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
Nov 13, 2023 Q3 2023	Gyroscope Capital Management Group, LLC	BUY	-	55 + 0.81%	$3.22K - $3.62K	6.88K $443K
Oct 11, 2023 Q3 2023	Perkins Coie Trust CO	BUY	-	28 New	$1.64K - $1.84K	28 $1.8K
Nov 13, 2023 Q3 2023	Wealth Quarterback LLC Toms River, NJ	BUY	-	25 + 0.65%	$1.46K - $1.65K	3.9K $251K
Nov 14, 2023 Q3 2023	Infrastructure Capital Advisors, LLC New York, NY	BUY	-	12 New	$702 - $790	12 $773
Nov 06, 2023 Q3 2023	Forefront Wealth Management Inc.	BUY	-	6 + 0.06%	$351 - $395	10.6K $685K
Oct 10, 2023 Q3 2023	Sandbox Financial Partners, LLC Bethesda, MD	BUY	-	3 + 0.07%	$176 - $197	4.05K $261K
Q2 2023
Aug 14, 2023 Q2 2023	Weiss Multi Strategy Advisers LLC New York, NY	BUY	-	113K New	$6.3M - $6.98M	113K $7.25M
Aug 14, 2023 Q2 2023	Scopus Asset Management, L.P. New York, NY	BUY	-	100K New	$5.6M - $6.21M	100K $6.44M
Aug 14, 2023 Q2 2023	Davidson Kempner Capital Management LP New York, NY	BUY	PUT	64.5K + 7.9%	$3.61M - $4M	880K $56.7M
Oct 30, 2023 Q2 2023	Iams Wealth Management, LLC Omaha, NE	BUY	PUT	51.4K New	$2.88M - $3.19M	51.4K $3.31M
Aug 02, 2023 Q2 2023	Lsv Asset Management Chicago, IL	BUY	-	48.4K New	$2.71M - $3M	48.4K $3.12M
Aug 14, 2023 Q2 2023	Caas Capital Management LP New York, NY	BUY	PUT	6.9K New	$386K - $428K	6.9K $444K
Jul 11, 2023 Q2 2023	Buckley Wealth Management, LLC	BUY	-	6.36K New	$356K - $395K	6.36K $410K
Aug 07, 2023 Q2 2023	Royce & Associates LP	BUY	-	4K + 6.06%	$224K - $248K	70K $4.51M
Aug 16, 2023 Q2 2023	Armstrong, Fleming & Moore, Inc Washington, DC	BUY	-	3.97K New	$222K - $246K	3.97K $256K
Aug 14, 2023 Q2 2023	Foster Dykema Cabot & CO Inc	BUY	-	3.23K New	$181K - $200K	3.23K $208K
Nov 08, 2023 Q2 2023	Sutton Wealth Advisors Inc. Tampa, FL	BUY	-	1.14K + 158.61%	$64K - $70.9K	1.86K $120K
Aug 07, 2023 Q2 2023	Drexel Morgan & Co. Radnor, PA	BUY	-	1K + 2.66%	$56K - $62.1K	38.5K $2.48M
Aug 01, 2023 Q2 2023	Kistler Tiffany Companies, LLC Berwyn, PA	BUY	-	640 + 1.72%	$35.8K - $39.7K	37.8K $2.44M
Dec 12, 2024 Q2 2023	Heritage Wealth Advisors	BUY	-	420 New	$23.5K - $26.1K	420 $27.1K
Aug 11, 2023 Q2 2023	Turim 21 Investimentos Ltda. Rio De Janeiro, D5	BUY	-	345 New	$19.3K - $21.4K	345 $22.2K
Jul 10, 2023 Q2 2023	Trust CO	BUY	-	344 New	$19.3K - $21.4K	344 $22.2K
Jul 11, 2023 Q2 2023	Worth Asset Management, LLC	BUY	-	317 + 50.48%	$17.8K - $19.7K	945 $60.9K
Jul 17, 2023 Q2 2023	Gps Wealth Strategies Group, LLC	BUY	-	140 New	$7.84K - $8.69K	140 $9.02K
Aug 02, 2023 Q2 2023	Ifs Advisors, LLC	BUY	-	133 New	$7.45K - $8.26K	133 $8.57K
Aug 01, 2023 Q2 2023	Bdo Wealth Advisors, LLC Jacksonville, FL	BUY	-	96 + 4.16%	$5.38K - $5.96K	2.41K $155K
Aug 01, 2023 Q2 2023	Jackson, Grant Investment Advisers, Inc.	BUY	-	84 + 144.83%	$4.7K - $5.21K	142 $9.15K
Jul 20, 2023 Q2 2023	Atticus Wealth Management, LLC	BUY	-	42 + 15.27%	$2.35K - $2.61K	317 $20.4K
Aug 07, 2023 Q2 2023	Clearview Wealth Advisors LLC	BUY	-	12 + 0.78%	$672 - $745	1.56K $100K
Jul 19, 2023 Q2 2023	25 LLC St. Louis, MO	BUY	-	3 + 1.19%	$168 - $186	255 $16.4K
Jul 17, 2023 Q2 2023	Mbe Wealth Management, LLC	BUY	-	1 + 0.03%	$56 - $62.1	3.68K $237K
Jul 12, 2023 Q2 2023	Piscataqua Savings Bank	BUY	-	1 + 1.54%	$56 - $62.1	66 $4.25K
Jul 10, 2023 Q2 2023	Goal Vest Advisory LLC	BUY	-	0 New	$0 - $0	0 $0
Q1 2023
May 15, 2023 Q1 2023	Laurion Capital Management LP New York, NY	BUY	CALL	400K New	$21.6M - $25M	400K $25.8M
May 10, 2023 Q1 2023	Summit Wealth Group, LLC White River Junction, VT	BUY	-	117K New	$6.31M - $7.32M	117K $7.54M
Apr 19, 2023 Q1 2023	Proficio Capital Partners LLC Newton, MA	BUY	-	84.2K New	$4.54M - $5.27M	84.2K $5.43M
May 15, 2023 Q1 2023	Caxton Associates LP New York, NY	BUY	-	26K New	$1.4M - $1.63M	26K $1.67M
May 15, 2023 Q1 2023	Point72 Europe (London) LLP London, X0	BUY	-	13.3K New	$718K - $832K	13.3K $857K
May 02, 2023 Q1 2023	Lineweaver Wealth Advisors, LLC	BUY	-	10.1K New	$546K - $634K	10.1K $652K
Apr 26, 2023 Q1 2023	Northern Financial Advisors Inc Bloomfield Hills, MI	BUY	-	7.22K New	$389K - $452K	7.22K $465K
Jun 03, 2024 Q1 2023	Vontobel Holding Ltd.	BUY	-	5.81K New	$313K - $364K	5.81K $374K
Apr 28, 2023 Q1 2023	Guyasuta Investment Advisors Inc	BUY	-	4.6K New	$248K - $288K	4.6K $296K
May 15, 2023 Q1 2023	M Holdings Securities, Inc. Portland, OR	BUY	-	3.75K New	$202K - $235K	3.75K $241K
May 15, 2023 Q1 2023	Enterprise Financial Services Corp Clayton, MO	BUY	-	3.57K New	$193K - $224K	3.57K $230K
May 04, 2023 Q1 2023	Ellevest, Inc.	BUY	-	3.57K + 1758.62%	$193K - $223K	3.77K $243K
Apr 20, 2023 Q1 2023	Goodwin Daniel L	BUY	-	3.5K New	$189K - $219K	3.5K $225K
Apr 21, 2023 Q1 2023	Ahrens Investment Partners LLC	BUY	-	1.87K New	$101K - $117K	1.87K $120K
May 12, 2023 Q1 2023	Blueprint Investment Partners LLC Greensboro, NC	BUY	-	1.38K + 19.4%	$74.3K - $86.2K	8.48K $546K
May 16, 2023 Q1 2023	Quilter PLC	BUY	-	1.15K New	$62K - $72K	1.15K $74.1K
May 24, 2023 Q1 2023	Old North State Trust, LLC Greensboro, NC	BUY	-	942 + 261.67%	$50.8K - $59K	1.3K $83.9K

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Account

Latest Institutional Purchases of Shell PLC (SHEL)

55

28

25

12

6

3

113K

100K

64.5K

51.4K

48.4K

6.9K

6.36K

4K

3.97K

3.23K

1.14K

1K

640

420

345

344

317

140

133

96

84

42

12

3

1

1

0

400K

117K

84.2K

26K

13.3K

10.1K

7.22K

5.81K

4.6K

3.75K

3.57K

3.57K

3.5K

1.87K

1.38K

1.15K

942

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