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 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.58K+ 2.45% |
$95.6K - $111K
|
66K
$4.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.56K+ 6.77% |
$94.8K - $110K
|
24.7K
$1.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.56K+ 15.86% |
$94.3K - $109K
|
11.4K
$766K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.51K+ 9.96% |
$91.7K - $106K
|
16.7K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.5K+ 3.02% |
$90.8K - $105K
|
51.1K
$3.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.48KNew |
$89.7K - $104K
|
1.48K
$99.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.46KNew |
$88.6K - $103K
|
1.46K
$98.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.46K+ 18.49% |
$88.5K - $102K
|
9.35K
$630K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.45K+ 13.22% |
$87.9K - $102K
|
12.4K
$836K
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.39K+ 0.81% |
$84.5K - $97.9K
|
174K
$11.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.39K+ 26.55% |
$84.4K - $97.8K
|
6.64K
$447K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
1.39K+ 2.04% |
$84K - $97.3K
|
69.3K
$4.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.37K+ 17.78% |
$83.2K - $96.4K
|
9.09K
$613K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
1.34K+ 2.79% |
$81.1K - $93.9K
|
49.2K
$3.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.33K+ 0.94% |
$80.7K - $93.5K
|
142K
$9.6M
|
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.3K+ 65.15% |
$79K - $91.5K
|
3.3K
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.29KNew |
$77.9K - $90.2K
|
1.29K
$86.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 30.19% |
$75.5K - $87.4K
|
5.37K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.22K+ 6.11% |
$74.2K - $85.9K
|
21.3K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.22KNew |
$74K - $85.8K
|
1.22K
$82.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.22K+ 7.43% |
$73.7K - $85.3K
|
17.6K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.21K+ 10.68% |
$73.5K - $85.2K
|
12.6K
$847K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.19K+ 17.6% |
$72.3K - $83.8K
|
7.97K
$537K
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.18K+ 16.64% |
$71.5K - $82.8K
|
8.26K
$557K
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
1.14K+ 17.34% |
$68.8K - $79.7K
|
7.68K
$517K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.13K+ 4.48% |
$68.5K - $79.4K
|
26.3K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.1KNew |
$66.5K - $77K
|
1.1K
$73.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.09K+ 5.05% |
$65.9K - $76.3K
|
22.6K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.07K+ 0.45% |
$65.1K - $75.4K
|
240K
$16.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.07K+ 5.53% |
$64.8K - $75.1K
|
20.4K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.07K+ 11.49% |
$64.6K - $74.9K
|
10.3K
$697K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.05K+ 7.48% |
$63.8K - $73.9K
|
15.1K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.05K+ 32.81% |
$63.5K - $73.6K
|
4.24K
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.04KNew |
$63.2K - $73.2K
|
1.04K
$70.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.01K+ 50400.0% |
$61.1K - $70.8K
|
1.01K
$68K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
974+ 0.56% |
$59.1K - $68.4K
|
174K
$11.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
969+ 19.63% |
$58.8K - $68.1K
|
5.91K
$398K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
968+ 0.69% |
$58.7K - $68K
|
142K
$9.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
948+ 3.62% |
$57.5K - $66.6K
|
27.1K
$1.83M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
946+ 3.87% |
$57.4K - $66.4K
|
25.4K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
904+ 16.09% |
$54.8K - $63.5K
|
6.52K
$439K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
900+ 29.08% |
$54.6K - $63.2K
|
4K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
900New |
$54.6K - $63.2K
|
900
$60.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
894+ 0.81% |
$54.2K - $62.8K
|
111K
$7.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
876+ 6.67% |
$53.1K - $61.5K
|
14K
$944K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
872+ 0.92% |
$52.9K - $61.2K
|
96.1K
$6.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
859+ 9.48% |
$52.1K - $60.3K
|
9.92K
$668K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
853+ 1.82% |
$51.7K - $59.9K
|
47.8K
$3.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
805+ 6.99% |
$48.8K - $56.5K
|
12.3K
$830K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
791+ 2.63% |
$48K - $55.6K
|
30.9K
$2.08M
|