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 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
262+ 1.18% |
$18.3K - $19.4K
|
22.5K
$1.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
39+ 0.16% |
$2.72K - $2.88K
|
24.4K
$1.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.82K+ 20.14% |
$127K - $135K
|
10.9K
$822K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
217+ 0.35% |
$15.2K - $16K
|
61.4K
$4.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
10KNew |
$698K - $739K
|
10K
$758K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
150+ 3.28% |
$10.5K - $11.1K
|
4.72K
$357K
|
|
|
Nov 03, 2025
Q3 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-91- 2.75% |
$6.35K - $6.73K
|
3.22K
$244K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.16K+ 5.5% |
$80.7K - $85.5K
|
22.2K
$1.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
53.1K+ 216.74% |
$3.71M - $3.93M
|
77.6K
$5.88M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-504- 3.84% |
$35.2K - $37.3K
|
12.6K
$955K
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-562- 4.57% |
$39.2K - $41.5K
|
11.7K
$888K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
589+ 8.34% |
$41.1K - $43.5K
|
7.65K
$580K
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-180- 4.55% |
$12.6K - $13.3K
|
3.78K
$286K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-33.4K- 14.06% |
$2.33M - $2.47M
|
204K
$15.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
93+ 0.73% |
$6.49K - $6.88K
|
12.8K
$970K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-647- 0.55% |
$45.2K - $47.8K
|
118K
$8.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-427- 1.95% |
$29.8K - $31.6K
|
21.5K
$1.63M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.07K- 0.72% |
$424K - $448K
|
841K
$63.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.11K- 12.24% |
$147K - $156K
|
15.1K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-184- 0.87% |
$12.8K - $13.6K
|
20.9K
$1.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.85K+ 10.92% |
$618K - $654K
|
89.9K
$6.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-885- 7.74% |
$61.8K - $65.4K
|
10.5K
$799K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-111- 0.8% |
$7.75K - $8.21K
|
13.7K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
439+ 2.53% |
$30.7K - $32.5K
|
17.8K
$1.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3.08K+ 0.52% |
$215K - $228K
|
597K
$45.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.58K+ 14.62% |
$111K - $117K
|
12.4K
$940K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
22+ 3.36% |
$1.54K - $1.63K
|
676
$51.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-250- 34.39% |
$17.5K - $18.5K
|
477
$36.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
BUY
|
- |
4+ 0.14% |
$279 - $296
|
2.97K
$225K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.25K+ 10.19% |
$87.2K - $92.3K
|
13.5K
$1.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-59- 1.85% |
$4.12K - $4.36K
|
3.14K
$238K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-481- 5.74% |
$33.6K - $35.6K
|
7.9K
$598K
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
BUY
|
- |
1.5K+ 33.33% |
$105K - $111K
|
6K
$455K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-55- 0.93% |
$3.84K - $4.07K
|
5.89K
$446K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 0.23% |
$349 - $370
|
2.15K
$163K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4+ 0.37% |
$279 - $296
|
1.1K
$83.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
BUY
|
- |
42+ 1.24% |
$2.93K - $3.11K
|
3.44K
$261K
|
|
|
Nov 03, 2025
Q3 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
5.1KNew |
$356K - $377K
|
5.1K
$386K
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
BUY
|
- |
6.61K+ 1.86% |
$462K - $489K
|
362K
$27.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
153+ 2.43% |
$10.7K - $11.3K
|
6.46K
$489K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3K+ 3.33% |
$210K - $222K
|
93.2K
$7.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
3.56K+ 18.33% |
$248K - $263K
|
23K
$1.74M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-7- 4.05% |
$489 - $518
|
166
$12.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
116+ 3.64% |
$8.1K - $8.58K
|
3.3K
$250K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
32.2K+ 25.74% |
$2.25M - $2.38M
|
158K
$11.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.56K- 28.11% |
$109K - $115K
|
3.98K
$302K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-859- 12.71% |
$60K - $63.5K
|
5.9K
$447K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-624- 2.85% |
$43.6K - $46.1K
|
21.3K
$1.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.18K- 3.56% |
$82K - $86.9K
|
31.8K
$2.41M
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
108+ 15.67% |
$7.54K - $7.98K
|
797
$60.4K
|
|