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 |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
60+ 40.0% |
$4.19K - $4.44K
|
210
$15.9K
|
|
|
Dec 19, 2025
Q3 2025
|
Finivi Inc.
Westborough, MA |
BUY
|
- |
177+ 1.66% |
$12.4K - $13.1K
|
10.8K
$821K
|
|
|
Dec 18, 2025
Q3 2025
|
Wgi Dm, LLC
Boston, MA |
BUY
|
- |
773K+ 21.31% |
$54M - $57.1M
|
4.4M
$333M
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-1.19K- 3.1% |
$82.7K - $87.6K
|
37K
$2.81M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-6- 0.09% |
$419 - $444
|
6.74K
$510K
|
|
|
Dec 15, 2025
Q3 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-3.99K- 13.02% |
$279K - $295K
|
26.6K
$2.02M
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
SELL
|
- |
-5.82KClosed |
$406K - $430K
|
0
$0
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-241- 1.67% |
$16.8K - $17.8K
|
14.2K
$1.07M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
962+ 2.5% |
$67.2K - $71.1K
|
39.5K
$2.99M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-700- 14.19% |
$48.9K - $51.8K
|
4.23K
$321K
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
7.11KNew |
$496K - $525K
|
7.11K
$538K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
134New |
$9.36K - $9.91K
|
134
$10.2K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-21- 22.83% |
$1.47K - $1.55K
|
71
$5.38K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
54.6K+ 5.65% |
$3.82M - $4.04M
|
1.02M
$77.4M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
44+ 4.74% |
$3.07K - $3.25K
|
972
$73.6K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.17K- 20.75% |
$501K - $530K
|
27.4K
$2.07M
|
|
|
Nov 20, 2025
Q3 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
981+ 18.57% |
$68.5K - $72.5K
|
6.26K
$474K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
11New |
$768 - $813
|
11
$833
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
8.24K+ 18.05% |
$576K - $609K
|
53.9K
$4.08M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.89K+ 14.5% |
$132K - $140K
|
14.9K
$1.13M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.42K+ 1.03% |
$98.8K - $105K
|
139K
$10.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
388+ 2.68% |
$27.1K - $28.7K
|
14.9K
$1.13M
|
|
|
Nov 19, 2025
Q3 2025
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
300+ 1.86% |
$20.9K - $22.2K
|
16.5K
$1.25M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-254- 7.11% |
$17.7K - $18.8K
|
3.32K
$251K
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-434- 9.11% |
$30.3K - $32.1K
|
4.33K
$328K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-17- 0.47% |
$1.19K - $1.26K
|
3.6K
$273K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-559- 1.47% |
$39K - $41.3K
|
37.4K
$2.83M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
30+ 0.77% |
$2.09K - $2.22K
|
3.95K
$299K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-56- 1.75% |
$3.91K - $4.14K
|
3.14K
$238K
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
312+ 8.82% |
$21.8K - $23.1K
|
3.85K
$292K
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-85- 0.58% |
$5.93K - $6.28K
|
14.5K
$1.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-3.38K- 21.96% |
$236K - $250K
|
12K
$909K
|
|
|
Nov 17, 2025
Q3 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-5.43K- 18.99% |
$379K - $401K
|
23.1K
$1.75M
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
200New |
$14K - $14.8K
|
200
$15.2K
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
616+ 5.03% |
$43K - $45.5K
|
12.9K
$975K
|
|
|
Nov 17, 2025
Q3 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
75+ 1.62% |
$5.24K - $5.54K
|
4.7K
$356K
|
|
|
Nov 17, 2025
Q3 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2+ 0.01% |
$140 - $148
|
22.7K
$1.72M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
8+ 0.05% |
$559 - $591
|
16.4K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
805+ 3.31% |
$56.2K - $59.5K
|
25.1K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.13K- 10.79% |
$219K - $231K
|
25.9K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.36K+ 3.17% |
$95.2K - $101K
|
44.4K
$3.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.08K+ 4.48% |
$215K - $228K
|
71.9K
$5.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
410New |
$28.6K - $30.3K
|
410
$31.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.3K+ 6.63% |
$1.34M - $1.42M
|
310K
$23.4M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-7.04K- 3.29% |
$491K - $520K
|
207K
$15.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-30- 0.03% |
$2.09K - $2.22K
|
111K
$8.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-12.6K- 6.25% |
$881K - $933K
|
189K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-14.5K- 19.92% |
$1.01M - $1.07M
|
58.2K
$4.41M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-406- 1.31% |
$28.3K - $30K
|
30.5K
$2.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-32.9K- 65.93% |
$2.3M - $2.43M
|
17K
$1.29M
|
|