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 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 0.4% |
$243 - $281
|
1K
$71.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.17% |
$182 - $211
|
1.73K
$124K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.93% |
$182 - $211
|
324
$23.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3+ 0.82% |
$182 - $211
|
371
$26.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3+ 0.05% |
$182 - $211
|
6.19K
$445K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2+ 0.37% |
$121 - $140
|
536
$38.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2+ 0.03% |
$121 - $140
|
6.06K
$436K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2+ 0.0% |
$121 - $140
|
63K
$4.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
1+ 0.03% |
$60.6 - $70.2
|
3.72K
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 2.27% |
$60.6 - $70.2
|
45
$3.24K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$60.6 - $70.2
|
4.3K
$309K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.01% |
$60.6 - $70.2
|
10.5K
$754K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1New |
$60.6 - $70.2
|
1
$71.9
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.2% |
$60.6 - $70.2
|
506
$36.4K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.96% |
$60.6 - $70.2
|
105
$7.55K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1- 0.03% |
$60.6 - $70.2
|
3.74K
$269K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-3- 0.08% |
$182 - $211
|
3.95K
$284K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4- 0.12% |
$243 - $281
|
3.41K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-5- 0.05% |
$303 - $351
|
9.54K
$686K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-6- 0.25% |
$364 - $421
|
2.39K
$172K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-7- 0.48% |
$424 - $492
|
1.44K
$103K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-8- 0.22% |
$485 - $562
|
3.63K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 0.28% |
$606 - $702
|
3.51K
$252K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-10- 0.2% |
$606 - $702
|
4.98K
$358K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-11- 0.14% |
$667 - $773
|
7.96K
$573K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-11- 1.97% |
$667 - $773
|
546
$39.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-11- 0.23% |
$667 - $773
|
4.82K
$347K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-13- 0.12% |
$788 - $913
|
11.1K
$799K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-13- 0.03% |
$788 - $913
|
39.2K
$2.82M
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-14- 7.95% |
$849 - $983
|
162
$11.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-15- 3.98% |
$909 - $1.05K
|
362
$26K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-15- 0.25% |
$909 - $1.05K
|
5.88K
$423K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-15- 0.22% |
$909 - $1.05K
|
6.66K
$479K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-19- 0.19% |
$1.15K - $1.33K
|
10.1K
$729K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-19- 0.34% |
$1.15K - $1.33K
|
5.59K
$402K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-20- 0.18% |
$1.21K - $1.4K
|
11.4K
$818K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-23- 0.52% |
$1.39K - $1.62K
|
4.41K
$317K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-25- 0.16% |
$1.52K - $1.76K
|
15.6K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-30- 0.24% |
$1.82K - $2.11K
|
12.7K
$912K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 47.83% |
$2K - $2.32K
|
36
$2.59K
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-33- 0.15% |
$2K - $2.32K
|
22.4K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-35- 1.09% |
$2.12K - $2.46K
|
3.18K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-37- 5.02% |
$2.24K - $2.6K
|
700
$50.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-37- 0.51% |
$2.24K - $2.6K
|
7.17K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-38- 0.44% |
$2.3K - $2.67K
|
8.59K
$618K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-40- 1.08% |
$2.43K - $2.81K
|
3.67K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-40- 0.51% |
$2.43K - $2.81K
|
7.86K
$565K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-42- 0.57% |
$2.55K - $2.95K
|
7.27K
$523K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-43- 0.98% |
$2.61K - $3.02K
|
4.35K
$313K
|