Purchases and Sales Made in Q1 2023 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q1 2023. 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 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
32New |
$1.73K - $2K
|
32
$2.16K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
28+ 9.06% |
$1.51K - $1.75K
|
337
$22.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
27+ 0.58% |
$1.46K - $1.69K
|
4.67K
$314K
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.1% |
$1.46K - $1.69K
|
27.1K
$1.82M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
27+ 1.19% |
$1.46K - $1.69K
|
2.3K
$155K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
27+ 1.23% |
$1.46K - $1.69K
|
2.22K
$150K
|
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
25+ 0.15% |
$1.35K - $1.56K
|
16.6K
$1.12M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
23+ 0.43% |
$1.24K - $1.44K
|
5.4K
$364K
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
21+ 0.16% |
$1.13K - $1.31K
|
12.9K
$871K
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
20+ 0.14% |
$1.08K - $1.25K
|
14K
$943K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
20New |
$1.08K - $1.25K
|
20
$1.35K
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
16+ 0.27% |
$863 - $1K
|
5.91K
$398K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
15New |
$809 - $939
|
15
$1.01K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.18% |
$701 - $814
|
7.06K
$476K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
12+ 0.78% |
$647 - $751
|
1.55K
$104K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
12+ 0.1% |
$647 - $751
|
12K
$806K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
10+ 0.19% |
$540 - $626
|
5.16K
$347K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
9+ 0.1% |
$486 - $563
|
9.44K
$636K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8+ 0.95% |
$432 - $501
|
853
$57.5K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
8+ 0.08% |
$432 - $501
|
9.76K
$658K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
8+ 1.02% |
$432 - $501
|
796
$53.6K
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
8+ 0.17% |
$432 - $501
|
4.75K
$320K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.2% |
$324 - $375
|
3.07K
$207K
|
|
|
May 09, 2023
Q1 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
6+ 0.06% |
$324 - $375
|
10.6K
$716K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6+ 0.05% |
$324 - $375
|
12.8K
$862K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.92% |
$324 - $375
|
660
$44.5K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
6+ 0.15% |
$324 - $375
|
3.98K
$268K
|
|
|
Apr 10, 2023
Q1 2023
|
Gagnon Securities LLC
|
BUY
|
- |
5+ 0.08% |
$270 - $313
|
6.4K
$431K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 1.04% |
$270 - $313
|
488
$32.9K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
5New |
$270 - $313
|
5
$337
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
4+ 0.02% |
$216 - $250
|
19.2K
$1.3M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
4+ 0.07% |
$216 - $250
|
5.54K
$373K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.91% |
$162 - $188
|
331
$22.3K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3+ 0.1% |
$162 - $188
|
2.99K
$201K
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
BUY
|
- |
2+ 0.03% |
$108 - $125
|
6.15K
$414K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$108 - $125
|
1.38K
$92.8K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2+ 0.09% |
$108 - $125
|
2.31K
$156K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.12% |
$108 - $125
|
1.72K
$116K
|
|
|
May 15, 2023
Q1 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1+ 0.0% |
$54 - $62.6
|
37.1K
$2.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.01% |
$54 - $62.6
|
9.88K
$666K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.12% |
$54 - $62.6
|
813
$54.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.07% |
$54 - $62.6
|
1.53K
$103K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1+ 1.08% |
$54 - $62.6
|
94
$6.33K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.75% |
$54 - $62.6
|
58
$3.91K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1- -0.0% |
$54 - $62.6
|
70.5K
$4.75M
|