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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-6- 0.09% |
$324 - $375
|
6.72K
$453K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-6- 0.09% |
$324 - $375
|
6.93K
$467K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-7- 0.03% |
$378 - $438
|
27.4K
$1.84M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.13% |
$432 - $501
|
6.02K
$406K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 1.39% |
$540 - $626
|
712
$48K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-10- 0.28% |
$540 - $626
|
3.54K
$239K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-14- 0.23% |
$755 - $876
|
6.08K
$410K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-14- 5.3% |
$755 - $876
|
250
$16.8K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-18- 2.44% |
$971 - $1.13K
|
720
$48.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-19- 0.07% |
$1.03K - $1.19K
|
26.9K
$1.81M
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-20- 0.03% |
$1.08K - $1.25K
|
68.4K
$4.61M
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
SELL
|
- |
-20- 66.67% |
$1.08K - $1.25K
|
10
$674
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-22- 2.55% |
$1.19K - $1.38K
|
842
$56.7K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-24- 8.63% |
$1.29K - $1.5K
|
254
$17.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.47% |
$1.35K - $1.56K
|
5.26K
$354K
|
|
|
May 09, 2023
Q1 2023
|
Beddow Capital Management Inc
|
SELL
|
- |
-25- 0.04% |
$1.35K - $1.56K
|
63.4K
$4.27M
|
|
|
Apr 26, 2023
Q1 2023
|
Fruth Investment Management
|
SELL
|
- |
-25- 0.26% |
$1.35K - $1.56K
|
9.55K
$643K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-28- 0.66% |
$1.51K - $1.75K
|
4.2K
$283K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-31- 2.02% |
$1.67K - $1.94K
|
1.51K
$101K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-32- 0.51% |
$1.73K - $2K
|
6.23K
$420K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-35- 0.5% |
$1.89K - $2.19K
|
7.03K
$473K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-36- 1.78% |
$1.94K - $2.25K
|
1.99K
$134K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-38- 0.5% |
$2.05K - $2.38K
|
7.56K
$509K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-39- 0.57% |
$2.1K - $2.44K
|
6.8K
$458K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-42- 0.04% |
$2.27K - $2.63K
|
113K
$7.62M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-44- 14.62% |
$2.37K - $2.75K
|
257
$17.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Albert D Mason Inc
|
SELL
|
- |
-48- 0.51% |
$2.59K - $3K
|
9.36K
$630K
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
SELL
|
- |
-49- 0.07% |
$2.64K - $3.07K
|
74.2K
$5M
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-50- 4.28% |
$2.7K - $3.13K
|
1.12K
$75.3K
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-50- 0.29% |
$2.7K - $3.13K
|
17.4K
$1.18M
|
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-50- 0.13% |
$2.7K - $3.13K
|
39.4K
$2.66M
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-50- 0.22% |
$2.7K - $3.13K
|
22.5K
$1.52M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-53- 0.6% |
$2.86K - $3.32K
|
8.82K
$594K
|
|
|
Apr 06, 2023
Q1 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-82- 0.42% |
$4.42K - $5.13K
|
19.6K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-95- 1.34% |
$5.13K - $5.95K
|
7K
$472K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-98- 29.17% |
$5.29K - $6.13K
|
238
$16K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-99- 1.39% |
$5.34K - $6.2K
|
7.03K
$474K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-99- 45.83% |
$5.34K - $6.2K
|
117
$7.88K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-100- 0.5% |
$5.4K - $6.26K
|
20.1K
$1.35M
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-100- 1.48% |
$5.4K - $6.26K
|
6.66K
$448K
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-100- 0.02% |
$5.4K - $6.26K
|
425K
$28.6M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-100- 15.15% |
$5.4K - $6.26K
|
560
$37.7K
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-100- 48.78% |
$5.4K - $6.26K
|
105
$7.07K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-114- 0.13% |
$6.15K - $7.13K
|
85.4K
$5.75M
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-115- 2.58% |
$6.2K - $7.2K
|
4.35K
$293K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-117- 1.06% |
$6.31K - $7.32K
|
10.9K
$734K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-117- 1.2% |
$6.31K - $7.32K
|
9.61K
$647K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-118- 0.53% |
$6.37K - $7.38K
|
22.4K
$1.51M
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-119- 1.47% |
$6.42K - $7.45K
|
7.99K
$538K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-123- 7.65% |
$6.64K - $7.7K
|
1.49K
$100K
|