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 20, 2025
Q3 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
58+ 0.08% |
$4.05K - $4.29K
|
73.6K
$5.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
942+ 196.25% |
$65.8K - $69.6K
|
1.42K
$108K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-67- 0.38% |
$4.68K - $4.95K
|
17.6K
$1.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-400- 6.11% |
$27.9K - $29.6K
|
6.15K
$466K
|
|
|
Oct 20, 2025
Q3 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
12.8K+ 12.25% |
$893K - $946K
|
117K
$8.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.92KNew |
$204K - $216K
|
2.92K
$221K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-869- 2.93% |
$60.7K - $64.2K
|
28.8K
$2.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-133- 0.94% |
$9.29K - $9.83K
|
14K
$1.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-7.83K- 3.22% |
$546K - $579K
|
235K
$17.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 2.26% |
$698 - $739
|
433
$32.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
15.4K+ 57.31% |
$1.08M - $1.14M
|
42.3K
$3.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
895+ 2.98% |
$62.5K - $66.2K
|
30.9K
$2.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-400- 5.49% |
$27.9K - $29.6K
|
6.88K
$522K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-182- 4.03% |
$12.7K - $13.5K
|
4.34K
$328K
|
|
|
Oct 17, 2025
Q3 2025
|
Fruth Investment Management
|
SELL
|
- |
-633- 6.68% |
$44.2K - $46.8K
|
8.85K
$670K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
60+ 3.22% |
$4.19K - $4.44K
|
1.93K
$146K
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
8.24KNew |
$575K - $609K
|
8.24K
$624K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.14K+ 11.78% |
$79.7K - $84.4K
|
10.8K
$820K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-4- 0.07% |
$279 - $296
|
5.38K
$407K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
65+ 1.07% |
$4.54K - $4.81K
|
6.13K
$464K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-4- 0.13% |
$279 - $296
|
3.14K
$238K
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.86K+ 4.1% |
$269K - $285K
|
97.9K
$7.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-400- 7.44% |
$27.9K - $29.6K
|
4.98K
$377K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-604- 2.44% |
$42.2K - $44.7K
|
24.1K
$1.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
765+ 11.71% |
$53.4K - $56.6K
|
7.3K
$553K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
896+ 4.13% |
$62.6K - $66.2K
|
22.6K
$1.71M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
218+ 6.08% |
$15.2K - $16.1K
|
3.8K
$288K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-411- 2.34% |
$28.7K - $30.4K
|
17.2K
$1.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-55- 0.53% |
$3.84K - $4.07K
|
10.4K
$789K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
2.88K+ 13.59% |
$201K - $213K
|
24K
$1.82M
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
34+ 1.01% |
$2.37K - $2.51K
|
3.4K
$257K
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
1.15K+ 2.97% |
$79.9K - $84.6K
|
39.7K
$3.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
49+ 0.17% |
$3.42K - $3.62K
|
29K
$2.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
48+ 0.93% |
$3.35K - $3.55K
|
5.21K
$395K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.02K- 1.53% |
$70.9K - $75K
|
65.1K
$4.94M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1+ 2.22% |
$69.8 - $73.9
|
46
$3.48K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
23+ 0.04% |
$1.61K - $1.7K
|
60.1K
$4.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Kempner Capital Management Inc.
|
SELL
|
- |
-39.9K- 46.42% |
$2.79M - $2.95M
|
46.1K
$3.49M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-422- 4.49% |
$29.5K - $31.2K
|
8.98K
$680K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-42- 0.67% |
$2.93K - $3.11K
|
6.22K
$471K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-6- 0.14% |
$419 - $444
|
4.25K
$322K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-13- 4.15% |
$908 - $961
|
300
$22.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
225+ 1.6% |
$15.7K - $16.6K
|
14.3K
$1.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.46K- 43.86% |
$172K - $182K
|
3.15K
$238K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.53K- 1.09% |
$177K - $187K
|
229K
$17.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
515+ 0.87% |
$36K - $38.1K
|
59.8K
$4.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
180+ 4.97% |
$12.6K - $13.3K
|
3.8K
$288K
|
|
|
Oct 15, 2025
Q3 2025
|
Albert D Mason Inc
|
BUY
|
- |
65+ 0.86% |
$4.54K - $4.81K
|
7.62K
$577K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.48K- 42.42% |
$173K - $183K
|
3.37K
$255K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
311+ 8.52% |
$21.7K - $23K
|
3.96K
$300K
|
|