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 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-534- 7.33% |
$33.6K - $39.1K
|
6.75K
$485K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-536- 1.49% |
$33.7K - $39.3K
|
35.4K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-541- 25.23% |
$34K - $39.6K
|
1.6K
$115K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-544- 1.47% |
$34.2K - $39.9K
|
36.4K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-546- 61.14% |
$34.3K - $40K
|
347
$25K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-562- 2.6% |
$35.3K - $41.2K
|
21K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-582- 3.57% |
$36.6K - $42.7K
|
15.7K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-585- 10.9% |
$36.8K - $42.9K
|
4.78K
$344K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-596- 16.42% |
$37.5K - $43.7K
|
3.03K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-597- 17.17% |
$37.5K - $43.8K
|
2.88K
$207K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-600- 3.72% |
$37.7K - $44K
|
15.5K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-614- 2.96% |
$38.6K - $45K
|
20.2K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-617- 2.59% |
$38.8K - $45.2K
|
23.2K
$1.67M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-620- 9.66% |
$39K - $45.4K
|
5.8K
$417K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-625- 15.83% |
$39.3K - $45.8K
|
3.32K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-625- 15.77% |
$39.3K - $45.8K
|
3.34K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-627- 0.35% |
$39.4K - $46K
|
178K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-629- 8.99% |
$39.5K - $46.1K
|
6.37K
$458K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-630- 14.38% |
$39.6K - $46.2K
|
3.75K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-633- 3.32% |
$39.8K - $46.4K
|
18.4K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-636- 2.99% |
$40K - $46.6K
|
20.6K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-640- 4.04% |
$40.2K - $46.9K
|
15.2K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-667- 34.85% |
$41.9K - $48.9K
|
1.25K
$89.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-669- 5.17% |
$42K - $49K
|
12.3K
$883K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-670- 16.77% |
$42.1K - $49.1K
|
3.33K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-674- 1.41% |
$42.4K - $49.4K
|
47.1K
$3.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-675- 14.47% |
$42.4K - $49.5K
|
3.99K
$287K
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-677- 13.91% |
$42.5K - $49.6K
|
4.19K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-696- 39.52% |
$43.7K - $51K
|
1.07K
$76.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-700- 14.46% |
$44K - $51.3K
|
4.14K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-700- 15.64% |
$44K - $51.3K
|
3.78K
$271K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-704- 2.67% |
$44.2K - $51.6K
|
25.7K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-705- 13.68% |
$44.3K - $51.7K
|
4.45K
$320K
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-750- 6.96% |
$47.1K - $55K
|
10K
$721K
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-765- 1.43% |
$48.1K - $56.1K
|
52.7K
$3.79M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-767- 7.82% |
$48.2K - $56.2K
|
9.04K
$650K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-782- 31.13% |
$49.1K - $57.3K
|
1.73K
$124K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-795- 3.85% |
$50K - $58.3K
|
19.9K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-801- 6.84% |
$50.3K - $58.7K
|
10.9K
$785K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-826- 1.79% |
$51.9K - $60.5K
|
45.3K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-831- 9.35% |
$52.2K - $60.9K
|
8.06K
$579K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-837- 3.73% |
$52.6K - $61.3K
|
21.6K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-838- 14.39% |
$52.7K - $61.4K
|
4.99K
$359K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-846- 11.34% |
$53.2K - $62K
|
6.62K
$476K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-853- 8.73% |
$53.6K - $62.5K
|
8.91K
$641K
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-866- 11.25% |
$54.4K - $63.5K
|
6.84K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-880- 2.37% |
$55.3K - $64.5K
|
36.2K
$2.6M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-899- 9.68% |
$56.5K - $65.9K
|
8.39K
$603K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-924- 17.61% |
$58.1K - $67.7K
|
4.32K
$311K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-930- 3.68% |
$58.4K - $68.2K
|
24.3K
$1.75M
|