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 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-950- 6.49% |
$59.7K - $69.6K
|
13.7K
$985K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-953- 3.12% |
$59.9K - $69.8K
|
29.6K
$2.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-955- 5.77% |
$60K - $70K
|
15.6K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-963- 6.45% |
$60.5K - $70.6K
|
14K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-986- 1.52% |
$62K - $72.3K
|
63.8K
$4.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-993- 12.95% |
$62.4K - $72.8K
|
6.67K
$480K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-1K- 0.63% |
$62.8K - $73.3K
|
157K
$11.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.01K- 10.47% |
$63.6K - $74.2K
|
8.65K
$622K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.02K- 2.05% |
$63.8K - $74.5K
|
48.6K
$3.5M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.04K- 5.76% |
$65.6K - $76.5K
|
17.1K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.05K- 4.12% |
$66.2K - $77.2K
|
24.5K
$1.76M
|
|
|
May 06, 2025
Q1 2025
|
Reik & Co., LLC
|
SELL
|
- |
-1.07K- 2.36% |
$66.9K - $78.1K
|
44K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.1K- 7.18% |
$69.2K - $80.8K
|
14.2K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.1K- 4.28% |
$69.4K - $80.9K
|
24.7K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-1.12K- 16.71% |
$70.3K - $82K
|
5.58K
$401K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.13K- 31.72% |
$70.8K - $82.6K
|
2.43K
$174K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.13K- 2.79% |
$71.1K - $83K
|
39.4K
$2.83M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.14K- 0.79% |
$71.4K - $83.3K
|
143K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.2K- 8.81% |
$75.5K - $88K
|
12.4K
$894K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.24K- 0.72% |
$78.1K - $91.1K
|
172K
$12.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.28K- 42.67% |
$80.4K - $93.8K
|
1.72K
$124K
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-1.29K- 0.11% |
$81.1K - $94.6K
|
1.21M
$87.2M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.3K- 1.29% |
$81.4K - $95K
|
99.1K
$7.12M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.3K- 16.6% |
$81.9K - $95.6K
|
6.55K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.34K- 20.62% |
$84K - $98K
|
5.15K
$370K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.34K- 23.66% |
$84.3K - $98.3K
|
4.33K
$311K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.37K- 5.97% |
$86.3K - $101K
|
21.6K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.38K- 3.14% |
$86.4K - $101K
|
42.5K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-1.38K- 0.44% |
$86.7K - $101K
|
310K
$22.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.4K- 1.77% |
$88K - $103K
|
77.7K
$5.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.41K- 20.29% |
$88.3K - $103K
|
5.52K
$397K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1.43K- 2.36% |
$89.5K - $104K
|
58.9K
$4.24M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.43K- 24.13% |
$89.7K - $105K
|
4.49K
$323K
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-1.46K- 24.8% |
$91.7K - $107K
|
4.43K
$318K
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1.47K- 0.27% |
$92.4K - $108K
|
536K
$38.5M
|
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-1.47K- 7.6% |
$92.4K - $108K
|
17.9K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-1.51K- 79.04% |
$94.8K - $111K
|
400
$28.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.52K- 1.56% |
$95.5K - $111K
|
95.9K
$6.9M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-1.53K- 1.86% |
$96.1K - $112K
|
80.6K
$5.8M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-1.55K- 9.68% |
$97.2K - $113K
|
14.4K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.57K- 4.48% |
$98.9K - $115K
|
33.6K
$2.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.58K- 4.28% |
$99K - $115K
|
35.2K
$2.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.6K- 59.33% |
$101K - $117K
|
1.1K
$79K
|
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.63K- 9.3% |
$103K - $120K
|
15.9K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-1.65K- 2.27% |
$104K - $121K
|
71.1K
$5.11M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.65K- 17.01% |
$104K - $121K
|
8.06K
$580K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.67K- 5.46% |
$105K - $122K
|
28.9K
$2.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.7K- 4.04% |
$107K - $125K
|
40.4K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.75K- 2.39% |
$110K - $128K
|
71.5K
$5.14M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.78K- 5.2% |
$112K - $131K
|
32.5K
$2.34M
|