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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
42+ 0.47% |
$2.55K - $2.95K
|
8.95K
$644K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
40+ 0.96% |
$2.43K - $2.81K
|
4.19K
$301K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
40+ 0.69% |
$2.43K - $2.81K
|
5.81K
$418K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
39New |
$2.36K - $2.74K
|
39
$2.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
38+ 0.72% |
$2.3K - $2.67K
|
5.29K
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
37+ 0.77% |
$2.24K - $2.6K
|
4.82K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
37+ 1.14% |
$2.24K - $2.6K
|
3.3K
$237K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
36+ 0.93% |
$2.18K - $2.53K
|
3.93K
$282K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
34+ 0.46% |
$2.06K - $2.39K
|
7.44K
$535K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
34+ 2.33% |
$2.06K - $2.39K
|
1.5K
$108K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
33+ 0.62% |
$2K - $2.32K
|
5.38K
$387K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
32+ 0.77% |
$1.94K - $2.25K
|
4.2K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
31+ 0.83% |
$1.88K - $2.18K
|
3.77K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
31+ 5.64% |
$1.88K - $2.18K
|
581
$41.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
30+ 0.29% |
$1.82K - $2.11K
|
10.3K
$742K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
30+ 55.56% |
$1.82K - $2.11K
|
84
$6.04K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
29+ 0.17% |
$1.76K - $2.04K
|
16.9K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
27+ 0.34% |
$1.64K - $1.9K
|
7.88K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27+ 0.21% |
$1.64K - $1.9K
|
13K
$932K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
26+ 0.27% |
$1.58K - $1.83K
|
9.55K
$687K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
25New |
$1.52K - $1.76K
|
25
$1.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
25+ 0.34% |
$1.52K - $1.76K
|
7.29K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
25+ 0.37% |
$1.52K - $1.76K
|
6.73K
$484K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
24+ 0.5% |
$1.46K - $1.69K
|
4.84K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
23+ 0.38% |
$1.39K - $1.62K
|
6.05K
$435K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
22+ 2.7% |
$1.33K - $1.55K
|
837
$60.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
21+ 0.11% |
$1.27K - $1.47K
|
19.3K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
20+ 0.63% |
$1.21K - $1.4K
|
3.18K
$229K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
20+ 5.85% |
$1.21K - $1.4K
|
362
$26K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
18+ 0.31% |
$1.09K - $1.26K
|
5.89K
$424K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
17+ 0.9% |
$1.03K - $1.19K
|
1.91K
$137K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
16+ 0.34% |
$970 - $1.12K
|
4.67K
$336K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
14+ 0.36% |
$849 - $983
|
3.92K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
14+ 1.02% |
$849 - $983
|
1.39K
$99.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
11+ 0.34% |
$667 - $773
|
3.29K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
10+ 0.09% |
$606 - $702
|
11.6K
$835K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
9+ 0.25% |
$546 - $632
|
3.62K
$260K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8+ 0.06% |
$485 - $562
|
14.2K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.03% |
$485 - $562
|
31.5K
$2.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
8+ 0.09% |
$485 - $562
|
9.37K
$674K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
8+ 0.2% |
$485 - $562
|
4.02K
$289K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$424 - $492
|
10.5K
$752K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6+ 0.06% |
$364 - $421
|
9.6K
$691K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
6+ 100.0% |
$364 - $421
|
12
$863
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6+ 2.36% |
$364 - $421
|
260
$18.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
5+ 0.06% |
$303 - $351
|
8.3K
$597K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
5+ 0.07% |
$303 - $351
|
6.83K
$491K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4+ 0.37% |
$243 - $281
|
1.09K
$78.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.08% |
$243 - $281
|
5.34K
$384K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 1.32% |
$243 - $281
|
307
$22.1K
|