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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
11+ 0.75% |
$768 - $813
|
1.47K
$111K
|
|
|
Nov 10, 2025
Q3 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-201- 2.59% |
$14K - $14.9K
|
7.55K
$572K
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
63+ 0.78% |
$4.4K - $4.66K
|
8.19K
$620K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11- 0.16% |
$768 - $813
|
6.92K
$524K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.71KNew |
$468K - $496K
|
6.71K
$508K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.11K+ 11.75% |
$77.2K - $81.8K
|
10.5K
$797K
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
271+ 3.2% |
$18.9K - $20K
|
8.75K
$663K
|
|
|
Nov 10, 2025
Q3 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
8K+ 15.09% |
$559K - $591K
|
61K
$4.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
6.65K+ 117.49% |
$464K - $492K
|
12.3K
$932K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-13.6K- 46.87% |
$947K - $1M
|
15.4K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
59K+ 21.09% |
$4.12M - $4.36M
|
339K
$25.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.33K- 16.0% |
$162K - $172K
|
12.2K
$924K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-23.1K- 44.76% |
$1.62M - $1.71M
|
28.6K
$2.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
11K+ 19.74% |
$765K - $810K
|
66.4K
$5.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
52+ 1.67% |
$3.63K - $3.84K
|
3.16K
$240K
|
|
|
Nov 10, 2025
Q3 2025
|
Aries Wealth Management
|
SELL
|
- |
-851- 9.35% |
$59.4K - $62.9K
|
8.25K
$625K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
801+ 21.89% |
$55.9K - $59.2K
|
4.46K
$338K
|
|
|
Nov 10, 2025
Q3 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-297- 6.38% |
$20.7K - $22K
|
4.36K
$330K
|
|
|
Nov 10, 2025
Q3 2025
|
Schulhoff & CO Inc
|
BUY
|
- |
10+ 0.09% |
$698 - $739
|
11.6K
$880K
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
20+ 0.31% |
$1.4K - $1.48K
|
6.38K
$483K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-190- 0.89% |
$13.3K - $14K
|
21.2K
$1.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
203+ 2.55% |
$14.2K - $15K
|
8.15K
$618K
|
|
|
Nov 10, 2025
Q3 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-3.12K- 26.69% |
$217K - $230K
|
8.56K
$648K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
887+ 13.61% |
$61.9K - $65.6K
|
7.4K
$561K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
15.5KNew |
$1.08M - $1.15M
|
15.5K
$1.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-52- 0.46% |
$3.63K - $3.84K
|
11.2K
$852K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
685+ 101.63% |
$47.8K - $50.6K
|
1.36K
$103K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
867+ 28.25% |
$60.5K - $64.1K
|
3.94K
$298K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
318+ 1.36% |
$22.2K - $23.5K
|
23.6K
$1.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.26K+ 3.16% |
$158K - $167K
|
73.7K
$5.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-480- 3.09% |
$33.5K - $35.5K
|
15K
$1.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.39K- 3.04% |
$167K - $177K
|
76.2K
$5.77M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
430+ 15.0% |
$30K - $31.8K
|
3.3K
$250K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-138K- 45.88% |
$9.6M - $10.2M
|
162K
$12.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
22+ 1.74% |
$1.54K - $1.63K
|
1.29K
$97.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.87K+ 26.59% |
$549K - $581K
|
37.4K
$2.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
22+ 200.0% |
$1.54K - $1.63K
|
33
$2.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.44K- 2.41% |
$101K - $107K
|
58.5K
$4.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
620+ 7.79% |
$43.3K - $45.8K
|
8.57K
$650K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
187+ 0.76% |
$13.1K - $13.8K
|
24.6K
$1.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-20.3K- 6.18% |
$1.42M - $1.5M
|
308K
$23.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.73K- 12.1% |
$120K - $128K
|
12.5K
$950K
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-463- 5.73% |
$32.3K - $34.2K
|
7.62K
$577K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.6K+ 1.69% |
$111K - $118K
|
96K
$7.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8.16K+ 133.3% |
$570K - $603K
|
14.3K
$1.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-3.16K- 28.54% |
$220K - $233K
|
7.9K
$599K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
184+ 1.73% |
$12.8K - $13.6K
|
10.8K
$819K
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
503+ 2.06% |
$35.1K - $37.2K
|
24.9K
$1.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
5+ 5.81% |
$349 - $370
|
91
$6.89K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
15+ 14.71% |
$1.05K - $1.11K
|
117
$8.86K
|
|