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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
5KNew |
$314K - $366K
|
5K
$379K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.86KNew |
$180K - $209K
|
2.86K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-866- 11.25% |
$54.4K - $63.5K
|
6.84K
$518K
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
2.1KNew |
$132K - $154K
|
2.1K
$159K
|
|
|
May 12, 2025
Q1 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
2.88KNew |
$181K - $211K
|
2.88K
$218K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-9.89K- 8.43% |
$622K - $725K
|
108K
$8.14M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
82+ 1.84% |
$5.15K - $6.01K
|
4.54K
$344K
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
28.3K+ 173.52% |
$1.78M - $2.08M
|
44.7K
$3.38M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
30New |
$1.89K - $2.2K
|
30
$2.27K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
3KNew |
$189K - $220K
|
3K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
335New |
$21.1K - $24.6K
|
335
$25.4K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
182New |
$11.4K - $13.3K
|
182
$13.8K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
523New |
$32.9K - $38.3K
|
523
$39.6K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.19K- 40.86% |
$138K - $161K
|
3.18K
$241K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.13K- 31.72% |
$70.8K - $82.6K
|
2.43K
$184K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
3.63KNew |
$228K - $266K
|
3.63K
$275K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.43K- 38.27% |
$153K - $178K
|
3.92K
$297K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3K+ 144.65% |
$189K - $220K
|
5.07K
$384K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-400- 40.0% |
$25.1K - $29.3K
|
600
$45.5K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
500New |
$31.4K - $36.6K
|
500
$37.9K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
20.2KNew |
$1.27M - $1.48M
|
20.2K
$1.53M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
4+ 0.03% |
$251 - $293
|
12.7K
$961K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
4KNew |
$251K - $293K
|
4K
$303K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
102+ 3.09% |
$6.41K - $7.48K
|
3.4K
$258K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-429- 1.12% |
$27K - $31.4K
|
38K
$2.88M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
143New |
$8.99K - $10.5K
|
143
$10.8K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-195- 4.87% |
$12.3K - $14.3K
|
3.81K
$289K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
122New |
$7.67K - $8.94K
|
122
$9.24K
|
|
|
May 06, 2025
Q1 2025
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
3KNew |
$189K - $220K
|
3K
$227K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-3.02K- 0.3% |
$190K - $221K
|
1M
$76.1M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-42.2K- 8.46% |
$2.65M - $3.09M
|
456K
$34.6M
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
3.18KNew |
$200K - $233K
|
3.18K
$241K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
552+ 8.31% |
$34.7K - $40.5K
|
7.19K
$545K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.95KNew |
$185K - $216K
|
2.95K
$223K
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
4.63KNew |
$291K - $339K
|
4.63K
$351K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
100New |
$6.28K - $7.33K
|
100
$7.58K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.85KNew |
$179K - $209K
|
2.85K
$216K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-60- 10.95% |
$3.77K - $4.4K
|
488
$37K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
2.84KNew |
$179K - $208K
|
2.84K
$215K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.57K- 4.48% |
$98.9K - $115K
|
33.6K
$2.54M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
201New |
$12.6K - $14.7K
|
201
$15.2K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
2.94KNew |
$185K - $216K
|
2.94K
$223K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
9New |
$566 - $660
|
9
$682
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-677- 13.91% |
$42.5K - $49.6K
|
4.19K
$317K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-5.67K- 37.6% |
$356K - $416K
|
9.41K
$713K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.46KNew |
$343K - $400K
|
5.46K
$413K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-200- 63.49% |
$12.6K - $14.7K
|
115
$8.71K
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
3KNew |
$189K - $220K
|
3K
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
801New |
$50.3K - $58.7K
|
801
$60.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
2.98KNew |
$187K - $218K
|
2.98K
$226K
|
|