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 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.19K- 10.81% |
$572K - $605K
|
67.5K
$5.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.55K- 17.13% |
$108K - $115K
|
7.52K
$569K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-378- 34.02% |
$26.4K - $27.9K
|
733
$55.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.34K+ 3.05% |
$93.6K - $99.1K
|
45.3K
$3.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.53K+ 5.49% |
$107K - $113K
|
29.4K
$2.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
29+ 0.34% |
$2.02K - $2.14K
|
8.57K
$649K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
3.4K+ 110.68% |
$237K - $251K
|
6.47K
$490K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
28.4K+ 166.13% |
$1.99M - $2.1M
|
45.6K
$3.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.15K- 18.19% |
$220K - $233K
|
14.2K
$1.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
778+ 27.3% |
$54.3K - $57.5K
|
3.63K
$275K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.56K- 6.33% |
$109K - $116K
|
23.1K
$1.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 2.65% |
$6.98K - $7.39K
|
3.68K
$278K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
41+ 0.77% |
$2.86K - $3.03K
|
5.39K
$408K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
429New |
$30K - $31.7K
|
429
$32.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Cardinal Capital Management
|
BUY
|
- |
564+ 0.99% |
$39.4K - $41.7K
|
57.3K
$4.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
SELL
|
- |
-256- 0.33% |
$17.9K - $18.9K
|
78K
$5.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
221+ 3.23% |
$15.4K - $16.3K
|
7.07K
$535K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2.99K- 28.99% |
$209K - $221K
|
7.32K
$555K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.39K+ 17.49% |
$237K - $251K
|
22.8K
$1.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-21- 0.92% |
$1.47K - $1.55K
|
2.25K
$171K
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
62+ 0.36% |
$4.33K - $4.58K
|
17.1K
$1.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
9+ 0.3% |
$628 - $665
|
2.97K
$225K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
6+ 0.83% |
$419 - $444
|
727
$55.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 10.27% |
$75.3K - $79.8K
|
11.6K
$878K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
3.84KNew |
$268K - $284K
|
3.84K
$291K
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-333- 3.58% |
$23.3K - $24.6K
|
8.96K
$679K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.13KNew |
$219K - $232K
|
3.13K
$237K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-49.5K- 14.56% |
$3.46M - $3.66M
|
291K
$22M
|
|
|
Oct 22, 2025
Q3 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
395+ 0.9% |
$27.6K - $29.2K
|
44.4K
$3.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
886+ 10.23% |
$61.9K - $65.5K
|
9.55K
$723K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-50- 27.78% |
$3.49K - $3.7K
|
130
$9.85K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-132- 5.14% |
$9.22K - $9.76K
|
2.44K
$185K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
1.01K+ 12.83% |
$70.4K - $74.5K
|
8.87K
$672K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
712+ 2.49% |
$49.7K - $52.6K
|
29.3K
$2.22M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.46K- 1.36% |
$172K - $182K
|
179K
$13.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
261+ 1.1% |
$18.2K - $19.3K
|
24.1K
$1.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
BUY
|
- |
12.4K+ 243.43% |
$867K - $918K
|
17.5K
$1.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Ti Trust, Inc
|
BUY
|
- |
30+ 0.61% |
$2.09K - $2.22K
|
4.95K
$375K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.16% |
$69.8 - $73.9
|
609
$46.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.03K- 33.46% |
$282K - $298K
|
8.02K
$607K
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-345- 9.1% |
$24.1K - $25.5K
|
3.45K
$261K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-515- 2.77% |
$36K - $38.1K
|
18.1K
$1.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-981- 0.93% |
$68.5K - $72.5K
|
104K
$7.89M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-28- 0.58% |
$1.95K - $2.07K
|
4.82K
$365K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.6K+ 18.78% |
$111K - $118K
|
10.1K
$764K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-200- 13.74% |
$14K - $14.8K
|
1.26K
$95.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
141+ 2.63% |
$9.84K - $10.4K
|
5.5K
$417K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-144- 0.7% |
$10.1K - $10.6K
|
20.3K
$1.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.62K+ 1.43% |
$392K - $415K
|
398K
$30.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
601+ 38.98% |
$42K - $44.4K
|
2.14K
$162K
|
|