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 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.39K- 30.97% |
$236K - $250K
|
7.55K
$572K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.39K+ 106.91% |
$586K - $620K
|
16.2K
$1.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
5.2KNew |
$363K - $385K
|
5.2K
$394K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
164+ 4.02% |
$11.5K - $12.1K
|
4.24K
$321K
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-120- 0.98% |
$8.38K - $8.87K
|
12.2K
$922K
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
305+ 7.64% |
$21.3K - $22.5K
|
4.3K
$325K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
975+ 7.5% |
$68.1K - $72.1K
|
14K
$1.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-60- 16.67% |
$4.19K - $4.44K
|
300
$22.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-416- 1.42% |
$29K - $30.8K
|
28.8K
$2.18M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
153+ 6.12% |
$10.7K - $11.3K
|
2.65K
$201K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
25+ 0.62% |
$1.75K - $1.85K
|
4.05K
$307K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
12.9K+ 20.79% |
$904K - $957K
|
75.2K
$5.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
224+ 2.07% |
$15.6K - $16.6K
|
11K
$835K
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-941- 9.5% |
$65.7K - $69.6K
|
8.97K
$679K
|
|
|
Oct 15, 2025
Q3 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-134- 3.47% |
$9.36K - $9.91K
|
3.73K
$282K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
132+ 3.2% |
$9.22K - $9.76K
|
4.26K
$323K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-13- 0.13% |
$908 - $961
|
10K
$760K
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
160+ 1.91% |
$11.2K - $11.8K
|
8.52K
$645K
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2.83KNew |
$198K - $209K
|
2.83K
$214K
|
|
|
Oct 14, 2025
Q3 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-490- 0.92% |
$34.2K - $36.2K
|
52.6K
$3.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-107- 2.48% |
$7.47K - $7.91K
|
4.21K
$319K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-11- 0.32% |
$768 - $813
|
3.43K
$260K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-261- 6.91% |
$18.2K - $19.3K
|
3.52K
$267K
|
|
|
Oct 14, 2025
Q3 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-2.31K- 1.38% |
$161K - $171K
|
165K
$12.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.85K+ 17.21% |
$199K - $211K
|
19.4K
$1.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.99K- 17.95% |
$488K - $516K
|
31.9K
$2.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-221- 0.3% |
$15.4K - $16.3K
|
73.5K
$5.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
64+ 1.66% |
$4.47K - $4.73K
|
3.93K
$298K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
641+ 14.19% |
$44.8K - $47.4K
|
5.16K
$391K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
226+ 9.61% |
$15.8K - $16.7K
|
2.58K
$195K
|
|
|
Oct 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.25K- 8.78% |
$86.9K - $92K
|
12.9K
$979K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.63K+ 20.24% |
$113K - $120K
|
9.66K
$731K
|
|
|
Oct 14, 2025
Q3 2025
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
298+ 0.51% |
$20.8K - $22K
|
58.6K
$4.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
66New |
$4.61K - $4.88K
|
66
$5K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.93% |
$69.8 - $73.9
|
108
$8.18K
|
|
|
Oct 10, 2025
Q3 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
10+ 0.03% |
$698 - $739
|
29.4K
$2.22M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-122- 0.83% |
$8.52K - $9.02K
|
14.6K
$1.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
323+ 1242.31% |
$22.6K - $23.9K
|
349
$26.4K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
148+ 2.04% |
$10.3K - $10.9K
|
7.42K
$562K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.71K+ 18.17% |
$120K - $127K
|
11.1K
$844K
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-25.4K- 12.49% |
$1.77M - $1.88M
|
178K
$13.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.32KNew |
$232K - $246K
|
3.32K
$252K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.06K+ 9.92% |
$73.7K - $78.1K
|
11.7K
$886K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-106- 29.78% |
$7.4K - $7.84K
|
250
$18.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-256- 4.88% |
$17.9K - $18.9K
|
4.99K
$378K
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
BUY
|
- |
1.44K+ 4.96% |
$100K - $106K
|
30.4K
$2.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-141K- 33.6% |
$9.81M - $10.4M
|
278K
$21M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.18KNew |
$152K - $161K
|
2.18K
$165K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
13.8K+ 3.54% |
$963K - $1.02M
|
403K
$30.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.6KNew |
$321K - $340K
|
4.6K
$348K
|
|