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 |
---|---|---|---|---|---|---|---|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.99K+ 12.03% |
$292K - $329K
|
46.5K
$2.86M
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.46KNew |
$261K - $293K
|
4.46K
$274K
|
|
Nov 01, 2023
Q3 2023
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
3.98KNew |
$233K - $262K
|
3.98K
$244K
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
3.53KNew |
$206K - $232K
|
3.53K
$217K
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.45KNew |
$202K - $227K
|
3.45K
$212K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.31KNew |
$194K - $218K
|
3.31K
$203K
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
3.31KNew |
$194K - $218K
|
3.31K
$203K
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
3.3KNew |
$193K - $217K
|
3.3K
$203K
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.25KNew |
$190K - $214K
|
3.25K
$200K
|
|
Nov 14, 2023
Q3 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
3.22KNew |
$189K - $212K
|
3.22K
$198K
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.2KNew |
$187K - $211K
|
3.2K
$197K
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.17KNew |
$186K - $209K
|
3.17K
$195K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
3.14KNew |
$184K - $207K
|
3.14K
$193K
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.14KNew |
$184K - $206K
|
3.14K
$193K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
921+ 16.39% |
$53.9K - $60.6K
|
6.54K
$402K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
810+ 22.11% |
$47.4K - $53.3K
|
4.47K
$275K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
784+ 1.71% |
$45.9K - $51.6K
|
46.8K
$2.87M
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
775+ 12.72% |
$45.4K - $51K
|
6.87K
$422K
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
720+ 6.56% |
$42.1K - $47.4K
|
11.7K
$718K
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
670+ 670.0% |
$39.2K - $44.1K
|
770
$47.3K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
402New |
$23.5K - $26.5K
|
402
$24.7K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
400New |
$23.4K - $26.3K
|
400
$24.6K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
400+ 128.21% |
$23.4K - $26.3K
|
712
$43.7K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
370New |
$21.7K - $24.4K
|
370
$22.7K
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
300New |
$17.6K - $19.7K
|
300
$18.4K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
300New |
$17.6K - $19.7K
|
300
$18.4K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
216+ 3.18% |
$12.6K - $14.2K
|
7.02K
$431K
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
209+ 1.5% |
$12.2K - $13.8K
|
14.1K
$869K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
184New |
$10.8K - $12.1K
|
184
$11.3K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
168+ 19.95% |
$9.83K - $11.1K
|
1.01K
$62.1K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
145New |
$8.49K - $9.54K
|
145
$8.91K
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
139+ 46.33% |
$8.14K - $9.15K
|
439
$27K
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
94New |
$5.5K - $6.19K
|
94
$5.78K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
90New |
$5.27K - $5.92K
|
90
$5.53K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
84+ 29.27% |
$4.92K - $5.53K
|
371
$22.8K
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
83New |
$4.86K - $5.46K
|
83
$5.1K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
83New |
$4.86K - $5.46K
|
83
$5.1K
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
76+ 2.19% |
$4.45K - $5K
|
3.54K
$218K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
62New |
$3.63K - $4.08K
|
62
$3.81K
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
55+ 0.81% |
$3.22K - $3.62K
|
6.88K
$423K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
28New |
$1.64K - $1.84K
|
28
$1.72K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
25+ 0.65% |
$1.46K - $1.65K
|
3.9K
$239K
|
|
Nov 14, 2023
Q3 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
12New |
$702 - $790
|
12
$737
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
6+ 0.06% |
$351 - $395
|
10.6K
$653K
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3+ 0.07% |
$176 - $197
|
4.05K
$249K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
113KNew |
$6.3M - $6.98M
|
113K
$6.91M
|
|
Aug 14, 2023
Q2 2023
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
100KNew |
$5.6M - $6.21M
|
100K
$6.14M
|
|
Aug 14, 2023
Q2 2023
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
PUT |
64.5K+ 7.9% |
$3.61M - $4M
|
880K
$54.1M
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
51.4KNew |
$2.88M - $3.19M
|
51.4K
$3.16M
|
|
Aug 02, 2023
Q2 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
48.4KNew |
$2.71M - $3M
|
48.4K
$2.97M
|