Latest Institutional Purchases of Shell PLC (SHEL)
This list provides information on the latest institutional transactions involving Shell PLC (SHEL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
314New |
$19K - $22.1K
|
314
$20.4K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
308+ 1.27% |
$18.7K - $21.6K
|
24.6K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
302+ 15.31% |
$18.3K - $21.2K
|
2.28K
$148K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
301+ 0.92% |
$18.2K - $21.1K
|
33.2K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
300New |
$18.2K - $21.1K
|
300
$19.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
293+ 380.52% |
$17.8K - $20.6K
|
370
$24.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
288+ 0.76% |
$17.5K - $20.2K
|
38.4K
$2.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
285New |
$17.3K - $20K
|
285
$18.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
278New |
$16.9K - $19.5K
|
278
$18.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
273+ 2.67% |
$16.6K - $19.2K
|
10.5K
$683K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
268+ 8.35% |
$16.2K - $18.8K
|
3.48K
$226K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
264+ 2.08% |
$16K - $18.5K
|
12.9K
$842K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
250New |
$15.2K - $17.6K
|
250
$16.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
242+ 2.24% |
$14.7K - $17K
|
11.1K
$720K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
230+ 1.34% |
$13.9K - $16.2K
|
17.4K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
229+ 5.38% |
$13.9K - $16.1K
|
4.49K
$292K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
226+ 2.13% |
$13.7K - $15.9K
|
10.8K
$704K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
226New |
$13.7K - $15.9K
|
226
$14.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
223+ 1.55% |
$13.5K - $15.7K
|
14.6K
$953K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
220+ 220.0% |
$13.3K - $15.5K
|
320
$20.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
220+ 1.37% |
$13.3K - $15.5K
|
16.3K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
200+ 50.0% |
$12.1K - $14K
|
600
$39K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
200+ 3.66% |
$12.1K - $14K
|
5.67K
$369K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
200+ 3.51% |
$12.1K - $14K
|
5.9K
$384K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
200+ 2.91% |
$12.1K - $14K
|
7.07K
$460K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
200New |
$12.1K - $14K
|
200
$13K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
200+ 10.31% |
$12.1K - $14K
|
2.14K
$139K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
196New |
$11.9K - $13.8K
|
196
$12.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
196+ 0.64% |
$11.9K - $13.8K
|
30.8K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
193New |
$11.7K - $13.6K
|
193
$12.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
190+ 441.86% |
$11.5K - $13.3K
|
233
$15.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
190+ 2.61% |
$11.5K - $13.3K
|
7.46K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
187+ 5.7% |
$11.3K - $13.1K
|
3.47K
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
182+ 1.08% |
$11K - $12.8K
|
17K
$1.11M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
173New |
$10.5K - $12.1K
|
173
$11.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
173+ 3.32% |
$10.5K - $12.1K
|
5.38K
$350K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
170+ 5.23% |
$10.3K - $11.9K
|
3.42K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
164+ 3.06% |
$9.94K - $11.5K
|
5.53K
$359K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
159New |
$9.64K - $11.2K
|
159
$10.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
154New |
$9.34K - $10.8K
|
154
$10K
|
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
153+ 1.63% |
$9.28K - $10.7K
|
9.52K
$619K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
151+ 0.52% |
$9.16K - $10.6K
|
29.3K
$1.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
148New |
$8.97K - $10.4K
|
148
$9.63K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
144+ 1.8% |
$8.73K - $10.1K
|
8.13K
$529K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
141+ 3.18% |
$8.55K - $9.9K
|
4.58K
$298K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
138+ 74.19% |
$8.37K - $9.69K
|
324
$21.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
136New |
$8.25K - $9.55K
|
136
$8.85K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
134New |
$8.12K - $9.41K
|
134
$8.72K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
133+ 0.68% |
$8.06K - $9.34K
|
19.7K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
133+ 0.45% |
$8.06K - $9.34K
|
30K
$1.95M
|