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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
6.9KNew |
$386K - $428K
|
6.9K
$424K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
6.36KNew |
$356K - $395K
|
6.36K
$391K
|
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
BUY
|
- |
4K+ 6.06% |
$224K - $248K
|
70K
$4.3M
|
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.97KNew |
$222K - $246K
|
3.97K
$244K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
3.23KNew |
$181K - $200K
|
3.23K
$198K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.14K+ 158.61% |
$64K - $70.9K
|
1.86K
$114K
|
|
|
Aug 07, 2023
Q2 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
1K+ 2.66% |
$56K - $62.1K
|
38.5K
$2.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
640+ 1.72% |
$35.8K - $39.7K
|
37.8K
$2.33M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
420New |
$23.5K - $26.1K
|
420
$25.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
372New |
$20.8K - $23.1K
|
372
$22.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
345New |
$19.3K - $21.4K
|
345
$21.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
344New |
$19.3K - $21.4K
|
344
$21.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
317+ 50.48% |
$17.8K - $19.7K
|
945
$58.1K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
186New |
$10.4K - $11.5K
|
186
$11.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
140New |
$7.84K - $8.69K
|
140
$8.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
133New |
$7.45K - $8.26K
|
133
$8.17K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
96+ 4.16% |
$5.38K - $5.96K
|
2.41K
$148K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
84+ 144.83% |
$4.7K - $5.21K
|
142
$8.72K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
42+ 15.27% |
$2.35K - $2.61K
|
317
$19.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
12+ 0.78% |
$672 - $745
|
1.56K
$95.8K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3+ 1.19% |
$168 - $186
|
255
$15.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$56 - $62.1
|
3.68K
$226K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
1+ 1.54% |
$56 - $62.1
|
66
$4.06K
|
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
CALL |
400KNew |
$21.6M - $25M
|
400K
$24.6M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
117KNew |
$6.31M - $7.32M
|
117K
$7.19M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
84.2KNew |
$4.54M - $5.27M
|
84.2K
$5.18M
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
26KNew |
$1.4M - $1.63M
|
26K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
13.3KNew |
$718K - $832K
|
13.3K
$817K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$546K - $634K
|
10.1K
$622K
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
7.22KNew |
$389K - $452K
|
7.22K
$444K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.81KNew |
$313K - $364K
|
5.81K
$357K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
4.6KNew |
$248K - $288K
|
4.6K
$283K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.75KNew |
$202K - $235K
|
3.75K
$230K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
3.57KNew |
$193K - $224K
|
3.57K
$219K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
3.57K+ 1758.62% |
$193K - $223K
|
3.77K
$232K
|
|
|
Apr 20, 2023
Q1 2023
|
Goodwin Daniel L
|
BUY
|
- |
3.5KNew |
$189K - $219K
|
3.5K
$215K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.87KNew |
$101K - $117K
|
1.87K
$115K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.38K+ 19.4% |
$74.3K - $86.2K
|
8.48K
$521K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
1.15KNew |
$62K - $72K
|
1.15K
$70.7K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
942+ 261.67% |
$50.8K - $59K
|
1.3K
$80K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
937+ 60.8% |
$50.6K - $58.6K
|
2.48K
$152K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
761+ 13.49% |
$41.1K - $47.6K
|
6.4K
$393K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
614New |
$33.1K - $38.4K
|
614
$37.7K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
560New |
$30.2K - $35K
|
560
$34.4K
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
551New |
$29.7K - $34.5K
|
551
$33.9K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
317New |
$17.1K - $19.8K
|
317
$19.5K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
306New |
$16.5K - $19.1K
|
306
$18.8K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
300+ 39.16% |
$16.2K - $18.8K
|
1.07K
$65.5K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
300+ 39.16% |
$16.2K - $18.8K
|
1.07K
$65.5K
|
|