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 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
7New |
$418 - $511
|
7
$530
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
211+ 4.66% |
$12.6K - $15.4K
|
4.74K
$359K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
95New |
$5.68K - $6.94K
|
95
$7.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-15K- 21.1% |
$896K - $1.1M
|
56.1K
$4.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Fractal Investments LLC
|
BUY
|
- |
7.5KNew |
$448K - $548K
|
7.5K
$568K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-8.81K- 38.65% |
$527K - $644K
|
14K
$1.06M
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
1.89K+ 30.79% |
$119K - $139K
|
8.05K
$609K
|
|
|
Sep 17, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.14KNew |
$134K - $157K
|
2.14K
$162K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
209New |
$13.1K - $15.3K
|
209
$15.8K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
125New |
$7.86K - $9.16K
|
125
$9.47K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
112New |
$7.04K - $8.21K
|
112
$8.49K
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-750- 6.96% |
$47.1K - $55K
|
10K
$760K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
18New |
$1.13K - $1.32K
|
18
$1.36K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.05KNew |
$129K - $150K
|
2.05K
$155K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
28New |
$1.76K - $2.05K
|
28
$2.12K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
58New |
$3.64K - $4.25K
|
58
$4.39K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-950- 6.49% |
$59.7K - $69.6K
|
13.7K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-100Closed |
$6.28K - $7.33K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5.36K+ 10.86% |
$337K - $393K
|
54.7K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Skye Global Management LP
West Palm Beach, FL |
BUY
|
- |
137KNew |
$8.58M - $10M
|
137K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$628K - $733K
|
10K
$758K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.91K+ 10.96% |
$434K - $506K
|
69.9K
$5.3M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3KNew |
$188K - $220K
|
3K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-546- 61.14% |
$34.3K - $40K
|
347
$26.3K
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
12.4KNew |
$781K - $911K
|
12.4K
$941K
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-410- 2.92% |
$25.8K - $30K
|
13.6K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
44.1K+ 23.74% |
$2.77M - $3.23M
|
230K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
65+ 0.77% |
$4.08K - $4.76K
|
8.48K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
20.2KNew |
$1.27M - $1.48M
|
20.2K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-26- 0.24% |
$1.63K - $1.91K
|
10.7K
$811K
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-63.6K- 93.08% |
$4M - $4.66M
|
4.72K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
99.1KNew |
$6.23M - $7.27M
|
99.1K
$7.51M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-395K- 17.5% |
$24.8M - $28.9M
|
1.86M
$141M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-552K- 99.32% |
$34.7M - $40.5M
|
3.77K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
CALL |
1MNew |
$62.8M - $73.3M
|
1M
$75.8M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
255New |
$16K - $18.7K
|
255
$19.3K
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
20.6KNew |
$1.29M - $1.51M
|
20.6K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
3.12KNew |
$196K - $229K
|
3.12K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.17% |
$62.8 - $73.3
|
582
$44.1K
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-3- 0.09% |
$189 - $220
|
3.44K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-200- 3.65% |
$12.6K - $14.7K
|
5.28K
$400K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.96K- 20.29% |
$123K - $144K
|
7.7K
$583K
|
|
|
May 14, 2025
Q1 2025
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
500+ 11.79% |
$31.4K - $36.6K
|
4.74K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-27- 16.98% |
$1.7K - $1.98K
|
132
$10K
|
|
|
May 14, 2025
Q1 2025
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-7.19K- 70.94% |
$452K - $527K
|
2.94K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
78.6KNew |
$4.94M - $5.76M
|
78.6K
$5.96M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-101- 2.75% |
$6.35K - $7.4K
|
3.58K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-40- 1.67% |
$2.51K - $2.93K
|
2.35K
$178K
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.99K+ 25.93% |
$314K - $366K
|
24.3K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
SELL
|
- |
-34- 0.98% |
$2.14K - $2.49K
|
3.44K
$260K
|
|