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 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
394+ 579.41% |
$23.9K - $27.7K
|
462
$31.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
375+ 1.03% |
$22.7K - $26.3K
|
37K
$2.49M
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
374+ 4.94% |
$22.7K - $26.3K
|
7.94K
$535K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
373+ 1.32% |
$22.6K - $26.2K
|
28.7K
$1.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
370+ 3.59% |
$22.4K - $26K
|
10.7K
$719K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
369+ 8.44% |
$22.4K - $25.9K
|
4.74K
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
368+ 10.85% |
$22.3K - $25.8K
|
3.76K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
353+ 2.42% |
$21.4K - $24.8K
|
14.9K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
344+ 4.28% |
$20.9K - $24.2K
|
8.38K
$564K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
342+ 5.69% |
$20.7K - $24K
|
6.36K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
338New |
$20.5K - $23.7K
|
338
$22.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
335+ 23.44% |
$20.3K - $23.5K
|
1.76K
$119K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
331+ 5.52% |
$20.1K - $23.2K
|
6.32K
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
330+ 5.63% |
$20K - $23.2K
|
6.19K
$417K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
325+ 8.5% |
$19.7K - $22.8K
|
4.15K
$279K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
325+ 5.34% |
$19.7K - $22.8K
|
6.41K
$432K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
322+ 2.18% |
$19.5K - $22.6K
|
15.1K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
322+ 1.92% |
$19.5K - $22.6K
|
17.1K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
322+ 3.17% |
$19.5K - $22.6K
|
10.5K
$707K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
319New |
$19.3K - $22.4K
|
319
$21.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
319+ 3.28% |
$19.3K - $22.4K
|
10K
$676K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
315+ 2.97% |
$19.1K - $22.1K
|
10.9K
$736K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
315New |
$19.1K - $22.1K
|
315
$21.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
314New |
$19K - $22.1K
|
314
$21.2K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
308+ 1.27% |
$18.7K - $21.6K
|
24.6K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
302+ 15.31% |
$18.3K - $21.2K
|
2.28K
$153K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
301+ 0.92% |
$18.2K - $21.1K
|
33.2K
$2.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
300New |
$18.2K - $21.1K
|
300
$20.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
293+ 380.52% |
$17.8K - $20.6K
|
370
$24.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
288+ 0.76% |
$17.5K - $20.2K
|
38.4K
$2.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
285New |
$17.3K - $20K
|
285
$19.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
285+ 4.3% |
$17.3K - $20K
|
6.91K
$466K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
278New |
$16.9K - $19.5K
|
278
$18.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
273+ 2.67% |
$16.6K - $19.2K
|
10.5K
$707K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
268+ 8.35% |
$16.2K - $18.8K
|
3.48K
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
264+ 2.08% |
$16K - $18.5K
|
12.9K
$872K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
250New |
$15.2K - $17.6K
|
250
$16.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
242+ 2.24% |
$14.7K - $17K
|
11.1K
$746K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
230+ 1.34% |
$13.9K - $16.2K
|
17.4K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
229+ 5.38% |
$13.9K - $16.1K
|
4.49K
$302K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
226New |
$13.7K - $15.9K
|
226
$15.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
226+ 2.13% |
$13.7K - $15.9K
|
10.8K
$729K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
223+ 1.55% |
$13.5K - $15.7K
|
14.6K
$987K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
220+ 1.37% |
$13.3K - $15.5K
|
16.3K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
220+ 220.0% |
$13.3K - $15.5K
|
320
$21.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
200+ 10.31% |
$12.1K - $14K
|
2.14K
$144K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
200+ 2.91% |
$12.1K - $14K
|
7.07K
$476K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
200New |
$12.1K - $14K
|
200
$13.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
200+ 3.51% |
$12.1K - $14K
|
5.9K
$397K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
200+ 3.66% |
$12.1K - $14K
|
5.67K
$382K
|