K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
95+ 1.72% |
$5.97K - $6.96K
|
5.61K
$404K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
94+ 2.41% |
$5.91K - $6.89K
|
3.99K
$287K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
94+ 2.65% |
$5.91K - $6.89K
|
3.64K
$262K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
92+ 1.91% |
$5.78K - $6.74K
|
4.91K
$353K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
90+ 0.43% |
$5.66K - $6.6K
|
21.1K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
86New |
$5.4K - $6.3K
|
86
$6.19K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
83+ 2.74% |
$5.22K - $6.08K
|
3.11K
$224K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
83New |
$5.22K - $6.08K
|
83
$5.97K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
82+ 1.84% |
$5.15K - $6.01K
|
4.54K
$326K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
81New |
$5.09K - $5.94K
|
81
$5.83K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
80+ 1.43% |
$5.03K - $5.86K
|
5.67K
$408K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
75+ 0.28% |
$4.71K - $5.5K
|
26.6K
$1.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
71+ 16.03% |
$4.46K - $5.2K
|
514
$37K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
67+ 0.35% |
$4.21K - $4.91K
|
19K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
66+ 3.0% |
$4.15K - $4.84K
|
2.27K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
65+ 0.77% |
$4.08K - $4.76K
|
8.48K
$610K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
65+ 16.25% |
$4.08K - $4.76K
|
465
$33.4K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
64+ 0.74% |
$4.02K - $4.69K
|
8.71K
$627K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
63+ 5.2% |
$3.96K - $4.62K
|
1.28K
$91.7K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
62+ 0.25% |
$3.9K - $4.54K
|
24.6K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
61+ 1.53% |
$3.83K - $4.47K
|
4.05K
$291K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
58New |
$3.64K - $4.25K
|
58
$4.17K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
57New |
$3.58K - $4.18K
|
57
$4.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
52+ 0.86% |
$3.27K - $3.81K
|
6.11K
$439K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
52+ 1.28% |
$3.27K - $3.81K
|
4.1K
$295K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
52+ 0.39% |
$3.27K - $3.81K
|
13.5K
$974K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
51+ 0.17% |
$3.2K - $3.74K
|
30K
$2.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
51New |
$3.2K - $3.74K
|
51
$3.67K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
50+ 0.62% |
$3.14K - $3.66K
|
8.15K
$586K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
50+ 1.22% |
$3.14K - $3.66K
|
4.14K
$298K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
50New |
$3.14K - $3.66K
|
50
$3.6K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
48+ 0.81% |
$3.02K - $3.52K
|
5.94K
$427K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
47+ 0.77% |
$2.95K - $3.44K
|
6.18K
$445K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
46+ 12.43% |
$2.89K - $3.37K
|
416
$29.9K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
45+ 0.84% |
$2.83K - $3.3K
|
5.4K
$388K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
44+ 2.67% |
$2.76K - $3.22K
|
1.69K
$122K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
42+ 0.2% |
$2.64K - $3.08K
|
21.3K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
38+ 1.22% |
$2.39K - $2.79K
|
3.14K
$226K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
38+ 0.74% |
$2.39K - $2.79K
|
5.16K
$371K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
36+ 0.62% |
$2.26K - $2.64K
|
5.85K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
35+ 0.83% |
$2.2K - $2.57K
|
4.25K
$306K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
35+ 0.55% |
$2.2K - $2.57K
|
6.36K
$457K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
34+ 0.17% |
$2.14K - $2.49K
|
19.8K
$1.42M
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
33+ 1.0% |
$2.07K - $2.42K
|
3.33K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
33+ 0.49% |
$2.07K - $2.42K
|
6.76K
$486K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
33+ 0.22% |
$2.07K - $2.42K
|
15.1K
$1.09M
|