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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
2.41K+ 41.82% |
$130K - $151K
|
8.17K
$550K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.33K+ 3.8% |
$125K - $145K
|
63.6K
$4.28M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.32K+ 109.55% |
$125K - $145K
|
4.43K
$299K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.31K+ 54.03% |
$124K - $144K
|
6.57K
$443K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.25K+ 19.76% |
$122K - $141K
|
13.7K
$920K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.25K+ 38.31% |
$121K - $141K
|
8.11K
$546K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
2.2KNew |
$119K - $138K
|
2.2K
$148K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
2.2K+ 4.1% |
$119K - $138K
|
55.8K
$3.76M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.12K+ 2.72% |
$114K - $133K
|
80.1K
$5.39M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.04K+ 25.78% |
$110K - $128K
|
9.96K
$671K
|
|
|
May 04, 2023
Q1 2023
|
Royce & Associates LP
|
BUY
|
- |
2K+ 3.13% |
$108K - $125K
|
66K
$4.45M
|
|
|
May 02, 2023
Q1 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
2KNew |
$108K - $125K
|
2K
$135K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.99K+ 8.51% |
$107K - $124K
|
25.3K
$1.71M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.96K+ 15.04% |
$106K - $123K
|
15K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.95K+ 0.5% |
$105K - $122K
|
393K
$26.5M
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.94K+ 52.05% |
$105K - $122K
|
5.68K
$382K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.92K+ 31.58% |
$104K - $120K
|
8K
$539K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.87KNew |
$101K - $117K
|
1.87K
$126K
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
1.82K+ 20.73% |
$98.3K - $114K
|
10.6K
$715K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
1.81K+ 11.06% |
$97.5K - $113K
|
18.2K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.8K+ 16.35% |
$97.2K - $113K
|
12.8K
$864K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.78K+ 5.82% |
$96K - $111K
|
32.3K
$2.18M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
1.74K+ 10.06% |
$93.7K - $109K
|
19K
$1.28M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.72K+ 12.09% |
$93K - $108K
|
16K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.69K+ 3.66% |
$91.4K - $106K
|
48K
$3.23M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.69K+ 6.53% |
$91.1K - $106K
|
27.5K
$1.86M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
1.59K+ 1.98% |
$85.8K - $99.6K
|
81.8K
$5.51M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.57K+ 517.82% |
$84.6K - $98.2K
|
1.87K
$126K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.56K+ 43.46% |
$84.1K - $97.5K
|
5.14K
$346K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
1.54K+ 6.9% |
$83.1K - $96.4K
|
23.8K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.49K+ 4.67% |
$80.5K - $93.4K
|
33.5K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.47K+ 6.86% |
$79.4K - $92.1K
|
22.9K
$1.54M
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.47K+ 14.44% |
$79K - $91.7K
|
11.6K
$782K
|
|
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.46K+ 0.07% |
$78.9K - $91.5K
|
2.01M
$135M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.45K+ 0.78% |
$78.3K - $90.9K
|
187K
$12.6M
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
BUY
|
- |
1.43K+ 8.26% |
$77.3K - $89.6K
|
18.8K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.42K+ 1.02% |
$76.5K - $88.7K
|
140K
$9.43M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.4K+ 34.91% |
$75.5K - $87.6K
|
5.41K
$364K
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.4K+ 0.18% |
$75.5K - $87.5K
|
793K
$53.4M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.38K+ 19.4% |
$74.3K - $86.2K
|
8.48K
$571K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.37K+ 21.08% |
$73.9K - $85.7K
|
7.86K
$530K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.34K+ 11.97% |
$72.5K - $84K
|
12.6K
$846K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.34K+ 30.65% |
$72.1K - $83.7K
|
5.7K
$384K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.33K+ 87.94% |
$72K - $83.5K
|
2.85K
$192K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.31K+ 0.73% |
$70.7K - $82K
|
181K
$12.2M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.31K+ 12.76% |
$70.5K - $81.8K
|
11.6K
$778K
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.3K+ 29.28% |
$70.2K - $81.5K
|
5.75K
$387K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.3K+ 3.17% |
$69.9K - $81K
|
42.1K
$2.84M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.29K+ 22.03% |
$69.8K - $81K
|
7.17K
$483K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.28K+ 10.29% |
$69.2K - $80.2K
|
13.7K
$925K
|