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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
83New |
$5.07K - $5.6K
|
83
$6.29K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
79New |
$4.82K - $5.33K
|
79
$5.99K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
55+ 13.75% |
$3.36K - $3.71K
|
455
$34.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
45New |
$2.75K - $3.03K
|
45
$3.41K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
42New |
$2.56K - $2.83K
|
42
$3.18K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
18+ 0.23% |
$1.1K - $1.21K
|
7.79K
$590K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
18+ 0.15% |
$1.1K - $1.21K
|
11.7K
$887K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2+ 4.76% |
$122 - $135
|
44
$3.33K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
1.67MNew |
$103M - $114M
|
1.67M
$126M
|
|
|
Feb 14, 2024
Q4 2023
|
L1 Capital Pty LTD
Melbourne Vic 3000, C3 |
BUY
|
- |
322K+ 75.96% |
$20M - $22.1M
|
747K
$56.6M
|
|
|
Feb 12, 2024
Q4 2023
|
John Armitage
Egerton Capital (Uk) LLP
|
BUY
|
- |
201K+ 20.61% |
$12.4M - $13.7M
|
1.17M
$88.9M
|
|
|
Feb 13, 2024
Q4 2023
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
198KNew |
$12.3M - $13.6M
|
198K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
180KNew |
$11.2M - $12.3M
|
180K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
114K+ 177.45% |
$7.08M - $7.82M
|
178K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Paragon Associates & Paragon Associates Ii Joint Venture
Dallas, TX |
BUY
|
- |
40KNew |
$2.48M - $2.74M
|
40K
$3.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
30KNew |
$1.86M - $2.06M
|
30K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
11K+ 73.02% |
$685K - $757K
|
26.2K
$1.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
11K+ 73.02% |
$685K - $757K
|
26.2K
$1.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
9KNew |
$558K - $617K
|
9K
$682K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
8.9KNew |
$552K - $610K
|
8.9K
$674K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
6.37KNew |
$395K - $436K
|
6.37K
$482K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
5.39KNew |
$335K - $370K
|
5.39K
$409K
|
|
|
Feb 06, 2024
Q4 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
4.2KNew |
$261K - $288K
|
4.2K
$318K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.75KNew |
$232K - $257K
|
3.75K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.72KNew |
$231K - $255K
|
3.72K
$282K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.55KNew |
$220K - $243K
|
3.55K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
3.25KNew |
$201K - $222K
|
3.25K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
3.12KNew |
$194K - $214K
|
3.12K
$236K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
3.06KNew |
$190K - $209K
|
3.06K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2K+ 27.59% |
$124K - $137K
|
9.25K
$701K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
1.5KNew |
$93.1K - $103K
|
1.5K
$114K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.3KNew |
$80.7K - $89.1K
|
1.3K
$98.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
1K+ 1.0% |
$62K - $68.6K
|
101K
$7.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
800+ 19.19% |
$49.6K - $54.8K
|
4.97K
$376K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
747+ 61.48% |
$46.3K - $51.2K
|
1.96K
$149K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
379+ 8.52% |
$23.5K - $26K
|
4.83K
$366K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
291+ 43.76% |
$18.1K - $19.9K
|
956
$72.4K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
265New |
$16.4K - $18.2K
|
265
$20.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
244New |
$15.1K - $16.7K
|
244
$18.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
189New |
$11.7K - $13K
|
189
$14.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
174+ 1.49% |
$10.8K - $11.9K
|
11.9K
$900K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
139New |
$8.62K - $9.53K
|
139
$10.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
138New |
$8.56K - $9.46K
|
138
$10.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
107New |
$6.64K - $7.33K
|
107
$8.11K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
100New |
$6.2K - $6.86K
|
100
$7.58K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
76New |
$4.72K - $5.21K
|
76
$5.76K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
75New |
$4.65K - $5.14K
|
75
$5.68K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
66+ 1.84% |
$4.09K - $4.52K
|
3.65K
$277K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
66New |
$4.09K - $4.52K
|
66
$5K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
60New |
$3.72K - $4.11K
|
60
$4.55K
|
|