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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1K- 9.7% |
$65.7K - $73.3K
|
9.31K
$705K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.01K- 4.93% |
$197K - $220K
|
57.9K
$4.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-190- 5.48% |
$12.5K - $13.9K
|
3.27K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.13K+ 10.63% |
$73.9K - $82.4K
|
11.7K
$887K
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-776- 4.21% |
$50.9K - $56.9K
|
17.6K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
25.1K+ 319.55% |
$1.65M - $1.84M
|
32.9K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.65KNew |
$633K - $707K
|
9.65K
$731K
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
11.5KNew |
$752K - $839K
|
11.5K
$867K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-632- 6.28% |
$41.5K - $46.3K
|
9.43K
$714K
|
|
|
Nov 12, 2024
Q3 2024
|
Pale Fire Capital Se
Prague, 2N |
SELL
|
- |
-2.17M- 98.15% |
$143M - $159M
|
40.9K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-43- 1.08% |
$2.82K - $3.15K
|
3.93K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
219New |
$14.4K - $16K
|
219
$16.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-180- 0.32% |
$11.8K - $13.2K
|
56K
$4.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
263New |
$17.3K - $19.3K
|
263
$19.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
36New |
$2.36K - $2.64K
|
36
$2.73K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
71.9K+ 708.98% |
$4.72M - $5.27M
|
82.1K
$6.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.24KNew |
$147K - $164K
|
2.24K
$169K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-205- 48.01% |
$13.5K - $15K
|
222
$16.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.75K+ 3.65% |
$180K - $201K
|
77.9K
$5.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-60K- 18.75% |
$3.94M - $4.4M
|
260K
$19.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
503New |
$33K - $36.9K
|
503
$38.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-229- 70.46% |
$15K - $16.8K
|
96
$7.27K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
CALL |
58.9KNew |
$3.87M - $4.32M
|
58.9K
$4.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
566+ 19.32% |
$37.2K - $41.5K
|
3.5K
$265K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
756+ 2.15% |
$49.6K - $55.4K
|
35.9K
$2.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-1.05K- 21.63% |
$68.9K - $76.9K
|
3.8K
$288K
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
3.17KNew |
$208K - $233K
|
3.17K
$240K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.28K- 22.57% |
$150K - $167K
|
7.84K
$594K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.62KNew |
$106K - $118K
|
1.62K
$122K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-2.94K- 76.76% |
$193K - $215K
|
889
$67.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
13.1K+ 67.78% |
$862K - $962K
|
32.5K
$2.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
13K+ 144.44% |
$853K - $953K
|
22K
$1.67M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
215+ 38.39% |
$14.1K - $15.8K
|
775
$58.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-8.55K- 71.01% |
$561K - $627K
|
3.49K
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.1K+ 44.85% |
$335K - $374K
|
16.5K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-4.4K- 8.88% |
$289K - $322K
|
45.1K
$3.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
4+ 14.29% |
$263 - $293
|
32
$2.42K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
682+ 5.72% |
$44.8K - $50K
|
12.6K
$956K
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-1.21K- 20.18% |
$79.4K - $88.7K
|
4.79K
$363K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.5K- 5.84% |
$98.5K - $110K
|
24.2K
$1.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
258New |
$16.9K - $18.9K
|
258
$19.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
63+ 1.54% |
$4.14K - $4.62K
|
4.15K
$315K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-837- 1.25% |
$54.9K - $61.3K
|
66.4K
$5.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
SELL
|
- |
-368- 9.95% |
$24.2K - $27K
|
3.33K
$252K
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
3.63KNew |
$239K - $266K
|
3.63K
$275K
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-4.78K- 4.24% |
$314K - $350K
|
108K
$8.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
64New |
$4.2K - $4.69K
|
64
$4.85K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
1K+ 50.0% |
$65.7K - $73.3K
|
3K
$227K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
14+ 0.46% |
$919 - $1.03K
|
3.04K
$230K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
565KNew |
$37.1M - $41.4M
|
565K
$42.8M
|
|