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 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
19.3K+ 15.35% |
$1.04M - $1.21M
|
145K
$9.76M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.2K+ 10.42% |
$1.04M - $1.2M
|
204K
$13.7M
|
|
|
May 12, 2023
Q1 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
19K+ 4.89% |
$1.02M - $1.19M
|
407K
$27.4M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
17.6K+ 0.72% |
$949K - $1.1M
|
2.48M
$167M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
17.5KNew |
$945K - $1.1M
|
17.5K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
17.2K+ 195.45% |
$928K - $1.08M
|
26K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
16.9K+ 12.41% |
$911K - $1.06M
|
153K
$10.3M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.7K+ 6.61% |
$902K - $1.05M
|
270K
$18.2M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
15.8K+ 18.51% |
$854K - $991K
|
101K
$6.83M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
15.8KNew |
$852K - $989K
|
15.8K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
15K+ 56.6% |
$809K - $939K
|
41.5K
$2.8M
|
|
|
May 12, 2023
Q1 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
14.9K+ 4.69% |
$806K - $935K
|
334K
$22.5M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
14K+ 12.17% |
$755K - $875K
|
129K
$8.69M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
13.4K+ 15.5% |
$723K - $839K
|
99.9K
$6.73M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.3K+ 10.86% |
$720K - $835K
|
136K
$9.18M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
13.3KNew |
$718K - $832K
|
13.3K
$896K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.3KNew |
$715K - $830K
|
13.3K
$893K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.7K+ 9.5% |
$683K - $792K
|
146K
$9.83M
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
12.6K+ 42.76% |
$681K - $789K
|
42.1K
$2.84M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.6K+ 29.63% |
$679K - $788K
|
55.1K
$3.71M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12KNew |
$646K - $749K
|
12K
$807K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
11.7K+ 54.25% |
$632K - $733K
|
33.3K
$2.24M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.4K+ 13.45% |
$615K - $713K
|
96.1K
$6.48M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.3K+ 8.83% |
$610K - $708K
|
139K
$9.39M
|
|
|
May 12, 2023
Q1 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
10.9K+ 14.8% |
$586K - $679K
|
84.2K
$5.67M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10.8K+ 73.63% |
$583K - $676K
|
25.5K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.5K+ 3.56% |
$569K - $660K
|
307K
$20.7M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5K+ 8.09% |
$565K - $656K
|
140K
$9.43M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$546K - $634K
|
10.1K
$682K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
10.1KNew |
$543K - $630K
|
10.1K
$678K
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
9.6KNew |
$518K - $601K
|
9.6K
$647K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.49KNew |
$512K - $594K
|
9.49K
$639K
|
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
9.21K+ 50.47% |
$497K - $576K
|
27.5K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.12K+ 52.14% |
$492K - $571K
|
26.6K
$1.79M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
9K+ 20.5% |
$486K - $563K
|
52.9K
$3.56M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
8.89KNew |
$479K - $556K
|
8.89K
$598K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.78K+ 3.07% |
$474K - $550K
|
295K
$19.9M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.66K+ 5.14% |
$467K - $542K
|
177K
$11.9M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.56K+ 16.62% |
$462K - $535K
|
60K
$4.04M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
8.51K+ 55.97% |
$459K - $533K
|
23.7K
$1.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
8.23K+ 36.77% |
$444K - $515K
|
30.6K
$2.06M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.16KNew |
$440K - $510K
|
8.16K
$549K
|
|
|
May 15, 2023
Q1 2023
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
7.94K+ 0.28% |
$428K - $497K
|
2.84M
$192M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
7.92KNew |
$427K - $496K
|
7.92K
$533K
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
7.87K+ 23.18% |
$425K - $493K
|
41.8K
$2.82M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.64K+ 8.6% |
$412K - $478K
|
96.5K
$6.5M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.44K+ 37.63% |
$401K - $466K
|
27.2K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.31K+ 5.71% |
$394K - $457K
|
135K
$9.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
7.22KNew |
$389K - $452K
|
7.22K
$486K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
7.18KNew |
$387K - $449K
|
7.18K
$484K
|