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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
291+ 43.76% |
$18.1K - $19.9K
|
956
$68.8K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
265New |
$16.4K - $18.2K
|
265
$19.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
244New |
$15.1K - $16.7K
|
244
$17.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
189New |
$11.7K - $13K
|
189
$13.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
174+ 1.49% |
$10.8K - $11.9K
|
11.9K
$855K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
139New |
$8.62K - $9.53K
|
139
$10K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
138New |
$8.56K - $9.46K
|
138
$9.92K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
107New |
$6.64K - $7.33K
|
107
$7.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
100New |
$6.2K - $6.86K
|
100
$7.19K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
76New |
$4.72K - $5.21K
|
76
$5.47K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
75New |
$4.65K - $5.14K
|
75
$5.39K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
66+ 1.84% |
$4.09K - $4.52K
|
3.65K
$263K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
66New |
$4.09K - $4.52K
|
66
$4.75K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
60New |
$3.72K - $4.11K
|
60
$4.32K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
50New |
$3.1K - $3.43K
|
50
$3.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
47+ 85.45% |
$2.92K - $3.22K
|
102
$7.34K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
21+ 0.55% |
$1.3K - $1.44K
|
3.87K
$278K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
17New |
$1.05K - $1.17K
|
17
$1.22K
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
8+ 0.11% |
$496 - $548
|
7.43K
$534K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6New |
$372 - $411
|
6
$432
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.15MNew |
$67.2M - $75.5M
|
1.15M
$82.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
835KNew |
$48.9M - $55M
|
835K
$60M
|
|
|
Oct 25, 2023
Q3 2023
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
45KNew |
$2.63M - $2.96M
|
45K
$3.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Sal Trading, LLC
Wilmington, DE |
BUY
|
- |
20.1KNew |
$1.18M - $1.32M
|
20.1K
$1.45M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.5K+ 10.23% |
$617K - $694K
|
114K
$8.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
9.43KNew |
$552K - $621K
|
9.43K
$678K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
6.67KNew |
$390K - $439K
|
6.67K
$479K
|
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
6KNew |
$351K - $395K
|
6K
$432K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.99K+ 12.03% |
$292K - $329K
|
46.5K
$3.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.46KNew |
$261K - $293K
|
4.46K
$321K
|
|
|
Nov 01, 2023
Q3 2023
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
3.98KNew |
$233K - $262K
|
3.98K
$286K
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
3.53KNew |
$206K - $232K
|
3.53K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.45KNew |
$202K - $227K
|
3.45K
$248K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
3.31KNew |
$194K - $218K
|
3.31K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
3.3KNew |
$193K - $217K
|
3.3K
$237K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.25KNew |
$190K - $214K
|
3.25K
$234K
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.2KNew |
$187K - $211K
|
3.2K
$230K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.14KNew |
$184K - $206K
|
3.14K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
921+ 16.39% |
$53.9K - $60.6K
|
6.54K
$470K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
810+ 22.11% |
$47.4K - $53.3K
|
4.47K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
784+ 1.71% |
$45.9K - $51.6K
|
46.8K
$3.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
775+ 12.72% |
$45.4K - $51K
|
6.87K
$494K
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
720+ 6.56% |
$42.1K - $47.4K
|
11.7K
$841K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
670+ 670.0% |
$39.2K - $44.1K
|
770
$55.4K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
402New |
$23.5K - $26.5K
|
402
$28.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
400New |
$23.4K - $26.3K
|
400
$28.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
370New |
$21.7K - $24.4K
|
370
$26.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
300New |
$17.6K - $19.7K
|
300
$21.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
300New |
$17.6K - $19.7K
|
300
$21.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
216+ 3.18% |
$12.6K - $14.2K
|
7.02K
$505K
|
|