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 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
3.54KNew |
$215K - $249K
|
3.54K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.53K+ 1.9% |
$214K - $248K
|
189K
$13.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.53K+ 28.29% |
$214K - $248K
|
16K
$1.15M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
3.52KNew |
$213K - $247K
|
3.52K
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
3.5KNew |
$212K - $246K
|
3.5K
$252K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
3.47KNew |
$210K - $244K
|
3.47K
$249K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.43KNew |
$208K - $241K
|
3.43K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.43K+ 2.29% |
$208K - $241K
|
153K
$11M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.33K+ 18.55% |
$202K - $234K
|
21.3K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.33K+ 12.96% |
$202K - $234K
|
29K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
3.3KNew |
$200K - $232K
|
3.3K
$237K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.29KNew |
$200K - $231K
|
3.29K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
3.29KNew |
$199K - $231K
|
3.29K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.27K+ 58.53% |
$199K - $230K
|
8.87K
$638K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
3.22K+ 1.05% |
$195K - $226K
|
311K
$22.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
3.2K+ 6.9% |
$194K - $225K
|
49.6K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.2KNew |
$194K - $225K
|
3.2K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.19K+ 74.93% |
$193K - $224K
|
7.44K
$535K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.16K+ 36.84% |
$192K - $222K
|
11.7K
$844K
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.06KNew |
$186K - $215K
|
3.06K
$220K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
2.95KNew |
$179K - $207K
|
2.95K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.89K+ 23.74% |
$175K - $203K
|
15.1K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.83K+ 26.61% |
$171K - $198K
|
13.4K
$967K
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
2.75K+ 0.82% |
$167K - $193K
|
339K
$24.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.74K+ 6.09% |
$166K - $193K
|
47.8K
$3.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.73K+ 13.33% |
$165K - $192K
|
23.2K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.67K+ 11.89% |
$162K - $188K
|
25.1K
$1.81M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.62K+ 21.33% |
$159K - $184K
|
14.9K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.57KNew |
$156K - $180K
|
2.57K
$185K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.56KNew |
$155K - $180K
|
2.56K
$184K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.55K+ 51.75% |
$154K - $179K
|
7.46K
$537K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.55K+ 51.75% |
$154K - $179K
|
7.46K
$537K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
2.53K+ 63.28% |
$153K - $178K
|
6.53K
$470K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.52K+ 11.98% |
$153K - $177K
|
23.6K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.5K+ 15.38% |
$152K - $176K
|
18.8K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
2.46K+ 28.66% |
$149K - $173K
|
11K
$794K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2.38K+ 0.93% |
$144K - $167K
|
258K
$18.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.33K+ 14.38% |
$141K - $163K
|
18.5K
$1.33M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.32K+ 6.6% |
$141K - $163K
|
37.5K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investments, LLC
|
BUY
|
- |
2.32KNew |
$140K - $163K
|
2.32K
$166K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.3K+ 11.88% |
$139K - $161K
|
21.7K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.29K+ 5.07% |
$139K - $161K
|
47.5K
$3.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
2.22K+ 14.76% |
$135K - $156K
|
17.3K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.2KNew |
$134K - $155K
|
2.2K
$158K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.03K+ 6.41% |
$123K - $143K
|
33.8K
$2.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
2.01K+ 171.33% |
$122K - $141K
|
3.18K
$229K
|
|
|
Feb 10, 2025
Q4 2024
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
2K+ 1.85% |
$121K - $140K
|
110K
$7.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
2KNew |
$121K - $140K
|
2K
$144K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2K+ 0.92% |
$121K - $140K
|
219K
$15.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.99K+ 12.32% |
$120K - $139K
|
18.1K
$1.3M
|