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 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
801New |
$50.3K - $58.7K
|
801
$57.6K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
801+ 7.26% |
$50.3K - $58.7K
|
11.8K
$852K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
797+ 8.17% |
$50.1K - $58.4K
|
10.6K
$759K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
792+ 2.24% |
$49.8K - $58K
|
36.1K
$2.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
791+ 11.92% |
$49.7K - $58K
|
7.43K
$534K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
790+ 3.59% |
$49.6K - $57.9K
|
22.8K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
790+ 4.03% |
$49.6K - $57.9K
|
20.4K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
788+ 13.9% |
$49.5K - $57.8K
|
6.46K
$465K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
787+ 4.94% |
$49.5K - $57.7K
|
16.7K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
776+ 16.1% |
$48.8K - $56.9K
|
5.6K
$403K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
768+ 6.95% |
$48.3K - $56.3K
|
11.8K
$849K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
765+ 20.48% |
$48.1K - $56.1K
|
4.5K
$324K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
764+ 13.1% |
$48K - $56K
|
6.6K
$474K
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
BUY
|
- |
750+ 7.23% |
$47.1K - $55K
|
11.1K
$800K
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
750+ 0.19% |
$47.1K - $55K
|
395K
$28.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
730+ 3.89% |
$45.9K - $53.5K
|
19.5K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
730+ 521.43% |
$45.9K - $53.5K
|
870
$62.6K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
727New |
$45.7K - $53.3K
|
727
$52.3K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
721+ 6.97% |
$45.3K - $52.8K
|
11.1K
$796K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
711+ 447.17% |
$44.7K - $52.1K
|
870
$62.6K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
697+ 4.92% |
$43.8K - $51.1K
|
14.9K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
685+ 5.92% |
$43K - $50.2K
|
12.3K
$882K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
682+ 6.61% |
$42.9K - $50K
|
11K
$791K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
675+ 35.73% |
$42.4K - $49.5K
|
2.56K
$184K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
668+ 0.26% |
$42K - $49K
|
254K
$18.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
664New |
$41.7K - $48.7K
|
664
$47.8K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
654+ 10.29% |
$41.1K - $47.9K
|
7.01K
$504K
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
650+ 8.19% |
$40.8K - $47.6K
|
8.59K
$617K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
645+ 1.97% |
$40.5K - $47.3K
|
33.4K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
637+ 6.84% |
$40K - $46.7K
|
9.95K
$716K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
627+ 8.36% |
$39.4K - $46K
|
8.13K
$584K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
625+ 18.42% |
$39.3K - $45.8K
|
4.02K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
625+ 1.44% |
$39.3K - $45.8K
|
44.1K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
625+ 0.73% |
$39.3K - $45.8K
|
86K
$6.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
594+ 7.6% |
$37.3K - $43.5K
|
8.41K
$605K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
585+ 2.43% |
$36.8K - $42.9K
|
24.6K
$1.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
581+ 347.9% |
$36.5K - $42.6K
|
748
$53.8K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
580+ 14.87% |
$36.4K - $42.5K
|
4.48K
$322K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
562+ 14.5% |
$35.3K - $41.2K
|
4.44K
$319K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
562+ 3122.22% |
$35.3K - $41.2K
|
580
$41.7K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
558+ 4.67% |
$35.1K - $40.9K
|
12.5K
$900K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
552+ 8.31% |
$34.7K - $40.5K
|
7.19K
$517K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
540+ 2.6% |
$33.9K - $39.6K
|
21.3K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
540+ 5.15% |
$33.9K - $39.6K
|
11K
$793K
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
529+ 6.66% |
$33.2K - $38.8K
|
8.47K
$609K
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
526+ 0.51% |
$33.1K - $38.6K
|
105K
$7.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
525+ 7.05% |
$33K - $38.5K
|
7.97K
$573K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
523New |
$32.9K - $38.3K
|
523
$37.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
520+ 3.12% |
$32.7K - $38.1K
|
17.2K
$1.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
515+ 3.55% |
$32.4K - $37.7K
|
15K
$1.08M
|