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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
365+ 11.41% |
$22.9K - $26.8K
|
3.57K
$270K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-3.39K- 13.74% |
$213K - $248K
|
21.3K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.43K+ 42.39% |
$153K - $178K
|
8.16K
$618K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
122New |
$7.67K - $8.94K
|
122
$9.24K
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-255- 2.95% |
$16K - $18.7K
|
8.4K
$636K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
100New |
$6.28K - $7.33K
|
100
$7.58K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32+ 0.68% |
$2.01K - $2.35K
|
4.71K
$357K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3KNew |
$189K - $220K
|
3K
$227K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-200- 14.85% |
$12.6K - $14.7K
|
1.15K
$86.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
57New |
$3.58K - $4.18K
|
57
$4.32K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
83New |
$5.22K - $6.08K
|
83
$6.29K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
21+ 0.53% |
$1.32K - $1.54K
|
3.95K
$299K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-30- 35.71% |
$1.89K - $2.2K
|
54
$4.09K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.44KNew |
$90.2K - $105K
|
1.44K
$109K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
152+ 0.45% |
$9.55K - $11.1K
|
34.2K
$2.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
52+ 1.28% |
$3.27K - $3.81K
|
4.1K
$311K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-696- 39.52% |
$43.7K - $51K
|
1.07K
$80.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
194New |
$12.2K - $14.2K
|
194
$14.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
50New |
$3.14K - $3.66K
|
50
$3.79K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-11- 0.31% |
$691 - $806
|
3.58K
$272K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
9.42KNew |
$592K - $691K
|
9.42K
$714K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
438+ 133.13% |
$27.5K - $32.1K
|
767
$58.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
273+ 11.17% |
$17.2K - $20K
|
2.72K
$206K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-75- 7.31% |
$4.71K - $5.5K
|
951
$72K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
165New |
$10.4K - $12.1K
|
165
$12.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 0.13% |
$314 - $366
|
3.9K
$296K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-125- 24.18% |
$7.86K - $9.16K
|
392
$29.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
891+ 24.61% |
$56K - $65.3K
|
4.51K
$342K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
2.97KNew |
$186K - $217K
|
2.97K
$225K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
38+ 0.74% |
$2.39K - $2.79K
|
5.16K
$391K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
224+ 2.47% |
$14.1K - $16.4K
|
9.28K
$703K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
2.75KNew |
$173K - $202K
|
2.75K
$208K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.28K- 42.67% |
$80.4K - $93.8K
|
1.72K
$130K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-232- 93.93% |
$14.6K - $17K
|
15
$1.14K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
16+ 0.24% |
$1.01K - $1.17K
|
6.75K
$511K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-1K- 0.63% |
$62.8K - $73.3K
|
157K
$11.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.15KNew |
$198K - $231K
|
3.15K
$238K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
341New |
$21.4K - $25K
|
341
$25.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-50- 1.24% |
$3.14K - $3.66K
|
3.99K
$302K
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
2.98KNew |
$187K - $218K
|
2.98K
$225K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
15+ 0.29% |
$943 - $1.1K
|
5.17K
$392K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-667- 34.85% |
$41.9K - $48.9K
|
1.25K
$94.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
18New |
$1.13K - $1.32K
|
18
$1.36K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
3.79K+ 6.2% |
$238K - $278K
|
64.9K
$4.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-42.3K- 77.0% |
$2.66M - $3.1M
|
12.6K
$957K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
51New |
$3.2K - $3.74K
|
51
$3.86K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.34KNew |
$336K - $392K
|
5.34K
$405K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-400- 44.79% |
$25.1K - $29.3K
|
493
$37.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.02KNew |
$315K - $368K
|
5.02K
$380K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
500+ 13.77% |
$31.4K - $36.6K
|
4.13K
$313K
|
|