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 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-4.05K- 12.15% |
$255K - $297K
|
29.3K
$2.11M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-4.24K- 21.7% |
$266K - $311K
|
15.3K
$1.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-4.27K- 15.56% |
$268K - $313K
|
23.2K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.37K- 11.56% |
$274K - $320K
|
33.4K
$2.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-4.39K- 29.34% |
$276K - $321K
|
10.6K
$759K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.52K- 10.78% |
$284K - $332K
|
37.5K
$2.69M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.53K- 19.17% |
$284K - $332K
|
19.1K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-4.63K- 5.74% |
$291K - $339K
|
75.9K
$5.46M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-4.99K- 46.59% |
$313K - $365K
|
5.72K
$411K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-5.07K- 10.63% |
$319K - $372K
|
42.6K
$3.07M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-5.16K- 30.22% |
$324K - $378K
|
11.9K
$857K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.16K- 35.53% |
$324K - $378K
|
9.36K
$673K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-5.51K- 35.11% |
$346K - $404K
|
10.2K
$733K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.59K- 0.75% |
$352K - $410K
|
736K
$53M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-5.6K- 5.55% |
$352K - $410K
|
95.3K
$6.85M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-5.67K- 37.6% |
$356K - $416K
|
9.41K
$677K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-6.05K- 4.81% |
$380K - $443K
|
120K
$8.61M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.05K- 7.65% |
$380K - $443K
|
73.1K
$5.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-6.31K- 25.82% |
$397K - $463K
|
18.1K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.41K- 64.69% |
$403K - $469K
|
3.5K
$251K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-6.42K- 6.8% |
$404K - $471K
|
88K
$6.33M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-6.52K- 25.82% |
$410K - $478K
|
18.7K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.76K- 11.54% |
$425K - $495K
|
51.8K
$3.73M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.87K- 81.58% |
$431K - $503K
|
1.55K
$111K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-7.04K- 18.63% |
$442K - $516K
|
30.8K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-7.19K- 70.94% |
$452K - $527K
|
2.94K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-7.48K- 3.95% |
$470K - $548K
|
182K
$13.1M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7.96K- 2.17% |
$500K - $583K
|
359K
$25.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.33K- 4.44% |
$523K - $610K
|
179K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-8.86K- 0.53% |
$557K - $649K
|
1.66M
$119M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.28K- 2.79% |
$583K - $680K
|
324K
$23.3M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-9.55K- 3.44% |
$600K - $700K
|
268K
$19.3M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-9.89K- 8.43% |
$622K - $725K
|
108K
$7.73M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-9.94K- 2.86% |
$625K - $729K
|
337K
$24.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-9.98K- 50.07% |
$627K - $732K
|
9.96K
$716K
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-10.3K- 3.24% |
$650K - $758K
|
309K
$22.2M
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-10.4K- 25.64% |
$656K - $765K
|
30.3K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.9KClosed |
$686K - $800K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-11K- 11.46% |
$691K - $806K
|
85K
$6.11M
|
|
|
May 08, 2025
Q1 2025
|
Scp Investment, LP
|
SELL
|
- |
-12K- 43.17% |
$754K - $879K
|
15.8K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.1K- 18.04% |
$759K - $885K
|
54.8K
$3.94M
|
|
|
May 08, 2025
Q1 2025
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-12.2K- 1.85% |
$765K - $892K
|
647K
$46.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-12.5K- 33.48% |
$784K - $914K
|
24.8K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-12.7K- 31.91% |
$797K - $930K
|
27.1K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-12.7K- 15.75% |
$800K - $933K
|
68.1K
$4.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
SELL
|
- |
-12.8K- 26.01% |
$804K - $938K
|
36.4K
$2.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-15.9K- 58.38% |
$998K - $1.16M
|
11.3K
$814K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-15.9K- 81.22% |
$1M - $1.17M
|
3.69K
$265K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-16.4K- 4.15% |
$1.03M - $1.2M
|
378K
$27.2M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.8K- 12.79% |
$1.12M - $1.31M
|
122K
$8.75M
|