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 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.46K+ 18.82% |
$89.2K - $98.6K
|
9.23K
$615K
|
|
|
Apr 11, 2024
Q1 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-5- 0.01% |
$305 - $337
|
86.1K
$5.73M
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
27+ 5.51% |
$1.65K - $1.82K
|
517
$34.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-60- 7.23% |
$3.66K - $4.05K
|
770
$51.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
15+ 6.47% |
$916 - $1.01K
|
247
$16.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-50- 0.72% |
$3.05K - $3.37K
|
6.91K
$460K
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
BUY
|
- |
173New |
$10.6K - $11.7K
|
173
$11.5K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
190New |
$11.6K - $12.8K
|
190
$12.7K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
18.3KNew |
$1.13M - $1.25M
|
18.3K
$1.22M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.13K- 84.01% |
$70.1K - $77.5K
|
215
$14.3K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
428New |
$26.6K - $29.3K
|
428
$28.5K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
689New |
$42.7K - $47.2K
|
689
$45.9K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.88% |
$124 - $137
|
230
$15.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-45K- 50.0% |
$2.79M - $3.08M
|
45K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
9.95KNew |
$617K - $682K
|
9.95K
$663K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
3.12KNew |
$194K - $214K
|
3.12K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
605+ 916.67% |
$37.5K - $41.5K
|
671
$44.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-100- 0.68% |
$6.2K - $6.86K
|
14.7K
$977K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2K+ 27.59% |
$124K - $137K
|
9.25K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
5.39KNew |
$335K - $370K
|
5.39K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
100New |
$6.2K - $6.86K
|
100
$6.66K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
114K+ 177.45% |
$7.08M - $7.82M
|
178K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Paragon Associates & Paragon Associates Ii Joint Venture
Dallas, TX |
BUY
|
- |
40KNew |
$2.48M - $2.74M
|
40K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
30KNew |
$1.86M - $2.06M
|
30K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
11K+ 73.02% |
$685K - $757K
|
26.2K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-48.6K- 47.77% |
$3.01M - $3.33M
|
53.1K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
L1 Capital Pty LTD
Melbourne Vic 3000, C3 |
BUY
|
- |
322K+ 75.96% |
$20M - $22.1M
|
747K
$49.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
800+ 19.19% |
$49.6K - $54.8K
|
4.97K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-615- 5.97% |
$38.2K - $42.2K
|
9.7K
$646K
|
|
|
Feb 13, 2024
Q4 2023
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
198KNew |
$12.3M - $13.6M
|
198K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-3K- 43.48% |
$186K - $206K
|
3.9K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
323New |
$20K - $22.1K
|
323
$21.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
76New |
$4.72K - $5.21K
|
76
$5.06K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
3.25KNew |
$201K - $222K
|
3.25K
$216K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
193New |
$12K - $13.2K
|
193
$12.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
180KNew |
$11.2M - $12.3M
|
180K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
1K+ 1.0% |
$62K - $68.6K
|
101K
$6.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
1.67MNew |
$103M - $114M
|
1.67M
$111M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-700- 17.11% |
$43.4K - $48K
|
3.39K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
1.5KNew |
$93.1K - $103K
|
1.5K
$99.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.21K- 27.33% |
$74.8K - $82.6K
|
3.2K
$213K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-1.35KClosed |
$83.6K - $92.4K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
John Armitage
Egerton Capital (Uk) LLP
|
BUY
|
- |
201K+ 20.61% |
$12.4M - $13.7M
|
1.17M
$78.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-78- 0.91% |
$4.84K - $5.35K
|
8.5K
$566K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-40- 1.23% |
$2.48K - $2.74K
|
3.22K
$214K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.72KNew |
$231K - $255K
|
3.72K
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-179- 22.92% |
$11.1K - $12.3K
|
602
$40.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.55KNew |
$220K - $243K
|
3.55K
$236K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-30- 0.53% |
$1.86K - $2.06K
|
5.59K
$372K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
66+ 1.84% |
$4.09K - $4.52K
|
3.65K
$243K
|
|