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 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-785- 23.97% |
$48.7K - $53.8K
|
2.49K
$166K
|
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
11K+ 73.02% |
$685K - $757K
|
26.2K
$1.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
174+ 1.49% |
$10.8K - $11.9K
|
11.9K
$792K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
75New |
$4.65K - $5.14K
|
75
$5K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.3KNew |
$80.7K - $89.1K
|
1.3K
$86.6K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
265New |
$16.4K - $18.2K
|
265
$17.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
379+ 8.52% |
$23.5K - $26K
|
4.83K
$322K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
138New |
$8.56K - $9.46K
|
138
$9.19K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
12.1KNew |
$748K - $827K
|
12.1K
$804K
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
8+ 0.11% |
$496 - $548
|
7.43K
$495K
|
|
|
Feb 06, 2024
Q4 2023
|
Henry James International Management Inc.
|
SELL
|
- |
-885- 7.85% |
$54.9K - $60.7K
|
10.4K
$692K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
71+ 1.09% |
$4.4K - $4.87K
|
6.6K
$440K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
139New |
$8.62K - $9.53K
|
139
$9.26K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
3.27KNew |
$203K - $224K
|
3.27K
$218K
|
|
|
Feb 06, 2024
Q4 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
4.2KNew |
$261K - $288K
|
4.2K
$280K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
17New |
$1.05K - $1.17K
|
17
$1.13K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-12- 0.38% |
$744 - $823
|
3.17K
$211K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.33KNew |
$207K - $228K
|
3.33K
$222K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-17.2K- 61.99% |
$1.07M - $1.18M
|
10.6K
$703K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-9.3K- 23.47% |
$577K - $638K
|
30.3K
$2.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
50New |
$3.1K - $3.43K
|
50
$3.33K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1K- 2.79% |
$62K - $68.6K
|
34.9K
$2.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
66New |
$4.09K - $4.52K
|
66
$4.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
189New |
$11.7K - $13K
|
189
$12.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
8.9KNew |
$552K - $610K
|
8.9K
$593K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
9KNew |
$558K - $617K
|
9K
$600K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
47+ 85.45% |
$2.92K - $3.22K
|
102
$6.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-97- 51.32% |
$6.02K - $6.65K
|
92
$6.13K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-11.7K- 42.11% |
$724K - $800K
|
16K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
244New |
$15.1K - $16.7K
|
244
$16.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.68% |
$2.3K - $2.54K
|
5.44K
$363K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.24K- 3.21% |
$201K - $222K
|
97.7K
$6.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-50- 3.58% |
$3.1K - $3.43K
|
1.35K
$89.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
747+ 61.48% |
$46.3K - $51.2K
|
1.96K
$131K
|
|
|
Jan 29, 2024
Q4 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-800- 13.79% |
$49.6K - $54.8K
|
5K
$333K
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-22K- 21.57% |
$1.36M - $1.51M
|
80K
$5.33M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
107New |
$6.64K - $7.33K
|
107
$7.13K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-32- 4.14% |
$1.99K - $2.19K
|
741
$49.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-50- 0.8% |
$3.1K - $3.43K
|
6.18K
$412K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
60New |
$3.72K - $4.11K
|
60
$4K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-273- 3.68% |
$16.9K - $18.7K
|
7.15K
$477K
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-9.95K- 14.82% |
$617K - $682K
|
57.2K
$3.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-169- 1.03% |
$10.5K - $11.6K
|
16.2K
$1.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.03K- 12.93% |
$64.1K - $70.8K
|
6.96K
$463K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
3.06KNew |
$190K - $209K
|
3.06K
$204K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-99- 2.32% |
$6.14K - $6.79K
|
4.17K
$278K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
6.37KNew |
$395K - $436K
|
6.37K
$424K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-149- 3.5% |
$9.24K - $10.2K
|
4.11K
$274K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.75KNew |
$232K - $257K
|
3.75K
$250K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-600- 37.5% |
$37.2K - $41.1K
|
1K
$66.6K
|