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 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
547+ 4.78% |
$35.9K - $40.1K
|
12K
$778K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
331+ 10.39% |
$21.7K - $24.3K
|
3.52K
$228K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.14K- 6.64% |
$141K - $157K
|
30.2K
$1.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
167+ 253.03% |
$11K - $12.2K
|
233
$15.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-50- 1.01% |
$3.28K - $3.66K
|
4.88K
$317K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
230+ 3.52% |
$15.1K - $16.9K
|
6.77K
$439K
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.16K- 3.24% |
$141K - $158K
|
64.4K
$4.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-415- 5.18% |
$27.2K - $30.4K
|
7.59K
$493K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
11New |
$722 - $806
|
11
$714
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
22+ 1.53% |
$1.44K - $1.61K
|
1.46K
$94.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$65.7 - $73.3
|
4.29K
$279K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-5.67K- 1.33% |
$372K - $416K
|
421K
$27.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.24K+ 18.36% |
$213K - $237K
|
20.9K
$1.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-250- 19.87% |
$16.4K - $18.3K
|
1.01K
$65.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
38+ 0.75% |
$2.49K - $2.78K
|
5.07K
$329K
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
418+ 0.76% |
$27.4K - $30.6K
|
55.4K
$3.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-58.2K- 61.8% |
$3.82M - $4.26M
|
36K
$2.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
55+ 1.84% |
$3.61K - $4.03K
|
3.04K
$198K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
463+ 11.86% |
$30.4K - $33.9K
|
4.37K
$284K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.44K- 24.5% |
$160K - $179K
|
7.51K
$487K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
501+ 0.61% |
$32.9K - $36.7K
|
82.5K
$5.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-250- 3.5% |
$16.4K - $18.3K
|
6.9K
$448K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-758- 2.41% |
$49.8K - $55.5K
|
30.6K
$1.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
226+ 3.66% |
$14.8K - $16.6K
|
6.41K
$416K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-28- 0.23% |
$1.84K - $2.05K
|
12K
$776K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-25- 0.31% |
$1.64K - $1.83K
|
7.99K
$518K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.25K- 7.77% |
$148K - $165K
|
26.8K
$1.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
996+ 21.47% |
$65.4K - $73K
|
5.64K
$366K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-52- 0.16% |
$3.41K - $3.81K
|
32.3K
$2.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-215- 3.53% |
$14.1K - $15.8K
|
5.88K
$382K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-743- 8.55% |
$48.8K - $54.4K
|
7.95K
$516K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-48- 0.72% |
$3.15K - $3.52K
|
6.63K
$430K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
39+ 0.64% |
$2.56K - $2.86K
|
6.09K
$395K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
18+ 0.13% |
$1.18K - $1.32K
|
13.6K
$885K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-157- 1.6% |
$10.3K - $11.5K
|
9.68K
$628K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
52+ 2.07% |
$3.41K - $3.81K
|
2.57K
$167K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.79K- 9.49% |
$249K - $278K
|
36.1K
$2.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
400+ 2.47% |
$26.3K - $29.3K
|
16.6K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
46+ 0.6% |
$3.02K - $3.37K
|
7.67K
$498K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
393+ 9.98% |
$25.8K - $28.8K
|
4.33K
$281K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
5.7K+ 56.62% |
$374K - $417K
|
15.8K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.28K- 28.08% |
$84.1K - $93.9K
|
3.28K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
2+ 0.05% |
$131 - $147
|
4.21K
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
229+ 2.51% |
$15K - $16.8K
|
9.36K
$607K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-120K- 96.25% |
$7.85M - $8.76M
|
4.66K
$302K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-36- 0.73% |
$2.36K - $2.64K
|
4.88K
$317K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.35K+ 29.04% |
$154K - $172K
|
10.5K
$678K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-180- 12.6% |
$11.8K - $13.2K
|
1.25K
$81.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
341+ 1.24% |
$22.4K - $25K
|
27.8K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.19K- 6.8% |
$78.1K - $87.1K
|
16.3K
$1.06M
|