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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
1.83KNew |
$45.3K - $56.3K
|
1.83K
$120K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
203New |
$5.02K - $6.25K
|
203
$13.3K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
PUT |
20.1KNew |
$497K - $617K
|
20.1K
$1.31M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-4.35KClosed |
$108K - $134K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
3.23KNew |
$79.9K - $99.4K
|
3.23K
$211K
|
|
|
Jul 13, 2022
Q2 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
6.5KNew |
$161K - $200K
|
6.5K
$425K
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.46KClosed |
$85.7K - $107K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
9.68KNew |
$240K - $298K
|
9.68K
$633K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
200New |
$4.95K - $6.15K
|
200
$13.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
BUY
|
- |
4.08KNew |
$101K - $126K
|
4.08K
$267K
|
|
|
Jul 08, 2022
Q2 2022
|
Yarbrough Capital, LLC
|
SELL
|
- |
-14- 0.02% |
$347 - $431
|
57.6K
$3.77M
|
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-230Closed |
$5.69K - $7.08K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
16.5KNew |
$408K - $507K
|
16.5K
$1.08M
|
|
| Q1 2022 | |||||||
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
200New |
$4.48K - $5.57K
|
200
$13.1K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.17K+ 26.04% |
$116K - $144K
|
25K
$1.64M
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
300New |
$6.73K - $8.35K
|
300
$19.6K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
600New |
$13.5K - $16.7K
|
600
$39.2K
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
11.3KNew |
$253K - $314K
|
11.3K
$737K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
35New |
$785 - $974
|
35
$2.29K
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
7New |
$157 - $195
|
7
$458
|
|
|
May 16, 2022
Q1 2022
|
Shelter Mutual Insurance CO
|
BUY
|
- |
114KNew |
$2.55M - $3.17M
|
114K
$7.44M
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
200New |
$4.48K - $5.57K
|
200
$13.1K
|
|
|
May 16, 2022
Q1 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
12KNew |
$269K - $334K
|
12K
$785K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.46KNew |
$32.6K - $40.5K
|
1.46K
$95.1K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
5.86KNew |
$131K - $163K
|
5.86K
$383K
|
|
|
May 16, 2022
Q1 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
4.08KNew |
$91.5K - $114K
|
4.08K
$267K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
50New |
$1.12K - $1.39K
|
50
$3.27K
|
|
|
May 13, 2022
Q1 2022
|
Islet Management, LP
New York, NY |
BUY
|
CALL |
250KNew |
$5.61M - $6.96M
|
250K
$16.3M
|
|
|
May 13, 2022
Q1 2022
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
326KNew |
$7.3M - $9.06M
|
326K
$21.3M
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
4.52KNew |
$101K - $126K
|
4.52K
$295K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
44New |
$986 - $1.22K
|
44
$2.88K
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
200New |
$4.48K - $5.57K
|
200
$13.1K
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
300New |
$6.73K - $8.35K
|
300
$19.6K
|
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
10KNew |
$224K - $278K
|
10K
$654K
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
100New |
$2.24K - $2.78K
|
100
$6.54K
|
|
|
May 11, 2022
Q1 2022
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
1.86MNew |
$41.7M - $51.7M
|
1.86M
$121M
|
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
10KNew |
$224K - $278K
|
10K
$654K
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
600New |
$13.5K - $16.7K
|
600
$39.2K
|
|
|
May 10, 2022
Q1 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4.37KNew |
$97.9K - $121K
|
4.37K
$285K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
300New |
$6.73K - $8.35K
|
300
$19.6K
|
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.2KNew |
$94.2K - $117K
|
4.2K
$275K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
BUY
|
- |
8.33KNew |
$187K - $232K
|
8.33K
$544K
|
|
|
May 09, 2022
Q1 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
800New |
$17.9K - $22.3K
|
800
$52.3K
|
|
|
May 06, 2022
Q1 2022
|
American Financial Group Inc
|
BUY
|
- |
14.5KNew |
$325K - $404K
|
14.5K
$948K
|
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
250New |
$5.61K - $6.96K
|
250
$16.3K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
200New |
$4.48K - $5.57K
|
200
$13.1K
|
|
|
May 05, 2022
Q1 2022
|
United Fire Group Inc
Cedar Rapids, IA |
BUY
|
- |
46KNew |
$1.03M - $1.28M
|
46K
$3.01M
|
|
|
May 04, 2022
Q1 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
9.89KNew |
$222K - $275K
|
9.89K
$646K
|
|
|
May 04, 2022
Q1 2022
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
7.3KNew |
$164K - $203K
|
7.3K
$477K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
250New |
$5.61K - $6.96K
|
250
$16.3K
|
|