Purchases and Sales Made in Q4 2024 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
106+ 0.25% |
$6.43K - $7.44K
|
42K
$2.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
106+ 1.02% |
$6.43K - $7.44K
|
10.5K
$707K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
105+ 0.34% |
$6.37K - $7.37K
|
31.2K
$2.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
104+ 0.19% |
$6.31K - $7.3K
|
54.9K
$3.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
101+ 2.07% |
$6.12K - $7.09K
|
4.98K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$6.06K - $7.02K
|
100
$6.74K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
100New |
$6.06K - $7.02K
|
100
$6.74K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$6.06K - $7.02K
|
100
$6.74K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
99+ 230.23% |
$6K - $6.95K
|
142
$9.57K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
97+ 6.98% |
$5.88K - $6.81K
|
1.49K
$100K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
90+ 2.0% |
$5.46K - $6.32K
|
4.59K
$309K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
85+ 1.68% |
$5.15K - $5.97K
|
5.16K
$348K
|
|
|
Feb 11, 2025
Q4 2024
|
Beddow Capital Management Inc
|
BUY
|
- |
85+ 0.14% |
$5.15K - $5.97K
|
62K
$4.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
79+ 5.02% |
$4.79K - $5.55K
|
1.65K
$111K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
74+ 0.89% |
$4.49K - $5.2K
|
8.42K
$567K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
71+ 0.32% |
$4.3K - $4.99K
|
22K
$1.48M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
71+ 1.82% |
$4.3K - $4.99K
|
3.98K
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
68+ 0.82% |
$4.12K - $4.78K
|
8.39K
$565K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
68+ 1.06% |
$4.12K - $4.78K
|
6.46K
$435K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
64+ 7.1% |
$3.88K - $4.49K
|
966
$65.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
62+ 1.3% |
$3.76K - $4.35K
|
4.83K
$325K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
61+ 1.79% |
$3.7K - $4.28K
|
3.47K
$234K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
61+ 0.9% |
$3.7K - $4.28K
|
6.88K
$463K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
55+ 49.11% |
$3.33K - $3.86K
|
167
$11.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
54+ 180.0% |
$3.27K - $3.79K
|
84
$5.66K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
53+ 1.06% |
$3.21K - $3.72K
|
5.07K
$341K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
53+ 0.59% |
$3.21K - $3.72K
|
9.06K
$610K
|
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
50+ 0.65% |
$3.03K - $3.51K
|
7.78K
$524K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
45+ 10.0% |
$2.73K - $3.16K
|
495
$33.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
45+ 0.74% |
$2.73K - $3.16K
|
6.14K
$413K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
44+ 1.14% |
$2.67K - $3.09K
|
3.89K
$262K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
44+ 0.87% |
$2.67K - $3.09K
|
5.12K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
44+ 0.66% |
$2.67K - $3.09K
|
6.68K
$450K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
42+ 0.47% |
$2.55K - $2.95K
|
8.95K
$603K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
40+ 0.96% |
$2.43K - $2.81K
|
4.19K
$282K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
40+ 0.69% |
$2.43K - $2.81K
|
5.81K
$391K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
39New |
$2.36K - $2.74K
|
39
$2.63K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
38+ 0.72% |
$2.3K - $2.67K
|
5.29K
$356K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
37+ 0.77% |
$2.24K - $2.6K
|
4.82K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
37+ 1.14% |
$2.24K - $2.6K
|
3.3K
$222K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
36+ 0.93% |
$2.18K - $2.53K
|
3.93K
$265K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
34+ 0.46% |
$2.06K - $2.39K
|
7.44K
$501K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
34+ 2.33% |
$2.06K - $2.39K
|
1.5K
$101K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
33+ 0.62% |
$2K - $2.32K
|
5.38K
$362K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
32+ 0.77% |
$1.94K - $2.25K
|
4.2K
$283K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
31+ 0.83% |
$1.88K - $2.18K
|
3.77K
$254K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
31+ 5.64% |
$1.88K - $2.18K
|
581
$39.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
30+ 0.29% |
$1.82K - $2.11K
|
10.3K
$695K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
30+ 55.56% |
$1.82K - $2.11K
|
84
$5.66K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
29+ 0.17% |
$1.76K - $2.04K
|
16.9K
$1.14M
|