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 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.79K+ 100.94% |
$364K - $425K
|
11.5K
$830K
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
5.63KNew |
$354K - $412K
|
5.63K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.59KNew |
$351K - $410K
|
5.59K
$402K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.53K+ 10.34% |
$348K - $406K
|
59K
$4.25M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.52K+ 118.34% |
$347K - $405K
|
10.2K
$733K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.46KNew |
$343K - $400K
|
5.46K
$392K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
5.39K+ 75.86% |
$339K - $395K
|
12.5K
$898K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5.36K+ 10.86% |
$337K - $393K
|
54.7K
$3.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.34KNew |
$336K - $392K
|
5.34K
$384K
|
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
5.23K+ 1.53% |
$328K - $383K
|
348K
$25M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
5.04K+ 2.39% |
$317K - $369K
|
216K
$15.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.02KNew |
$315K - $368K
|
5.02K
$361K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5K+ 30.64% |
$314K - $367K
|
21.3K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
5KNew |
$314K - $366K
|
5K
$360K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
5KNew |
$314K - $366K
|
5K
$360K
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.99K+ 25.93% |
$314K - $366K
|
24.3K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.93KNew |
$310K - $362K
|
4.93K
$355K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
4.91K+ 16.92% |
$309K - $360K
|
33.9K
$2.44M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.87K+ 69.13% |
$306K - $357K
|
11.9K
$857K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.81K+ 8.21% |
$302K - $353K
|
63.4K
$4.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.63K+ 90.52% |
$291K - $339K
|
9.75K
$701K
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
4.63KNew |
$291K - $339K
|
4.63K
$333K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
4.6KNew |
$289K - $337K
|
4.6K
$330K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
4.58KNew |
$287K - $335K
|
4.58K
$329K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
4.49K+ 22.82% |
$282K - $329K
|
24.2K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
4.46K+ 25.78% |
$280K - $327K
|
21.7K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
4.4K+ 43.33% |
$277K - $323K
|
14.6K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.28KNew |
$269K - $314K
|
4.28K
$308K
|
|
|
Apr 23, 2025
Q1 2025
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
4.22K+ 0.84% |
$265K - $309K
|
509K
$36.6M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
BUY
|
- |
4.03K+ 53.59% |
$253K - $296K
|
11.6K
$831K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
4KNew |
$251K - $293K
|
4K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.95K+ 17.5% |
$248K - $290K
|
26.5K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
3.95K+ 2.97% |
$248K - $289K
|
137K
$9.84M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.94K+ 29.31% |
$248K - $289K
|
17.4K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
3.93KNew |
$247K - $288K
|
3.93K
$283K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.91K+ 1371.93% |
$246K - $287K
|
4.2K
$302K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
3.9K+ 14.81% |
$245K - $286K
|
30.2K
$2.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
3.9K+ 4.99% |
$245K - $286K
|
82K
$5.9M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
3.84KNew |
$241K - $282K
|
3.84K
$276K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
3.79K+ 6.2% |
$238K - $278K
|
64.9K
$4.67M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.77K+ 65.26% |
$237K - $276K
|
9.54K
$686K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.71K+ 5.71% |
$233K - $272K
|
68.6K
$4.94M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
3.63KNew |
$228K - $266K
|
3.63K
$261K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.59K+ 74.73% |
$226K - $263K
|
8.39K
$604K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3.58K+ 14.62% |
$225K - $262K
|
28K
$2.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.43K+ 2.41% |
$216K - $252K
|
146K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.43KNew |
$215K - $251K
|
3.43K
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.4KNew |
$214K - $249K
|
3.4K
$245K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
3.35K+ 50.16% |
$210K - $245K
|
10K
$720K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.33K+ 3.65% |
$209K - $244K
|
94.6K
$6.8M
|