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 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-601- 3.59% |
$36.4K - $42.2K
|
16.1K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-615- 7.8% |
$37.3K - $43.2K
|
7.27K
$490K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-620- 98.88% |
$37.6K - $43.5K
|
7
$472
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-632- 11.93% |
$38.3K - $44.4K
|
4.67K
$314K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-633- 14.49% |
$38.4K - $44.5K
|
3.74K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-638- 14.06% |
$38.7K - $44.8K
|
3.9K
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-649- 7.6% |
$39.3K - $45.6K
|
7.9K
$532K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-649- 8.9% |
$39.3K - $45.6K
|
6.65K
$448K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-657- 5.59% |
$39.8K - $46.1K
|
11.1K
$747K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-657- 0.26% |
$39.8K - $46.1K
|
254K
$17.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-662- 9.74% |
$40.1K - $46.5K
|
6.14K
$413K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-663- 10.38% |
$40.2K - $46.6K
|
5.72K
$386K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-665- 6.96% |
$40.3K - $46.7K
|
8.89K
$599K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-673- 4.7% |
$40.8K - $47.3K
|
13.6K
$918K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-695- 10.41% |
$42.1K - $48.8K
|
5.98K
$403K
|
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-699- 4.04% |
$42.4K - $49.1K
|
16.6K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-700- 2.86% |
$42.4K - $49.2K
|
23.8K
$1.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-716- 12.64% |
$43.4K - $50.3K
|
4.95K
$333K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-756- 12.18% |
$45.8K - $53.1K
|
5.45K
$367K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-759- 6.37% |
$46K - $53.3K
|
11.2K
$751K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-764- 0.25% |
$46.3K - $53.7K
|
306K
$20.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-766- 3.76% |
$46.4K - $53.8K
|
19.6K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-766- 17.97% |
$46.4K - $53.8K
|
3.5K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-768- 6.02% |
$46.6K - $53.9K
|
12K
$807K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-769- 2.09% |
$46.6K - $54K
|
36K
$2.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-783- 0.56% |
$47.5K - $55K
|
139K
$9.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-799- 19.98% |
$48.4K - $56.1K
|
3.2K
$216K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-800- 10.47% |
$48.5K - $56.2K
|
6.84K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-811- 9.1% |
$49.2K - $57K
|
8.1K
$546K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-826- 6.71% |
$50.1K - $58K
|
11.5K
$774K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-831- 14.75% |
$50.4K - $58.4K
|
4.8K
$324K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-839- 18.92% |
$50.9K - $58.9K
|
3.6K
$242K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-845- 20.44% |
$51.2K - $59.3K
|
3.29K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-847- 23.32% |
$51.4K - $59.5K
|
2.79K
$188K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-851- 14.77% |
$51.6K - $59.8K
|
4.91K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-858- 1.27% |
$52K - $60.3K
|
66.8K
$4.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-901- 98.04% |
$54.6K - $63.3K
|
18
$1.21K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-906- 2.57% |
$54.9K - $63.6K
|
34.4K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-950- 15.07% |
$57.6K - $66.7K
|
5.35K
$361K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-954- 18.85% |
$57.8K - $67K
|
4.11K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-958- 6.89% |
$58.1K - $67.3K
|
12.9K
$872K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-959- 14.06% |
$58.1K - $67.4K
|
5.86K
$395K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-968- 11.51% |
$58.7K - $68K
|
7.44K
$501K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-990- 86.09% |
$60K - $69.5K
|
160
$10.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1K- 15.35% |
$60.6K - $70.2K
|
5.51K
$371K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1K- 2.68% |
$60.6K - $70.2K
|
36.3K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1K- 16.26% |
$60.7K - $70.3K
|
5.16K
$347K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.01K- 21.29% |
$60.9K - $70.6K
|
3.72K
$250K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.01K- 13.68% |
$61K - $70.7K
|
6.35K
$428K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.04K- 3.66% |
$62.9K - $72.8K
|
27.3K
$1.84M
|