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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
765+ 20.48% |
$48.1K - $56.1K
|
4.5K
$283K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-406- 3.66% |
$25.5K - $29.8K
|
10.7K
$672K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.96K- 35.39% |
$186K - $217K
|
5.4K
$340K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.34K- 23.66% |
$84.3K - $98.3K
|
4.33K
$272K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
SELL
|
- |
-12.8K- 26.01% |
$804K - $938K
|
36.4K
$2.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-846- 11.34% |
$53.2K - $62K
|
6.62K
$416K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-116- 81.69% |
$7.29K - $8.5K
|
26
$1.64K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-55- 0.93% |
$3.46K - $4.03K
|
5.85K
$368K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
129+ 0.88% |
$8.11K - $9.45K
|
14.8K
$931K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-96- 0.95% |
$6.03K - $7.04K
|
9.96K
$626K
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
94+ 0.26% |
$5.91K - $6.89K
|
36.1K
$2.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
165+ 5.05% |
$10.4K - $12.1K
|
3.43K
$216K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.85K- 19.32% |
$116K - $135K
|
7.71K
$485K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
540+ 2.6% |
$33.9K - $39.6K
|
21.3K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.1K+ 23.22% |
$2.08M - $2.42M
|
176K
$11M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
48+ 0.81% |
$3.02K - $3.52K
|
5.94K
$374K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-125- 24.18% |
$7.86K - $9.16K
|
392
$24.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.7K+ 6.26% |
$107K - $124K
|
28.8K
$1.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
209+ 9.68% |
$13.1K - $15.3K
|
2.37K
$149K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.01K+ 79.22% |
$440K - $514K
|
15.9K
$997K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
891+ 24.61% |
$56K - $65.3K
|
4.51K
$284K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-670- 16.77% |
$42.1K - $49.1K
|
3.33K
$209K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.19K- 17.67% |
$200K - $234K
|
14.8K
$934K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
38.5K+ 19.11% |
$2.42M - $2.82M
|
240K
$15.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-636- 2.99% |
$40K - $46.6K
|
20.6K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-523- 5.27% |
$32.9K - $38.3K
|
9.4K
$591K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-782- 31.13% |
$49.1K - $57.3K
|
1.73K
$109K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
2.97KNew |
$186K - $217K
|
2.97K
$186K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
38+ 0.74% |
$2.39K - $2.79K
|
5.16K
$324K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-31- 0.47% |
$1.95K - $2.27K
|
6.5K
$409K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-100- 1.07% |
$6.28K - $7.33K
|
9.23K
$580K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.06% |
$189 - $220
|
5.34K
$336K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.41K- 20.29% |
$88.3K - $103K
|
5.52K
$347K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-51- 0.57% |
$3.2K - $3.74K
|
8.89K
$559K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
5+ 0.13% |
$314 - $366
|
3.99K
$251K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
25.5K+ 7.29% |
$1.6M - $1.87M
|
375K
$23.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-480- 0.14% |
$30.2K - $35.2K
|
339K
$21.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Albert D Mason Inc
|
SELL
|
- |
-350- 4.52% |
$22K - $25.7K
|
7.39K
$465K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.37K+ 66.36% |
$149K - $174K
|
5.94K
$374K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-65.1K- 15.42% |
$4.09M - $4.77M
|
357K
$22.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
224+ 2.47% |
$14.1K - $16.4K
|
9.28K
$584K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.3KNew |
$208K - $242K
|
3.3K
$208K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.35K+ 6.73% |
$84.6K - $98.6K
|
21.3K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-11- 1.49% |
$691 - $806
|
728
$45.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
529+ 6.66% |
$33.2K - $38.8K
|
8.47K
$533K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-295- 2.61% |
$18.5K - $21.6K
|
11K
$694K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
2.75KNew |
$173K - $202K
|
2.75K
$173K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 0.99% |
$1.57K - $1.83K
|
2.54K
$160K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-15.9K- 58.38% |
$998K - $1.16M
|
11.3K
$712K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-186- 1.95% |
$11.7K - $13.6K
|
9.34K
$587K
|