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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-710K- 95.36% |
$35.6M - $41.5M
|
34.6K
$2.62M
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-206- 2.57% |
$10.3K - $12K
|
7.8K
$591K
|
|
|
Feb 10, 2023
Q4 2022
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.76KNew |
$239K - $278K
|
4.76K
$361K
|
|
|
Feb 09, 2023
Q4 2022
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
48.3KNew |
$2.42M - $2.82M
|
48.3K
$3.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
333KNew |
$16.7M - $19.5M
|
333K
$25.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
712+ 2848.0% |
$35.7K - $41.6K
|
737
$55.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
533New |
$26.7K - $31.2K
|
533
$40.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
666+ 121.09% |
$33.4K - $38.9K
|
1.22K
$92.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
3.8KNew |
$191K - $222K
|
3.8K
$288K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-100- 1.01% |
$5.02K - $5.85K
|
9.76K
$740K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
338New |
$17K - $19.8K
|
338
$25.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
PUT |
2.5KNew |
$125K - $146K
|
2.5K
$189K
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
12.7KNew |
$639K - $744K
|
12.7K
$964K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
327New |
$16.4K - $19.1K
|
327
$24.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-236- 13.04% |
$11.8K - $13.8K
|
1.57K
$119K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.15K- 20.18% |
$57.7K - $67.2K
|
4.55K
$345K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
963New |
$48.3K - $56.3K
|
963
$73K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-770- 8.79% |
$38.6K - $45K
|
7.99K
$605K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
3.6KNew |
$180K - $210K
|
3.6K
$273K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
2.49K+ 2.49% |
$125K - $145K
|
102K
$7.74M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
5.11KNew |
$256K - $299K
|
5.11K
$387K
|
|
|
Jan 25, 2023
Q4 2022
|
Meyer Handelman CO
|
BUY
|
- |
4.7KNew |
$236K - $275K
|
4.7K
$356K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
119+ 0.44% |
$5.97K - $6.96K
|
27.4K
$2.08M
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.02K- 26.28% |
$101K - $118K
|
5.67K
$429K
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-453- 10.24% |
$22.7K - $26.5K
|
3.97K
$301K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
83New |
$4.16K - $4.85K
|
83
$6.29K
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
3.75KNew |
$188K - $219K
|
3.75K
$284K
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
CALL |
800New |
$40.1K - $46.8K
|
800
$60.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-1.09M- 10.09% |
$54.5M - $63.5M
|
9.69M
$734M
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
156New |
$7.83K - $9.12K
|
156
$11.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-331- 4.78% |
$16.6K - $19.4K
|
6.59K
$499K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.92K- 8.94% |
$147K - $171K
|
29.7K
$2.25M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
39.9KNew |
$2M - $2.33M
|
39.9K
$3.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.21K+ 28.44% |
$60.8K - $70.9K
|
5.47K
$415K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
BUY
|
- |
6.45KNew |
$324K - $377K
|
6.45K
$489K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.49KNew |
$74.8K - $87.1K
|
1.49K
$113K
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-202- 0.75% |
$10.1K - $11.8K
|
26.7K
$2.02M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.07KNew |
$53.8K - $62.7K
|
1.07K
$81.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
595New |
$29.9K - $34.8K
|
595
$45.1K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 55.56% |
$25.1K - $29.2K
|
400
$30.3K
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-100- 1.74% |
$5.02K - $5.85K
|
5.65K
$428K
|
|
| 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
$2.31M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-8- 0.47% |
$179 - $445
|
1.69K
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-655- 5.03% |
$14.7K - $36.5K
|
12.4K
$937K
|
|
|
Nov 14, 2022
Q3 2022
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-10K- 33.33% |
$224K - $557K
|
20K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-5K- 24.38% |
$112K - $278K
|
15.5K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
500New |
$11.2K - $27.8K
|
500
$37.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-67- 0.79% |
$1.5K - $3.73K
|
8.38K
$635K
|
|