Purchases and Sales Made in Q4 2024 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q4 2024. The information is specifically focused on institutions that hold shares of Shell plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-87- 2.73% |
$5.27K - $6.11K
|
3.11K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-90- 0.72% |
$5.46K - $6.32K
|
12.4K
$836K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-91- 0.43% |
$5.52K - $6.39K
|
20.9K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-92- 1.55% |
$5.58K - $6.46K
|
5.83K
$393K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-93- 0.37% |
$5.64K - $6.53K
|
24.9K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-95- 4.79% |
$5.76K - $6.67K
|
1.89K
$127K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-95- 1.09% |
$5.76K - $6.67K
|
8.66K
$583K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-100- 8.01% |
$6.06K - $7.02K
|
1.15K
$77.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 0.85% |
$6.06K - $7.02K
|
11.7K
$785K
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-100- 1.79% |
$6.06K - $7.02K
|
5.48K
$369K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-100- 1.06% |
$6.06K - $7.02K
|
9.33K
$628K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 1.49% |
$6.06K - $7.02K
|
6.59K
$444K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-100- 0.73% |
$6.06K - $7.02K
|
13.6K
$916K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-105- 2.7% |
$6.37K - $7.37K
|
3.78K
$255K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-106- 3.89% |
$6.43K - $7.44K
|
2.62K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-106- 6.04% |
$6.43K - $7.44K
|
1.65K
$111K
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
SELL
|
- |
-113- 0.14% |
$6.85K - $7.94K
|
78.2K
$5.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-113- 0.68% |
$6.85K - $7.94K
|
16.5K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-116- 2.28% |
$7.03K - $8.15K
|
4.96K
$334K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-118- 1.52% |
$7.15K - $8.29K
|
7.67K
$516K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-118- 2.35% |
$7.15K - $8.29K
|
4.91K
$331K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-120- 2.97% |
$7.28K - $8.43K
|
3.92K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-120- 1.92% |
$7.28K - $8.43K
|
6.15K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-120- 26.73% |
$7.28K - $8.43K
|
329
$22.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-128- 64.0% |
$7.76K - $8.99K
|
72
$4.85K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-128- 2.84% |
$7.76K - $8.99K
|
4.38K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-130- 1.31% |
$7.88K - $9.13K
|
9.77K
$658K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-134- 1.69% |
$8.12K - $9.41K
|
7.82K
$526K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-134- 0.62% |
$8.12K - $9.41K
|
21.6K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-138- 31.51% |
$8.37K - $9.69K
|
300
$20.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-139- 10.29% |
$8.43K - $9.76K
|
1.21K
$81.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-140- 3.65% |
$8.49K - $9.83K
|
3.7K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-145- 0.76% |
$8.79K - $10.2K
|
18.9K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-150- 8.22% |
$9.09K - $10.5K
|
1.68K
$113K
|
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-150- 1.91% |
$9.09K - $10.5K
|
7.7K
$519K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-150- 0.65% |
$9.09K - $10.5K
|
22.9K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-154- 3.72% |
$9.34K - $10.8K
|
3.99K
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-162- 1.68% |
$9.82K - $11.4K
|
9.48K
$639K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-163- 28.95% |
$9.88K - $11.4K
|
400
$26.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-163- 2.48% |
$9.88K - $11.4K
|
6.42K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-163- 5.22% |
$9.88K - $11.4K
|
2.96K
$199K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-166- 1.5% |
$10.1K - $11.7K
|
10.9K
$736K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-171- 0.32% |
$10.4K - $12K
|
52.7K
$3.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-175- 28.18% |
$10.6K - $12.3K
|
446
$30K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-177- 22.69% |
$10.7K - $12.4K
|
603
$40.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-180- 1.25% |
$10.9K - $12.6K
|
14.2K
$959K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-180- 3.88% |
$10.9K - $12.6K
|
4.46K
$300K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-187- 2.25% |
$11.3K - $13.1K
|
8.14K
$548K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-194- 0.97% |
$11.8K - $13.6K
|
19.8K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-195- 4.67% |
$11.8K - $13.7K
|
3.98K
$268K
|