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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.2KNew |
$187K - $211K
|
3.2K
$209K
|
|
|
Oct 25, 2023
Q3 2023
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
45KNew |
$2.63M - $2.96M
|
45K
$2.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-700- 48.64% |
$41K - $46.1K
|
739
$48.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-200- 30.12% |
$11.7K - $13.2K
|
464
$30.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
775+ 12.72% |
$45.4K - $51K
|
6.87K
$449K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.25KNew |
$190K - $214K
|
3.25K
$213K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-248- 3.69% |
$14.5K - $16.3K
|
6.47K
$423K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
370New |
$21.7K - $24.4K
|
370
$24.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-418- 10.46% |
$24.5K - $27.5K
|
3.58K
$234K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
3.31KNew |
$194K - $218K
|
3.31K
$216K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-115- 10.08% |
$6.73K - $7.57K
|
1.03K
$67.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.67K- 32.6% |
$97.6K - $110K
|
3.45K
$226K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-81- 1.42% |
$4.74K - $5.33K
|
5.64K
$369K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
62New |
$3.63K - $4.08K
|
62
$4.05K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-118- 1.7% |
$6.91K - $7.77K
|
6.81K
$445K
|
|
|
Oct 19, 2023
Q3 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
SELL
|
- |
-12.5K- 15.43% |
$732K - $823K
|
68.5K
$4.48M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
216+ 3.18% |
$12.6K - $14.2K
|
7.02K
$459K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.14KNew |
$184K - $206K
|
3.14K
$205K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.17KNew |
$186K - $209K
|
3.17K
$207K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
184New |
$10.8K - $12.1K
|
184
$12K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
28New |
$1.64K - $1.84K
|
28
$1.83K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3+ 0.07% |
$176 - $197
|
4.05K
$265K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
90New |
$5.27K - $5.92K
|
90
$5.89K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
420New |
$23.5K - $26.1K
|
420
$27.5K
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2.2KClosed |
$123K - $137K
|
0
$0
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-21.6KClosed |
$1.21M - $1.34M
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-32.2K- 60.39% |
$1.81M - $2M
|
21.1K
$1.38M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.14K+ 158.61% |
$64K - $70.9K
|
1.86K
$122K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
51.4KNew |
$2.88M - $3.19M
|
51.4K
$3.36M
|
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.97KNew |
$222K - $246K
|
3.97K
$260K
|
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
6.9KNew |
$386K - $428K
|
6.9K
$451K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-16- 4.21% |
$896 - $993
|
364
$23.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
PUT |
64.5K+ 7.9% |
$3.61M - $4M
|
880K
$57.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
3.23KNew |
$181K - $200K
|
3.23K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-11.9K- 5.44% |
$667K - $740K
|
207K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Point State Capital LP
New York, NY |
SELL
|
- |
-167K- 37.33% |
$9.33M - $10.3M
|
280K
$18.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
113KNew |
$6.3M - $6.98M
|
113K
$7.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
100KNew |
$5.6M - $6.21M
|
100K
$6.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-5.25K- 1.34% |
$294K - $326K
|
387K
$25.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Sal Trading, LLC
Wilmington, DE |
SELL
|
CALL |
-90.4K- 62.78% |
$5.06M - $5.61M
|
53.6K
$3.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-2.7K- 1.31% |
$151K - $168K
|
204K
$13.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
345New |
$19.3K - $21.4K
|
345
$22.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-15.8K- 46.45% |
$883K - $978K
|
18.2K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-200- 8.8% |
$11.2K - $12.4K
|
2.07K
$136K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-141- 17.94% |
$7.9K - $8.75K
|
645
$42.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.02K- 3.09% |
$57.1K - $63.2K
|
32K
$2.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
12+ 0.78% |
$672 - $745
|
1.56K
$102K
|
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
BUY
|
- |
4K+ 6.06% |
$224K - $248K
|
70K
$4.58M
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-609- 12.76% |
$34.1K - $37.8K
|
4.17K
$272K
|
|
|
Aug 07, 2023
Q2 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
1K+ 2.66% |
$56K - $62.1K
|
38.5K
$2.52M
|
|