Purchases and Sales Made in Q1 2022 in Shell PLC (RDS-B)
This table provides information about the institutional ownership of Shell PLC (RDS-B) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
191New |
$8.53K - $9.76K
|
191
$9.75K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-43Closed |
$1.92K - $2.2K
|
0
$0
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-50Closed |
$2.23K - $2.55K
|
0
$0
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-129Closed |
$5.76K - $6.59K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-132Closed |
$5.89K - $6.74K
|
0
$0
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-249Closed |
$11.1K - $12.7K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-676Closed |
$30.2K - $34.5K
|
0
$0
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-1.03KClosed |
$46.2K - $52.8K
|
0
$0
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.24KClosed |
$55.1K - $63.1K
|
0
$0
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.65KClosed |
$118K - $135K
|
0
$0
|
|
|
Feb 13, 2024
Q1 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5.24KClosed |
$234K - $268K
|
0
$0
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-6.66KClosed |
$297K - $340K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-6.97KClosed |
$311K - $356K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-8.88KClosed |
$396K - $454K
|
0
$0
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-27.3KClosed |
$1.22M - $1.39M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-49.8KClosed |
$2.22M - $2.54M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-213KClosed |
$9.51M - $10.9M
|
0
$0
|