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 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
24+ 0.13% |
$1.68K - $1.77K
|
19.1K
$1.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
783+ 1.02% |
$54.7K - $57.9K
|
77.4K
$5.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
152+ 38.0% |
$10.6K - $11.2K
|
552
$41.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-404- 4.91% |
$28.2K - $29.9K
|
7.82K
$593K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
182+ 6.1% |
$12.7K - $13.5K
|
3.17K
$240K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.39K+ 7.54% |
$586K - $620K
|
120K
$9.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1K- 10.96% |
$69.8K - $73.9K
|
8.13K
$616K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-75- 2.31% |
$5.24K - $5.54K
|
3.17K
$240K
|
|
|
Oct 28, 2025
Q3 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-508- 1.41% |
$35.5K - $37.6K
|
35.6K
$2.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-323- 1.67% |
$22.6K - $23.9K
|
19K
$1.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-627- 2.35% |
$43.8K - $46.4K
|
26.1K
$1.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.7K+ 6.41% |
$819K - $867K
|
195K
$14.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-102K- 37.8% |
$7.1M - $7.52M
|
167K
$12.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-22- 0.14% |
$1.54K - $1.63K
|
15.2K
$1.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-2.4K- 15.44% |
$168K - $177K
|
13.1K
$996K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
49.5KNew |
$3.45M - $3.66M
|
49.5K
$3.75M
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-17.1K- 70.99% |
$1.19M - $1.26M
|
6.97K
$528K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-896- 1.18% |
$62.6K - $66.2K
|
75.4K
$5.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1.61K- 1.37% |
$112K - $119K
|
116K
$8.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.38K+ 0.79% |
$96.6K - $102K
|
176K
$13.3M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
563+ 14.39% |
$39.3K - $41.6K
|
4.48K
$339K
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
21+ 0.66% |
$1.47K - $1.55K
|
3.2K
$242K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
195New |
$13.6K - $14.4K
|
195
$14.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-56- 0.47% |
$3.91K - $4.14K
|
11.9K
$901K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
62+ 0.67% |
$4.33K - $4.58K
|
9.29K
$704K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-30- 5.17% |
$2.09K - $2.22K
|
550
$41.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.33K+ 24.07% |
$512K - $542K
|
37.8K
$2.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-692- 1.37% |
$48.3K - $51.2K
|
49.8K
$3.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-233- 1.23% |
$16.3K - $17.2K
|
18.8K
$1.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
757+ 26.42% |
$52.9K - $56K
|
3.62K
$274K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.27K+ 7.12% |
$298K - $315K
|
64.2K
$4.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
423+ 9.44% |
$29.5K - $31.3K
|
4.9K
$372K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
191+ 0.55% |
$13.3K - $14.1K
|
34.7K
$2.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-11.6K- 5.23% |
$810K - $858K
|
210K
$15.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
42+ 0.53% |
$2.93K - $3.11K
|
7.93K
$601K
|
|
|
Oct 27, 2025
Q3 2025
|
Henry James International Management Inc.
|
SELL
|
- |
-1.7K- 16.34% |
$118K - $125K
|
8.69K
$658K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
538+ 6.07% |
$37.6K - $39.8K
|
9.4K
$712K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
3.25K+ 6.2% |
$227K - $240K
|
55.6K
$4.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-994- 3.68% |
$69.4K - $73.5K
|
26K
$1.97M
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
BUY
|
- |
7.09KNew |
$495K - $524K
|
7.09K
$537K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-602- 0.98% |
$42K - $44.5K
|
60.9K
$4.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-499- 8.86% |
$34.8K - $36.9K
|
5.13K
$389K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
930+ 6.72% |
$64.9K - $68.8K
|
14.8K
$1.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
4.8KNew |
$335K - $355K
|
4.8K
$364K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2- 0.01% |
$140 - $148
|
34.3K
$2.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.06KNew |
$213K - $226K
|
3.06K
$232K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-500- 3.05% |
$34.9K - $37K
|
15.9K
$1.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-55- 2.94% |
$3.84K - $4.07K
|
1.81K
$137K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
541+ 14.35% |
$37.8K - $40K
|
4.31K
$327K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
10.5KNew |
$730K - $773K
|
10.5K
$793K
|
|