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 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
14+ 8.64% |
$880 - $1.03K
|
176
$12.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
14+ 2.23% |
$880 - $1.03K
|
643
$46.2K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
13+ 0.33% |
$817 - $953
|
3.93K
$283K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12New |
$754 - $879
|
12
$863
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
10+ 0.13% |
$628 - $733
|
7.69K
$553K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10+ 0.28% |
$628 - $733
|
3.63K
$261K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
10+ 0.16% |
$628 - $733
|
6.2K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
10+ 0.15% |
$628 - $733
|
6.47K
$465K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
9+ 0.27% |
$566 - $660
|
3.3K
$237K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.12% |
$566 - $660
|
7.61K
$547K
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
BUY
|
- |
9+ 0.27% |
$566 - $660
|
3.3K
$237K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
9New |
$566 - $660
|
9
$647
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
9+ 0.15% |
$566 - $660
|
5.95K
$428K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
8+ 0.18% |
$503 - $586
|
4.53K
$325K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
8+ 0.04% |
$503 - $586
|
20.9K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
7+ 0.22% |
$440 - $513
|
3.19K
$229K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
7+ 0.17% |
$440 - $513
|
4.03K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
7+ 0.09% |
$440 - $513
|
7.71K
$555K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6+ 0.16% |
$377 - $440
|
3.73K
$268K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
6+ 0.85% |
$377 - $440
|
716
$51.5K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6+ 0.07% |
$377 - $440
|
9.1K
$654K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
5New |
$314 - $366
|
5
$360
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
5+ 0.48% |
$314 - $366
|
1.05K
$75.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
5+ 0.13% |
$314 - $366
|
3.99K
$287K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5+ 0.16% |
$314 - $366
|
3.19K
$229K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 0.83% |
$314 - $366
|
608
$43.7K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 1.08% |
$314 - $366
|
467
$33.6K
|
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
5+ 0.13% |
$314 - $366
|
3.98K
$286K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4+ 0.02% |
$251 - $293
|
19.1K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
4+ 0.03% |
$251 - $293
|
12.7K
$912K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3+ 0.01% |
$189 - $220
|
27.2K
$1.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.06% |
$189 - $220
|
5.34K
$384K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
3+ 0.03% |
$189 - $220
|
11.6K
$837K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3+ 0.46% |
$189 - $220
|
654
$47K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3+ 0.08% |
$189 - $220
|
3.78K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3+ 0.89% |
$189 - $220
|
341
$24.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2+ 0.77% |
$126 - $147
|
262
$18.8K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
2+ 0.05% |
$126 - $147
|
4.37K
$314K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 28.57% |
$126 - $147
|
9
$647
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.03% |
$126 - $147
|
6.19K
$445K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.02% |
$126 - $147
|
12.7K
$914K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
2+ 0.06% |
$126 - $147
|
3.29K
$237K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$62.8 - $73.3
|
4.38K
$315K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1+ 0.02% |
$62.8 - $73.3
|
4.11K
$296K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 0.75% |
$62.8 - $73.3
|
135
$9.71K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.95% |
$62.8 - $73.3
|
106
$7.62K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.17% |
$62.8 - $73.3
|
582
$41.9K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.2% |
$62.8 - $73.3
|
507
$36.5K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.82% |
$62.8 - $73.3
|
123
$8.85K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|