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 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
946+ 3.87% |
$57.4K - $66.4K
|
25.4K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
904+ 16.09% |
$54.8K - $63.5K
|
6.52K
$469K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
900+ 29.08% |
$54.6K - $63.2K
|
4K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
900New |
$54.6K - $63.2K
|
900
$64.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
894+ 0.81% |
$54.2K - $62.8K
|
111K
$7.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
876+ 6.67% |
$53.1K - $61.5K
|
14K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
872+ 0.92% |
$52.9K - $61.2K
|
96.1K
$6.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
859+ 9.48% |
$52.1K - $60.3K
|
9.92K
$714K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
853+ 1.82% |
$51.7K - $59.9K
|
47.8K
$3.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
805+ 6.99% |
$48.8K - $56.5K
|
12.3K
$886K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
791+ 2.63% |
$48K - $55.6K
|
30.9K
$2.22M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
775+ 24.63% |
$47K - $54.4K
|
3.92K
$282K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
772+ 1.98% |
$46.8K - $54.2K
|
39.7K
$2.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
766+ 14.33% |
$46.4K - $53.8K
|
6.11K
$440K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
748New |
$45.4K - $52.5K
|
748
$53.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
715+ 0.61% |
$43.4K - $50.2K
|
117K
$8.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
713+ 4.93% |
$43.2K - $50.1K
|
15.2K
$1.09M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
710+ 78.19% |
$43K - $49.9K
|
1.62K
$116K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
710New |
$43K - $49.9K
|
710
$51.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
702+ 4.5% |
$42.6K - $49.3K
|
16.3K
$1.17M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
682New |
$41.3K - $47.9K
|
682
$49K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
678+ 11.2% |
$41.1K - $47.6K
|
6.73K
$484K
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
648+ 1.17% |
$39.3K - $45.5K
|
56K
$4.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
645+ 1.51% |
$39.1K - $45.3K
|
43.5K
$3.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
638+ 2.75% |
$38.7K - $44.8K
|
23.9K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
635+ 15.18% |
$38.5K - $44.6K
|
4.82K
$347K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
634New |
$38.4K - $44.5K
|
634
$45.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
632+ 12.61% |
$38.3K - $44.4K
|
5.64K
$406K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
629New |
$38.1K - $44.2K
|
629
$45.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
622+ 2.64% |
$37.7K - $43.7K
|
24.2K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
618+ 2.23% |
$37.5K - $43.4K
|
28.4K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
587+ 0.44% |
$35.6K - $41.2K
|
133K
$9.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
583+ 1.9% |
$35.3K - $40.9K
|
31.3K
$2.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
575New |
$34.9K - $40.4K
|
575
$41.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
564+ 13.45% |
$34.2K - $39.6K
|
4.76K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
564+ 6.78% |
$34.2K - $39.6K
|
8.89K
$639K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
561+ 14.42% |
$34K - $39.4K
|
4.45K
$320K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
560+ 1.23% |
$34K - $39.3K
|
46.1K
$3.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
559+ 18.37% |
$33.9K - $39.3K
|
3.6K
$259K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
558+ 9.09% |
$33.8K - $39.2K
|
6.7K
$482K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
552+ 17.99% |
$33.5K - $38.8K
|
3.62K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
549+ 2.44% |
$33.3K - $38.6K
|
23K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
548New |
$33.2K - $38.5K
|
548
$39.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
542+ 19.04% |
$32.9K - $38.1K
|
3.39K
$244K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
541+ 5.74% |
$32.8K - $38K
|
9.96K
$716K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
535+ 10.88% |
$32.4K - $37.6K
|
5.45K
$392K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
531+ 3.8% |
$32.2K - $37.3K
|
14.5K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
518+ 2.07% |
$31.4K - $36.4K
|
25.6K
$1.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
500+ 4.17% |
$30.3K - $35.1K
|
12.5K
$898K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
500New |
$30.3K - $35.1K
|
500
$36K
|