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 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
2.85K+ 10.73% |
$179K - $209K
|
29.4K
$2.12M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
2.84KNew |
$179K - $208K
|
2.84K
$204K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
2.83KNew |
$178K - $207K
|
2.83K
$203K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
2.83KNew |
$178K - $207K
|
2.83K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
2.81KNew |
$177K - $206K
|
2.81K
$202K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.8KNew |
$176K - $205K
|
2.8K
$201K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
2.75KNew |
$173K - $202K
|
2.75K
$198K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
2.73KNew |
$172K - $200K
|
2.73K
$196K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.72K+ 2.0% |
$171K - $199K
|
139K
$9.99M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.7K+ 36.99% |
$170K - $198K
|
10K
$720K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.66K+ 48.05% |
$167K - $195K
|
8.19K
$589K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.65K+ 4.02% |
$166K - $194K
|
68.6K
$4.93M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.64K+ 401.22% |
$166K - $193K
|
3.3K
$237K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.62K+ 7.91% |
$165K - $192K
|
35.8K
$2.57M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
2.58K+ 79.64% |
$162K - $189K
|
5.82K
$419K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.56K+ 1.64% |
$161K - $187K
|
158K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.54K+ 82.58% |
$160K - $186K
|
5.62K
$404K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
2.45K+ 711.34% |
$154K - $179K
|
2.79K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.44K+ 32.83% |
$153K - $179K
|
9.88K
$711K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.43K+ 52.41% |
$153K - $178K
|
7.07K
$509K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.43K+ 42.39% |
$153K - $178K
|
8.16K
$587K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.41K+ 8.14% |
$151K - $176K
|
32K
$2.3M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.37K+ 66.36% |
$149K - $174K
|
5.94K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.36K+ 1.91% |
$148K - $173K
|
126K
$9.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.35K+ 4.14% |
$148K - $172K
|
59.2K
$4.26M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.31K+ 2.83% |
$145K - $169K
|
84K
$6.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
2.28K+ 3.01% |
$143K - $167K
|
78.2K
$5.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.28K+ 17.35% |
$143K - $167K
|
15.4K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.28K+ 5.84% |
$143K - $167K
|
41.2K
$2.97M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.26K+ 504.24% |
$142K - $166K
|
2.71K
$195K
|
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
2.25K+ 0.29% |
$142K - $165K
|
768K
$55.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.2K+ 44.81% |
$138K - $161K
|
7.11K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
2.18K+ 1.56% |
$137K - $160K
|
142K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
2.1KNew |
$132K - $154K
|
2.1K
$151K
|
|
|
May 07, 2025
Q1 2025
|
Thornburg Investment Management Inc
|
BUY
|
- |
2.07K+ 2.02% |
$130K - $151K
|
104K
$7.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.06K+ 7.43% |
$129K - $151K
|
29.8K
$2.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.06K+ 10.57% |
$129K - $151K
|
21.5K
$1.55M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.05KNew |
$129K - $150K
|
2.05K
$147K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
2.04K+ 7.08% |
$128K - $150K
|
30.9K
$2.22M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.04K+ 18.31% |
$128K - $150K
|
13.2K
$949K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.01K+ 15.3% |
$126K - $147K
|
15.1K
$1.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.01K+ 21.81% |
$126K - $147K
|
11.2K
$805K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.89KNew |
$119K - $139K
|
1.89K
$136K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.81K+ 3.8% |
$114K - $133K
|
49.6K
$3.57M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.8K+ 4.12% |
$113K - $132K
|
45.4K
$3.27M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.8K+ 1.35% |
$113K - $132K
|
135K
$9.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.79K+ 11.83% |
$112K - $131K
|
16.9K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
1.79K+ 43.05% |
$112K - $131K
|
5.94K
$427K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.74K+ 14.11% |
$110K - $128K
|
14.1K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.72K+ 20.25% |
$108K - $126K
|
10.2K
$734K
|