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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-415- 10.94% |
$23.2K - $25.8K
|
3.38K
$221K
|
|
|
Aug 02, 2023
Q2 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
48.4KNew |
$2.71M - $3M
|
48.4K
$3.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
133New |
$7.45K - $8.26K
|
133
$8.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
96+ 4.16% |
$5.38K - $5.96K
|
2.41K
$157K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
84+ 144.83% |
$4.7K - $5.21K
|
142
$9.29K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
640+ 1.72% |
$35.8K - $39.7K
|
37.8K
$2.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-778- 5.62% |
$43.6K - $48.3K
|
13.1K
$855K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-13- 0.48% |
$728 - $807
|
2.72K
$178K
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-150- 3.84% |
$8.4K - $9.31K
|
3.76K
$246K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-2.16K- 24.31% |
$121K - $134K
|
6.73K
$440K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-143- 20.82% |
$8.01K - $8.88K
|
544
$35.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-499- 10.44% |
$27.9K - $31K
|
4.28K
$280K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
42+ 15.27% |
$2.35K - $2.61K
|
317
$20.7K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3+ 1.19% |
$168 - $186
|
255
$16.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$56 - $62.1
|
3.68K
$241K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
140New |
$7.84K - $8.69K
|
140
$9.15K
|
|
|
Jul 13, 2023
Q2 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-4.85K- 59.33% |
$272K - $301K
|
3.33K
$217K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
1+ 1.54% |
$56 - $62.1
|
66
$4.32K
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 3.08% |
$5.6K - $6.21K
|
3.15K
$206K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
317+ 50.48% |
$17.8K - $19.7K
|
945
$61.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
6.36KNew |
$356K - $395K
|
6.36K
$416K
|
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
344New |
$19.3K - $21.4K
|
344
$22.5K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 27, 2024
Q1 2023
|
Carrhae Capital LLP
London, X0 |
SELL
|
- |
-177KClosed |
$9.55M - $11.1M
|
0
$0
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-44- 14.62% |
$2.37K - $2.75K
|
257
$16.8K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.81KNew |
$313K - $364K
|
5.81K
$380K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
200New |
$10.8K - $12.5K
|
200
$13.1K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-181- 22.68% |
$9.76K - $11.3K
|
617
$40.3K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
942+ 261.67% |
$50.8K - $59K
|
1.3K
$85.1K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
1.15KNew |
$62K - $72K
|
1.15K
$75.2K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.26K- 1.67% |
$122K - $142K
|
134K
$8.74M
|
|
|
May 15, 2023
Q1 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-1K- 17.86% |
$54K - $62.6K
|
4.6K
$301K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
3.57KNew |
$193K - $224K
|
3.57K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.43K- 7.87% |
$77.1K - $89.4K
|
16.7K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
13.3KNew |
$718K - $832K
|
13.3K
$870K
|
|
|
May 15, 2023
Q1 2023
|
Encompass Capital Advisors LLC
New York, NY |
SELL
|
- |
-213K- 18.95% |
$11.5M - $13.4M
|
913K
$59.7M
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
26KNew |
$1.4M - $1.63M
|
26K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
CALL |
400KNew |
$21.6M - $25M
|
400K
$26.2M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1+ 1.08% |
$54 - $62.6
|
94
$6.15K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
SELL
|
- |
-20- 66.67% |
$1.08K - $1.25K
|
10
$654
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.75KNew |
$202K - $235K
|
3.75K
$245K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-240- 5.54% |
$12.9K - $15K
|
4.09K
$267K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.38K+ 19.4% |
$74.3K - $86.2K
|
8.48K
$555K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
560New |
$30.2K - $35K
|
560
$36.6K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-99- 45.83% |
$5.34K - $6.2K
|
117
$7.65K
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-50- 4.28% |
$2.7K - $3.13K
|
1.12K
$73.1K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
306New |
$16.5K - $19.1K
|
306
$20K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-172K- 63.22% |
$9.3M - $10.8M
|
100K
$6.56M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
117KNew |
$6.31M - $7.32M
|
117K
$7.65M
|
|