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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-57- 1.44% |
$3.58K - $4.18K
|
3.89K
$280K
|
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-58- 0.07% |
$3.64K - $4.25K
|
81.4K
$5.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-60- 4.01% |
$3.77K - $4.4K
|
1.44K
$103K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-60- 10.95% |
$3.77K - $4.4K
|
488
$35.1K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-60- 0.52% |
$3.77K - $4.4K
|
11.6K
$834K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-61- 1.76% |
$3.83K - $4.47K
|
3.41K
$245K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-64- 1.43% |
$4.02K - $4.69K
|
4.41K
$317K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-65- 0.83% |
$4.08K - $4.76K
|
7.76K
$558K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-67- 0.03% |
$4.21K - $4.91K
|
245K
$17.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-69- 0.46% |
$4.34K - $5.06K
|
14.9K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-70- 0.43% |
$4.4K - $5.13K
|
16.2K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-71- 2.05% |
$4.46K - $5.2K
|
3.4K
$244K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-73- 0.3% |
$4.59K - $5.35K
|
24.4K
$1.76M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-74- 1.53% |
$4.65K - $5.42K
|
4.75K
$342K
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
SELL
|
- |
-75- 0.13% |
$4.71K - $5.5K
|
55.9K
$4.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-75- 7.31% |
$4.71K - $5.5K
|
951
$68.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-75- 1.04% |
$4.71K - $5.5K
|
7.12K
$512K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-75- 0.3% |
$4.71K - $5.5K
|
24.8K
$1.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-76- 2.12% |
$4.78K - $5.57K
|
3.51K
$252K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-76- 0.93% |
$4.78K - $5.57K
|
8.07K
$580K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-80- 1.35% |
$5.03K - $5.86K
|
5.86K
$421K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-81- 0.77% |
$5.09K - $5.94K
|
10.4K
$749K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-83- 1.42% |
$5.22K - $6.08K
|
5.78K
$416K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-83- 1.32% |
$5.22K - $6.08K
|
6.19K
$445K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-85- 2.42% |
$5.34K - $6.23K
|
3.43K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-87- 1.16% |
$5.47K - $6.38K
|
7.44K
$535K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-89- 0.1% |
$5.59K - $6.52K
|
84.8K
$6.1M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-90- 0.53% |
$5.66K - $6.6K
|
16.9K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-96- 0.95% |
$6.03K - $7.04K
|
9.96K
$716K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-96- 2.74% |
$6.03K - $7.04K
|
3.41K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-96- 0.9% |
$6.03K - $7.04K
|
10.6K
$761K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-97- 1.65% |
$6.1K - $7.11K
|
5.79K
$416K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-100- 1.07% |
$6.28K - $7.33K
|
9.23K
$663K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-100- 0.16% |
$6.28K - $7.33K
|
63.1K
$4.54M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-100Closed |
$6.28K - $7.33K
|
0
$0
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 1.92% |
$6.28K - $7.33K
|
5.1K
$367K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-101- 2.75% |
$6.35K - $7.4K
|
3.58K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-102- 0.43% |
$6.41K - $7.48K
|
23.7K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-107- 0.45% |
$6.72K - $7.84K
|
23.5K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-107- 3.32% |
$6.72K - $7.84K
|
3.12K
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-109- 2.38% |
$6.85K - $7.99K
|
4.48K
$322K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-110- 10.89% |
$6.91K - $8.06K
|
900
$64.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-116- 81.69% |
$7.29K - $8.5K
|
26
$1.87K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-117- 0.62% |
$7.35K - $8.57K
|
18.7K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-120- 0.51% |
$7.54K - $8.79K
|
23.3K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-120- 1.76% |
$7.54K - $8.79K
|
6.71K
$482K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-125- 24.18% |
$7.86K - $9.16K
|
392
$28.2K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-125- 44.64% |
$7.86K - $9.16K
|
155
$11.1K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-128- 31.84% |
$8.04K - $9.38K
|
274
$19.7K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-131- 0.06% |
$8.23K - $9.6K
|
217K
$15.6M
|