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 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
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
115+ 1.22% |
$8.03K - $8.5K
|
9.52K
$721K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-314- 4.58% |
$21.9K - $23.2K
|
6.55K
$496K
|
|
|
Nov 07, 2025
Q3 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
35.3KNew |
$2.46M - $2.61M
|
35.3K
$2.67M
|
|
|
Nov 07, 2025
Q3 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.42K- 41.62% |
$169K - $179K
|
3.4K
$258K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-274- 3.5% |
$19.1K - $20.3K
|
7.55K
$572K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.45K+ 0.96% |
$101K - $107K
|
152K
$11.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.84K- 19.38% |
$338K - $358K
|
20.1K
$1.53M
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-50- 1.59% |
$3.49K - $3.7K
|
3.09K
$234K
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.38K+ 0.86% |
$96.1K - $102K
|
161K
$12.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
3.31K+ 14.54% |
$231K - $245K
|
26.1K
$1.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-875- 27.17% |
$61.1K - $64.7K
|
2.35K
$178K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.65K- 26.29% |
$115K - $122K
|
4.63K
$350K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-4.12K- 19.23% |
$287K - $304K
|
17.3K
$1.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
455+ 7.76% |
$31.8K - $33.6K
|
6.32K
$479K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.83K+ 7.48% |
$197K - $209K
|
40.6K
$3.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-955- 2.65% |
$66.7K - $70.6K
|
35.1K
$2.66M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.93K+ 2.02% |
$484K - $512K
|
349K
$26.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.94K- 11.59% |
$205K - $217K
|
22.4K
$1.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
75.7K+ 72.03% |
$5.29M - $5.6M
|
181K
$13.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
172+ 0.67% |
$12K - $12.7K
|
25.8K
$1.95M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.9KNew |
$202K - $214K
|
2.9K
$220K
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.62K- 18.86% |
$253K - $267K
|
15.6K
$1.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
704+ 1.85% |
$49.2K - $52K
|
38.8K
$2.94M
|
|