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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
414+ 583.1% |
$27.2K - $30.3K
|
485
$36.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
375+ 7.18% |
$24.6K - $27.5K
|
5.6K
$424K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
331+ 10.39% |
$21.7K - $24.3K
|
3.52K
$267K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
263New |
$17.3K - $19.3K
|
263
$19.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
258New |
$16.9K - $18.9K
|
258
$19.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
219New |
$14.4K - $16K
|
219
$16.6K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
215+ 38.39% |
$14.1K - $15.8K
|
775
$58.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
214+ 7.34% |
$14K - $15.7K
|
3.13K
$237K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
200New |
$13.1K - $14.7K
|
200
$15.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
199+ 10.43% |
$13.1K - $14.6K
|
2.11K
$160K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
139+ 3.59% |
$9.13K - $10.2K
|
4.01K
$304K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
135New |
$8.86K - $9.89K
|
135
$10.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
64New |
$4.2K - $4.69K
|
64
$4.85K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
36New |
$2.36K - $2.64K
|
36
$2.73K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
33New |
$2.17K - $2.42K
|
33
$2.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
33New |
$2.17K - $2.42K
|
33
$2.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
14+ 0.46% |
$919 - $1.03K
|
3.04K
$230K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
11New |
$722 - $806
|
11
$833
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10+ 0.33% |
$657 - $733
|
3.05K
$231K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
4+ 14.29% |
$263 - $293
|
32
$2.42K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3+ 0.83% |
$197 - $220
|
365
$27.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 3.13% |
$131 - $147
|
66
$5K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ruffer LLP
|
BUY
|
- |
220KNew |
$14.9M - $16.3M
|
220K
$16.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Governors Lane LP
New York, NY |
BUY
|
- |
207KNew |
$14.1M - $15.4M
|
207K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
117K+ 17.38% |
$7.92M - $8.65M
|
787K
$59.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
114KNew |
$7.73M - $8.44M
|
114K
$8.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
37.4K+ 162.61% |
$2.54M - $2.77M
|
60.4K
$4.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
23.9KNew |
$1.62M - $1.77M
|
23.9K
$1.81M
|
|
|
May 14, 2025
Q2 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
CALL |
20KNew |
$1.36M - $1.48M
|
20K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
17.3KNew |
$1.18M - $1.28M
|
17.3K
$1.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
14.3K+ 383.83% |
$969K - $1.06M
|
18K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
10.5KNew |
$711K - $777K
|
10.5K
$793K
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
9.05KNew |
$615K - $671K
|
9.05K
$686K
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
7KNew |
$475K - $519K
|
7K
$530K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
6.55KNew |
$445K - $486K
|
6.55K
$496K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.27K+ 8.82% |
$290K - $317K
|
52.7K
$3.99M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.89KNew |
$264K - $289K
|
3.89K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.76KNew |
$255K - $279K
|
3.76K
$285K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
BUY
|
- |
3.3KNew |
$224K - $245K
|
3.3K
$250K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.98KNew |
$202K - $221K
|
2.98K
$226K
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
2.87KNew |
$195K - $213K
|
2.87K
$218K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
2.85KNew |
$194K - $212K
|
2.85K
$216K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.84KNew |
$193K - $211K
|
2.84K
$215K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.82KNew |
$192K - $209K
|
2.82K
$214K
|
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2.82KNew |
$191K - $209K
|
2.82K
$213K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.77KNew |
$188K - $206K
|
2.77K
$210K
|
|
|
Jul 10, 2024
Q2 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
2KNew |
$136K - $148K
|
2K
$152K
|
|
|
Jul 18, 2024
Q2 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
1.07K+ 7.56% |
$72.5K - $79.2K
|
15.2K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
837New |
$56.8K - $62.1K
|
837
$63.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
500New |
$34K - $37.1K
|
500
$37.9K
|
|