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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-120- 2.8% |
$8.38K - $8.87K
|
4.17K
$316K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-272- 4.01% |
$19K - $20.1K
|
6.51K
$493K
|
|
|
Oct 30, 2025
Q3 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
4.12K+ 1.64% |
$288K - $305K
|
256K
$19.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-214- 2.62% |
$14.9K - $15.8K
|
7.95K
$603K
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
SELL
|
- |
-97.8K- 3.48% |
$6.83M - $7.23M
|
2.71M
$205M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-4.5K- 29.04% |
$314K - $333K
|
11K
$833K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
132New |
$9.22K - $9.76K
|
132
$10K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-6- 0.09% |
$419 - $444
|
6.46K
$489K
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-19K- 39.22% |
$1.33M - $1.41M
|
29.5K
$2.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.19K- 23.92% |
$292K - $310K
|
13.3K
$1.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-90- 0.22% |
$6.28K - $6.65K
|
41K
$3.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
293+ 4.33% |
$20.5K - $21.7K
|
7.07K
$535K
|
|
|
Oct 30, 2025
Q3 2025
|
Broadwater Capital Management LLC
Boston, MA |
SELL
|
- |
-2.86K- 34.74% |
$199K - $211K
|
5.37K
$406K
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
97+ 3.21% |
$6.77K - $7.17K
|
3.12K
$236K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.77K- 25.33% |
$124K - $131K
|
5.22K
$396K
|
|
|
Oct 29, 2025
Q3 2025
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
CALL |
600KNew |
$41.9M - $44.4M
|
600K
$45.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.32K- 13.27% |
$92.4K - $97.9K
|
8.66K
$656K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
121+ 1.81% |
$8.45K - $8.95K
|
6.81K
$516K
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
8.02KNew |
$560K - $593K
|
8.02K
$607K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
849+ 2.06% |
$59.3K - $62.8K
|
42K
$3.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-710- 1.57% |
$49.6K - $52.5K
|
44.5K
$3.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
72+ 1.07% |
$5.03K - $5.32K
|
6.81K
$516K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.2K+ 10.2% |
$83.5K - $88.4K
|
12.9K
$979K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
378+ 10.91% |
$26.4K - $27.9K
|
3.84K
$291K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.1K+ 3.93% |
$847K - $897K
|
321K
$24.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-70- 0.72% |
$4.89K - $5.18K
|
9.71K
$736K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
40+ 10.18% |
$2.79K - $2.96K
|
433
$32.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
230+ 4.61% |
$16.1K - $17K
|
5.22K
$396K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.69K+ 4.61% |
$118K - $125K
|
38.3K
$2.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
8+ 0.18% |
$559 - $591
|
4.54K
$344K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
100+ 0.74% |
$6.98K - $7.39K
|
13.7K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-20- 0.55% |
$1.4K - $1.48K
|
3.64K
$275K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.22KNew |
$155K - $164K
|
2.22K
$168K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-302- 4.06% |
$21.1K - $22.3K
|
7.13K
$540K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.21K+ 2.61% |
$433K - $459K
|
244K
$18.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-879- 9.48% |
$61.4K - $65K
|
8.39K
$636K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
28.5KNew |
$1.99M - $2.11M
|
28.5K
$2.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
3+ 0.06% |
$209 - $222
|
4.73K
$358K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-9- 0.11% |
$628 - $665
|
8.31K
$630K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
469New |
$32.7K - $34.7K
|
469
$35.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.72K+ 54.49% |
$190K - $201K
|
7.72K
$585K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-193- 2.76% |
$13.5K - $14.3K
|
6.81K
$516K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
280+ 8.41% |
$19.5K - $20.7K
|
3.61K
$273K
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
234+ 5.19% |
$16.3K - $17.3K
|
4.75K
$360K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10+ 1000.0% |
$698 - $739
|
11
$833
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
415+ 0.42% |
$29K - $30.7K
|
100K
$7.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-67- 0.58% |
$4.68K - $4.95K
|
11.4K
$863K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
64.4K+ 741.93% |
$4.49M - $4.76M
|
73K
$5.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
176+ 75.21% |
$12.3K - $13K
|
410
$31.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
18+ 22.22% |
$1.26K - $1.33K
|
99
$7.5K
|
|