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 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
|
|
|
Oct 22, 2025
Q3 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
174+ 0.69% |
$12.1K - $12.9K
|
25.6K
$1.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-2.12K- 36.77% |
$148K - $157K
|
3.64K
$276K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
184+ 100.55% |
$12.8K - $13.6K
|
367
$27.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-90- 2.69% |
$6.28K - $6.65K
|
3.26K
$247K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-203- 5.88% |
$14.2K - $15K
|
3.25K
$246K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-239- 3.84% |
$16.7K - $17.7K
|
5.98K
$453K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
30.1KNew |
$2.1M - $2.22M
|
30.1K
$2.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-348- 41.58% |
$24.3K - $25.7K
|
489
$37K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-15- 3.0% |
$1.05K - $1.11K
|
485
$36.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 1.67% |
$69.8 - $73.9
|
61
$4.62K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
430+ 4.29% |
$30K - $31.8K
|
10.5K
$792K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-592- 8.94% |
$41.3K - $43.8K
|
6.03K
$457K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.43K+ 2.55% |
$99.5K - $105K
|
57.4K
$4.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
886+ 11.26% |
$61.9K - $65.5K
|
8.75K
$663K
|
|
|
Oct 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
185+ 0.57% |
$12.9K - $13.7K
|
32.9K
$2.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-76- 2.36% |
$5.31K - $5.62K
|
3.14K
$238K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-724- 10.11% |
$50.5K - $53.5K
|
6.44K
$488K
|
|
|
Oct 21, 2025
Q3 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-3.53K- 0.7% |
$247K - $261K
|
503K
$38.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
109+ 1.97% |
$7.61K - $8.06K
|
5.65K
$428K
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-400- 2.56% |
$27.9K - $29.6K
|
15.2K
$1.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.24K+ 12.88% |
$86.9K - $92K
|
10.9K
$826K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
265New |
$18.5K - $19.6K
|
265
$20.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.8K- 23.31% |
$195K - $207K
|
9.21K
$698K
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-5- 0.13% |
$349 - $370
|
3.74K
$283K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-4.65K- 30.92% |
$325K - $344K
|
10.4K
$787K
|
|
|
Oct 21, 2025
Q3 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
1.26K+ 3.78% |
$87.6K - $92.8K
|
34.4K
$2.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-235- 7.64% |
$16.4K - $17.4K
|
2.84K
$215K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-300- 5.95% |
$20.9K - $22.2K
|
4.75K
$360K
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
460+ 5.22% |
$32.1K - $34K
|
9.27K
$702K
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-240- 4.55% |
$16.8K - $17.7K
|
5.04K
$382K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-776- 6.97% |
$54.2K - $57.4K
|
10.4K
$785K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-229- 1.58% |
$16K - $16.9K
|
14.3K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
424+ 152.52% |
$29.6K - $31.3K
|
702
$53.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.57K- 28.02% |
$179K - $190K
|
6.59K
$499K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-147- 3.53% |
$10.3K - $10.9K
|
4.02K
$304K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-41- 0.86% |
$2.86K - $3.03K
|
4.75K
$360K
|
|
|
Oct 20, 2025
Q3 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-139- 4.66% |
$9.7K - $10.3K
|
2.84K
$215K
|
|