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 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.15K+ 164.05% |
$373K - $432K
|
9.9K
$667K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.04K+ 3.09% |
$366K - $424K
|
202K
$13.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
6KNew |
$364K - $422K
|
6K
$404K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
5.97K+ 157.38% |
$362K - $420K
|
9.77K
$658K
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
5.89KNew |
$357K - $414K
|
5.89K
$397K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
5.81K+ 20.87% |
$352K - $408K
|
33.7K
$2.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.74KNew |
$348K - $403K
|
5.74K
$387K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
5.68KNew |
$344K - $399K
|
5.68K
$383K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
5.56K+ 4.44% |
$337K - $391K
|
131K
$8.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.41K+ 52.53% |
$328K - $380K
|
15.7K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.36K+ 21.29% |
$325K - $377K
|
30.5K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
5.16K+ 1.53% |
$313K - $363K
|
343K
$23.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
5.13KNew |
$311K - $360K
|
5.13K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
5.11KNew |
$310K - $359K
|
5.11K
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
Scp Investment, LP
|
BUY
|
- |
4.9K+ 21.4% |
$297K - $344K
|
27.8K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.87K+ 21.48% |
$296K - $342K
|
27.6K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
4.82K+ 6.33% |
$292K - $338K
|
80.9K
$5.45M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.71K+ 7.0% |
$286K - $331K
|
71.9K
$4.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
4.52KNew |
$274K - $317K
|
4.52K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.51K+ 136.23% |
$274K - $317K
|
7.82K
$527K
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
4.41KNew |
$268K - $310K
|
4.41K
$297K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.33K+ 12.93% |
$262K - $304K
|
37.8K
$2.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
4.31K+ 55.4% |
$261K - $302K
|
12.1K
$814K
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
4.24KNew |
$257K - $298K
|
4.24K
$286K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.21KNew |
$255K - $296K
|
4.21K
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.08K+ 119.04% |
$247K - $286K
|
7.5K
$505K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
4.03K+ 15.78% |
$244K - $283K
|
29.6K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
3.98KNew |
$242K - $280K
|
3.98K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.98KNew |
$241K - $279K
|
3.98K
$268K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.97K+ 28.03% |
$241K - $279K
|
18.1K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
3.9KNew |
$236K - $274K
|
3.9K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
3.89KNew |
$236K - $273K
|
3.89K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.88K+ 3.25% |
$235K - $273K
|
123K
$8.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.77KNew |
$229K - $265K
|
3.77K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
3.68KNew |
$223K - $259K
|
3.68K
$248K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.68KNew |
$223K - $258K
|
3.68K
$248K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
3.64K+ 35.36% |
$220K - $255K
|
13.9K
$938K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.64K+ 37.59% |
$220K - $255K
|
13.3K
$896K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.6K+ 85.04% |
$218K - $253K
|
7.84K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.6KNew |
$218K - $253K
|
3.6K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.56KNew |
$216K - $250K
|
3.56K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
3.55K+ 2.61% |
$215K - $250K
|
140K
$9.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
3.54KNew |
$215K - $249K
|
3.54K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.53K+ 1.9% |
$214K - $248K
|
189K
$12.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.53K+ 28.29% |
$214K - $248K
|
16K
$1.08M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
3.52KNew |
$213K - $247K
|
3.52K
$237K
|
|
|
Jan 15, 2025
Q4 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
3.5KNew |
$212K - $246K
|
3.5K
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
3.47KNew |
$210K - $244K
|
3.47K
$234K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.43KNew |
$208K - $241K
|
3.43K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.43K+ 2.29% |
$208K - $241K
|
153K
$10.3M
|