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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
24New |
$538 - $668
|
24
$1.62K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
14New |
$314 - $390
|
14
$943
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
8New |
$179 - $223
|
8
$539
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
8New |
$179 - $223
|
8
$539
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
7New |
$157 - $195
|
7
$472
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
7New |
$157 - $195
|
7
$472
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$22.4 - $27.8
|
1
$67.4
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-134- 2.7% |
$3K - $3.73K
|
4.82K
$325K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-154- 15.49% |
$3.45K - $4.29K
|
840
$56.6K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-355- 0.91% |
$7.96K - $9.88K
|
38.8K
$2.61M
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-696- 10.36% |
$15.6K - $19.4K
|
6.03K
$406K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.06K- 21.68% |
$68.6K - $85.1K
|
11K
$744K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7.85K- 66.81% |
$176K - $218K
|
3.9K
$263K
|
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-11K- 27.22% |
$246K - $306K
|
29.4K
$1.98M
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-20.3K- 97.37% |
$456K - $566K
|
549
$37K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-25.4K- 82.57% |
$570K - $707K
|
5.36K
$361K
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-35.2KClosed |
$788K - $978K
|
0
$0
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-273K- 97.66% |
$6.11M - $7.59M
|
6.54K
$441K
|
|
|
May 18, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.59M- 99.0% |
$35.8M - $44.4M
|
16.1K
$1.09M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.56M- 48.93% |
$102M - $127M
|
4.76M
$321M
|