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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
131+ 2.26% |
$7.94K - $9.2K
|
5.92K
$385K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
130New |
$7.88K - $9.13K
|
130
$8.46K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
130+ 86.67% |
$7.88K - $9.13K
|
280
$18.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
129+ 3.34% |
$7.82K - $9.06K
|
3.99K
$260K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
129+ 1.76% |
$7.82K - $9.06K
|
7.45K
$484K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
125+ 3.65% |
$7.58K - $8.78K
|
3.55K
$231K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
125+ 2.84% |
$7.58K - $8.78K
|
4.53K
$295K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
122New |
$7.4K - $8.57K
|
122
$7.93K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
120+ 0.92% |
$7.28K - $8.43K
|
13.1K
$854K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
120+ 1.14% |
$7.28K - $8.43K
|
10.6K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
118+ 1.78% |
$7.15K - $8.29K
|
6.76K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
117+ 128.57% |
$7.09K - $8.22K
|
208
$13.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
115+ 2.7% |
$6.97K - $8.08K
|
4.38K
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
112New |
$6.79K - $7.87K
|
112
$7.28K
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
111+ 11.49% |
$6.73K - $7.8K
|
1.08K
$70K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
106+ 1.02% |
$6.43K - $7.44K
|
10.5K
$682K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
106+ 0.25% |
$6.43K - $7.44K
|
42K
$2.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
105+ 0.34% |
$6.37K - $7.37K
|
31.2K
$2.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$6.06K - $7.02K
|
100
$6.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
100New |
$6.06K - $7.02K
|
100
$6.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$6.06K - $7.02K
|
100
$6.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
97+ 6.98% |
$5.88K - $6.81K
|
1.49K
$96.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Beddow Capital Management Inc
|
BUY
|
- |
85+ 0.14% |
$5.15K - $5.97K
|
62K
$4.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
79+ 5.02% |
$4.79K - $5.55K
|
1.65K
$108K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
78New |
$4.73K - $5.48K
|
78
$5.07K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
75New |
$4.55K - $5.27K
|
75
$4.88K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
74+ 0.89% |
$4.49K - $5.2K
|
8.42K
$548K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
68+ 1.06% |
$4.12K - $4.78K
|
6.46K
$420K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
68+ 0.82% |
$4.12K - $4.78K
|
8.39K
$546K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
64+ 7.1% |
$3.88K - $4.49K
|
966
$62.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
55+ 49.11% |
$3.33K - $3.86K
|
167
$10.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
54+ 180.0% |
$3.27K - $3.79K
|
84
$5.46K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
53+ 0.59% |
$3.21K - $3.72K
|
9.06K
$589K
|
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
50+ 0.65% |
$3.03K - $3.51K
|
7.78K
$506K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
44+ 0.66% |
$2.67K - $3.09K
|
6.68K
$434K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
44+ 1.14% |
$2.67K - $3.09K
|
3.89K
$253K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
40+ 0.69% |
$2.43K - $2.81K
|
5.81K
$378K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
40+ 0.96% |
$2.43K - $2.81K
|
4.19K
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
39New |
$2.36K - $2.74K
|
39
$2.54K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
38+ 0.72% |
$2.3K - $2.67K
|
5.29K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
37+ 1.14% |
$2.24K - $2.6K
|
3.3K
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
37+ 0.77% |
$2.24K - $2.6K
|
4.82K
$314K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
36+ 0.93% |
$2.18K - $2.53K
|
3.93K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
34+ 0.46% |
$2.06K - $2.39K
|
7.44K
$484K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
33+ 0.62% |
$2K - $2.32K
|
5.38K
$350K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
32+ 0.77% |
$1.94K - $2.25K
|
4.2K
$273K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
31+ 5.64% |
$1.88K - $2.18K
|
581
$37.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
30+ 55.56% |
$1.82K - $2.11K
|
84
$5.46K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
30+ 0.29% |
$1.82K - $2.11K
|
10.3K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27+ 0.21% |
$1.64K - $1.9K
|
13K
$843K
|