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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
963New |
$48.3K - $56.3K
|
963
$64.2K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-770- 8.79% |
$38.6K - $45K
|
7.99K
$532K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
3.6KNew |
$180K - $210K
|
3.6K
$240K
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
BUY
|
- |
3.55KNew |
$178K - $207K
|
3.55K
$236K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
2.49K+ 2.49% |
$125K - $145K
|
102K
$6.81M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
5.11KNew |
$256K - $299K
|
5.11K
$340K
|
|
|
Jan 25, 2023
Q4 2022
|
Meyer Handelman CO
|
BUY
|
- |
4.7KNew |
$236K - $275K
|
4.7K
$313K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
119+ 0.44% |
$5.97K - $6.96K
|
27.4K
$1.83M
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.02K- 26.28% |
$101K - $118K
|
5.67K
$378K
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-453- 10.24% |
$22.7K - $26.5K
|
3.97K
$265K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
83New |
$4.16K - $4.85K
|
83
$5.53K
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
3.75KNew |
$188K - $219K
|
3.75K
$250K
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
CALL |
800New |
$40.1K - $46.8K
|
800
$53.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-1.09M- 10.09% |
$54.5M - $63.5M
|
9.69M
$645M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-36- 33.33% |
$1.81K - $2.1K
|
72
$4.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
1.2KNew |
$60.2K - $70.2K
|
1.2K
$80K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
156New |
$7.83K - $9.12K
|
156
$10.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-331- 4.78% |
$16.6K - $19.4K
|
6.59K
$439K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.92K- 8.94% |
$147K - $171K
|
29.7K
$1.98M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
15.7KNew |
$790K - $920K
|
15.7K
$1.05M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
39.9KNew |
$2M - $2.33M
|
39.9K
$2.66M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.21K+ 28.44% |
$60.8K - $70.9K
|
5.47K
$365K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
BUY
|
- |
6.45KNew |
$324K - $377K
|
6.45K
$430K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.49KNew |
$74.8K - $87.1K
|
1.49K
$99.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-202- 0.75% |
$10.1K - $11.8K
|
26.7K
$1.78M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.07KNew |
$53.8K - $62.7K
|
1.07K
$71.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
595New |
$29.9K - $34.8K
|
595
$39.6K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 55.56% |
$25.1K - $29.2K
|
400
$26.7K
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-100- 1.74% |
$5.02K - $5.85K
|
5.65K
$376K
|
|
| Q3 2022 | |||||||
|
Jun 21, 2024
Q3 2022
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-11KClosed |
$247K - $612K
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-62Closed |
$1.39K - $3.45K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.24K- 3.89% |
$27.7K - $68.8K
|
30.5K
$2.03M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-8- 0.47% |
$179 - $445
|
1.69K
$112K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-655- 5.03% |
$14.7K - $36.5K
|
12.4K
$824K
|
|
|
Nov 14, 2022
Q3 2022
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-10K- 33.33% |
$224K - $557K
|
20K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-5K- 24.38% |
$112K - $278K
|
15.5K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
500New |
$11.2K - $27.8K
|
500
$33.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-67- 0.79% |
$1.5K - $3.73K
|
8.38K
$558K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
CALL |
10KNew |
$224K - $557K
|
10K
$666K
|
|
|
Nov 14, 2022
Q3 2022
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
91.6K+ 32.25% |
$2.05M - $5.1M
|
376K
$25M
|
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-2.72K- 2.6% |
$60.9K - $151K
|
102K
$6.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
215New |
$4.82K - $12K
|
215
$14.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
630New |
$14.1K - $35.1K
|
630
$42K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
6.69K+ 7.5% |
$150K - $372K
|
95.9K
$6.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 0.08% |
$22.4 - $55.7
|
1.18K
$78.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
24+ 16.33% |
$538 - $1.34K
|
171
$11.4K
|
|
|
Nov 14, 2022
Q3 2022
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
50KNew |
$1.12M - $2.78M
|
50K
$3.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
51.2KNew |
$1.15M - $2.85M
|
51.2K
$3.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
2.25K+ 5.9% |
$50.3K - $125K
|
40.3K
$2.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2- 0.02% |
$44.8 - $111
|
11.8K
$788K
|
|