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 |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
975+ 2.37% |
$61.3K - $71.5K
|
42K
$2.73M
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
894+ 23.72% |
$56.2K - $65.5K
|
4.66K
$303K
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
891+ 24.61% |
$56K - $65.3K
|
4.51K
$293K
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
884+ 3.12% |
$55.6K - $64.8K
|
29.3K
$1.9M
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
792+ 2.24% |
$49.8K - $58K
|
36.1K
$2.35M
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
790+ 3.59% |
$49.6K - $57.9K
|
22.8K
$1.48M
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
768+ 6.95% |
$48.3K - $56.3K
|
11.8K
$768K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
765+ 20.48% |
$48.1K - $56.1K
|
4.5K
$293K
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
764+ 13.1% |
$48K - $56K
|
6.6K
$429K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
711+ 447.17% |
$44.7K - $52.1K
|
870
$56.6K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
675+ 35.73% |
$42.4K - $49.5K
|
2.56K
$167K
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
625+ 18.42% |
$39.3K - $45.8K
|
4.02K
$261K
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
562+ 14.5% |
$35.3K - $41.2K
|
4.44K
$289K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
540+ 2.6% |
$33.9K - $39.6K
|
21.3K
$1.39M
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
529+ 6.66% |
$33.2K - $38.8K
|
8.47K
$551K
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
525+ 7.05% |
$33K - $38.5K
|
7.97K
$518K
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
500+ 0.76% |
$31.4K - $36.6K
|
66.1K
$4.3M
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
500+ 13.77% |
$31.4K - $36.6K
|
4.13K
$269K
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
473+ 0.59% |
$29.7K - $34.7K
|
80.1K
$5.21M
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
376+ 3.44% |
$23.6K - $27.6K
|
11.3K
$735K
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
341New |
$21.4K - $25K
|
341
$22.2K
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
302+ 8.17% |
$19K - $22.1K
|
4K
$260K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
278+ 6.54% |
$17.5K - $20.4K
|
4.53K
$295K
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
273+ 11.17% |
$17.2K - $20K
|
2.72K
$177K
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
264+ 1.29% |
$16.6K - $19.3K
|
20.7K
$1.34M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
247+ 7.11% |
$15.5K - $18.1K
|
3.72K
$242K
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
245+ 2.62% |
$15.4K - $18K
|
9.61K
$625K
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
245+ 0.85% |
$15.4K - $18K
|
29K
$1.88M
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
235+ 4.67% |
$14.8K - $17.2K
|
5.26K
$342K
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
230+ 6.09% |
$14.5K - $16.9K
|
4.01K
$261K
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
224+ 2.47% |
$14.1K - $16.4K
|
9.28K
$604K
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
214+ 1.94% |
$13.4K - $15.7K
|
11.2K
$730K
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
209+ 9.68% |
$13.1K - $15.3K
|
2.37K
$154K
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
209+ 6.47% |
$13.1K - $15.3K
|
3.44K
$224K
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
165New |
$10.4K - $12.1K
|
165
$10.7K
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
165+ 5.05% |
$10.4K - $12.1K
|
3.43K
$223K
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
160New |
$10.1K - $11.7K
|
160
$10.4K
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
129+ 0.88% |
$8.11K - $9.45K
|
14.8K
$963K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
128+ 91.43% |
$8.04K - $9.38K
|
268
$17.4K
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
123+ 1.37% |
$7.73K - $9.01K
|
9.07K
$590K
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
121+ 2.84% |
$7.6K - $8.87K
|
4.38K
$285K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
120+ 166.67% |
$7.54K - $8.79K
|
192
$12.5K
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
98+ 1.78% |
$6.16K - $7.18K
|
5.61K
$365K
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
94+ 0.26% |
$5.91K - $6.89K
|
36.1K
$2.35M
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
85+ 2.68% |
$5.34K - $6.23K
|
3.26K
$212K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
66+ 3.0% |
$4.15K - $4.84K
|
2.27K
$148K
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
60+ 0.35% |
$3.77K - $4.4K
|
17K
$1.1M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
52+ 0.39% |
$3.27K - $3.81K
|
13.5K
$881K
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
51New |
$3.2K - $3.74K
|
51
$3.32K
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
48+ 0.81% |
$3.02K - $3.52K
|
5.94K
$386K
|