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 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-271- 88.27% |
$17K - $19.9K
|
36
$2.59K
|
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-274- 2.11% |
$17.2K - $20.1K
|
12.7K
$912K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-276- 2.07% |
$17.3K - $20.2K
|
13K
$937K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-278- 3.25% |
$17.5K - $20.4K
|
8.27K
$595K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-278- 2.31% |
$17.5K - $20.4K
|
11.8K
$847K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-283- 4.02% |
$17.8K - $20.7K
|
6.76K
$486K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-295- 2.61% |
$18.5K - $21.6K
|
11K
$793K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-295- 2.4% |
$18.5K - $21.6K
|
12K
$861K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-296- 5.36% |
$18.6K - $21.7K
|
5.23K
$376K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-325- 4.08% |
$20.4K - $23.8K
|
7.64K
$549K
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-325- 6.21% |
$20.4K - $23.8K
|
4.91K
$353K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-333- 1.99% |
$20.9K - $24.4K
|
16.4K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-336- 7.55% |
$21.1K - $24.6K
|
4.12K
$296K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-342- 1.47% |
$21.5K - $25.1K
|
23K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-345- 2.3% |
$21.7K - $25.3K
|
14.7K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-346- 28.34% |
$21.7K - $25.4K
|
875
$62.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-348- 1.47% |
$21.9K - $25.5K
|
23.4K
$1.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-350- 6.39% |
$22K - $25.7K
|
5.13K
$369K
|
|
|
Apr 16, 2025
Q1 2025
|
Albert D Mason Inc
|
SELL
|
- |
-350- 4.52% |
$22K - $25.7K
|
7.39K
$532K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-350- 2.01% |
$22K - $25.7K
|
17.1K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-358- 3.12% |
$22.5K - $26.2K
|
11.1K
$801K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-367- 3.32% |
$23.1K - $26.9K
|
10.7K
$770K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-368- 9.24% |
$23.1K - $27K
|
3.61K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-372- 0.98% |
$23.4K - $27.3K
|
37.6K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-381- 6.59% |
$23.9K - $27.9K
|
5.4K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-385- 4.06% |
$24.2K - $28.2K
|
9.11K
$655K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-399- 10.74% |
$25.1K - $29.2K
|
3.32K
$238K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-400- 44.79% |
$25.1K - $29.3K
|
493
$35.5K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-400- 40.0% |
$25.1K - $29.3K
|
600
$43.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-406- 3.66% |
$25.5K - $29.8K
|
10.7K
$769K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-408- 3.2% |
$25.6K - $29.9K
|
12.3K
$888K
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-410- 2.92% |
$25.8K - $30K
|
13.6K
$981K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-415- 0.43% |
$26.1K - $30.4K
|
95.6K
$6.88M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-420- 7.22% |
$26.4K - $30.8K
|
5.4K
$388K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-425- 2.15% |
$26.7K - $31.1K
|
19.4K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-429- 1.12% |
$27K - $31.4K
|
38K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-442- 0.09% |
$27.8K - $32.4K
|
505K
$36.3M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-444- 5.62% |
$27.9K - $32.5K
|
7.45K
$536K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-447- 5.71% |
$28.1K - $32.8K
|
7.39K
$531K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-458- 16.45% |
$28.8K - $33.6K
|
2.33K
$167K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-466- 3.78% |
$29.3K - $34.2K
|
11.9K
$853K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-477- 4.74% |
$30K - $35K
|
9.59K
$690K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-480- 5.87% |
$30.2K - $35.2K
|
7.7K
$554K
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-480- 0.14% |
$30.2K - $35.2K
|
339K
$24.4M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-483- 2.11% |
$30.4K - $35.4K
|
22.4K
$1.61M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-503- 5.15% |
$31.6K - $36.9K
|
9.27K
$666K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-523- 5.27% |
$32.9K - $38.3K
|
9.4K
$676K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-524- 3.35% |
$32.9K - $38.4K
|
15.1K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-529- 7.27% |
$33.2K - $38.8K
|
6.75K
$485K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-530- 5.83% |
$33.3K - $38.8K
|
8.56K
$616K
|