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 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-267- 23.02% |
$16.2K - $18.8K
|
893
$64.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-280- 4.05% |
$17K - $19.7K
|
6.64K
$478K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-280- 63.78% |
$17K - $19.7K
|
159
$11.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-289- 2.42% |
$17.5K - $20.3K
|
11.7K
$838K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-293- 30.75% |
$17.8K - $20.6K
|
660
$47.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-297- 6.35% |
$18K - $20.9K
|
4.38K
$315K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-300- 1.92% |
$18.2K - $21.1K
|
15.3K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-300- 1.9% |
$18.2K - $21.1K
|
15.5K
$1.11M
|
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-300- 2.71% |
$18.2K - $21.1K
|
10.8K
$775K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-301- 2.9% |
$18.2K - $21.1K
|
10.1K
$724K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-303- 2.72% |
$18.4K - $21.3K
|
10.8K
$779K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-304- 3.62% |
$18.4K - $21.3K
|
8.09K
$582K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-308- 3.14% |
$18.7K - $21.6K
|
9.49K
$683K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-310- 12.63% |
$18.8K - $21.8K
|
2.14K
$154K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-311- 1.19% |
$18.9K - $21.8K
|
25.8K
$1.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-317- 0.52% |
$19.2K - $22.3K
|
60.3K
$4.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-321- 4.58% |
$19.5K - $22.5K
|
6.69K
$481K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-338- 8.02% |
$20.5K - $23.7K
|
3.88K
$279K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-341- 1.69% |
$20.7K - $23.9K
|
19.8K
$1.42M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-343- 0.09% |
$20.8K - $24.1K
|
396K
$28.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-346- 0.88% |
$21K - $24.3K
|
38.8K
$2.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-357- 90.61% |
$21.6K - $25.1K
|
37
$2.66K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-366- 2.12% |
$22.2K - $25.7K
|
16.9K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-370- 1.56% |
$22.4K - $26K
|
23.4K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-371- 4.49% |
$22.5K - $26.1K
|
7.9K
$568K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-379- 3.91% |
$23K - $26.6K
|
9.32K
$670K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-382- 10.66% |
$23.2K - $26.8K
|
3.2K
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-383- 5.1% |
$23.2K - $26.9K
|
7.13K
$512K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-384- 0.25% |
$23.3K - $27K
|
151K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-384- 1.14% |
$23.3K - $27K
|
33.4K
$2.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-385- 9.98% |
$23.3K - $27K
|
3.47K
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-385- 1.82% |
$23.3K - $27K
|
20.8K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-400- 0.1% |
$24.3K - $28.1K
|
394K
$28.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-400- 7.15% |
$24.3K - $28.1K
|
5.2K
$374K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-400- 1.92% |
$24.3K - $28.1K
|
20.5K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-403- 3.53% |
$24.4K - $28.3K
|
11K
$793K
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-404- 0.08% |
$24.5K - $28.4K
|
505K
$36.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-405- 1.45% |
$24.6K - $28.4K
|
27.4K
$1.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-405- 9.49% |
$24.6K - $28.4K
|
3.86K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-407- 3.36% |
$24.7K - $28.6K
|
11.7K
$841K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-409- 10.24% |
$24.8K - $28.7K
|
3.59K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-415- 6.32% |
$25.2K - $29.1K
|
6.15K
$442K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-430- 91.49% |
$26.1K - $30.2K
|
40
$2.88K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-435- 4.52% |
$26.4K - $30.6K
|
9.19K
$661K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-444- 6.95% |
$26.9K - $31.2K
|
5.94K
$427K
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-445- 0.69% |
$27K - $31.3K
|
63.9K
$4.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-450- 6.36% |
$27.3K - $31.6K
|
6.62K
$476K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-452- 10.15% |
$27.4K - $31.7K
|
4K
$288K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-453- 1.64% |
$27.5K - $31.8K
|
27.2K
$1.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-455- 6.33% |
$27.6K - $32K
|
6.73K
$484K
|