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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-200- 3.52% |
$12.1K - $14K
|
5.48K
$369K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-200- 6.95% |
$12.1K - $14K
|
2.68K
$180K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-200- 26.18% |
$12.1K - $14K
|
564
$38K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-200- 0.45% |
$12.1K - $14K
|
43.9K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-200- 23.31% |
$12.1K - $14K
|
658
$44.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-200- 1.63% |
$12.1K - $14K
|
12.1K
$812K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-202- 0.96% |
$12.2K - $14.2K
|
20.9K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-208- 3.86% |
$12.6K - $14.6K
|
5.18K
$349K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-209- 0.65% |
$12.7K - $14.7K
|
31.9K
$2.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-212- 3.52% |
$12.9K - $14.9K
|
5.82K
$392K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-215- 1.05% |
$13K - $15.1K
|
20.3K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-225- 1.65% |
$13.6K - $15.8K
|
13.4K
$904K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-225- 2.28% |
$13.6K - $15.8K
|
9.66K
$651K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-226- 4.81% |
$13.7K - $15.9K
|
4.47K
$301K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-227- 4.66% |
$13.8K - $15.9K
|
4.64K
$313K
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-230- 3.4% |
$13.9K - $16.2K
|
6.54K
$440K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-236- 1.62% |
$14.3K - $16.6K
|
14.4K
$968K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-245- 2.18% |
$14.9K - $17.2K
|
11K
$742K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-247- 5.75% |
$15K - $17.3K
|
4.05K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-248- 5.69% |
$15K - $17.4K
|
4.11K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-249- 1.08% |
$15.1K - $17.5K
|
22.7K
$1.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-250- 3.32% |
$15.2K - $17.6K
|
7.28K
$491K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-253- 0.13% |
$15.3K - $17.8K
|
190K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-254- 4.21% |
$15.4K - $17.8K
|
5.79K
$390K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-261- 4.26% |
$15.8K - $18.3K
|
5.86K
$395K
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-265- 4.51% |
$16.1K - $18.6K
|
5.62K
$378K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-267- 23.02% |
$16.2K - $18.8K
|
893
$60.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-280- 4.05% |
$17K - $19.7K
|
6.64K
$447K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-280- 63.78% |
$17K - $19.7K
|
159
$10.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-289- 2.42% |
$17.5K - $20.3K
|
11.7K
$785K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-293- 30.75% |
$17.8K - $20.6K
|
660
$44.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-297- 6.35% |
$18K - $20.9K
|
4.38K
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-300- 1.92% |
$18.2K - $21.1K
|
15.3K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-300- 1.9% |
$18.2K - $21.1K
|
15.5K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-301- 2.9% |
$18.2K - $21.1K
|
10.1K
$678K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-303- 2.72% |
$18.4K - $21.3K
|
10.8K
$729K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-304- 3.62% |
$18.4K - $21.3K
|
8.09K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-308- 3.14% |
$18.7K - $21.6K
|
9.49K
$640K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-310- 12.63% |
$18.8K - $21.8K
|
2.14K
$144K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-311- 1.19% |
$18.9K - $21.8K
|
25.8K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-317- 0.52% |
$19.2K - $22.3K
|
60.3K
$4.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-321- 4.58% |
$19.5K - $22.5K
|
6.69K
$451K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-338- 8.02% |
$20.5K - $23.7K
|
3.88K
$261K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-341- 1.69% |
$20.7K - $23.9K
|
19.8K
$1.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-343- 0.09% |
$20.8K - $24.1K
|
396K
$26.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-346- 0.88% |
$21K - $24.3K
|
38.8K
$2.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-357- 90.61% |
$21.6K - $25.1K
|
37
$2.49K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-366- 2.12% |
$22.2K - $25.7K
|
16.9K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-370- 1.56% |
$22.4K - $26K
|
23.4K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-371- 4.49% |
$22.5K - $26.1K
|
7.9K
$532K
|