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 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
|
|
|
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
|
|