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
|
Avestar Capital, LLC
|
BUY
|
- |
485+ 10.24% |
$29.4K - $34.1K
|
5.22K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
470+ 15.24% |
$28.5K - $33K
|
3.55K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
465+ 56.92% |
$28.2K - $32.7K
|
1.28K
$92.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
461+ 27.05% |
$28K - $32.4K
|
2.17K
$156K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
453+ 6.21% |
$27.5K - $31.8K
|
7.75K
$557K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
444+ 10.01% |
$26.9K - $31.2K
|
4.88K
$351K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
437+ 1.89% |
$26.5K - $30.7K
|
23.6K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
400+ 2.41% |
$24.3K - $28.1K
|
17K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Hedges Asset Management LLC
|
BUY
|
- |
400+ 0.55% |
$24.3K - $28.1K
|
72.8K
$5.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
400+ 930.23% |
$24.3K - $28.1K
|
443
$31.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
400+ 11.09% |
$24.3K - $28.1K
|
4.01K
$288K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
394+ 579.41% |
$23.9K - $27.7K
|
462
$33.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
375+ 1.03% |
$22.7K - $26.3K
|
37K
$2.66M
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
374+ 4.94% |
$22.7K - $26.3K
|
7.94K
$571K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
373+ 1.32% |
$22.6K - $26.2K
|
28.7K
$2.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
370+ 3.59% |
$22.4K - $26K
|
10.7K
$768K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
369+ 8.44% |
$22.4K - $25.9K
|
4.74K
$341K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
368+ 10.85% |
$22.3K - $25.8K
|
3.76K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
353+ 2.42% |
$21.4K - $24.8K
|
14.9K
$1.07M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
351New |
$21.3K - $24.7K
|
351
$25.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
344+ 4.28% |
$20.9K - $24.2K
|
8.38K
$602K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
342+ 5.69% |
$20.7K - $24K
|
6.36K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
338New |
$20.5K - $23.7K
|
338
$24.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
335+ 23.44% |
$20.3K - $23.5K
|
1.76K
$127K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
331+ 5.52% |
$20.1K - $23.2K
|
6.32K
$455K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
330+ 5.63% |
$20K - $23.2K
|
6.19K
$445K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
325+ 8.5% |
$19.7K - $22.8K
|
4.15K
$298K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
325+ 5.34% |
$19.7K - $22.8K
|
6.41K
$461K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
322+ 2.18% |
$19.5K - $22.6K
|
15.1K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
322+ 1.92% |
$19.5K - $22.6K
|
17.1K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
322+ 3.17% |
$19.5K - $22.6K
|
10.5K
$755K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
319New |
$19.3K - $22.4K
|
319
$22.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
319+ 3.28% |
$19.3K - $22.4K
|
10K
$722K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
315+ 2.97% |
$19.1K - $22.1K
|
10.9K
$785K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
315New |
$19.1K - $22.1K
|
315
$22.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
314New |
$19K - $22.1K
|
314
$22.6K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
308+ 1.27% |
$18.7K - $21.6K
|
24.6K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
302+ 15.31% |
$18.3K - $21.2K
|
2.28K
$164K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
301+ 0.92% |
$18.2K - $21.1K
|
33.2K
$2.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
300New |
$18.2K - $21.1K
|
300
$21.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
293+ 380.52% |
$17.8K - $20.6K
|
370
$26.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
288+ 0.76% |
$17.5K - $20.2K
|
38.4K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
285New |
$17.3K - $20K
|
285
$20.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
285+ 4.3% |
$17.3K - $20K
|
6.91K
$497K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
278New |
$16.9K - $19.5K
|
278
$20K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
273+ 2.67% |
$16.6K - $19.2K
|
10.5K
$755K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
272New |
$16.5K - $19.1K
|
272
$19.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
268+ 8.35% |
$16.2K - $18.8K
|
3.48K
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
264+ 2.08% |
$16K - $18.5K
|
12.9K
$931K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
250New |
$15.2K - $17.6K
|
250
$18K
|