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 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
200+ 50.0% |
$12.1K - $14K
|
600
$40.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
196+ 0.37% |
$11.9K - $13.8K
|
53.5K
$3.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
196+ 0.64% |
$11.9K - $13.8K
|
30.8K
$2.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
196New |
$11.9K - $13.8K
|
196
$13.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
193New |
$11.7K - $13.6K
|
193
$13K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
190+ 2.61% |
$11.5K - $13.3K
|
7.46K
$502K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
190+ 441.86% |
$11.5K - $13.3K
|
233
$15.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
188+ 5.06% |
$11.4K - $13.2K
|
3.91K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
187+ 5.7% |
$11.3K - $13.1K
|
3.47K
$234K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
182+ 1.08% |
$11K - $12.8K
|
17K
$1.15M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
180+ 5.21% |
$10.9K - $12.6K
|
3.63K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
173+ 3.15% |
$10.5K - $12.1K
|
5.67K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
173+ 3.32% |
$10.5K - $12.1K
|
5.38K
$362K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
170+ 5.23% |
$10.3K - $11.9K
|
3.42K
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
169+ 5.45% |
$10.2K - $11.9K
|
3.27K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
164+ 3.06% |
$9.94K - $11.5K
|
5.53K
$372K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
162+ 5.01% |
$9.82K - $11.4K
|
3.39K
$229K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
162New |
$9.82K - $11.4K
|
162
$10.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
159New |
$9.64K - $11.2K
|
159
$10.7K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
159New |
$9.64K - $11.2K
|
159
$10.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
154New |
$9.34K - $10.8K
|
154
$10.4K
|
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
153+ 1.63% |
$9.28K - $10.7K
|
9.52K
$641K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
151+ 0.52% |
$9.16K - $10.6K
|
29.3K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
148New |
$8.97K - $10.4K
|
148
$9.97K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
144+ 1.8% |
$8.73K - $10.1K
|
8.13K
$548K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
141+ 3.18% |
$8.55K - $9.9K
|
4.58K
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
138+ 74.19% |
$8.37K - $9.69K
|
324
$21.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
136New |
$8.25K - $9.55K
|
136
$9.16K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
135+ 90.0% |
$8.19K - $9.48K
|
285
$19.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
134+ 1.74% |
$8.12K - $9.41K
|
7.82K
$527K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
134New |
$8.12K - $9.41K
|
134
$9.03K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
133+ 0.45% |
$8.06K - $9.34K
|
30K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
133+ 0.68% |
$8.06K - $9.34K
|
19.7K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
131+ 0.29% |
$7.94K - $9.2K
|
45.1K
$3.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
131+ 2.26% |
$7.94K - $9.2K
|
5.92K
$398K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
130+ 86.67% |
$7.88K - $9.13K
|
280
$18.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
130New |
$7.88K - $9.13K
|
130
$8.76K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
129+ 1.76% |
$7.82K - $9.06K
|
7.45K
$502K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
129+ 3.34% |
$7.82K - $9.06K
|
3.99K
$269K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
125+ 2.84% |
$7.58K - $8.78K
|
4.53K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
125+ 3.65% |
$7.58K - $8.78K
|
3.55K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
122New |
$7.4K - $8.57K
|
122
$8.22K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
121+ 1.32% |
$7.34K - $8.5K
|
9.29K
$626K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
120+ 1.14% |
$7.28K - $8.43K
|
10.6K
$715K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
120+ 0.92% |
$7.28K - $8.43K
|
13.1K
$884K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
118+ 1.78% |
$7.15K - $8.29K
|
6.76K
$455K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
117+ 128.57% |
$7.09K - $8.22K
|
208
$14K
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
115+ 2.7% |
$6.97K - $8.08K
|
4.38K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
112New |
$6.79K - $7.87K
|
112
$7.54K
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
111+ 11.49% |
$6.73K - $7.8K
|
1.08K
$72.5K
|