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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-955- 5.77% |
$60K - $70K
|
15.6K
$980K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.98K+ 110877.78% |
$627K - $731K
|
9.99K
$628K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
121+ 2.84% |
$7.6K - $8.87K
|
4.38K
$275K
|
|
|
Apr 09, 2025
Q1 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
26.2K+ 33.47% |
$1.64M - $1.92M
|
104K
$6.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-400- 44.79% |
$25.1K - $29.3K
|
493
$31K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
5+ 0.48% |
$314 - $366
|
1.05K
$65.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
245+ 2.62% |
$15.4K - $18K
|
9.61K
$604K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-675- 14.47% |
$42.4K - $49.5K
|
3.99K
$251K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.79K+ 100.94% |
$364K - $425K
|
11.5K
$725K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
473+ 0.59% |
$29.7K - $34.7K
|
80.1K
$5.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-21- 0.27% |
$1.32K - $1.54K
|
7.88K
$496K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.02KNew |
$315K - $368K
|
5.02K
$316K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
3.3KNew |
$207K - $242K
|
3.3K
$208K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
66+ 3.0% |
$4.15K - $4.84K
|
2.27K
$143K
|
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
264+ 1.29% |
$16.6K - $19.3K
|
20.7K
$1.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-80- 1.35% |
$5.03K - $5.86K
|
5.86K
$368K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
500+ 13.77% |
$31.4K - $36.6K
|
4.13K
$260K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.17K+ 5.05% |
$73.6K - $85.9K
|
24.4K
$1.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
28+ 0.56% |
$1.76K - $2.05K
|
5.01K
$315K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
2.45K+ 711.34% |
$154K - $179K
|
2.79K
$176K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
34+ 0.17% |
$2.14K - $2.49K
|
19.8K
$1.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-55- 29.57% |
$3.46K - $4.03K
|
131
$8.24K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
5New |
$314 - $366
|
5
$314
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
245+ 0.85% |
$15.4K - $18K
|
29K
$1.82M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
7.94K+ 4.57% |
$499K - $582K
|
182K
$11.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
3KNew |
$189K - $220K
|
3K
$189K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-74- 1.53% |
$4.65K - $5.42K
|
4.75K
$299K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-12.5K- 33.48% |
$784K - $914K
|
24.8K
$1.56M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-503- 5.15% |
$31.6K - $36.9K
|
9.27K
$583K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-625- 15.83% |
$39.3K - $45.8K
|
3.32K
$209K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-37- 0.45% |
$2.33K - $2.71K
|
8.26K
$520K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
26+ 0.33% |
$1.63K - $1.91K
|
7.81K
$491K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-325- 4.08% |
$20.4K - $23.8K
|
7.64K
$480K
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-271- 0.26% |
$17K - $19.9K
|
105K
$6.58M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
675+ 35.73% |
$42.4K - $49.5K
|
2.56K
$161K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
209+ 6.47% |
$13.1K - $15.3K
|
3.44K
$216K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-61- 1.76% |
$3.83K - $4.47K
|
3.41K
$214K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.53K- 19.17% |
$284K - $332K
|
19.1K
$1.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.17KNew |
$199K - $233K
|
3.17K
$200K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
7.46K+ 76.32% |
$469K - $546K
|
17.2K
$1.08M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
120+ 166.67% |
$7.54K - $8.79K
|
192
$12.1K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.47K- 6.59% |
$155K - $181K
|
35K
$2.2M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
8.64K+ 533.75% |
$543K - $633K
|
10.3K
$645K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-25- 13.16% |
$1.57K - $1.83K
|
165
$10.4K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
247+ 7.11% |
$15.5K - $18.1K
|
3.72K
$234K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-4.27K- 15.56% |
$268K - $313K
|
23.2K
$1.46M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-5.6K- 5.55% |
$352K - $410K
|
95.3K
$5.99M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
790+ 3.59% |
$49.6K - $57.9K
|
22.8K
$1.43M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-2.74K- 13.09% |
$172K - $201K
|
18.2K
$1.14M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
20+ 5.85% |
$1.21K - $1.4K
|
362
$22.8K
|
|