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
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-6- 0.25% |
$364 - $421
|
2.39K
$161K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-7- 0.48% |
$424 - $492
|
1.44K
$96.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-8- 0.22% |
$485 - $562
|
3.63K
$244K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 0.28% |
$606 - $702
|
3.51K
$236K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-10- 0.2% |
$606 - $702
|
4.98K
$336K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-11- 0.14% |
$667 - $773
|
7.96K
$536K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-11- 1.97% |
$667 - $773
|
546
$36.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-11- 0.23% |
$667 - $773
|
4.82K
$325K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-13- 0.12% |
$788 - $913
|
11.1K
$748K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-13- 0.03% |
$788 - $913
|
39.2K
$2.64M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-15- 3.98% |
$909 - $1.05K
|
362
$24.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-15- 0.25% |
$909 - $1.05K
|
5.88K
$396K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-15- 0.22% |
$909 - $1.05K
|
6.66K
$448K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-19- 0.19% |
$1.15K - $1.33K
|
10.1K
$683K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-19- 0.34% |
$1.15K - $1.33K
|
5.59K
$377K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-20- 0.18% |
$1.21K - $1.4K
|
11.4K
$766K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-23- 0.52% |
$1.39K - $1.62K
|
4.41K
$297K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-25- 0.16% |
$1.52K - $1.76K
|
15.6K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-30- 0.24% |
$1.82K - $2.11K
|
12.7K
$854K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 47.83% |
$2K - $2.32K
|
36
$2.42K
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-33- 0.15% |
$2K - $2.32K
|
22.4K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-35- 1.09% |
$2.12K - $2.46K
|
3.18K
$214K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-37- 5.02% |
$2.24K - $2.6K
|
700
$47.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-37- 0.51% |
$2.24K - $2.6K
|
7.17K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-38- 0.44% |
$2.3K - $2.67K
|
8.59K
$579K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-40- 1.08% |
$2.43K - $2.81K
|
3.67K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-40- 0.51% |
$2.43K - $2.81K
|
7.86K
$529K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-42- 0.57% |
$2.55K - $2.95K
|
7.27K
$490K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-43- 0.98% |
$2.61K - $3.02K
|
4.35K
$293K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-47- 1.09% |
$2.85K - $3.3K
|
4.26K
$287K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-47- 0.08% |
$2.85K - $3.3K
|
61.2K
$4.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-49- 0.58% |
$2.97K - $3.44K
|
8.35K
$562K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-49- 18.7% |
$2.97K - $3.44K
|
213
$14.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-50- 7.02% |
$3.03K - $3.51K
|
662
$44.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-51- 0.14% |
$3.09K - $3.58K
|
37.3K
$2.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-52- 2.03% |
$3.15K - $3.65K
|
2.51K
$169K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-52- 0.55% |
$3.15K - $3.65K
|
9.49K
$639K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-58- 1.04% |
$3.52K - $4.07K
|
5.53K
$373K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-59- 1.91% |
$3.58K - $4.14K
|
3.03K
$204K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-63- 1.29% |
$3.82K - $4.42K
|
4.82K
$325K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-64- 0.65% |
$3.88K - $4.49K
|
9.77K
$658K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-65- 1.54% |
$3.94K - $4.56K
|
4.16K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-65- 0.51% |
$3.94K - $4.56K
|
12.7K
$856K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-67- 0.63% |
$4.06K - $4.71K
|
10.6K
$714K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-69- 0.9% |
$4.18K - $4.85K
|
7.6K
$512K
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-75- 0.46% |
$4.55K - $5.27K
|
16.3K
$1.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-79- 3.53% |
$4.79K - $5.55K
|
2.16K
$145K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-83- 0.5% |
$5.03K - $5.83K
|
16.5K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-85- 0.93% |
$5.15K - $5.97K
|
9.09K
$612K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-86- 1.08% |
$5.21K - $6.04K
|
7.88K
$531K
|