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 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.6K+ 17.55% |
$826K - $956K
|
91.2K
$6.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
13KNew |
$788K - $913K
|
13K
$875K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.8K+ 22.52% |
$775K - $898K
|
69.6K
$4.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
12.4KNew |
$749K - $867K
|
12.4K
$832K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12KNew |
$726K - $841K
|
12K
$806K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
11.8KNew |
$718K - $832K
|
11.8K
$798K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
11.6KNew |
$705K - $817K
|
11.6K
$784K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
11KNew |
$670K - $776K
|
11K
$744K
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
10.8K+ 1.07% |
$655K - $758K
|
1.02M
$68.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
10.7KNew |
$646K - $748K
|
10.7K
$718K
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
10.3KNew |
$622K - $720K
|
10.3K
$691K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
10.2KNew |
$620K - $719K
|
10.2K
$689K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10KNew |
$608K - $705K
|
10K
$676K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
9.91K+ 18.85% |
$601K - $696K
|
62.5K
$4.21M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
9.9K+ 5.84% |
$600K - $695K
|
179K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.82K+ 102.41% |
$595K - $690K
|
19.4K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
9.71KNew |
$589K - $682K
|
9.71K
$654K
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
9.66K+ 69.24% |
$586K - $679K
|
23.6K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.49KNew |
$575K - $666K
|
9.49K
$639K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
9.39K+ 30.83% |
$569K - $660K
|
39.9K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.32K+ 2758.58% |
$565K - $655K
|
9.66K
$651K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9.03K+ 28.31% |
$547K - $634K
|
40.9K
$2.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
9.02K+ 151.47% |
$547K - $633K
|
15K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
8.94KNew |
$542K - $628K
|
8.94K
$602K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.86K+ 6.55% |
$537K - $622K
|
144K
$9.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
8.85KNew |
$536K - $621K
|
8.85K
$596K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8.82K+ 10.29% |
$534K - $619K
|
94.4K
$6.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.8K+ 28.36% |
$533K - $618K
|
39.8K
$2.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.66K+ 62.79% |
$525K - $608K
|
22.4K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.54K+ 30.09% |
$518K - $600K
|
36.9K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
8.41K+ 118.65% |
$510K - $590K
|
15.5K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.18K+ 27.53% |
$496K - $575K
|
37.9K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.94KNew |
$481K - $557K
|
7.94K
$535K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.68K+ 21.34% |
$465K - $539K
|
43.6K
$2.94M
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
7.56K+ 14.42% |
$458K - $531K
|
60K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
7.4KNew |
$449K - $520K
|
7.4K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.23K+ 9.81% |
$439K - $508K
|
80.9K
$5.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.22K+ 19.28% |
$438K - $507K
|
44.7K
$3.01M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
7.18K+ 5519.23% |
$435K - $504K
|
7.31K
$492K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
7.01K+ 32.07% |
$425K - $492K
|
28.9K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
7KNew |
$424K - $492K
|
7K
$472K
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
7K+ 24.14% |
$424K - $492K
|
36K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
6.99KNew |
$424K - $491K
|
6.99K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.92K+ 90.92% |
$419K - $486K
|
14.5K
$978K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.85K+ 17.72% |
$416K - $481K
|
45.5K
$3.07M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
6.67KNew |
$404K - $469K
|
6.67K
$449K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
6.49KNew |
$393K - $456K
|
6.49K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.45K+ 48.73% |
$391K - $453K
|
19.7K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.21K+ 18.51% |
$377K - $436K
|
39.8K
$2.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.18K+ 2.52% |
$375K - $434K
|
252K
$17M
|