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 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.04K- 32.02% |
$63.1K - $73K
|
2.21K
$149K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 4.23% |
$64.4K - $74.6K
|
24.1K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.07K- 30.04% |
$64.6K - $74.8K
|
2.48K
$167K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.11K- 1.96% |
$67.1K - $77.7K
|
55.4K
$3.73M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.11K- 5.73% |
$67.5K - $78.2K
|
18.3K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.12K- 8.54% |
$67.7K - $78.4K
|
12K
$805K
|
|
|
Jan 31, 2025
Q4 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.13K- 19.4% |
$68.2K - $79K
|
4.68K
$315K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.13K- 8.83% |
$68.8K - $79.6K
|
11.7K
$789K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.18K- 4.59% |
$71.2K - $82.5K
|
24.5K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.18K- 4.42% |
$71.7K - $83K
|
25.6K
$1.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.18K- 16.62% |
$71.7K - $83.1K
|
5.94K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.19K- 8.69% |
$71.8K - $83.2K
|
12.4K
$839K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.2K- 7.38% |
$72.9K - $84.4K
|
15.1K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-1.25K- 18.12% |
$75.8K - $87.8K
|
5.65K
$381K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.27K- 7.78% |
$76.8K - $89K
|
15K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-1.27K- 1.38% |
$77.1K - $89.3K
|
90.9K
$6.12M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.28K- 1.5% |
$77.8K - $90.1K
|
84.1K
$5.66M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.3K- 21.73% |
$78.5K - $90.9K
|
4.67K
$314K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.3K- 3.56% |
$78.6K - $91K
|
35.2K
$2.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-1.31K- 3.08% |
$79.1K - $91.7K
|
41.1K
$2.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.33K- 23.77% |
$80.3K - $93.1K
|
4.25K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-1.35K- 8.3% |
$82K - $95K
|
14.9K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.36K- 6.16% |
$82.6K - $95.7K
|
20.8K
$1.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.37K- 6.95% |
$83K - $96.1K
|
18.3K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.4K- 44.2% |
$84.6K - $98K
|
1.76K
$119K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.4K- 29.4% |
$85K - $98.5K
|
3.37K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.42K- 3.63% |
$86.3K - $100K
|
37.8K
$2.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.43K- 17.17% |
$86.9K - $101K
|
6.92K
$466K
|
|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.44K- 6.97% |
$87.2K - $101K
|
19.2K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-1.45K- 14.55% |
$87.6K - $101K
|
8.49K
$572K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.55K- 2.56% |
$93.7K - $109K
|
58.9K
$3.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.67K- 6.29% |
$101K - $117K
|
24.9K
$1.68M
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.68K- 2.49% |
$102K - $118K
|
65.6K
$4.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.69K- 19.44% |
$102K - $119K
|
6.99K
$471K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.7K- 9.7% |
$103K - $119K
|
15.8K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-1.71K- 1.65% |
$104K - $120K
|
102K
$6.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.72K- 5.31% |
$104K - $121K
|
30.6K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-1.72K- 6.76% |
$104K - $121K
|
23.7K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-1.72K- 0.22% |
$104K - $121K
|
766K
$51.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.76K- 4.9% |
$107K - $123K
|
34.1K
$2.29M
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-1.79K- 1.67% |
$108K - $125K
|
105K
$7.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.84K- 25.81% |
$111K - $129K
|
5.28K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.84K- 2.76% |
$112K - $130K
|
64.9K
$4.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.85K- 2.77% |
$112K - $130K
|
64.8K
$4.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.96K- 22.48% |
$119K - $137K
|
6.75K
$455K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.96K- 13.93% |
$119K - $138K
|
12.1K
$815K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.99K- 5.52% |
$121K - $140K
|
34.1K
$2.3M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2K- 40.0% |
$121K - $140K
|
3K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-2K- 6.25% |
$121K - $140K
|
30K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-2K- 3.17% |
$121K - $141K
|
61.1K
$4.12M
|