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 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
2.45K+ 711.34% |
$154K - $179K
|
2.79K
$211K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
5New |
$314 - $366
|
5
$379
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
3KNew |
$189K - $220K
|
3K
$227K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-625- 15.83% |
$39.3K - $45.8K
|
3.32K
$252K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.47K- 6.59% |
$155K - $181K
|
35K
$2.65M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
247+ 7.11% |
$15.5K - $18.1K
|
3.72K
$282K
|
|
| Q4 2024 | |||||||
|
Dec 18, 2025
Q4 2024
|
Westwood Global Investments, LLC
Boston, MA |
BUY
|
- |
3.05MNew |
$185M - $214M
|
3.05M
$231M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
742+ 268.84% |
$45K - $52.1K
|
1.02K
$77.1K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
98+ 0.57% |
$5.94K - $6.88K
|
17.4K
$1.32M
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-14- 7.95% |
$849 - $983
|
162
$12.3K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
272New |
$16.5K - $19.1K
|
272
$20.6K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
2.95KNew |
$179K - $207K
|
2.95K
$224K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
100New |
$6.06K - $7.02K
|
100
$7.58K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
78New |
$4.73K - $5.48K
|
78
$5.91K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
5.28KNew |
$320K - $371K
|
5.28K
$400K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
682New |
$41.3K - $47.9K
|
682
$51.7K
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
SELL
|
- |
-89.8K- 92.33% |
$5.44M - $6.31M
|
7.46K
$565K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
130New |
$7.88K - $9.13K
|
130
$9.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-31.9K- 1.4% |
$1.93M - $2.24M
|
2.24M
$170M
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
100KNew |
$6.06M - $7.02M
|
100K
$7.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-4.1K- 35.33% |
$249K - $288K
|
7.5K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-858K- 98.11% |
$52M - $60.2M
|
16.5K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
PUT |
-919K- 60.33% |
$55.7M - $64.6M
|
605K
$45.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.21K+ 10.68% |
$73.5K - $85.2K
|
12.6K
$953K
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
8.41K+ 118.65% |
$510K - $590K
|
15.5K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
154New |
$9.34K - $10.8K
|
154
$11.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
167KNew |
$10.1M - $11.7M
|
167K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
193New |
$11.7K - $13.6K
|
193
$14.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
3.89KNew |
$236K - $273K
|
3.89K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investments, LLC
|
BUY
|
- |
2.32KNew |
$140K - $163K
|
2.32K
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-17.9K- 5.36% |
$1.09M - $1.26M
|
316K
$24M
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-5.1M- 93.15% |
$309M - $358M
|
375K
$28.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lloyd Harbor Capital Management, LLC
Cold Spring Harbor, NY |
BUY
|
- |
320KNew |
$19.4M - $22.5M
|
320K
$24.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
3.68KNew |
$223K - $259K
|
3.68K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-20.5K- 58.56% |
$1.24M - $1.44M
|
14.5K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-11.8K- 18.29% |
$715K - $829K
|
52.7K
$3.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
97+ 6.98% |
$5.88K - $6.81K
|
1.49K
$113K
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-49- 0.58% |
$2.97K - $3.44K
|
8.35K
$633K
|
|
|
Feb 13, 2025
Q4 2024
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-489K- 97.77% |
$29.6M - $34.3M
|
11.1K
$843K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-3.53K- 49.23% |
$214K - $248K
|
3.64K
$276K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.07K- 30.04% |
$64.6K - $74.8K
|
2.48K
$188K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-455- 6.33% |
$27.6K - $32K
|
6.73K
$510K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-11.2K- 32.16% |
$682K - $789K
|
23.7K
$1.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
SELL
|
- |
-2.2K- 28.76% |
$133K - $155K
|
5.45K
$413K
|
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
5.11KNew |
$310K - $359K
|
5.11K
$387K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
5.68KNew |
$344K - $399K
|
5.68K
$430K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-73.6K- 94.17% |
$4.46M - $5.17M
|
4.56K
$345K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
575New |
$34.9K - $40.4K
|
575
$43.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$6.06K - $7.02K
|
100
$7.58K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.28K- 95.21% |
$199K - $230K
|
165
$12.5K
|
|