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 02, 2024
Q1 2024
|
Avondale Wealth Management
|
BUY
|
- |
173New |
$10.6K - $11.7K
|
173
$12.4K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
149New |
$9.09K - $10K
|
149
$10.7K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
112+ 466.67% |
$6.84K - $7.55K
|
136
$9.78K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
100New |
$6.1K - $6.74K
|
100
$7.19K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
96New |
$5.86K - $6.47K
|
96
$6.9K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
83New |
$5.07K - $5.6K
|
83
$5.97K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
79New |
$4.82K - $5.33K
|
79
$5.68K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
55+ 13.75% |
$3.36K - $3.71K
|
455
$32.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
45New |
$2.75K - $3.03K
|
45
$3.24K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
42New |
$2.56K - $2.83K
|
42
$3.02K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
23New |
$1.4K - $1.55K
|
23
$1.65K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
18+ 0.23% |
$1.1K - $1.21K
|
7.79K
$560K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
18+ 0.15% |
$1.1K - $1.21K
|
11.7K
$842K
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
11+ 0.09% |
$671 - $742
|
11.8K
$850K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2+ 4.76% |
$122 - $135
|
44
$3.16K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
1.67MNew |
$103M - $114M
|
1.67M
$120M
|
|
|
Feb 14, 2024
Q4 2023
|
L1 Capital Pty LTD
Melbourne Vic 3000, C3 |
BUY
|
- |
322K+ 75.96% |
$20M - $22.1M
|
747K
$53.7M
|
|
|
Feb 12, 2024
Q4 2023
|
John Armitage
Egerton Capital (Uk) LLP
|
BUY
|
- |
201K+ 20.61% |
$12.4M - $13.7M
|
1.17M
$84.4M
|
|
|
Feb 13, 2024
Q4 2023
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
198KNew |
$12.3M - $13.6M
|
198K
$14.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
180KNew |
$11.2M - $12.3M
|
180K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
114K+ 177.45% |
$7.08M - $7.82M
|
178K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Paragon Associates & Paragon Associates Ii Joint Venture
Dallas, TX |
BUY
|
- |
40KNew |
$2.48M - $2.74M
|
40K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
30KNew |
$1.86M - $2.06M
|
30K
$2.16M
|
|
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
18.3KNew |
$1.13M - $1.25M
|
18.3K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
12.1KNew |
$748K - $827K
|
12.1K
$867K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
11K+ 73.02% |
$685K - $757K
|
26.2K
$1.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
11K+ 73.02% |
$685K - $757K
|
26.2K
$1.88M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
9KNew |
$558K - $617K
|
9K
$647K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
8.9KNew |
$552K - $610K
|
8.9K
$640K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
6.37KNew |
$395K - $436K
|
6.37K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
5.39KNew |
$335K - $370K
|
5.39K
$388K
|
|
|
Feb 06, 2024
Q4 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
4.2KNew |
$261K - $288K
|
4.2K
$302K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.75KNew |
$232K - $257K
|
3.75K
$269K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.72KNew |
$231K - $255K
|
3.72K
$267K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.55KNew |
$220K - $243K
|
3.55K
$255K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
3.27KNew |
$203K - $224K
|
3.27K
$235K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
3.25KNew |
$201K - $222K
|
3.25K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
3.12KNew |
$194K - $214K
|
3.12K
$224K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
3.06KNew |
$190K - $209K
|
3.06K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2K+ 27.59% |
$124K - $137K
|
9.25K
$665K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
1.5KNew |
$93.1K - $103K
|
1.5K
$108K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.3KNew |
$80.7K - $89.1K
|
1.3K
$93.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
1K+ 1.0% |
$62K - $68.6K
|
101K
$7.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
800+ 19.19% |
$49.6K - $54.8K
|
4.97K
$357K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
747+ 61.48% |
$46.3K - $51.2K
|
1.96K
$141K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
689New |
$42.7K - $47.2K
|
689
$49.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
605+ 916.67% |
$37.5K - $41.5K
|
671
$48.3K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
428New |
$26.6K - $29.3K
|
428
$30.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
379+ 8.52% |
$23.5K - $26K
|
4.83K
$347K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
323New |
$20K - $22.1K
|
323
$23.2K
|
|