Purchases and Sales Made in Q1 2025 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q1 2025. The information is specifically focused on institutions that hold shares of Shell plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
247+ 7.11% |
$15.5K - $18.1K
|
3.72K
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
247+ 0.36% |
$15.5K - $18.1K
|
69.6K
$5M
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
245+ 0.85% |
$15.4K - $18K
|
29K
$2.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
245+ 2.62% |
$15.4K - $18K
|
9.61K
$691K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
243+ 1.14% |
$15.3K - $17.8K
|
21.5K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
235+ 4.67% |
$14.8K - $17.2K
|
5.26K
$379K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
235+ 2.59% |
$14.8K - $17.2K
|
9.3K
$669K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
235New |
$14.8K - $17.2K
|
235
$16.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
231+ 2.18% |
$14.5K - $16.9K
|
10.8K
$780K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
230+ 6.09% |
$14.5K - $16.9K
|
4.01K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
230+ 0.21% |
$14.5K - $16.9K
|
111K
$7.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
226+ 1.11% |
$14.2K - $16.6K
|
20.6K
$1.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
224+ 2.47% |
$14.1K - $16.4K
|
9.28K
$667K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
221+ 6.21% |
$13.9K - $16.2K
|
3.78K
$272K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
214+ 1.94% |
$13.4K - $15.7K
|
11.2K
$808K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
213+ 102.9% |
$13.4K - $15.6K
|
420
$30.2K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
212+ 2.85% |
$13.3K - $15.5K
|
7.65K
$550K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
209+ 6.47% |
$13.1K - $15.3K
|
3.44K
$247K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
209+ 9.68% |
$13.1K - $15.3K
|
2.37K
$170K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
208+ 0.09% |
$13.1K - $15.2K
|
236K
$16.9M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
202+ 1.97% |
$12.7K - $14.8K
|
10.5K
$752K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
201New |
$12.6K - $14.7K
|
201
$14.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
199+ 0.66% |
$12.5K - $14.6K
|
30.5K
$2.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
197+ 11.76% |
$12.4K - $14.4K
|
1.87K
$135K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
194New |
$12.2K - $14.2K
|
194
$14K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
193+ 3.59% |
$12.1K - $14.1K
|
5.57K
$401K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
192+ 0.99% |
$12.1K - $14.1K
|
19.5K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
190+ 0.08% |
$11.9K - $13.9K
|
235K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
187+ 1.78% |
$11.8K - $13.7K
|
10.7K
$769K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
186+ 5.44% |
$11.7K - $13.6K
|
3.61K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
183+ 6.99% |
$11.5K - $13.4K
|
2.8K
$202K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
182New |
$11.4K - $13.3K
|
182
$13.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
181+ 103.43% |
$11.4K - $13.3K
|
356
$25.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
173+ 5.1% |
$10.9K - $12.7K
|
3.56K
$256K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
170+ 2.41% |
$10.7K - $12.5K
|
7.24K
$520K
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
165+ 5.05% |
$10.4K - $12.1K
|
3.43K
$247K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
165New |
$10.4K - $12.1K
|
165
$11.9K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
164+ 3.9% |
$10.3K - $12K
|
4.37K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
162+ 2.0% |
$10.2K - $11.9K
|
8.25K
$593K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
160New |
$10.1K - $11.7K
|
160
$11.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
152+ 0.45% |
$9.55K - $11.1K
|
34.2K
$2.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
144+ 0.94% |
$9.05K - $10.6K
|
15.5K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
143New |
$8.99K - $10.5K
|
143
$10.3K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
135New |
$8.48K - $9.89K
|
135
$9.71K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
134+ 1.8% |
$8.42K - $9.82K
|
7.58K
$545K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
129+ 0.88% |
$8.11K - $9.45K
|
14.8K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
128+ 91.43% |
$8.04K - $9.38K
|
268
$19.3K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
125New |
$7.86K - $9.16K
|
125
$8.99K
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
123+ 1.37% |
$7.73K - $9.01K
|
9.07K
$653K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
123+ 0.86% |
$7.73K - $9.01K
|
14.4K
$1.03M
|