Latest Institutional Transactions on Shell PLC (SHEL)
This table provides information on the latest institutional transactions involving Shell PLC (SHEL) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2+ 0.37% |
$121 - $140
|
536
$34.8K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1- 0.03% |
$60.6 - $70.2
|
3.74K
$243K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-343- 0.09% |
$20.8K - $24.1K
|
396K
$25.7M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
125+ 2.84% |
$7.58K - $8.78K
|
4.53K
$294K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.3K+ 11.88% |
$139K - $161K
|
21.7K
$1.41M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-79- 3.53% |
$4.79K - $5.55K
|
2.16K
$140K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.17% |
$182 - $211
|
1.73K
$112K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
134+ 1.74% |
$8.12K - $9.41K
|
7.82K
$508K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-7.18K- 98.22% |
$435K - $504K
|
130
$8.44K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-405- 1.45% |
$24.6K - $28.4K
|
27.4K
$1.78M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-347K- 98.43% |
$21M - $24.4M
|
5.54K
$360K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.3K- 21.73% |
$78.5K - $90.9K
|
4.67K
$303K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-96.2K- 13.47% |
$5.83M - $6.76M
|
618K
$40.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
79.7KNew |
$4.83M - $5.59M
|
79.7K
$5.17M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.32K+ 6.6% |
$141K - $163K
|
37.5K
$2.43M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
45+ 10.0% |
$2.73K - $3.16K
|
495
$32.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-15- 3.98% |
$909 - $1.05K
|
362
$23.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
120+ 1.14% |
$7.28K - $8.43K
|
10.6K
$689K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-267- 23.02% |
$16.2K - $18.8K
|
893
$58K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.68K- 2.49% |
$102K - $118K
|
65.6K
$4.26M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.97K+ 28.03% |
$241K - $279K
|
18.1K
$1.18M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-7.53K- 6.94% |
$457K - $529K
|
101K
$6.55M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-128- 64.0% |
$7.76K - $8.99K
|
72
$4.67K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
71+ 1.82% |
$4.3K - $4.99K
|
3.98K
$258K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
180+ 5.21% |
$10.9K - $12.6K
|
3.63K
$236K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
325+ 8.5% |
$19.7K - $22.8K
|
4.15K
$269K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
71+ 0.32% |
$4.3K - $4.99K
|
22K
$1.43M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
710+ 78.19% |
$43K - $49.9K
|
1.62K
$105K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-954- 18.85% |
$57.8K - $67K
|
4.11K
$267K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-110K- 7.38% |
$7.2M - $8.04M
|
1.38M
$89.3M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.79K- 16.33% |
$249K - $278K
|
19.4K
$1.26M
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
1.11K+ 11.17% |
$73.1K - $81.6K
|
11.1K
$719K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-6.6K- 2.51% |
$433K - $483K
|
256K
$16.6M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-321- 44.9% |
$21.1K - $23.5K
|
394
$25.6K
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
11.1K+ 26.87% |
$729K - $814K
|
52.4K
$3.4M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.15K+ 1.73% |
$75.6K - $84.4K
|
67.6K
$4.39M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
152KNew |
$9.97M - $11.1M
|
152K
$9.86M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
50+ 1.53% |
$3.28K - $3.66K
|
3.32K
$215K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
38.7KNew |
$2.54M - $2.84M
|
38.7K
$2.51M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-871- 4.52% |
$57.2K - $63.8K
|
18.4K
$1.19M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
78.1KNew |
$5.13M - $5.73M
|
78.1K
$5.07M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-315- 11.43% |
$20.7K - $23.1K
|
2.44K
$158K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
129+ 0.93% |
$8.47K - $9.45K
|
14K
$906K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3+ 0.83% |
$197 - $220
|
365
$23.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.73K- 18.63% |
$376K - $420K
|
25K
$1.63M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-58.8K- 94.05% |
$3.86M - $4.31M
|
3.72K
$242K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.26K- 1.91% |
$280K - $312K
|
219K
$14.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.79K+ 1.43% |
$118K - $131K
|
127K
$8.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-298- 4.46% |
$19.6K - $21.8K
|
6.39K
$415K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-34- 2.39% |
$2.23K - $2.49K
|
1.39K
$90.2K
|
|