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 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.3KNew |
$208K - $242K
|
3.3K
$238K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
3.3KNew |
$207K - $242K
|
3.3K
$237K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.3K+ 19.41% |
$207K - $242K
|
20.3K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
3.3KNew |
$207K - $242K
|
3.3K
$237K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
3.24KNew |
$204K - $238K
|
3.24K
$233K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
3.18KNew |
$200K - $233K
|
3.18K
$228K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.17KNew |
$199K - $233K
|
3.17K
$228K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
3.17K+ 8.33% |
$199K - $232K
|
41.2K
$2.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.15KNew |
$198K - $231K
|
3.15K
$226K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.13KNew |
$197K - $229K
|
3.13K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
3.12KNew |
$196K - $229K
|
3.12K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
3.11KNew |
$195K - $228K
|
3.11K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
3.1K+ 13.07% |
$195K - $227K
|
26.8K
$1.93M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.08KNew |
$193K - $225K
|
3.08K
$221K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.06K+ 14.98% |
$193K - $225K
|
23.5K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.06K+ 26.93% |
$192K - $224K
|
14.4K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.06KNew |
$192K - $224K
|
3.06K
$220K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
3.05KNew |
$192K - $224K
|
3.05K
$220K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
3.05KNew |
$192K - $223K
|
3.05K
$219K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.03KNew |
$190K - $222K
|
3.03K
$218K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.02K+ 24.94% |
$190K - $221K
|
15.1K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.01KNew |
$189K - $221K
|
3.01K
$216K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3KNew |
$189K - $220K
|
3K
$216K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3KNew |
$189K - $220K
|
3K
$216K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
3KNew |
$189K - $220K
|
3K
$216K
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
3KNew |
$189K - $220K
|
3K
$216K
|
|
|
May 06, 2025
Q1 2025
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
3KNew |
$189K - $220K
|
3K
$216K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3K+ 144.65% |
$189K - $220K
|
5.07K
$365K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
3KNew |
$189K - $220K
|
3K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3KNew |
$188K - $220K
|
3K
$216K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
2.98KNew |
$187K - $218K
|
2.98K
$214K
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
2.98KNew |
$187K - $218K
|
2.98K
$214K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.97K+ 44.01% |
$187K - $218K
|
9.72K
$699K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
2.97KNew |
$186K - $217K
|
2.97K
$213K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.96K+ 3.69% |
$186K - $217K
|
83.4K
$6M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.96KNew |
$186K - $217K
|
2.96K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.96K+ 40.76% |
$186K - $217K
|
10.2K
$736K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
2.96KNew |
$186K - $217K
|
2.96K
$213K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.95KNew |
$185K - $216K
|
2.95K
$212K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.95KNew |
$185K - $216K
|
2.95K
$212K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
2.94KNew |
$185K - $216K
|
2.94K
$212K
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
2.94KNew |
$185K - $216K
|
2.94K
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.94K+ 14.88% |
$185K - $215K
|
22.7K
$1.63M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.93KNew |
$184K - $215K
|
2.93K
$211K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.91K+ 30.63% |
$183K - $213K
|
12.4K
$891K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
2.9KNew |
$182K - $213K
|
2.9K
$209K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.9K+ 8.43% |
$182K - $212K
|
37.3K
$2.68M
|
|
|
May 12, 2025
Q1 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
2.88KNew |
$181K - $211K
|
2.88K
$207K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.86KNew |
$180K - $209K
|
2.86K
$205K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.85KNew |
$179K - $209K
|
2.85K
$205K
|