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 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.4K- 44.2% |
$84.6K - $98K
|
1.76K
$127K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.4K- 29.4% |
$85K - $98.5K
|
3.37K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.42K- 3.63% |
$86.3K - $100K
|
37.8K
$2.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.43K- 17.17% |
$86.9K - $101K
|
6.92K
$498K
|
|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.44K- 6.97% |
$87.2K - $101K
|
19.2K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-1.45K- 14.55% |
$87.6K - $101K
|
8.49K
$611K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.55K- 2.56% |
$93.7K - $109K
|
58.9K
$4.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.67K- 6.29% |
$101K - $117K
|
24.9K
$1.79M
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.68K- 2.49% |
$102K - $118K
|
65.6K
$4.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.69K- 19.44% |
$102K - $119K
|
6.99K
$503K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.7K- 9.7% |
$103K - $119K
|
15.8K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-1.71K- 1.65% |
$104K - $120K
|
102K
$7.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.72K- 5.31% |
$104K - $121K
|
30.6K
$2.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-1.72K- 6.76% |
$104K - $121K
|
23.7K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-1.72K- 0.22% |
$104K - $121K
|
766K
$55.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.76K- 4.9% |
$107K - $123K
|
34.1K
$2.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-1.79K- 1.67% |
$108K - $125K
|
105K
$7.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.84K- 25.81% |
$111K - $129K
|
5.28K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.84K- 2.76% |
$112K - $130K
|
64.9K
$4.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.85K- 2.77% |
$112K - $130K
|
64.8K
$4.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.96K- 22.48% |
$119K - $137K
|
6.75K
$485K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.96K- 13.93% |
$119K - $138K
|
12.1K
$870K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.99K- 5.52% |
$121K - $140K
|
34.1K
$2.45M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2K- 40.0% |
$121K - $140K
|
3K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-2K- 6.25% |
$121K - $140K
|
30K
$2.16M
|
|
|
Mar 14, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-2K- 30.05% |
$121K - $140K
|
4.66K
$335K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-2K- 3.17% |
$121K - $141K
|
61.1K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.02K- 4.59% |
$122K - $142K
|
41.9K
$3.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.02K- 1.58% |
$122K - $142K
|
126K
$9.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.02K- 7.07% |
$122K - $142K
|
26.5K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.02K- 9.22% |
$123K - $142K
|
19.9K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.03K- 33.58% |
$123K - $142K
|
4.01K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-2.05K- 1.93% |
$124K - $144K
|
104K
$7.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.06K- 26.42% |
$125K - $144K
|
5.73K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.06K- 17.37% |
$125K - $145K
|
9.81K
$706K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.07K- 5.31% |
$125K - $145K
|
36.8K
$2.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.09K- 14.79% |
$126K - $146K
|
12K
$864K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-2.1K- 29.17% |
$127K - $147K
|
5.1K
$367K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-2.1K- 31.57% |
$128K - $148K
|
4.56K
$328K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.11K- 0.75% |
$128K - $148K
|
277K
$19.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-2.12K- 9.57% |
$128K - $149K
|
20K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.16K- 3.67% |
$131K - $152K
|
56.8K
$4.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-2.17K- 6.61% |
$132K - $153K
|
30.7K
$2.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
SELL
|
- |
-2.2K- 28.76% |
$133K - $155K
|
5.45K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-2.2K- 10.31% |
$133K - $155K
|
19.1K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-2.21K- 21.98% |
$134K - $155K
|
7.83K
$563K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.21K- 35.84% |
$134K - $155K
|
3.96K
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.22K- 11.69% |
$134K - $156K
|
16.8K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.24K- 1.27% |
$136K - $157K
|
175K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.37K- 1.5% |
$144K - $167K
|
155K
$11.2M
|