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 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-5.1K- 15.93% |
$275K - $319K
|
26.9K
$1.81M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-5.21K- 1.95% |
$281K - $326K
|
262K
$17.6M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.38K- 8.0% |
$290K - $337K
|
61.9K
$4.17M
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5.44K- 3.7% |
$293K - $340K
|
142K
$9.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.73K- 29.72% |
$309K - $358K
|
13.5K
$912K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.81K- 50.0% |
$313K - $364K
|
5.81K
$391K
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
SELL
|
- |
-5.81K- 14.29% |
$314K - $364K
|
34.9K
$2.35M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.91K- 23.42% |
$319K - $370K
|
19.3K
$1.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-5.91K- 3.44% |
$319K - $370K
|
166K
$11.2M
|
|
|
May 03, 2023
Q1 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-5.93K- 3.55% |
$320K - $371K
|
161K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-6.5K- 15.25% |
$351K - $407K
|
36.1K
$2.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-6.59K- 10.2% |
$355K - $412K
|
58K
$3.91M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.79K- 90.51% |
$366K - $425K
|
712
$48K
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-6.88K- 36.4% |
$371K - $430K
|
12K
$809K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.17K- 54.57% |
$387K - $449K
|
5.97K
$402K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.46K- 11.3% |
$402K - $467K
|
58.5K
$3.94M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.66K- 8.45% |
$413K - $479K
|
83K
$5.59M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.82K- 9.98% |
$422K - $489K
|
70.5K
$4.75M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8.03K- 16.23% |
$433K - $502K
|
41.4K
$2.79M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-8.19K- 2.54% |
$442K - $513K
|
314K
$21.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-8.4K- 45.28% |
$453K - $526K
|
10.2K
$684K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.56K- 3.58% |
$462K - $536K
|
231K
$15.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-9.03K- 16.58% |
$487K - $565K
|
45.4K
$3.06M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-9.98K- 9.17% |
$538K - $624K
|
98.9K
$6.66M
|
|
|
May 12, 2023
Q1 2023
|
Lodge Hill Capital, LLC
New York, NY |
SELL
|
- |
-10K- 9.52% |
$540K - $626K
|
95K
$6.4M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.6K- 35.84% |
$572K - $663K
|
19K
$1.28M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-10.7K- 22.27% |
$579K - $671K
|
37.4K
$2.52M
|
|
|
Apr 17, 2023
Q1 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-11.6K- 41.52% |
$624K - $724K
|
16.3K
$1.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-11.6K- 17.88% |
$625K - $725K
|
53.2K
$3.58M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.9K- 1.41% |
$642K - $744K
|
834K
$56.2M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-12.7K- 64.23% |
$685K - $795K
|
7.08K
$477K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-13K- 27.9% |
$700K - $812K
|
33.5K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.2K- 5.12% |
$715K - $829K
|
245K
$16.5M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.9K- 33.48% |
$750K - $870K
|
27.6K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.3K- 9.73% |
$773K - $897K
|
133K
$8.96M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-15.1K- 12.27% |
$815K - $946K
|
108K
$7.28M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-15.5K- 3.95% |
$834K - $967K
|
376K
$25.3M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-15.5K- 17.14% |
$839K - $973K
|
75.2K
$5.06M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.9K- 23.81% |
$855K - $992K
|
50.7K
$3.42M
|
|
|
May 03, 2023
Q1 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-16.8K- 4.36% |
$904K - $1.05M
|
368K
$24.8M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-17.3K- 20.27% |
$936K - $1.09M
|
68.2K
$4.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-19.6K- 16.57% |
$1.06M - $1.23M
|
98.8K
$6.66M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-19.8K- 81.15% |
$1.07M - $1.24M
|
4.6K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19.9K- 33.45% |
$1.08M - $1.25M
|
39.7K
$2.67M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-20.3K- 8.16% |
$1.09M - $1.27M
|
228K
$15.4M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.6K- 50.8% |
$1.11M - $1.29M
|
19.9K
$1.34M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-20.9K- 72.5% |
$1.13M - $1.31M
|
7.92K
$533K
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-21.7K- 46.21% |
$1.17M - $1.36M
|
25.3K
$1.7M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-22.9K- 5.03% |
$1.24M - $1.44M
|
433K
$29.2M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-25K- 2.34% |
$1.35M - $1.56M
|
1.05M
$70.4M
|