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 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.25K- 25.21% |
$213K - $238K
|
9.63K
$625K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-258- 0.9% |
$16.9K - $18.9K
|
28.4K
$1.84M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.25KNew |
$345K - $385K
|
5.25K
$341K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-95K- 96.74% |
$6.24M - $6.96M
|
3.2K
$208K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
10+ 2.17% |
$657 - $733
|
470
$30.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
375+ 7.18% |
$24.6K - $27.5K
|
5.6K
$363K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.14K- 7.45% |
$140K - $157K
|
26.6K
$1.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-28- 7.89% |
$1.84K - $2.05K
|
327
$21.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
345+ 7.93% |
$22.6K - $25.3K
|
4.7K
$305K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.02K+ 10.17% |
$67.2K - $75K
|
11.1K
$720K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-234- 5.72% |
$15.4K - $17.1K
|
3.86K
$250K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.32K+ 6.02% |
$86.7K - $96.8K
|
23.3K
$1.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.14K+ 10.52% |
$74.6K - $83.2K
|
11.9K
$775K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.43K- 57.88% |
$422K - $471K
|
4.68K
$304K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 2.22% |
$65.7 - $73.3
|
44
$2.86K
|
|
|
Oct 08, 2024
Q3 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-524- 5.96% |
$34.4K - $38.4K
|
8.27K
$537K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-120- 3.6% |
$7.88K - $8.79K
|
3.21K
$208K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.66K+ 9.66% |
$306K - $341K
|
52.9K
$3.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
44+ 1.11% |
$2.89K - $3.22K
|
4K
$260K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
958+ 4.56% |
$62.9K - $70.2K
|
22K
$1.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
200New |
$13.1K - $14.7K
|
200
$13K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
12.8K+ 67.49% |
$842K - $940K
|
31.8K
$2.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.39K- 9.09% |
$157K - $175K
|
23.9K
$1.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.57KNew |
$168K - $188K
|
2.57K
$166K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-844- 5.85% |
$55.4K - $61.8K
|
13.6K
$882K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
1.35K+ 2.03% |
$88.9K - $99.2K
|
67.9K
$4.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-383- 2.7% |
$25.1K - $28.1K
|
13.8K
$895K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
97+ 1.22% |
$6.37K - $7.11K
|
8.03K
$521K
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-535- 0.99% |
$35.1K - $39.2K
|
53.3K
$3.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-60- 0.42% |
$3.94K - $4.4K
|
14.2K
$919K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
22+ 0.27% |
$1.44K - $1.61K
|
8.32K
$540K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-798- 4.39% |
$52.4K - $58.5K
|
17.4K
$1.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
7.08K+ 88.12% |
$464K - $518K
|
15.1K
$980K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3+ 0.08% |
$197 - $220
|
3.72K
$241K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-240- 77.42% |
$15.8K - $17.6K
|
70
$4.54K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
392+ 0.72% |
$25.7K - $28.7K
|
54.8K
$3.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-139- 4.12% |
$9.13K - $10.2K
|
3.23K
$210K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-476- 3.04% |
$31.2K - $34.9K
|
15.2K
$985K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
205+ 38.53% |
$13.5K - $15K
|
737
$47.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
489+ 14.07% |
$32.1K - $35.8K
|
3.97K
$257K
|
|
|
Oct 07, 2024
Q3 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
532+ 0.5% |
$34.9K - $39K
|
107K
$6.93M
|
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-452- 2.28% |
$29.7K - $33.1K
|
19.3K
$1.26M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.89K- 8.2% |
$124K - $138K
|
21.1K
$1.37M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-218- 1.0% |
$14.3K - $16K
|
21.7K
$1.41M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-500- 35.89% |
$32.8K - $36.6K
|
893
$58K
|
|
|
Oct 04, 2024
Q3 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
42.7K+ 119.92% |
$2.8M - $3.13M
|
78.3K
$5.08M
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.19K+ 0.7% |
$78.2K - $87.3K
|
172K
$11.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-799- 11.22% |
$52.5K - $58.6K
|
6.32K
$410K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
557+ 17.51% |
$36.6K - $40.8K
|
3.74K
$243K
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-771- 0.71% |
$50.6K - $56.5K
|
108K
$7.04M
|