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 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
122New |
$7.67K - $8.94K
|
122
$8.77K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
122New |
$7.67K - $8.94K
|
122
$8.77K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
121+ 2.84% |
$7.6K - $8.87K
|
4.38K
$315K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
120+ 166.67% |
$7.54K - $8.79K
|
192
$13.8K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
116+ 1.89% |
$7.29K - $8.5K
|
6.26K
$450K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
115+ 1.44% |
$7.23K - $8.43K
|
8.09K
$582K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
113New |
$7.1K - $8.28K
|
113
$8.13K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
112+ 0.03% |
$7.04K - $8.21K
|
381K
$27.4M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
112New |
$7.04K - $8.21K
|
112
$8.06K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
111+ 1.16% |
$6.98K - $8.14K
|
9.71K
$698K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
109+ 3.07% |
$6.85K - $7.99K
|
3.66K
$263K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
102+ 3.09% |
$6.41K - $7.48K
|
3.4K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
101+ 3.3% |
$6.35K - $7.4K
|
3.16K
$227K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
100New |
$6.28K - $7.33K
|
100
$7.19K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
100New |
$6.28K - $7.33K
|
100
$7.19K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
100+ 0.99% |
$6.28K - $7.33K
|
10.2K
$736K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
100+ 0.92% |
$6.28K - $7.33K
|
11K
$791K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
98+ 1.78% |
$6.16K - $7.18K
|
5.61K
$403K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
96+ 1.79% |
$6.03K - $7.04K
|
5.47K
$394K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
95+ 1.72% |
$5.97K - $6.96K
|
5.61K
$404K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
95+ 1.21% |
$5.97K - $6.96K
|
7.94K
$571K
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
94+ 0.26% |
$5.91K - $6.89K
|
36.1K
$2.59M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
94+ 2.65% |
$5.91K - $6.89K
|
3.64K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
94+ 2.41% |
$5.91K - $6.89K
|
3.99K
$287K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
92+ 1.91% |
$5.78K - $6.74K
|
4.91K
$353K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
90+ 0.43% |
$5.66K - $6.6K
|
21.1K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
86New |
$5.4K - $6.3K
|
86
$6.19K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
85+ 2.68% |
$5.34K - $6.23K
|
3.26K
$234K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
83+ 2.74% |
$5.22K - $6.08K
|
3.11K
$224K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
83New |
$5.22K - $6.08K
|
83
$5.97K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
82+ 1.84% |
$5.15K - $6.01K
|
4.54K
$326K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
81New |
$5.09K - $5.94K
|
81
$5.83K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
80+ 1.43% |
$5.03K - $5.86K
|
5.67K
$408K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
75+ 0.28% |
$4.71K - $5.5K
|
26.6K
$1.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
71+ 16.03% |
$4.46K - $5.2K
|
514
$37K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
67+ 0.35% |
$4.21K - $4.91K
|
19K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
66+ 3.0% |
$4.15K - $4.84K
|
2.27K
$163K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
65+ 16.25% |
$4.08K - $4.76K
|
465
$33.4K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
65+ 0.77% |
$4.08K - $4.76K
|
8.48K
$610K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
64+ 0.74% |
$4.02K - $4.69K
|
8.71K
$627K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
63+ 5.2% |
$3.96K - $4.62K
|
1.28K
$91.7K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
62+ 0.25% |
$3.9K - $4.54K
|
24.6K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
61+ 1.53% |
$3.83K - $4.47K
|
4.05K
$291K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
60+ 0.35% |
$3.77K - $4.4K
|
17K
$1.22M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
58New |
$3.64K - $4.25K
|
58
$4.17K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
57New |
$3.58K - $4.18K
|
57
$4.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
52+ 0.39% |
$3.27K - $3.81K
|
13.5K
$974K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
52+ 1.28% |
$3.27K - $3.81K
|
4.1K
$295K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
52+ 0.86% |
$3.27K - $3.81K
|
6.11K
$439K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
51New |
$3.2K - $3.74K
|
51
$3.67K
|