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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
300+ 39.16% |
$16.2K - $18.8K
|
1.07K
$71.8K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
300+ 39.16% |
$16.2K - $18.8K
|
1.07K
$71.8K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
299+ 3.09% |
$16.1K - $18.7K
|
9.97K
$672K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
294+ 3.86% |
$15.9K - $18.4K
|
7.91K
$533K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
286+ 25.51% |
$15.4K - $17.9K
|
1.41K
$94.8K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
280+ 6.1% |
$15.1K - $17.5K
|
4.87K
$328K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
275+ 0.49% |
$14.8K - $17.2K
|
56K
$3.77M
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
263+ 3.46% |
$14.2K - $16.5K
|
7.86K
$530K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
252New |
$13.6K - $15.8K
|
252
$17K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
250+ 1.24% |
$13.5K - $15.6K
|
20.4K
$1.37M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
247+ 50.2% |
$13.3K - $15.5K
|
739
$49.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
240+ 4.54% |
$12.9K - $15K
|
5.53K
$372K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
240+ 1600.0% |
$12.9K - $15K
|
255
$17.2K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
230+ 7.94% |
$12.4K - $14.4K
|
3.13K
$211K
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
227+ 4.21% |
$12.2K - $14.2K
|
5.61K
$378K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
224+ 1.55% |
$12.1K - $14K
|
14.6K
$987K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
223+ 3.47% |
$12K - $14K
|
6.66K
$448K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
218+ 1.71% |
$11.8K - $13.6K
|
12.9K
$871K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
215+ 0.74% |
$11.6K - $13.5K
|
29.1K
$1.96M
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
205+ 5.05% |
$11.1K - $12.8K
|
4.26K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
204+ 0.35% |
$11K - $12.8K
|
58K
$3.91M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
200New |
$10.8K - $12.5K
|
200
$13.5K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
200New |
$10.8K - $12.5K
|
200
$13.5K
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
198+ 2.49% |
$10.7K - $12.4K
|
8.14K
$548K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
190+ 0.34% |
$10.3K - $11.9K
|
55.3K
$3.72M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
190+ 1.47% |
$10.3K - $11.9K
|
13.1K
$885K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
187+ 1.27% |
$10.1K - $11.7K
|
14.9K
$1M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
186New |
$10K - $11.6K
|
186
$12.5K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
183+ 4.07% |
$9.87K - $11.5K
|
4.68K
$315K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
182+ 0.53% |
$9.82K - $11.4K
|
34.8K
$2.35M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
178+ 1.09% |
$9.6K - $11.1K
|
16.5K
$1.11M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
164+ 2.62% |
$8.85K - $10.3K
|
6.43K
$433K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
161+ 2.18% |
$8.69K - $10.1K
|
7.53K
$507K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
161+ 3.37% |
$8.69K - $10.1K
|
4.94K
$333K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
158+ 33.62% |
$8.52K - $9.89K
|
628
$42.3K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
157New |
$8.47K - $9.83K
|
157
$10.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
156+ 7.26% |
$8.42K - $9.76K
|
2.3K
$155K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
156New |
$8.42K - $9.76K
|
156
$10.5K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
156+ 24.76% |
$8.42K - $9.76K
|
786
$52.9K
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
152+ 0.78% |
$8.2K - $9.51K
|
19.6K
$1.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
146+ 20.86% |
$7.88K - $9.14K
|
846
$57K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
145+ 1.78% |
$7.82K - $9.07K
|
8.31K
$560K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
144+ 0.31% |
$7.77K - $9.01K
|
45.9K
$3.09M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
143+ 26.29% |
$7.71K - $8.95K
|
687
$46.3K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
143+ 1.01% |
$7.71K - $8.95K
|
14.3K
$960K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
142+ 1.62% |
$7.66K - $8.89K
|
8.88K
$598K
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
140+ 3.2% |
$7.55K - $8.76K
|
4.52K
$305K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
135+ 1.13% |
$7.28K - $8.45K
|
12.1K
$816K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
133+ 0.96% |
$7.18K - $8.32K
|
13.9K
$939K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
130+ 0.99% |
$7.01K - $8.14K
|
13.3K
$894K
|