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 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.79K- 7.63% |
$113K - $131K
|
21.7K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.83K- 0.68% |
$115K - $134K
|
265K
$19.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.85K- 19.32% |
$116K - $135K
|
7.71K
$554K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-1.85K- 20.83% |
$116K - $136K
|
7.04K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.88K- 2.91% |
$118K - $138K
|
62.6K
$4.5M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.88K- 5.45% |
$118K - $138K
|
32.6K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.91K- 1.09% |
$120K - $140K
|
173K
$12.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.94K- 1.51% |
$122K - $142K
|
127K
$9.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.95K- 22.7% |
$123K - $143K
|
6.64K
$478K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.96K- 41.14% |
$123K - $143K
|
2.8K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.96K- 20.29% |
$123K - $144K
|
7.7K
$554K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.02K- 7.66% |
$127K - $148K
|
24.3K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.04K- 7.48% |
$128K - $150K
|
25.3K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-2.06K- 25.03% |
$129K - $151K
|
6.16K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-2.1K- 2.31% |
$132K - $154K
|
88.8K
$6.39M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-2.15K- 5.82% |
$135K - $158K
|
34.8K
$2.5M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.19K- 40.86% |
$138K - $161K
|
3.18K
$228K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.21K- 25.35% |
$139K - $162K
|
6.5K
$467K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.23K- 13.2% |
$140K - $163K
|
14.6K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-2.23K- 13.43% |
$140K - $163K
|
14.4K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-2.27K- 22.15% |
$142K - $166K
|
7.97K
$573K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.39K- 35.67% |
$150K - $175K
|
4.32K
$310K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.43K- 12.92% |
$153K - $178K
|
16.4K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.43K- 38.27% |
$153K - $178K
|
3.92K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.46K- 33.7% |
$154K - $180K
|
4.84K
$348K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.47K- 6.59% |
$155K - $181K
|
35K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.47K- 26.07% |
$155K - $181K
|
7.02K
$505K
|
|
|
May 09, 2025
Q1 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-2.48K- 1.42% |
$156K - $181K
|
172K
$12.4M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.58K- 14.79% |
$162K - $189K
|
14.8K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.73K- 28.83% |
$172K - $200K
|
6.75K
$485K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-2.74K- 13.09% |
$172K - $201K
|
18.2K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.76K- 4.32% |
$173K - $202K
|
61.2K
$4.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.77K- 9.47% |
$174K - $203K
|
26.5K
$1.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.79K- 23.78% |
$175K - $205K
|
8.94K
$643K
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-2.8K- 8.03% |
$176K - $205K
|
32.1K
$2.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-2.83K- 21.86% |
$178K - $207K
|
10.1K
$727K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.96K- 35.39% |
$186K - $217K
|
5.4K
$388K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-2.97K- 49.11% |
$187K - $218K
|
3.08K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.97K- 19.71% |
$187K - $218K
|
12.1K
$870K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-3.02K- 0.3% |
$190K - $221K
|
1M
$72.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.19K- 17.67% |
$200K - $234K
|
14.8K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.27K- 2.22% |
$206K - $240K
|
144K
$10.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.29K- 10.46% |
$207K - $241K
|
28.2K
$2.03M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.33K- 4.98% |
$209K - $244K
|
63.5K
$4.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-3.39K- 13.74% |
$213K - $248K
|
21.3K
$1.53M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.39K- 33.27% |
$213K - $248K
|
6.8K
$489K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-3.46K- 6.56% |
$218K - $254K
|
49.3K
$3.54M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.48K- 3.41% |
$219K - $255K
|
98.7K
$7.1M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-3.51K- 10.63% |
$221K - $257K
|
29.5K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.8K- 5.46% |
$239K - $278K
|
65.8K
$4.73M
|