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 29, 2025
Q4 2024
|
Reik & Co., LLC
|
SELL
|
- |
-2.38K- 5.01% |
$144K - $167K
|
45.1K
$3.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.39K- 1.02% |
$145K - $168K
|
232K
$16.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-2.4K- 22.65% |
$145K - $168K
|
8.18K
$588K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.43K- 8.04% |
$147K - $170K
|
27.7K
$1.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-2.43K- 8.38% |
$147K - $171K
|
26.6K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.48K- 6.38% |
$150K - $174K
|
36.4K
$2.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.57K- 4.58% |
$156K - $180K
|
53.5K
$3.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-2.63K- 2.43% |
$160K - $185K
|
106K
$7.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-2.69K- 9.77% |
$163K - $189K
|
24.8K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.73K- 27.18% |
$165K - $192K
|
7.31K
$526K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.73K- 12.26% |
$166K - $192K
|
19.5K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.74K- 63.3% |
$166K - $193K
|
1.59K
$114K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.75K- 11.74% |
$167K - $193K
|
20.7K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.75K- 7.51% |
$167K - $193K
|
33.9K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.76K- 16.5% |
$167K - $194K
|
14K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.77K- 24.78% |
$168K - $195K
|
8.42K
$605K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.8K- 9.73% |
$170K - $197K
|
26K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.8K- 0.16% |
$170K - $197K
|
1.79M
$129M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.8K- 3.46% |
$170K - $197K
|
78.1K
$5.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-2.83K- 24.85% |
$172K - $199K
|
8.57K
$616K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.9K- 5.77% |
$176K - $204K
|
47.4K
$3.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-2.93K- 9.73% |
$178K - $206K
|
27.2K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.99K- 46.02% |
$181K - $210K
|
3.51K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-3.01K- 19.08% |
$182K - $211K
|
12.7K
$917K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.01K- 8.02% |
$182K - $211K
|
34.5K
$2.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.08K- 29.07% |
$187K - $217K
|
7.53K
$541K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-3.12K- 3.94% |
$189K - $219K
|
75.9K
$5.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-3.14K- 3.17% |
$190K - $221K
|
96K
$6.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-3.14K- 3.39% |
$191K - $221K
|
89.7K
$6.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-3.24K- 3.79% |
$196K - $227K
|
82.1K
$5.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.28K- 95.21% |
$199K - $230K
|
165
$11.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.32K- 4.99% |
$201K - $233K
|
63.2K
$4.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-3.35K- 16.03% |
$203K - $235K
|
17.6K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.37K- 28.02% |
$204K - $236K
|
8.65K
$622K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.42K- 15.19% |
$207K - $240K
|
19.1K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-3.42K- 44.58% |
$207K - $240K
|
4.25K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-3.45K- 9.62% |
$209K - $242K
|
32.4K
$2.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-3.45K- 0.69% |
$209K - $242K
|
499K
$35.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.45K- 96.1% |
$209K - $243K
|
140
$10.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-3.53K- 49.23% |
$214K - $248K
|
3.64K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.58K- 13.57% |
$217K - $251K
|
22.8K
$1.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.65K- 16.85% |
$222K - $257K
|
18K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.69K- 27.59% |
$223K - $259K
|
9.68K
$696K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-3.72K- 50.95% |
$225K - $261K
|
3.58K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.79K- 9.28% |
$230K - $266K
|
37.1K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-3.88K- 0.87% |
$235K - $272K
|
444K
$31.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.91K- 1.02% |
$237K - $274K
|
380K
$27.4M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-3.99K- 16.83% |
$242K - $280K
|
19.7K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-4K- 1.83% |
$242K - $281K
|
215K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4K- 1.19% |
$243K - $281K
|
333K
$23.9M
|