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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
13New |
$908 - $961
|
13
$985
|
|
|
Nov 12, 2025
Q3 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-21.1K- 8.44% |
$1.47M - $1.56M
|
229K
$17.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-897- 99.67% |
$62.6K - $66.3K
|
3
$227
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.57K+ 36.05% |
$110K - $116K
|
5.94K
$450K
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-25- 0.61% |
$1.75K - $1.85K
|
4.05K
$307K
|
|
|
Nov 12, 2025
Q3 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-5K- 45.45% |
$349K - $370K
|
6K
$455K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-87- 0.53% |
$6.07K - $6.43K
|
16.4K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-64.4K- 84.08% |
$4.5M - $4.76M
|
12.2K
$924K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
250+ 0.4% |
$17.5K - $18.5K
|
62.5K
$4.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.01K+ 7.7% |
$70.6K - $74.7K
|
14.1K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
14.3K+ 3.08% |
$1M - $1.06M
|
481K
$36.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
197+ 3.24% |
$13.8K - $14.6K
|
6.27K
$475K
|
|
|
Nov 12, 2025
Q3 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
2.85K+ 6.55% |
$199K - $211K
|
46.3K
$3.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3.37K- 15.19% |
$235K - $249K
|
18.8K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.39K+ 41.93% |
$96.7K - $102K
|
4.69K
$355K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.82K- 6.02% |
$546K - $578K
|
122K
$9.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-3.51K- 31.61% |
$245K - $260K
|
7.6K
$576K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.02K- 8.35% |
$211K - $223K
|
33.1K
$2.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
33New |
$2.3K - $2.44K
|
33
$2.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-6.67K- 3.88% |
$466K - $493K
|
165K
$12.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
417K+ 1.58% |
$29.1M - $30.8M
|
26.8M
$2.03B
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.11K- 2.13% |
$77.5K - $82.1K
|
51K
$3.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-216- 2.87% |
$15.1K - $16K
|
7.32K
$554K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.99K- 59.7% |
$348K - $369K
|
3.37K
$255K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
542+ 9.26% |
$37.8K - $40.1K
|
6.4K
$485K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-67- 2.14% |
$4.68K - $4.95K
|
3.07K
$232K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.85K+ 10.69% |
$269K - $285K
|
39.9K
$3.02M
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
265K+ 23.5% |
$18.5M - $19.6M
|
1.39M
$106M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-16K- 2.36% |
$1.12M - $1.18M
|
660K
$50M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
800+ 12.6% |
$55.9K - $59.1K
|
7.15K
$542K
|
|
|
Nov 12, 2025
Q3 2025
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-1.54K- 9.8% |
$107K - $113K
|
14.1K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-603- 50.29% |
$42.1K - $44.6K
|
596
$45.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
115+ 2.68% |
$8.03K - $8.5K
|
4.41K
$334K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
62+ 0.75% |
$4.33K - $4.58K
|
8.37K
$634K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
623+ 3.96% |
$43.5K - $46.1K
|
16.4K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
2.91K+ 0.96% |
$203K - $215K
|
307K
$23.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-847- 6.71% |
$59.1K - $62.6K
|
11.8K
$893K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 0.72% |
$140 - $148
|
274
$20.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
127New |
$8.87K - $9.39K
|
127
$9.62K
|
|
|
Nov 12, 2025
Q3 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
1.15K+ 35.46% |
$80.3K - $85K
|
4.39K
$333K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
55.6K+ 3.45% |
$3.88M - $4.11M
|
1.67M
$126M
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-1K- 0.47% |
$70K - $74.1K
|
214K
$16.2M
|
|
|
Nov 12, 2025
Q3 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
59.9K+ 9.85% |
$4.18M - $4.43M
|
668K
$50.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.14K+ 4.6% |
$79.7K - $84.4K
|
25.9K
$1.96M
|
|
|
Nov 12, 2025
Q3 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-29.1K- 13.3% |
$2.03M - $2.15M
|
190K
$14.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-764- 3.01% |
$53.3K - $56.5K
|
24.6K
$1.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
71+ 1.44% |
$4.96K - $5.25K
|
5K
$379K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.4K+ 8.1% |
$4.28M - $4.54M
|
819K
$62M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.7K- 33.36% |
$188K - $200K
|
5.39K
$408K
|
|