Purchases and Sales Made in Q3 2021 in Shell PLC (RDS-A)
This table provides information about the institutional ownership of Shell PLC (RDS-A) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
31+ 4.38% |
$1.12K - $1.37K
|
739
$38.3K
|
|
|
Nov 08, 2021
Q3 2021
|
Schulhoff & CO Inc
|
BUY
|
- |
30+ 0.36% |
$1.09K - $1.32K
|
8.44K
$437K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
27+ 0.5% |
$979 - $1.19K
|
5.46K
$282K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
23+ 0.39% |
$834 - $1.01K
|
5.99K
$310K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
20+ 100.0% |
$725 - $882
|
40
$2.07K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
20+ 0.89% |
$725 - $882
|
2.26K
$117K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
14+ 1.0% |
$508 - $617
|
1.42K
$73.5K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11+ 0.69% |
$399 - $485
|
1.61K
$83.5K
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
10+ 0.04% |
$363 - $441
|
28.3K
$1.46M
|
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
9+ 0.08% |
$326 - $397
|
11.3K
$585K
|
|
|
Nov 09, 2021
Q3 2021
|
Candriam S.C.A.
|
BUY
|
- |
9+ 9.89% |
$326 - $397
|
100
$5.18K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
8+ 3.03% |
$290 - $353
|
272
$14.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
7+ 0.94% |
$254 - $309
|
752
$38.9K
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
4+ 0.08% |
$145 - $176
|
5.3K
$275K
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4+ 0.0% |
$145 - $176
|
96.4K
$4.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4New |
$145 - $176
|
4
$207
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.6% |
$145 - $176
|
674
$34.9K
|
|
|
Nov 10, 2021
Q3 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3+ 0.04% |
$109 - $132
|
7.35K
$381K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.27% |
$72.5 - $88.2
|
755
$39.1K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.11% |
$72.5 - $88.2
|
1.76K
$90.9K
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
2+ 0.03% |
$72.5 - $88.2
|
5.88K
$305K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.15% |
$36.3 - $44.1
|
88
$4.56K
|
|
|
Nov 08, 2021
Q3 2021
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
1+ 0.02% |
$36.3 - $44.1
|
5.87K
$304K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.07% |
$36.3 - $44.1
|
1.47K
$75.9K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.64% |
$36.3 - $44.1
|
62
$3.21K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.02% |
$36.3 - $44.1
|
6.21K
$322K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2- 0.06% |
$72.5 - $88.2
|
3.26K
$169K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-9- 0.17% |
$326 - $397
|
5.15K
$267K
|
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
SELL
|
- |
-16- 0.03% |
$580 - $705
|
63.3K
$3.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Gagnon Securities LLC
|
SELL
|
- |
-18- 0.35% |
$653 - $794
|
5.16K
$267K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-23- 1.06% |
$834 - $1.01K
|
2.14K
$111K
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-30Closed |
$1.09K - $1.32K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-41- 0.59% |
$1.49K - $1.81K
|
6.95K
$360K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
SELL
|
- |
-50- 9.03% |
$1.81K - $2.2K
|
504
$26.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-53- 0.2% |
$1.92K - $2.34K
|
25.9K
$1.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-53- 8.12% |
$1.92K - $2.34K
|
600
$31.1K
|
|
|
Oct 21, 2021
Q3 2021
|
Cardinal Capital Management
|
SELL
|
- |
-53- 0.09% |
$1.92K - $2.34K
|
56.1K
$2.9M
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-58Closed |
$2.1K - $2.56K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-60Closed |
$2.18K - $2.65K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-60- 0.35% |
$2.18K - $2.65K
|
17.1K
$887K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-65- 0.8% |
$2.36K - $2.87K
|
8.1K
$420K
|
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
SELL
|
- |
-65- 78.31% |
$2.36K - $2.87K
|
18
$932
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-68- 1.27% |
$2.47K - $3K
|
5.3K
$274K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-68Closed |
$2.47K - $3K
|
0
$0
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-77- 1.3% |
$2.79K - $3.39K
|
5.84K
$302K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-83- 0.57% |
$3.01K - $3.66K
|
14.4K
$744K
|
|
|
Nov 15, 2021
Q3 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-84- 1.0% |
$3.05K - $3.7K
|
8.31K
$430K
|
|
|
Nov 02, 2021
Q3 2021
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-90- 1.72% |
$3.26K - $3.97K
|
5.15K
$267K
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-100- 2.04% |
$3.63K - $4.41K
|
4.79K
$248K
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-100- 1.45% |
$3.63K - $4.41K
|
6.8K
$352K
|