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 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-47- 1.09% |
$2.85K - $3.3K
|
4.26K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-47- 0.08% |
$2.85K - $3.3K
|
61.2K
$4.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-49- 0.58% |
$2.97K - $3.44K
|
8.35K
$601K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-49- 18.7% |
$2.97K - $3.44K
|
213
$15.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-50- 7.02% |
$3.03K - $3.51K
|
662
$47.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-51- 0.14% |
$3.09K - $3.58K
|
37.3K
$2.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-52- 2.03% |
$3.15K - $3.65K
|
2.51K
$181K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-52- 0.55% |
$3.15K - $3.65K
|
9.49K
$682K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-58- 1.04% |
$3.52K - $4.07K
|
5.53K
$398K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-59- 1.91% |
$3.58K - $4.14K
|
3.03K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-63- 1.29% |
$3.82K - $4.42K
|
4.82K
$347K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-64- 0.65% |
$3.88K - $4.49K
|
9.77K
$703K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-65- 1.54% |
$3.94K - $4.56K
|
4.16K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-65- 0.51% |
$3.94K - $4.56K
|
12.7K
$914K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-67- 0.63% |
$4.06K - $4.71K
|
10.6K
$762K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-69- 0.9% |
$4.18K - $4.85K
|
7.6K
$547K
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-75- 0.46% |
$4.55K - $5.27K
|
16.3K
$1.17M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-79- 3.53% |
$4.79K - $5.55K
|
2.16K
$155K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-82- 1.27% |
$4.97K - $5.76K
|
6.38K
$458K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-83- 0.5% |
$5.03K - $5.83K
|
16.5K
$1.19M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-83- 0.5% |
$5.03K - $5.83K
|
16.5K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-85- 0.93% |
$5.15K - $5.97K
|
9.09K
$654K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-86- 1.08% |
$5.21K - $6.04K
|
7.88K
$567K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-87- 2.73% |
$5.27K - $6.11K
|
3.11K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-90- 0.72% |
$5.46K - $6.32K
|
12.4K
$892K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-91- 0.43% |
$5.52K - $6.39K
|
20.9K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-92- 1.55% |
$5.58K - $6.46K
|
5.83K
$419K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-93- 0.37% |
$5.64K - $6.53K
|
24.9K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-95- 4.79% |
$5.76K - $6.67K
|
1.89K
$136K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-95- 1.09% |
$5.76K - $6.67K
|
8.66K
$622K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-100- 8.01% |
$6.06K - $7.02K
|
1.15K
$82.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 0.85% |
$6.06K - $7.02K
|
11.7K
$839K
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-100- 1.79% |
$6.06K - $7.02K
|
5.48K
$394K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-100- 1.06% |
$6.06K - $7.02K
|
9.33K
$671K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 1.49% |
$6.06K - $7.02K
|
6.59K
$474K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-100- 0.73% |
$6.06K - $7.02K
|
13.6K
$978K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-105- 2.7% |
$6.37K - $7.37K
|
3.78K
$272K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-106- 3.89% |
$6.43K - $7.44K
|
2.62K
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-106- 6.04% |
$6.43K - $7.44K
|
1.65K
$119K
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
SELL
|
- |
-113- 0.14% |
$6.85K - $7.94K
|
78.2K
$5.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-113- 0.68% |
$6.85K - $7.94K
|
16.5K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-116- 2.28% |
$7.03K - $8.15K
|
4.96K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-118- 1.52% |
$7.15K - $8.29K
|
7.67K
$551K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-118- 2.35% |
$7.15K - $8.29K
|
4.91K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-120- 2.97% |
$7.28K - $8.43K
|
3.92K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-120- 1.92% |
$7.28K - $8.43K
|
6.15K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-120- 26.73% |
$7.28K - $8.43K
|
329
$23.7K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-128- 64.0% |
$7.76K - $8.99K
|
72
$5.18K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-128- 2.84% |
$7.76K - $8.99K
|
4.38K
$315K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-130- 1.31% |
$7.88K - $9.13K
|
9.77K
$702K
|