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
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-90- 2.58% |
$6.28K - $6.65K
|
3.39K
$257K
|
|
|
Nov 10, 2025
Q3 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
1.01K+ 9.59% |
$70.4K - $74.5K
|
11.5K
$873K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
8+ 3.02% |
$559 - $591
|
273
$20.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-64.6K- 7.3% |
$4.51M - $4.78M
|
820K
$62.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-244K- 20.14% |
$17M - $18M
|
966K
$73.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-228K- 12.83% |
$15.9M - $16.9M
|
1.55M
$117M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
7.08KNew |
$494K - $523K
|
7.08K
$536K
|
|
|
Nov 07, 2025
Q3 2025
|
Hardy Reed LLC
|
BUY
|
- |
1.07K+ 24.48% |
$74.8K - $79.2K
|
5.45K
$413K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
219+ 6.68% |
$15.3K - $16.2K
|
3.5K
$265K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-8.32K- 9.13% |
$581K - $615K
|
82.7K
$6.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.44K- 8.67% |
$100K - $106K
|
15.1K
$1.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
66+ 1.9% |
$4.61K - $4.88K
|
3.54K
$268K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.26KNew |
$227K - $241K
|
3.26K
$247K
|
|
|
Nov 07, 2025
Q3 2025
|
Denali Advisors LLC
|
SELL
|
- |
-5.97K- 35.85% |
$417K - $442K
|
10.7K
$810K
|
|
|
Nov 07, 2025
Q3 2025
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-31.1K- 1.88% |
$2.17M - $2.3M
|
1.62M
$123M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-260- 1.56% |
$18.2K - $19.2K
|
16.4K
$1.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 26.04% |
$84.1K - $89K
|
3.42K
$259K
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-461- 6.69% |
$32.2K - $34.1K
|
6.43K
$487K
|
|
|
Nov 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-45- 0.43% |
$3.14K - $3.33K
|
10.4K
$788K
|
|
|
Nov 07, 2025
Q3 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-1K- 18.59% |
$69.8K - $73.9K
|
4.38K
$332K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
114+ 3.13% |
$7.96K - $8.43K
|
3.76K
$285K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28+ 0.31% |
$1.95K - $2.07K
|
9.17K
$695K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
26+ 0.43% |
$1.82K - $1.92K
|
6.07K
$460K
|
|
|
Nov 07, 2025
Q3 2025
|
Scp Investment, LP
|
BUY
|
- |
5K+ 29.76% |
$349K - $370K
|
21.8K
$1.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-2.05K- 4.83% |
$143K - $152K
|
40.4K
$3.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6.91K- 51.8% |
$482K - $511K
|
6.43K
$487K
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
10.9KNew |
$761K - $806K
|
10.9K
$826K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
287+ 7.21% |
$20K - $21.2K
|
4.27K
$323K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4- 0.07% |
$279 - $296
|
6.11K
$463K
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-641- 4.95% |
$44.8K - $47.4K
|
12.3K
$932K
|
|
|
Nov 07, 2025
Q3 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3- 0.03% |
$209 - $222
|
11.2K
$848K
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.37K+ 11.65% |
$95.4K - $101K
|
13.1K
$992K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-338- 6.85% |
$23.6K - $25K
|
4.6K
$348K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.52K- 12.43% |
$106K - $112K
|
10.7K
$811K
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
258New |
$18K - $19.1K
|
258
$19.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
169+ 3.66% |
$11.8K - $12.5K
|
4.78K
$362K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
BUY
|
- |
120+ 2.17% |
$8.38K - $8.87K
|
5.65K
$428K
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-842- 7.85% |
$58.8K - $62.2K
|
9.89K
$749K
|
|
|
Nov 07, 2025
Q3 2025
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-295K- 8.04% |
$20.6M - $21.8M
|
3.37M
$255M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12.5K+ 35.29% |
$870K - $921K
|
47.8K
$3.62M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.39K+ 3.82% |
$376K - $398K
|
146K
$11.1M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-876- 5.57% |
$61.2K - $64.8K
|
14.9K
$1.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
7.59KNew |
$530K - $561K
|
7.59K
$575K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.69K+ 33.35% |
$118K - $125K
|
6.75K
$511K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-818- 8.03% |
$57.1K - $60.5K
|
9.38K
$710K
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
BUY
|
- |
15+ 0.07% |
$1.05K - $1.11K
|
22.3K
$1.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
369+ 3.3% |
$25.8K - $27.3K
|
11.6K
$875K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.92K+ 68.7% |
$344K - $364K
|
12.1K
$916K
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2+ 0.04% |
$140 - $148
|
5.44K
$412K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
158+ 3.34% |
$11K - $11.7K
|
4.89K
$371K
|
|