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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.1K+ 31.34% |
$69.1K - $80.6K
|
4.61K
$332K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.09K+ 17.78% |
$68.7K - $80.1K
|
7.24K
$521K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.06K+ 1.8% |
$66.5K - $77.5K
|
59.9K
$4.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1K+ 46.75% |
$62.8K - $73.3K
|
3.14K
$226K
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
999+ 4.23% |
$62.8K - $73.2K
|
24.6K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
994+ 8.95% |
$62.5K - $72.9K
|
12.1K
$870K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
992+ 5.65% |
$62.3K - $72.7K
|
18.6K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
989+ 3.93% |
$62.1K - $72.5K
|
26.1K
$1.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
987+ 23.27% |
$62K - $72.3K
|
5.23K
$376K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
951+ 14.06% |
$59.8K - $69.7K
|
7.71K
$555K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
951New |
$59.8K - $69.7K
|
951
$68.4K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
917+ 2.22% |
$57.6K - $67.2K
|
42.2K
$3.03M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
893+ 2.25% |
$56.1K - $65.4K
|
40.6K
$2.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
891+ 24.61% |
$56K - $65.3K
|
4.51K
$325K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
846+ 1.66% |
$53.2K - $62K
|
51.9K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
838New |
$52.7K - $61.4K
|
838
$60.3K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
838+ 3.47% |
$52.7K - $61.4K
|
25K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
824+ 46.71% |
$51.8K - $60.4K
|
2.59K
$186K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
815+ 4.4% |
$51.2K - $59.7K
|
19.3K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
801+ 7.26% |
$50.3K - $58.7K
|
11.8K
$852K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
801New |
$50.3K - $58.7K
|
801
$57.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
797+ 8.17% |
$50.1K - $58.4K
|
10.6K
$759K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
791+ 11.92% |
$49.7K - $58K
|
7.43K
$534K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
790+ 4.03% |
$49.6K - $57.9K
|
20.4K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
788+ 13.9% |
$49.5K - $57.8K
|
6.46K
$465K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
787+ 4.94% |
$49.5K - $57.7K
|
16.7K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
776+ 16.1% |
$48.8K - $56.9K
|
5.6K
$403K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
765+ 20.48% |
$48.1K - $56.1K
|
4.5K
$324K
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
750+ 0.19% |
$47.1K - $55K
|
395K
$28.4M
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
BUY
|
- |
750+ 7.23% |
$47.1K - $55K
|
11.1K
$800K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
730+ 521.43% |
$45.9K - $53.5K
|
870
$62.6K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
727New |
$45.7K - $53.3K
|
727
$52.3K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
721+ 6.97% |
$45.3K - $52.8K
|
11.1K
$796K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
711+ 447.17% |
$44.7K - $52.1K
|
870
$62.6K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
697+ 4.92% |
$43.8K - $51.1K
|
14.9K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
685+ 5.92% |
$43K - $50.2K
|
12.3K
$882K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
682+ 6.61% |
$42.9K - $50K
|
11K
$791K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
668+ 0.26% |
$42K - $49K
|
254K
$18.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
664New |
$41.7K - $48.7K
|
664
$47.8K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
654+ 10.29% |
$41.1K - $47.9K
|
7.01K
$504K
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
650+ 8.19% |
$40.8K - $47.6K
|
8.59K
$617K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
645+ 1.97% |
$40.5K - $47.3K
|
33.4K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
637+ 6.84% |
$40K - $46.7K
|
9.95K
$716K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
627+ 8.36% |
$39.4K - $46K
|
8.13K
$584K
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
625+ 0.73% |
$39.3K - $45.8K
|
86K
$6.19M
|
|
|
May 09, 2025
Q1 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
625+ 1.44% |
$39.3K - $45.8K
|
44.1K
$3.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
594+ 7.6% |
$37.3K - $43.5K
|
8.41K
$605K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
585+ 2.43% |
$36.8K - $42.9K
|
24.6K
$1.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
581+ 347.9% |
$36.5K - $42.6K
|
748
$53.8K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
580+ 14.87% |
$36.4K - $42.5K
|
4.48K
$322K
|