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 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.1K+ 33.93% |
$383K - $444K
|
28K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.05KNew |
$380K - $441K
|
7.05K
$475K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
7.03K+ 9.83% |
$379K - $440K
|
78.5K
$5.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
6.81K+ 1.21% |
$367K - $426K
|
570K
$38.4M
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
6.8K+ 37.69% |
$367K - $426K
|
24.9K
$1.67M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6.69K+ 78.73% |
$361K - $419K
|
15.2K
$1.02M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.55K+ 19.49% |
$353K - $410K
|
40.2K
$2.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
6.51K+ 17.96% |
$351K - $408K
|
42.8K
$2.88M
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
6.48K+ 2.41% |
$350K - $406K
|
275K
$18.5M
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
6.44K+ 5.84% |
$348K - $403K
|
117K
$7.87M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.44K+ 6.75% |
$347K - $403K
|
102K
$6.86M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
6.42K+ 87.05% |
$346K - $402K
|
13.8K
$929K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.38KNew |
$344K - $399K
|
6.38K
$430K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.29KNew |
$339K - $393K
|
6.29K
$423K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6.25K+ 1.36% |
$337K - $391K
|
467K
$31.4M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.02K+ 133.69% |
$325K - $376K
|
10.5K
$708K
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
6KNew |
$324K - $375K
|
6K
$404K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
5.83K+ 64.94% |
$314K - $365K
|
14.8K
$997K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.81KNew |
$313K - $364K
|
5.81K
$391K
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.74KNew |
$310K - $359K
|
5.74K
$387K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.64K+ 51.95% |
$304K - $353K
|
16.5K
$1.11M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.64KNew |
$304K - $353K
|
5.64K
$380K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
5.32K+ 99.92% |
$287K - $333K
|
10.6K
$717K
|
|
|
May 09, 2023
Q1 2023
|
Todd Asset Management LLC
|
BUY
|
- |
5.26K+ 0.35% |
$284K - $329K
|
1.5M
$101M
|
|
|
Apr 20, 2023
Q1 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
5.2KNew |
$280K - $325K
|
5.2K
$350K
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
5.07K+ 64.96% |
$273K - $317K
|
12.9K
$867K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5.04KNew |
$272K - $315K
|
5.04K
$339K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5K+ 105.28% |
$270K - $313K
|
9.75K
$657K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
5K+ 5.2% |
$270K - $313K
|
101K
$6.81M
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
4.91KNew |
$265K - $307K
|
4.91K
$330K
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.88KNew |
$263K - $305K
|
4.88K
$329K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
4.87K+ 1.77% |
$263K - $305K
|
280K
$18.9M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.82KNew |
$260K - $302K
|
4.82K
$325K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.78KNew |
$258K - $299K
|
4.78K
$322K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.73K+ 1.97% |
$255K - $296K
|
245K
$16.5M
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
4.66K+ 11.26% |
$252K - $292K
|
46.1K
$3.1M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.61KNew |
$249K - $288K
|
4.61K
$310K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.6KNew |
$248K - $288K
|
4.6K
$310K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
4.6KNew |
$248K - $288K
|
4.6K
$310K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.47K+ 2.38% |
$241K - $280K
|
192K
$12.9M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
4.4K+ 110075.0% |
$238K - $276K
|
4.41K
$297K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.4KNew |
$237K - $275K
|
4.4K
$296K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.27KNew |
$230K - $267K
|
4.27K
$287K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
4.23KNew |
$228K - $265K
|
4.23K
$285K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.15K+ 10.61% |
$224K - $260K
|
43.3K
$2.91M
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.12KNew |
$222K - $258K
|
4.12K
$278K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.1KNew |
$221K - $257K
|
4.1K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
4.1KNew |
$221K - $256K
|
4.1K
$276K
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.04KNew |
$218K - $253K
|
4.04K
$272K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
4.03KNew |
$218K - $252K
|
4.03K
$272K
|