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
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.6K+ 54.65% |
$855K - $997K
|
38.5K
$2.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
13.6K+ 15.11% |
$854K - $996K
|
104K
$7.45M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.5K+ 90.95% |
$850K - $991K
|
28.4K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.4K+ 70.09% |
$843K - $983K
|
32.6K
$2.34M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1K+ 3.56% |
$824K - $961K
|
381K
$27.4M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.6K+ 2.22% |
$791K - $923K
|
580K
$41.7M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
12.4KNew |
$781K - $911K
|
12.4K
$894K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4K+ 58.13% |
$719K - $838K
|
31.1K
$2.24M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.3K+ 8.06% |
$708K - $825K
|
151K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11K+ 23.21% |
$691K - $806K
|
58.4K
$4.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.6K+ 27.97% |
$666K - $777K
|
48.5K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.5K+ 38.07% |
$659K - $769K
|
38.1K
$2.74M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.4K+ 63.0% |
$655K - $764K
|
27K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$628K - $733K
|
10K
$719K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.98K+ 110877.78% |
$627K - $731K
|
9.99K
$718K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
9.77K+ 4.72% |
$614K - $716K
|
217K
$15.6M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9.64K+ 0.16% |
$606K - $707K
|
6.03M
$434M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
9.55K+ 7.3% |
$600K - $700K
|
140K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
9.42KNew |
$592K - $691K
|
9.42K
$678K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
9.42KNew |
$592K - $690K
|
9.42K
$677K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
8.87KNew |
$557K - $650K
|
8.87K
$638K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
8.81K+ 554.21% |
$554K - $646K
|
10.4K
$748K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
8.64K+ 533.75% |
$543K - $633K
|
10.3K
$737K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.13K+ 29.86% |
$511K - $596K
|
35.4K
$2.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
7.94K+ 4.57% |
$499K - $582K
|
182K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
7.9K+ 97.17% |
$496K - $579K
|
16K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.88K+ 27.08% |
$495K - $577K
|
37K
$2.66M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.82KNew |
$492K - $573K
|
7.82K
$563K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.72K+ 55.3% |
$485K - $566K
|
21.7K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
7.5KNew |
$472K - $550K
|
7.5K
$540K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
7.46K+ 76.32% |
$469K - $546K
|
17.2K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
7.29K+ 1.49% |
$458K - $534K
|
495K
$35.6M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
7.19K+ 426.82% |
$452K - $527K
|
8.88K
$638K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7.19K+ 13.11% |
$452K - $527K
|
62K
$4.46M
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
7.1K+ 95.95% |
$446K - $520K
|
14.5K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
7.04K+ 56.4% |
$443K - $516K
|
19.5K
$1.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.01K+ 79.22% |
$440K - $514K
|
15.9K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
7K+ 23.33% |
$440K - $513K
|
37K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
6.96K+ 5.7% |
$437K - $510K
|
129K
$9.28M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
6.92K+ 22.41% |
$435K - $507K
|
37.8K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.91K+ 10.96% |
$434K - $506K
|
69.9K
$5.03M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.49K+ 118.78% |
$408K - $476K
|
12K
$860K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.4K+ 16.31% |
$402K - $469K
|
45.6K
$3.28M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.28KNew |
$395K - $460K
|
6.28K
$452K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.23K+ 3.47% |
$392K - $457K
|
186K
$13.4M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
5.98K+ 124.06% |
$376K - $438K
|
10.8K
$777K
|
|
|
May 02, 2025
Q1 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
5.91K+ 0.58% |
$372K - $433K
|
1.03M
$74M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.9K+ 32.51% |
$370K - $432K
|
24K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
5.86K+ 48.5% |
$368K - $429K
|
17.9K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.84K+ 146.27% |
$367K - $428K
|
9.83K
$707K
|