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 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-1- 0.03% |
$62.8 - $73.3
|
3.72K
$268K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 2.22% |
$62.8 - $73.3
|
44
$3.16K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1- 0.02% |
$62.8 - $73.3
|
4.47K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.02% |
$62.8 - $73.3
|
4.58K
$329K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-2- 0.01% |
$126 - $147
|
30.7K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-3- 0.09% |
$189 - $220
|
3.44K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-3- 0.28% |
$189 - $220
|
1.07K
$77.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-5- 1.01% |
$314 - $366
|
490
$35.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 0.13% |
$314 - $366
|
3.9K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-5- 0.34% |
$314 - $366
|
1.47K
$106K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-5- 0.09% |
$314 - $366
|
5.72K
$411K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-11- 1.49% |
$691 - $806
|
728
$52.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-11- 0.31% |
$691 - $806
|
3.58K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Orion Investment CO
St. Louis, MO |
SELL
|
- |
-12- 0.15% |
$754 - $879
|
7.99K
$575K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14- 0.05% |
$880 - $1.03K
|
30.8K
$2.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-16- 0.19% |
$1.01K - $1.17K
|
8.61K
$619K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19- 0.2% |
$1.19K - $1.39K
|
9.33K
$671K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-19- 0.08% |
$1.19K - $1.39K
|
22.4K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-21- 0.27% |
$1.32K - $1.54K
|
7.88K
$567K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.06% |
$1.32K - $1.54K
|
33.6K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-21- 5.66% |
$1.32K - $1.54K
|
350
$25.2K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-22- 0.46% |
$1.38K - $1.61K
|
4.72K
$339K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-23- 0.59% |
$1.45K - $1.69K
|
3.9K
$280K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-25- 13.16% |
$1.57K - $1.83K
|
165
$11.9K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-26- 0.24% |
$1.63K - $1.91K
|
10.7K
$770K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-26- 0.56% |
$1.63K - $1.91K
|
4.64K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-27- 16.98% |
$1.7K - $1.98K
|
132
$9.49K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-29- 0.6% |
$1.82K - $2.13K
|
4.8K
$345K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-29- 13.94% |
$1.82K - $2.13K
|
179
$12.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-30- 35.71% |
$1.89K - $2.2K
|
54
$3.88K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-30- 0.6% |
$1.89K - $2.2K
|
5K
$359K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-31- 0.47% |
$1.95K - $2.27K
|
6.5K
$467K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-32- 0.59% |
$2.01K - $2.35K
|
5.42K
$390K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
SELL
|
- |
-34- 0.98% |
$2.14K - $2.49K
|
3.44K
$247K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-37- 0.45% |
$2.33K - $2.71K
|
8.26K
$594K
|
|
|
May 13, 2025
Q1 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-37- 0.39% |
$2.33K - $2.71K
|
9.48K
$682K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-37- 0.3% |
$2.33K - $2.71K
|
12.4K
$893K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-40- 1.67% |
$2.51K - $2.93K
|
2.35K
$169K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-41- 0.13% |
$2.58K - $3K
|
31.2K
$2.24M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-42- 0.7% |
$2.64K - $3.08K
|
5.94K
$427K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-45- 0.65% |
$2.83K - $3.3K
|
6.83K
$491K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-45- 0.57% |
$2.83K - $3.3K
|
7.92K
$569K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-46- 0.69% |
$2.89K - $3.37K
|
6.6K
$475K
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-50- 1.24% |
$3.14K - $3.66K
|
3.99K
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-51- 0.57% |
$3.2K - $3.74K
|
8.89K
$639K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-53- 1.36% |
$3.33K - $3.88K
|
3.84K
$276K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-53- 5.4% |
$3.33K - $3.88K
|
928
$66.7K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-54- 1.11% |
$3.39K - $3.96K
|
4.83K
$347K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-55- 29.57% |
$3.46K - $4.03K
|
131
$9.42K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-55- 0.93% |
$3.46K - $4.03K
|
5.85K
$421K
|