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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-716- 12.64% |
$43.4K - $50.3K
|
4.95K
$375K
|
|
|
Feb 11, 2025
Q4 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
47KNew |
$2.85M - $3.3M
|
47K
$3.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
319New |
$19.3K - $22.4K
|
319
$24.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
302+ 15.31% |
$18.3K - $21.2K
|
2.28K
$172K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
26.3KNew |
$1.59M - $1.85M
|
26.3K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
10.7KNew |
$646K - $748K
|
10.7K
$807K
|
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
50+ 0.65% |
$3.03K - $3.51K
|
7.78K
$589K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 1.49% |
$6.06K - $7.02K
|
6.59K
$499K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
196New |
$11.9K - $13.8K
|
196
$14.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
300New |
$18.2K - $21.1K
|
300
$22.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
6.49KNew |
$393K - $456K
|
6.49K
$492K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-567- 1.69% |
$34.4K - $39.8K
|
32.9K
$2.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
6KNew |
$364K - $422K
|
6K
$455K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
766+ 14.33% |
$46.4K - $53.8K
|
6.11K
$463K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-293- 30.75% |
$17.8K - $20.6K
|
660
$50K
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.33K- 23.77% |
$80.3K - $93.1K
|
4.25K
$322K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
54+ 180.0% |
$3.27K - $3.79K
|
84
$6.36K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1New |
$60.6 - $70.2
|
1
$75.8
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.29KNew |
$200K - $231K
|
3.29K
$250K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-126K- 99.99% |
$7.62M - $8.83M
|
13
$985
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-768- 6.02% |
$46.6K - $53.9K
|
12K
$908K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
190+ 441.86% |
$11.5K - $13.3K
|
233
$17.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
3.64K+ 35.36% |
$220K - $255K
|
13.9K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-384- 0.25% |
$23.3K - $27K
|
151K
$11.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
500New |
$30.3K - $35.1K
|
500
$37.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
136New |
$8.25K - $9.55K
|
136
$10.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
3.54KNew |
$215K - $249K
|
3.54K
$268K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-200- 26.18% |
$12.1K - $14K
|
564
$42.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
112New |
$6.79K - $7.87K
|
112
$8.49K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-116- 2.28% |
$7.03K - $8.15K
|
4.96K
$376K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-65- 1.54% |
$3.94K - $4.56K
|
4.16K
$315K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.43KNew |
$208K - $241K
|
3.43K
$260K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
159New |
$9.64K - $11.2K
|
159
$12K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.6KNew |
$96.9K - $112K
|
1.6K
$121K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
200New |
$12.1K - $14K
|
200
$15.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.98KNew |
$241K - $279K
|
3.98K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$60.6 - $70.2
|
4.3K
$325K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-32.9K- 57.35% |
$2M - $2.31M
|
24.5K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-766- 17.97% |
$46.4K - $53.8K
|
3.5K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
314New |
$19K - $22.1K
|
314
$23.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
138+ 74.19% |
$8.37K - $9.69K
|
324
$24.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
876+ 6.67% |
$53.1K - $61.5K
|
14K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-2.1K- 29.17% |
$127K - $147K
|
5.1K
$386K
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
7K+ 24.14% |
$424K - $492K
|
36K
$2.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
148New |
$8.97K - $10.4K
|
148
$11.2K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.57KNew |
$156K - $180K
|
2.57K
$195K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.29KNew |
$77.9K - $90.2K
|
1.29K
$97.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
7KNew |
$424K - $492K
|
7K
$530K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.56KNew |
$155K - $180K
|
2.56K
$194K
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
4.41KNew |
$268K - $310K
|
4.41K
$334K
|
|