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 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-102- 1.15% |
$2.52K - $3.14K
|
8.77K
$664K
|
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
BUY
|
- |
2.67KNew |
$66.1K - $82.2K
|
2.67K
$202K
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
4.5KNew |
$111K - $138K
|
4.5K
$341K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
21.5K+ 213.13% |
$532K - $661K
|
31.6K
$2.39M
|
|
|
Jul 22, 2022
Q2 2022
|
Congress Park Capital LLC
|
BUY
|
- |
8.55KNew |
$212K - $263K
|
8.55K
$648K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-3.95KClosed |
$97.7K - $122K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
1.72KNew |
$42.6K - $52.9K
|
1.72K
$130K
|
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-13KClosed |
$323K - $401K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-100Closed |
$2.48K - $3.08K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
190New |
$4.7K - $5.85K
|
190
$14.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
55New |
$1.36K - $1.69K
|
55
$4.17K
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
198New |
$4.9K - $6.09K
|
198
$15K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
102New |
$2.52K - $3.14K
|
102
$7.73K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
114New |
$2.82K - $3.51K
|
114
$8.64K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
1.83KNew |
$45.3K - $56.3K
|
1.83K
$139K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
203New |
$5.02K - $6.25K
|
203
$15.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
PUT |
20.1KNew |
$497K - $617K
|
20.1K
$1.52M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-4.35KClosed |
$108K - $134K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
6.5KNew |
$161K - $200K
|
6.5K
$492K
|
|
|
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
$733K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
200New |
$4.95K - $6.15K
|
200
$15.2K
|
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
BUY
|
- |
4.08KNew |
$101K - $126K
|
4.08K
$309K
|
|
|
Jul 08, 2022
Q2 2022
|
Yarbrough Capital, LLC
|
SELL
|
- |
-14- 0.02% |
$347 - $431
|
57.6K
$4.36M
|
|
|
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
$1.25M
|
|
| Q1 2022 | |||||||
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
200New |
$4.48K - $5.57K
|
200
$15.2K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.17K+ 26.04% |
$116K - $144K
|
25K
$1.9M
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
600New |
$13.5K - $16.7K
|
600
$45.5K
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
11.3KNew |
$253K - $314K
|
11.3K
$854K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
35New |
$785 - $974
|
35
$2.65K
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
7New |
$157 - $195
|
7
$530
|
|
|
May 16, 2022
Q1 2022
|
Shelter Mutual Insurance CO
|
BUY
|
- |
114KNew |
$2.55M - $3.17M
|
114K
$8.62M
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
200New |
$4.48K - $5.57K
|
200
$15.2K
|
|
|
May 16, 2022
Q1 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
12KNew |
$269K - $334K
|
12K
$909K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.46KNew |
$32.6K - $40.5K
|
1.46K
$110K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
5.86KNew |
$131K - $163K
|
5.86K
$444K
|
|
|
May 16, 2022
Q1 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
4.08KNew |
$91.5K - $114K
|
4.08K
$309K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
50New |
$1.12K - $1.39K
|
50
$3.79K
|
|
|
May 13, 2022
Q1 2022
|
Islet Management, LP
New York, NY |
BUY
|
CALL |
250KNew |
$5.61M - $6.96M
|
250K
$18.9M
|
|
|
May 13, 2022
Q1 2022
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
326KNew |
$7.3M - $9.06M
|
326K
$24.7M
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
4.52KNew |
$101K - $126K
|
4.52K
$342K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
44New |
$986 - $1.22K
|
44
$3.33K
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
200New |
$4.48K - $5.57K
|
200
$15.2K
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
300New |
$6.73K - $8.35K
|
300
$22.7K
|
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
10KNew |
$224K - $278K
|
10K
$758K
|
|
|
May 11, 2022
Q1 2022
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
1.86MNew |
$41.7M - $51.7M
|
1.86M
$141M
|
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
10KNew |
$224K - $278K
|
10K
$758K
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
600New |
$13.5K - $16.7K
|
600
$45.5K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
300New |
$6.73K - $8.35K
|
300
$22.7K
|
|