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 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
51+ 1.18% |
$3.35K - $3.74K
|
4.36K
$283K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-302- 6.61% |
$19.8K - $22.1K
|
4.27K
$277K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.4K+ 41.64% |
$92K - $103K
|
4.77K
$310K
|
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.64K+ 6.96% |
$108K - $120K
|
25.2K
$1.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.09K+ 13.12% |
$71.8K - $80.1K
|
9.42K
$612K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-19- 0.33% |
$1.25K - $1.39K
|
5.77K
$375K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
64New |
$4.2K - $4.69K
|
64
$4.15K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-20.7K- 63.55% |
$1.36M - $1.51M
|
11.9K
$769K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.95KNew |
$260K - $290K
|
3.95K
$257K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
1K+ 50.0% |
$65.7K - $73.3K
|
3K
$195K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
315+ 1.24% |
$20.7K - $23.1K
|
25.7K
$1.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
14+ 0.46% |
$919 - $1.03K
|
3.04K
$197K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-128- 0.99% |
$8.4K - $9.38K
|
12.7K
$827K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.71K+ 23.91% |
$178K - $199K
|
14.1K
$913K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-560- 2.27% |
$36.8K - $41K
|
24.1K
$1.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-2.8K- 18.76% |
$183K - $205K
|
12.1K
$786K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
47+ 0.57% |
$3.09K - $3.44K
|
8.29K
$538K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-3.12K- 1.77% |
$204K - $228K
|
173K
$11.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
565KNew |
$37.1M - $41.4M
|
565K
$36.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.72K- 6.44% |
$113K - $126K
|
25K
$1.62M
|
|
|
Oct 22, 2024
Q3 2024
|
Albert D Mason Inc
|
BUY
|
- |
35+ 0.45% |
$2.3K - $2.56K
|
7.74K
$502K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.53K- 7.15% |
$166K - $185K
|
32.9K
$2.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
691+ 8.25% |
$45.4K - $50.6K
|
9.06K
$588K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10.5K+ 56.79% |
$688K - $768K
|
28.9K
$1.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1K+ 34.47% |
$65.7K - $73.3K
|
3.9K
$253K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-500- 5.12% |
$32.8K - $36.6K
|
9.26K
$601K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-8- 0.09% |
$525 - $586
|
8.61K
$559K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-68- 0.31% |
$4.46K - $4.98K
|
21.7K
$1.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.79K+ 7.02% |
$117K - $131K
|
27.2K
$1.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
230+ 0.51% |
$15.1K - $16.9K
|
45.5K
$2.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-250- 3.21% |
$16.4K - $18.3K
|
7.53K
$489K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.65K- 6.21% |
$371K - $414K
|
85.3K
$5.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.34K+ 2.13% |
$88K - $98.3K
|
64.4K
$4.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-125- 0.71% |
$8.21K - $9.16K
|
17.5K
$1.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.12K- 30.07% |
$139K - $155K
|
4.92K
$319K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
806+ 3.18% |
$52.9K - $59.1K
|
26.2K
$1.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
414+ 583.1% |
$27.2K - $30.3K
|
485
$31.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 0.13% |
$131 - $147
|
1.51K
$98.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
87+ 0.52% |
$5.71K - $6.38K
|
16.7K
$1.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
9+ 0.28% |
$591 - $660
|
3.28K
$213K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.46K+ 7.66% |
$95.5K - $107K
|
20.5K
$1.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.19K+ 76.45% |
$209K - $234K
|
7.36K
$477K
|
|
|
Oct 21, 2024
Q3 2024
|
Crocodile Capital Partners Gmb H
Ursensollen, 2M |
SELL
|
- |
-15K- 31.55% |
$985K - $1.1M
|
32.5K
$2.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-836- 14.3% |
$54.9K - $61.3K
|
5.01K
$325K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
9.55KNew |
$627K - $700K
|
9.55K
$620K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
791+ 3.76% |
$51.9K - $58K
|
21.9K
$1.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
416+ 1.89% |
$27.3K - $30.5K
|
22.5K
$1.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-2.17K- 6.18% |
$142K - $159K
|
32.9K
$2.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
487+ 0.88% |
$32K - $35.7K
|
56.1K
$3.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.09K+ 25.31% |
$597K - $666K
|
45K
$2.92M
|