Latest Institutional Transactions on Shell PLC (RDS-B)
This table provides information on the latest institutional transactions involving Shell PLC (RDS-B) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-914- 4.91% |
N/A
|
17.7K
$904K
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-19- 0.35% |
N/A
|
5.35K
$273K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-13.9KClosed |
N/A
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.33KClosed |
N/A
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-470Closed |
N/A
|
0
$0
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
18.6KNew |
N/A
|
18.6K
$948K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-6.22KClosed |
N/A
|
0
$0
|
|
Q1 2023 | |||||||
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-372Closed |
N/A
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
405New |
N/A
|
405
$20.7K
|
|
Q4 2022 | |||||||
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-17.5KClosed |
N/A
|
0
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-1.26MClosed |
N/A
|
0
$0
|
|
Q2 2022 | |||||||
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-249Closed |
$11.1K - $12.7K
|
0
$0
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-1.03KClosed |
$46.2K - $52.8K
|
0
$0
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.24KClosed |
$55.1K - $63.1K
|
0
$0
|
|
Feb 13, 2024
Q1 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5.24KClosed |
$234K - $268K
|
0
$0
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-50Closed |
$2.23K - $2.55K
|
0
$0
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-27.3KClosed |
$1.22M - $1.39M
|
0
$0
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-43Closed |
$1.92K - $2.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-213KClosed |
$9.51M - $10.9M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-49.8KClosed |
$2.22M - $2.54M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-132Closed |
$5.89K - $6.74K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-676Closed |
$30.2K - $34.5K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-8.88KClosed |
$396K - $454K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
191New |
$8.53K - $9.76K
|
191
$9.75K
|
|
Apr 04, 2022
Q1 2022
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-6.97KClosed |
$311K - $356K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 10, 2025
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.49KClosed |
$227K - $273K
|
0
$0
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
11KNew |
$454K - $545K
|
11K
$560K
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-12.5KClosed |
$518K - $622K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
CALL |
-4KClosed |
$166K - $199K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-47.6K- 2.5% |
$1.97M - $2.37M
|
1.85M
$94.7M
|
|
Q3 2021 | |||||||
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.25KClosed |
$44.9K - $55.5K
|
0
$0
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-50- 14.33% |
$1.79K - $2.21K
|
299
$15.3K
|
|
Nov 14, 2022
Q3 2021
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
12.4MNew |
$443M - $547M
|
12.4M
$631M
|
|
Q2 2021 | |||||||
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-3.68KClosed |
$132K - $149K
|
0
$0
|
|
Q1 2021 | |||||||
Feb 13, 2024
Q1 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-375- 39.35% |
$12.7K - $15.8K
|
578
$29.5K
|
|
Q3 2020 | |||||||
Nov 09, 2023
Q3 2020
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-585- 70.31% |
$14.2K - $18.6K
|
247
$12.6K
|
|
Nov 12, 2020
Q3 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-131Closed |
$3.17K - $4.17K
|
0
$0
|
|
Q2 2020 | |||||||
Nov 09, 2023
Q2 2020
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
129New |
$3.69K - $4.86K
|
129
$6.59K
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.15K- 7.87% |
$32.8K - $43.2K
|
13.4K
$686K
|
|
Q1 2020 | |||||||
Mar 11, 2024
Q1 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-8.07KClosed |
$158K - $500K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-29KClosed |
$568K - $1.8M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-3.74KClosed |
$73.2K - $232K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-6.5KClosed |
$127K - $403K
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.51KClosed |
$68.7K - $218K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 30, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
393+ 5.95% |
$22.2K - $23.9K
|
7K
$357K
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.02KClosed |
$57.7K - $62.2K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 08, 2019
Q3 2019
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.69KClosed |
$313K - $374K
|
0
$0
|