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 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
4K+ 14.9% |
$216K - $250K
|
30.9K
$2.08M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.97K+ 82.38% |
$214K - $249K
|
8.8K
$593K
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3.95KNew |
$213K - $247K
|
3.95K
$266K
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
3.91KNew |
$211K - $244K
|
3.91K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.9K+ 81.0% |
$210K - $244K
|
8.72K
$587K
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
3.9KNew |
$210K - $244K
|
3.9K
$262K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
3.87K+ 3.94% |
$209K - $242K
|
102K
$6.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.85KNew |
$208K - $241K
|
3.85K
$259K
|
|
|
May 09, 2023
Q1 2023
|
Scp Investment, LP
|
BUY
|
- |
3.8KNew |
$205K - $238K
|
3.8K
$256K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.77KNew |
$204K - $236K
|
3.77K
$254K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.75KNew |
$202K - $235K
|
3.75K
$252K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.73KNew |
$201K - $233K
|
3.73K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
3.71K+ 89.84% |
$200K - $232K
|
7.84K
$528K
|
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.68KNew |
$199K - $230K
|
3.68K
$248K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.68K+ 15.41% |
$198K - $230K
|
27.6K
$1.86M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.67KNew |
$198K - $230K
|
3.67K
$247K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
3.65KNew |
$197K - $228K
|
3.65K
$246K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.58K+ 8.82% |
$193K - $224K
|
44.2K
$2.97M
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
3.57KNew |
$193K - $224K
|
3.57K
$241K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
3.57K+ 1758.62% |
$193K - $223K
|
3.77K
$254K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.56K+ 7.72% |
$192K - $223K
|
49.7K
$3.35M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.56K+ 5.54% |
$192K - $223K
|
67.8K
$4.57M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
3.55K+ 508.02% |
$191K - $222K
|
4.24K
$286K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.53KNew |
$191K - $221K
|
3.53K
$238K
|
|
|
Apr 20, 2023
Q1 2023
|
Goodwin Daniel L
|
BUY
|
- |
3.5KNew |
$189K - $219K
|
3.5K
$236K
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.5KNew |
$189K - $219K
|
3.5K
$236K
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.49KNew |
$189K - $219K
|
3.49K
$235K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.47K+ 69.65% |
$187K - $217K
|
8.46K
$570K
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.36K+ 20.34% |
$181K - $210K
|
19.9K
$1.34M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.35K+ 42.31% |
$181K - $209K
|
11.3K
$758K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.32KNew |
$179K - $208K
|
3.32K
$224K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.29K+ 31.89% |
$178K - $206K
|
13.6K
$917K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.27K+ 17.66% |
$176K - $204K
|
21.8K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.22K+ 2.62% |
$174K - $201K
|
126K
$8.48M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
3.18K+ 73.44% |
$172K - $199K
|
7.52K
$506K
|
|
|
Apr 18, 2023
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
3.18K+ 0.76% |
$172K - $199K
|
425K
$28.6M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.06K+ 12.92% |
$165K - $191K
|
26.7K
$1.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
3.05KNew |
$165K - $191K
|
3.05K
$206K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
3KNew |
$162K - $188K
|
3K
$202K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.97K+ 29.25% |
$160K - $186K
|
13.1K
$883K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.96K+ 8.66% |
$160K - $185K
|
37.2K
$2.51M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.8K+ 72.23% |
$151K - $175K
|
6.69K
$450K
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
2.79K+ 2.36% |
$150K - $174K
|
121K
$8.14M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.73KNew |
$147K - $171K
|
2.73K
$184K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.71K+ 29.28% |
$146K - $169K
|
12K
$805K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.69K+ 9.22% |
$145K - $168K
|
31.9K
$2.15M
|
|
|
May 08, 2023
Q1 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
2.65K+ 2.19% |
$143K - $166K
|
123K
$8.31M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
2.58K+ 1.13% |
$139K - $161K
|
230K
$15.5M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.55K+ 12.63% |
$138K - $160K
|
22.7K
$1.53M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.52K+ 5.88% |
$136K - $158K
|
45.4K
$3.06M
|