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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.41K+ 31.79% |
$95.8K - $105K
|
5.85K
$377K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
17+ 0.55% |
$1.15K - $1.26K
|
3.11K
$200K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
368+ 17.3% |
$25K - $27.3K
|
2.5K
$161K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-113- 26.16% |
$7.67K - $8.38K
|
319
$20.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
19New |
$1.29K - $1.41K
|
19
$1.22K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
3KNew |
$204K - $223K
|
3K
$193K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-448- 13.15% |
$30.4K - $33.2K
|
2.96K
$191K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.84KNew |
$193K - $211K
|
2.84K
$183K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
85New |
$5.77K - $6.3K
|
85
$5.48K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-215- 3.1% |
$14.6K - $15.9K
|
6.71K
$432K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
295New |
$20K - $21.9K
|
295
$19K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
210+ 4.36% |
$14.3K - $15.6K
|
5.03K
$324K
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-925- 14.38% |
$62.8K - $68.6K
|
5.51K
$355K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
14.3K+ 383.83% |
$969K - $1.06M
|
18K
$1.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-14.5K- 50.88% |
$985K - $1.08M
|
14K
$902K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
206New |
$14K - $15.3K
|
206
$13.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
2.98KNew |
$202K - $221K
|
2.98K
$192K
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-817- 6.84% |
$55.5K - $60.6K
|
11.1K
$717K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 2.03% |
$6.79K - $7.42K
|
4.82K
$310K
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5.34KNew |
$363K - $396K
|
5.34K
$344K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
436New |
$29.6K - $32.3K
|
436
$28.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
2.87KNew |
$195K - $213K
|
2.87K
$185K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.77KNew |
$188K - $206K
|
2.77K
$179K
|
|
|
Jul 18, 2024
Q2 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
1.07K+ 7.56% |
$72.5K - $79.2K
|
15.2K
$979K
|
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
3.37KNew |
$229K - $250K
|
3.37K
$217K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
6.91KNew |
$469K - $513K
|
6.91K
$445K
|
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-10K- 14.29% |
$679K - $742K
|
60K
$3.87M
|
|
|
Jul 15, 2024
Q2 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
2.98KNew |
$202K - $221K
|
2.98K
$192K
|
|
|
Jul 15, 2024
Q2 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.56K- 47.04% |
$174K - $190K
|
2.88K
$186K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
30+ 0.69% |
$2.04K - $2.23K
|
4.36K
$281K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.43% |
$883 - $964
|
3.04K
$196K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-800- 51.98% |
$54.3K - $59.3K
|
739
$47.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-90- 2.23% |
$6.11K - $6.68K
|
3.95K
$254K
|
|
|
Jul 12, 2024
Q2 2024
|
Systrade Ag
Vaduz, N2 |
SELL
|
- |
-20K- 80.0% |
$1.36M - $1.48M
|
5K
$322K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.28KNew |
$87K - $95K
|
1.28K
$82.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
3.1KNew |
$210K - $230K
|
3.1K
$200K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.5K- 27.27% |
$102K - $111K
|
4K
$258K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 34.97% |
$6.79K - $7.42K
|
186
$12K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-650- 15.28% |
$44.1K - $48.2K
|
3.61K
$232K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
388+ 34.25% |
$26.4K - $28.8K
|
1.52K
$98K
|
|
|
Jul 10, 2024
Q2 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
2KNew |
$136K - $148K
|
2K
$129K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-276- 5.21% |
$18.7K - $20.5K
|
5.02K
$324K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4.99KNew |
$339K - $370K
|
4.99K
$322K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
2.85KNew |
$194K - $212K
|
2.85K
$184K
|
|
|
Jul 09, 2024
Q2 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
2.88KNew |
$195K - $213K
|
2.88K
$185K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-55- 1.4% |
$3.74K - $4.08K
|
3.86K
$249K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-153- 7.58% |
$10.4K - $11.3K
|
1.87K
$120K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
212+ 5.24% |
$14.4K - $15.7K
|
4.26K
$274K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
2.77KNew |
$188K - $206K
|
2.77K
$179K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
23New |
$1.4K - $1.55K
|
23
$1.48K
|
|