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 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.02K- 4.59% |
$122K - $142K
|
41.9K
$2.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.02K- 1.58% |
$122K - $142K
|
126K
$8.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.02K- 7.07% |
$122K - $142K
|
26.5K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.02K- 9.22% |
$123K - $142K
|
19.9K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.03K- 33.58% |
$123K - $142K
|
4.01K
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-2.05K- 1.93% |
$124K - $144K
|
104K
$7.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.06K- 26.42% |
$125K - $144K
|
5.73K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.06K- 17.37% |
$125K - $145K
|
9.81K
$661K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.07K- 5.31% |
$125K - $145K
|
36.8K
$2.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.09K- 14.79% |
$126K - $146K
|
12K
$809K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-2.1K- 29.17% |
$127K - $147K
|
5.1K
$344K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-2.1K- 31.57% |
$128K - $148K
|
4.56K
$307K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.11K- 0.75% |
$128K - $148K
|
277K
$18.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-2.12K- 9.57% |
$128K - $149K
|
20K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.16K- 3.67% |
$131K - $152K
|
56.8K
$3.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-2.17K- 6.61% |
$132K - $153K
|
30.7K
$2.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
SELL
|
- |
-2.2K- 28.76% |
$133K - $155K
|
5.45K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-2.2K- 10.31% |
$133K - $155K
|
19.1K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-2.21K- 21.98% |
$134K - $155K
|
7.83K
$528K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.21K- 35.84% |
$134K - $155K
|
3.96K
$267K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.22K- 11.69% |
$134K - $156K
|
16.8K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.24K- 1.27% |
$136K - $157K
|
175K
$11.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.37K- 1.5% |
$144K - $167K
|
155K
$10.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Reik & Co., LLC
|
SELL
|
- |
-2.38K- 5.01% |
$144K - $167K
|
45.1K
$3.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.39K- 1.02% |
$145K - $168K
|
232K
$15.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-2.4K- 22.65% |
$145K - $168K
|
8.18K
$551K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.43K- 8.04% |
$147K - $170K
|
27.7K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-2.43K- 8.38% |
$147K - $171K
|
26.6K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.48K- 6.38% |
$150K - $174K
|
36.4K
$2.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.57K- 4.58% |
$156K - $180K
|
53.5K
$3.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-2.63K- 2.43% |
$160K - $185K
|
106K
$7.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-2.69K- 9.77% |
$163K - $189K
|
24.8K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.73K- 27.18% |
$165K - $192K
|
7.31K
$492K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.73K- 12.26% |
$166K - $192K
|
19.5K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.74K- 63.3% |
$166K - $193K
|
1.59K
$107K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.75K- 11.74% |
$167K - $193K
|
20.7K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.75K- 7.51% |
$167K - $193K
|
33.9K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.76K- 16.5% |
$167K - $194K
|
14K
$940K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.77K- 24.78% |
$168K - $195K
|
8.42K
$567K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.8K- 9.73% |
$170K - $197K
|
26K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.8K- 0.16% |
$170K - $197K
|
1.79M
$120M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.8K- 3.46% |
$170K - $197K
|
78.1K
$5.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-2.83K- 24.85% |
$172K - $199K
|
8.57K
$577K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.9K- 5.77% |
$176K - $204K
|
47.4K
$3.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-2.93K- 9.73% |
$178K - $206K
|
27.2K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.99K- 46.02% |
$181K - $210K
|
3.51K
$236K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-3.01K- 19.08% |
$182K - $211K
|
12.7K
$859K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.01K- 8.02% |
$182K - $211K
|
34.5K
$2.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.08K- 29.07% |
$187K - $217K
|
7.53K
$507K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-3.12K- 3.94% |
$189K - $219K
|
75.9K
$5.12M
|