Purchases and Sales Made in Q4 2021 in Shell PLC (RDS-B)
This table provides information about the institutional ownership of Shell PLC (RDS-B) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
27.3KNew |
$1.13M - $1.35M
|
27.3K
$1.39M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
22.3KNew |
$924K - $1.11M
|
22.3K
$1.14M
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
11KNew |
$454K - $545K
|
11K
$560K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.3K+ 116.48% |
$261K - $313K
|
11.7K
$598K
|
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.24KNew |
$217K - $260K
|
5.24K
$267K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.03KNew |
$42.8K - $51.4K
|
1.03K
$52.8K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
521+ 72.97% |
$21.6K - $25.9K
|
1.24K
$63.1K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
129New |
$5.34K - $6.41K
|
129
$6.59K
|
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
110+ 19.43% |
$4.56K - $5.47K
|
676
$34.5K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
50New |
$2.07K - $2.48K
|
50
$2.55K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 1.22% |
$124 - $149
|
249
$12.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2+ 1.54% |
$82.8 - $99.4
|
132
$6.74K
|
|
|
Jan 10, 2025
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-52Closed |
$2.15K - $2.58K
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-191Closed |
$7.91K - $9.49K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-202- 30.06% |
$8.36K - $10K
|
470
$24K
|
|
|
Mar 10, 2022
Q4 2021
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-279- 4.29% |
$11.6K - $13.9K
|
6.22K
$317K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-691- 20.68% |
$28.6K - $34.3K
|
2.65K
$135K
|
|
|
Jan 05, 2022
Q4 2021
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-1.43K- 16.98% |
$59K - $70.8K
|
6.97K
$356K
|
|
|
Feb 11, 2022
Q4 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-3.28K- 6.18% |
$136K - $163K
|
49.8K
$2.54M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.49KClosed |
$227K - $273K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-12.5KClosed |
$518K - $622K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-47.6K- 2.5% |
$1.97M - $2.37M
|
1.85M
$94.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-59.8K- 21.91% |
$2.48M - $2.97M
|
213K
$10.9M
|