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 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-464- 8.26% |
$28.1K - $32.6K
|
5.16K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-465- 3.65% |
$28.2K - $32.7K
|
12.3K
$882K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-467- 2.38% |
$28.3K - $32.8K
|
19.1K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-469- 5.77% |
$28.4K - $32.9K
|
7.66K
$551K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-475- 0.47% |
$28.8K - $33.4K
|
100K
$7.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-491- 7.84% |
$29.8K - $34.5K
|
5.78K
$415K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-494- 4.68% |
$30K - $34.7K
|
10.1K
$723K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-507- 16.79% |
$30.7K - $35.6K
|
2.51K
$181K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-508- 1.86% |
$30.8K - $35.7K
|
26.8K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-510- 12.13% |
$30.9K - $35.8K
|
3.7K
$266K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-510- 0.86% |
$30.9K - $35.8K
|
58.7K
$4.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-519- 13.04% |
$31.5K - $36.4K
|
3.46K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-525- 6.92% |
$31.8K - $36.9K
|
7.07K
$508K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-528- 4.46% |
$32K - $37.1K
|
11.3K
$814K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-529- 6.37% |
$32.1K - $37.2K
|
7.78K
$559K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-543- 7.02% |
$32.9K - $38.1K
|
7.19K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-550- 1.88% |
$33.3K - $38.6K
|
28.7K
$2.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-553- 5.97% |
$33.5K - $38.8K
|
8.71K
$626K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-560- 4.09% |
$34K - $39.3K
|
13.1K
$945K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-562- 8.8% |
$34.1K - $39.5K
|
5.83K
$419K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-567- 1.69% |
$34.4K - $39.8K
|
32.9K
$2.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-596- 9.86% |
$36.1K - $41.9K
|
5.45K
$392K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-600- 2.49% |
$36.4K - $42.1K
|
23.5K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-600- 3.5% |
$36.4K - $42.1K
|
16.6K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-600- 4.09% |
$36.4K - $42.1K
|
14.1K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-601- 3.59% |
$36.4K - $42.2K
|
16.1K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-615- 7.8% |
$37.3K - $43.2K
|
7.27K
$523K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-620- 98.88% |
$37.6K - $43.5K
|
7
$503
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-632- 11.93% |
$38.3K - $44.4K
|
4.67K
$336K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-633- 14.49% |
$38.4K - $44.5K
|
3.74K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-638- 14.06% |
$38.7K - $44.8K
|
3.9K
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-649- 7.6% |
$39.3K - $45.6K
|
7.9K
$568K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-649- 8.9% |
$39.3K - $45.6K
|
6.65K
$478K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-657- 5.59% |
$39.8K - $46.1K
|
11.1K
$798K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-657- 0.26% |
$39.8K - $46.1K
|
254K
$18.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-662- 9.74% |
$40.1K - $46.5K
|
6.14K
$441K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-663- 10.38% |
$40.2K - $46.6K
|
5.72K
$412K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-665- 6.96% |
$40.3K - $46.7K
|
8.89K
$639K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-673- 4.7% |
$40.8K - $47.3K
|
13.6K
$980K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-695- 10.41% |
$42.1K - $48.8K
|
5.98K
$430K
|
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-699- 4.04% |
$42.4K - $49.1K
|
16.6K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-700- 2.86% |
$42.4K - $49.2K
|
23.8K
$1.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-716- 12.64% |
$43.4K - $50.3K
|
4.95K
$356K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-756- 12.18% |
$45.8K - $53.1K
|
5.45K
$392K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-759- 6.37% |
$46K - $53.3K
|
11.2K
$802K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-764- 0.25% |
$46.3K - $53.7K
|
306K
$22M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-766- 3.76% |
$46.4K - $53.8K
|
19.6K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-766- 17.97% |
$46.4K - $53.8K
|
3.5K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-768- 6.02% |
$46.6K - $53.9K
|
12K
$862K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-769- 2.09% |
$46.6K - $54K
|
36K
$2.59M
|