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 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-4.1K- 35.33% |
$249K - $288K
|
7.5K
$540K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-4.13K- 13.52% |
$250K - $290K
|
26.4K
$1.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.44K- 25.55% |
$269K - $312K
|
13K
$931K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-4.46K- 41.27% |
$270K - $313K
|
6.34K
$456K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.52K- 10.63% |
$274K - $317K
|
38K
$2.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.61K- 20.94% |
$280K - $324K
|
17.4K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-4.63K- 5.38% |
$281K - $325K
|
81.4K
$5.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-4.68K- 5.23% |
$284K - $329K
|
84.9K
$6.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.71K- 9.77% |
$285K - $331K
|
43.5K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-4.73K- 0.71% |
$286K - $332K
|
659K
$47.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.76K- 2.5% |
$289K - $334K
|
186K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-4.76K- 2.66% |
$289K - $334K
|
174K
$12.5M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-4.76K- 5.51% |
$289K - $335K
|
81.7K
$5.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-4.84K- 2.24% |
$293K - $340K
|
211K
$15.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.86K- 15.6% |
$295K - $341K
|
26.3K
$1.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.86K- 41.34% |
$295K - $342K
|
6.9K
$496K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.92K- 41.13% |
$298K - $345K
|
7.04K
$506K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-4.99K- 39.86% |
$302K - $350K
|
7.52K
$541K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.03K- 37.06% |
$305K - $354K
|
8.55K
$615K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-5.1K- 6.05% |
$309K - $358K
|
79.1K
$5.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-5.22K- 3.43% |
$317K - $367K
|
147K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.25K- 0.72% |
$318K - $369K
|
724K
$52M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.29K- 0.59% |
$321K - $371K
|
885K
$63.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.32K- 0.57% |
$323K - $374K
|
929K
$66.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.35K- 1.52% |
$324K - $376K
|
347K
$25M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-5.37K- 43.27% |
$326K - $377K
|
7.04K
$507K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.58K- 20.41% |
$338K - $392K
|
21.7K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.6K- 8.73% |
$339K - $393K
|
58.6K
$4.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-5.6K- 1.83% |
$340K - $393K
|
301K
$21.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.93K- 22.03% |
$360K - $417K
|
21K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-6.14K- 15.18% |
$372K - $431K
|
34.3K
$2.47M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.15K- 7.21% |
$373K - $432K
|
79.1K
$5.69M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.47K- 38.57% |
$392K - $454K
|
10.3K
$741K
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-6.58K- 13.5% |
$399K - $462K
|
42.1K
$3.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-6.63K- 6.05% |
$402K - $465K
|
103K
$7.4M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.72K- 4.45% |
$407K - $472K
|
144K
$10.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-6.96K- 14.44% |
$422K - $489K
|
41.3K
$2.97M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-7.18K- 98.22% |
$435K - $504K
|
130
$9.35K
|
|
|
Feb 14, 2025
Q4 2024
|
Yaupon Capital Management LP
New York, NY |
SELL
|
- |
-7.28K- 1.05% |
$441K - $511K
|
686K
$49.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-7.44K- 7.11% |
$451K - $523K
|
97.3K
$7M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-7.53K- 6.94% |
$457K - $529K
|
101K
$7.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.89K- 7.46% |
$478K - $554K
|
97.8K
$7.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.94K- 56.65% |
$481K - $558K
|
6.08K
$437K
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-7.96K- 0.98% |
$483K - $559K
|
806K
$57.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8.06K- 59.59% |
$488K - $566K
|
5.46K
$393K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.15K- 14.41% |
$494K - $572K
|
48.4K
$3.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-8.28K- 45.9% |
$502K - $581K
|
9.75K
$701K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-8.88K- 48.25% |
$538K - $624K
|
9.53K
$685K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-9K- 12.64% |
$546K - $632K
|
62.2K
$4.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-9.38K- 22.26% |
$569K - $659K
|
32.8K
$2.36M
|