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 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-134- 1.69% |
$8.12K - $9.41K
|
7.82K
$562K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-134- 0.62% |
$8.12K - $9.41K
|
21.6K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-138- 31.51% |
$8.37K - $9.69K
|
300
$21.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-139- 10.29% |
$8.43K - $9.76K
|
1.21K
$87.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-140- 3.65% |
$8.49K - $9.83K
|
3.7K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-145- 0.76% |
$8.79K - $10.2K
|
18.9K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-150- 8.22% |
$9.09K - $10.5K
|
1.68K
$120K
|
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-150- 1.91% |
$9.09K - $10.5K
|
7.7K
$554K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-150- 0.65% |
$9.09K - $10.5K
|
22.9K
$1.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-154- 3.72% |
$9.34K - $10.8K
|
3.99K
$287K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-162- 1.68% |
$9.82K - $11.4K
|
9.48K
$682K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-163- 28.95% |
$9.88K - $11.4K
|
400
$28.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-163- 2.48% |
$9.88K - $11.4K
|
6.42K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-163- 5.22% |
$9.88K - $11.4K
|
2.96K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-166- 1.5% |
$10.1K - $11.7K
|
10.9K
$785K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-167- 4.47% |
$10.1K - $11.7K
|
3.57K
$257K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-171- 0.32% |
$10.4K - $12K
|
52.7K
$3.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-175- 28.18% |
$10.6K - $12.3K
|
446
$32.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-177- 22.69% |
$10.7K - $12.4K
|
603
$43.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-180- 1.25% |
$10.9K - $12.6K
|
14.2K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-180- 3.88% |
$10.9K - $12.6K
|
4.46K
$320K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-187- 2.25% |
$11.3K - $13.1K
|
8.14K
$586K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-194- 0.97% |
$11.8K - $13.6K
|
19.8K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-195- 4.67% |
$11.8K - $13.7K
|
3.98K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-200- 3.52% |
$12.1K - $14K
|
5.48K
$394K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-200- 6.95% |
$12.1K - $14K
|
2.68K
$193K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-200- 26.18% |
$12.1K - $14K
|
564
$40.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-200- 0.45% |
$12.1K - $14K
|
43.9K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-200- 23.31% |
$12.1K - $14K
|
658
$47.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-200- 1.63% |
$12.1K - $14K
|
12.1K
$867K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-202- 0.96% |
$12.2K - $14.2K
|
20.9K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-208- 3.86% |
$12.6K - $14.6K
|
5.18K
$373K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-209- 0.65% |
$12.7K - $14.7K
|
31.9K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-212- 3.52% |
$12.9K - $14.9K
|
5.82K
$418K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-215- 1.05% |
$13K - $15.1K
|
20.3K
$1.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-225- 1.65% |
$13.6K - $15.8K
|
13.4K
$966K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-225- 2.28% |
$13.6K - $15.8K
|
9.66K
$695K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-226- 4.81% |
$13.7K - $15.9K
|
4.47K
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-227- 4.66% |
$13.8K - $15.9K
|
4.64K
$334K
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-230- 3.4% |
$13.9K - $16.2K
|
6.54K
$470K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-236- 1.62% |
$14.3K - $16.6K
|
14.4K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-245- 2.18% |
$14.9K - $17.2K
|
11K
$792K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-247- 5.75% |
$15K - $17.3K
|
4.05K
$291K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-248- 5.69% |
$15K - $17.4K
|
4.11K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-249- 1.08% |
$15.1K - $17.5K
|
22.7K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-250- 3.32% |
$15.2K - $17.6K
|
7.28K
$524K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-253- 0.13% |
$15.3K - $17.8K
|
190K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-254- 4.21% |
$15.4K - $17.8K
|
5.79K
$416K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-261- 4.26% |
$15.8K - $18.3K
|
5.86K
$422K
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-265- 4.51% |
$16.1K - $18.6K
|
5.62K
$404K
|