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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-159- 4.2% |
$8.58K - $9.95K
|
3.63K
$237K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
15New |
$809 - $939
|
15
$981
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-328K- 97.81% |
$17.7M - $20.5M
|
7.34K
$480K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
614New |
$33.1K - $38.4K
|
614
$40.1K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
317New |
$17.1K - $19.8K
|
317
$20.7K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
49New |
$2.64K - $3.07K
|
49
$3.2K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
5New |
$270 - $313
|
5
$327
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
3.57K+ 1758.62% |
$193K - $223K
|
3.77K
$247K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
937+ 60.8% |
$50.6K - $58.6K
|
2.48K
$162K
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
551New |
$29.7K - $34.5K
|
551
$36K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$546K - $634K
|
10.1K
$662K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-620- 23.66% |
$33.4K - $38.8K
|
2K
$131K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
4.6KNew |
$248K - $288K
|
4.6K
$301K
|
|
|
Apr 28, 2023
Q1 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-175- 1.98% |
$9.44K - $11K
|
8.66K
$566K
|
|
|
Apr 27, 2023
Q1 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.4K- 15.43% |
$75.5K - $87.6K
|
7.67K
$502K
|
|
|
Apr 26, 2023
Q1 2023
|
Fruth Investment Management
|
SELL
|
- |
-25- 0.26% |
$1.35K - $1.56K
|
9.55K
$624K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-714- 1.56% |
$38.5K - $44.7K
|
44.9K
$2.94M
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
7.22KNew |
$389K - $452K
|
7.22K
$472K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
57New |
$3.08K - $3.57K
|
57
$3.73K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-688- 1.25% |
$37.1K - $43.1K
|
54.2K
$3.54M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-206- 90.35% |
$11.1K - $12.9K
|
22
$1.44K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.87KNew |
$101K - $117K
|
1.87K
$122K
|
|
|
Apr 20, 2023
Q1 2023
|
Goodwin Daniel L
|
BUY
|
- |
3.5KNew |
$189K - $219K
|
3.5K
$229K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-4.51K- 19.67% |
$243K - $282K
|
18.4K
$1.21M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
84.2KNew |
$4.54M - $5.27M
|
84.2K
$5.51M
|
|
|
Apr 19, 2023
Q1 2023
|
Coerente Capital Management
|
SELL
|
- |
-30.9K- 77.7% |
$1.67M - $1.93M
|
8.87K
$580K
|
|
|
Apr 18, 2023
Q1 2023
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-179K- 86.24% |
$9.68M - $11.2M
|
28.6K
$1.87M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
64New |
$3.45K - $4.01K
|
64
$4.18K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-420- 21.88% |
$22.7K - $26.3K
|
1.5K
$98.1K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
300+ 39.16% |
$16.2K - $18.8K
|
1.07K
$69.7K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
300+ 39.16% |
$16.2K - $18.8K
|
1.07K
$69.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
156+ 7.26% |
$8.42K - $9.76K
|
2.3K
$151K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
761+ 13.49% |
$41.1K - $47.6K
|
6.4K
$419K
|
|
| Q4 2022 | |||||||
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
8KNew |
$401K - $468K
|
8K
$523K
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-338Closed |
$17K - $19.8K
|
0
$0
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
440New |
$22.1K - $25.7K
|
440
$28.8K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
16.2KNew |
$812K - $946K
|
16.2K
$1.06M
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
4.34KNew |
$218K - $254K
|
4.34K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
91+ 11.28% |
$4.57K - $5.32K
|
898
$58.7K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.05K- 11.24% |
$103K - $120K
|
16.2K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
36.6KNew |
$1.84M - $2.14M
|
36.6K
$2.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-26- 0.43% |
$1.3K - $1.52K
|
6.08K
$397K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-900- 67.57% |
$45.2K - $52.6K
|
432
$28.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-125- 0.78% |
$6.27K - $7.31K
|
15.9K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-225- 2.52% |
$11.3K - $13.2K
|
8.69K
$568K
|
|
|
Feb 14, 2023
Q4 2022
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
33.9KNew |
$1.7M - $1.98M
|
33.9K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-1.47K- 3.25% |
$73.9K - $86.1K
|
43.8K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Energy Opportunities Capital Management, LLC
Austin, TX |
SELL
|
- |
-610- 5.0% |
$30.6K - $35.7K
|
11.6K
$758K
|
|
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
39.6KNew |
$1.99M - $2.32M
|
39.6K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
813KNew |
$40.8M - $47.5M
|
813K
$53.1M
|
|