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 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-783- 0.56% |
$47.5K - $55K
|
139K
$10M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-799- 19.98% |
$48.4K - $56.1K
|
3.2K
$230K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-800- 10.47% |
$48.5K - $56.2K
|
6.84K
$492K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-811- 9.1% |
$49.2K - $57K
|
8.1K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-826- 6.71% |
$50.1K - $58K
|
11.5K
$826K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-831- 14.75% |
$50.4K - $58.4K
|
4.8K
$346K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-839- 18.92% |
$50.9K - $58.9K
|
3.6K
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-845- 20.44% |
$51.2K - $59.3K
|
3.29K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-847- 23.32% |
$51.4K - $59.5K
|
2.79K
$200K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-851- 14.77% |
$51.6K - $59.8K
|
4.91K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-858- 1.27% |
$52K - $60.3K
|
66.8K
$4.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-901- 98.04% |
$54.6K - $63.3K
|
18
$1.29K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-906- 2.57% |
$54.9K - $63.6K
|
34.4K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-950- 15.07% |
$57.6K - $66.7K
|
5.35K
$385K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-954- 18.85% |
$57.8K - $67K
|
4.11K
$295K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-958- 6.89% |
$58.1K - $67.3K
|
12.9K
$931K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-959- 14.06% |
$58.1K - $67.4K
|
5.86K
$421K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-968- 11.51% |
$58.7K - $68K
|
7.44K
$535K
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-987- 12.88% |
$59.8K - $69.3K
|
6.68K
$480K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-990- 86.09% |
$60K - $69.5K
|
160
$11.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1K- 15.35% |
$60.6K - $70.2K
|
5.51K
$397K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1K- 2.68% |
$60.6K - $70.2K
|
36.3K
$2.61M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1K- 16.26% |
$60.7K - $70.3K
|
5.16K
$371K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.01K- 21.29% |
$60.9K - $70.6K
|
3.72K
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.01K- 13.68% |
$61K - $70.7K
|
6.35K
$457K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.04K- 3.66% |
$62.9K - $72.8K
|
27.3K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.04K- 32.02% |
$63.1K - $73K
|
2.21K
$159K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 4.23% |
$64.4K - $74.6K
|
24.1K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.07K- 30.04% |
$64.6K - $74.8K
|
2.48K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.11K- 1.96% |
$67.1K - $77.7K
|
55.4K
$3.98M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.11K- 5.73% |
$67.5K - $78.2K
|
18.3K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.12K- 8.54% |
$67.7K - $78.4K
|
12K
$859K
|
|
|
Jan 31, 2025
Q4 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.13K- 19.4% |
$68.2K - $79K
|
4.68K
$336K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.13K- 8.83% |
$68.8K - $79.6K
|
11.7K
$842K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.18K- 4.59% |
$71.2K - $82.5K
|
24.5K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.18K- 4.42% |
$71.7K - $83K
|
25.6K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.18K- 16.62% |
$71.7K - $83.1K
|
5.94K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.19K- 8.69% |
$71.8K - $83.2K
|
12.4K
$895K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.2K- 7.38% |
$72.9K - $84.4K
|
15.1K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-1.25K- 18.12% |
$75.8K - $87.8K
|
5.65K
$406K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.27K- 7.78% |
$76.8K - $89K
|
15K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-1.27K- 1.38% |
$77.1K - $89.3K
|
90.9K
$6.54M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.28K- 1.5% |
$77.8K - $90.1K
|
84.1K
$6.05M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.3K- 21.73% |
$78.5K - $90.9K
|
4.67K
$336K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.3K- 3.56% |
$78.6K - $91K
|
35.2K
$2.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-1.31K- 3.08% |
$79.1K - $91.7K
|
41.1K
$2.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.33K- 23.77% |
$80.3K - $93.1K
|
4.25K
$306K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-1.35K- 8.3% |
$82K - $95K
|
14.9K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.36K- 6.16% |
$82.6K - $95.7K
|
20.8K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.37K- 6.95% |
$83K - $96.1K
|
18.3K
$1.32M
|