Purchases and Sales Made in Q1 2022 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) 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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
608New |
$13.6K - $16.9K
|
608
$41K
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
600New |
$13.5K - $16.7K
|
600
$40.4K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
600New |
$13.5K - $16.7K
|
600
$40.4K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
600New |
$13.5K - $16.7K
|
600
$40.4K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
593New |
$13.3K - $16.5K
|
593
$39.9K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
577New |
$12.9K - $16.1K
|
577
$38.9K
|
|
|
Aug 24, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
561New |
$12.6K - $15.6K
|
561
$37.8K
|
|
|
Aug 24, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
561New |
$12.6K - $15.6K
|
561
$37.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
550New |
$12.3K - $15.3K
|
550
$37K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
544New |
$12.2K - $15.1K
|
544
$36.6K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
532New |
$11.9K - $14.8K
|
532
$35.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
524New |
$11.7K - $14.6K
|
524
$35.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
522New |
$11.7K - $14.5K
|
522
$35.2K
|
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
516New |
$11.6K - $14.4K
|
516
$34.8K
|
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
BUY
|
- |
510New |
$11.4K - $14.2K
|
510
$34.4K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
502New |
$11.3K - $14K
|
502
$33.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
482New |
$10.8K - $13.4K
|
482
$32.5K
|
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
471New |
$10.6K - $13.1K
|
471
$31.7K
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
461New |
$10.3K - $12.8K
|
461
$31.1K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
457New |
$10.2K - $12.7K
|
457
$30.8K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
454New |
$10.2K - $12.6K
|
454
$30.6K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
430New |
$9.64K - $12K
|
430
$29K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
429New |
$9.62K - $11.9K
|
429
$28.9K
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
428New |
$9.6K - $11.9K
|
428
$28.8K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
426New |
$9.55K - $11.9K
|
426
$28.7K
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
425New |
$9.53K - $11.8K
|
425
$28.6K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
420New |
$9.42K - $11.7K
|
420
$28.3K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
415New |
$9.3K - $11.5K
|
415
$28K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
409New |
$9.17K - $11.4K
|
409
$27.6K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
400New |
$8.97K - $11.1K
|
400
$26.9K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
400New |
$8.97K - $11.1K
|
400
$26.9K
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
394New |
$8.83K - $11K
|
394
$26.5K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
380New |
$8.52K - $10.6K
|
380
$25.6K
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
363New |
$8.14K - $10.1K
|
363
$24.5K
|
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
BUY
|
- |
350New |
$7.85K - $9.74K
|
350
$23.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
337New |
$7.56K - $9.38K
|
337
$22.7K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
333New |
$7.47K - $9.27K
|
333
$22.4K
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
324New |
$7.26K - $9.02K
|
324
$21.8K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
300New |
$6.73K - $8.35K
|
300
$20.2K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
300New |
$6.73K - $8.35K
|
300
$20.2K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
300New |
$6.73K - $8.35K
|
300
$20.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
300New |
$6.73K - $8.35K
|
300
$20.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
300New |
$6.73K - $8.35K
|
300
$20.2K
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
300New |
$6.73K - $8.35K
|
300
$20.2K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
300New |
$6.73K - $8.35K
|
300
$20.2K
|
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
BUY
|
- |
300New |
$6.73K - $8.35K
|
300
$20.2K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
300New |
$6.73K - $8.35K
|
300
$20.2K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
299New |
$6.7K - $8.32K
|
299
$20.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
285New |
$6.39K - $7.93K
|
285
$19.2K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
279New |
$6.26K - $7.76K
|
279
$18.8K
|