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 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.71K+ 7.87% |
$108K - $125K
|
23.5K
$1.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.7K+ 6.26% |
$107K - $124K
|
28.8K
$2.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
BUY
|
- |
1.69K+ 1.19% |
$106K - $124K
|
144K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.68K+ 8.67% |
$106K - $123K
|
21.1K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.64KNew |
$103K - $120K
|
1.64K
$118K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.63K+ 25.45% |
$102K - $120K
|
8.04K
$578K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.63K+ 28.14% |
$102K - $119K
|
7.4K
$532K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.6K+ 146.13% |
$101K - $117K
|
2.7K
$194K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.56K+ 1.21% |
$97.8K - $114K
|
130K
$9.34M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
1.52K+ 12.58% |
$95.5K - $111K
|
13.6K
$978K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.51K+ 14.47% |
$95.1K - $111K
|
12K
$861K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 0.47% |
$95K - $111K
|
324K
$23.3M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.5K+ 5.81% |
$94.3K - $110K
|
27.3K
$1.96M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.46K+ 0.33% |
$92K - $107K
|
444K
$31.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.45K+ 0.6% |
$90.9K - $106K
|
242K
$17.4M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.44K+ 2.46% |
$90.6K - $106K
|
60.2K
$4.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.44KNew |
$90.2K - $105K
|
1.44K
$103K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.4K+ 1.56% |
$88.2K - $103K
|
91.1K
$6.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.35K+ 6.73% |
$84.6K - $98.6K
|
21.3K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.34K+ 5.15% |
$84K - $98K
|
27.3K
$1.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.17K+ 5.05% |
$73.6K - $85.9K
|
24.4K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.16K+ 3.42% |
$72.6K - $84.7K
|
34.9K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.14K+ 3.37% |
$71.8K - $83.7K
|
35K
$2.52M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.11K+ 30.79% |
$69.7K - $81.3K
|
4.71K
$339K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.1KNew |
$69.2K - $80.7K
|
1.1K
$79.2K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.1K+ 31.34% |
$69.1K - $80.6K
|
4.61K
$332K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.09K+ 17.78% |
$68.7K - $80.1K
|
7.24K
$521K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.06K+ 1.8% |
$66.5K - $77.5K
|
59.9K
$4.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1K+ 46.75% |
$62.8K - $73.3K
|
3.14K
$226K
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
999+ 4.23% |
$62.8K - $73.2K
|
24.6K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
994+ 8.95% |
$62.5K - $72.9K
|
12.1K
$870K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
992+ 5.65% |
$62.3K - $72.7K
|
18.6K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
989+ 3.93% |
$62.1K - $72.5K
|
26.1K
$1.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
987+ 23.27% |
$62K - $72.3K
|
5.23K
$376K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
987+ 14.78% |
$62K - $72.3K
|
7.67K
$551K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
975+ 2.37% |
$61.3K - $71.5K
|
42K
$3.02M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
951New |
$59.8K - $69.7K
|
951
$68.4K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
951+ 14.06% |
$59.8K - $69.7K
|
7.71K
$555K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
938+ 3.67% |
$58.9K - $68.7K
|
26.5K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
917+ 2.22% |
$57.6K - $67.2K
|
42.2K
$3.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
894+ 23.72% |
$56.2K - $65.5K
|
4.66K
$335K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
893+ 2.25% |
$56.1K - $65.4K
|
40.6K
$2.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
891+ 24.61% |
$56K - $65.3K
|
4.51K
$325K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
884+ 3.12% |
$55.6K - $64.8K
|
29.3K
$2.1M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
867+ 1.39% |
$54.5K - $63.5K
|
63.4K
$4.56M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
846+ 1.66% |
$53.2K - $62K
|
51.9K
$3.73M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
838+ 3.47% |
$52.7K - $61.4K
|
25K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
838New |
$52.7K - $61.4K
|
838
$60.3K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
824+ 46.71% |
$51.8K - $60.4K
|
2.59K
$186K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
815+ 4.4% |
$51.2K - $59.7K
|
19.3K
$1.39M
|