Purchases and Sales Made in Q1 2024 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q1 2024. 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 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-500- 10.75% |
$30.5K - $33.7K
|
4.15K
$271K
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-500- 8.1% |
$30.5K - $33.7K
|
5.68K
$371K
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
SELL
|
- |
-514- 8.86% |
$31.4K - $34.7K
|
5.29K
$346K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-517- 1.17% |
$31.6K - $34.9K
|
43.8K
$2.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-519- 83.31% |
$31.7K - $35K
|
104
$6.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-526- 10.13% |
$32.1K - $35.5K
|
4.66K
$305K
|
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
SELL
|
- |
-527- 6.4% |
$32.2K - $35.5K
|
7.71K
$504K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-539- 23.65% |
$32.9K - $36.3K
|
1.74K
$114K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-558- 73.42% |
$34.1K - $37.6K
|
202
$13.2K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-559- 28.19% |
$34.1K - $37.7K
|
1.42K
$93.1K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-570- 1.87% |
$34.8K - $38.4K
|
29.9K
$1.96M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-573- 13.09% |
$35K - $38.6K
|
3.81K
$249K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-575- 8.23% |
$35.1K - $38.8K
|
6.41K
$419K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-589- 3.79% |
$36K - $39.7K
|
14.9K
$977K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-593- 5.18% |
$36.2K - $40K
|
10.8K
$709K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-595- 8.32% |
$36.3K - $40.1K
|
6.56K
$429K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-600- 16.61% |
$36.6K - $40.5K
|
3.01K
$197K
|
|
|
May 14, 2024
Q1 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-600- 1.02% |
$36.6K - $40.5K
|
58.2K
$3.81M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-600- 12.24% |
$36.6K - $40.5K
|
4.3K
$281K
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-609- 4.37% |
$37.2K - $41.1K
|
13.3K
$872K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-617- 97.47% |
$37.7K - $41.6K
|
16
$1.05K
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-621- 2.5% |
$37.9K - $41.9K
|
24.2K
$1.58M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-622- 9.52% |
$38K - $41.9K
|
5.91K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-623- 9.26% |
$38K - $42K
|
6.1K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-625- 2.21% |
$38.2K - $42.1K
|
27.6K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-628- 3.44% |
$38.3K - $42.3K
|
17.6K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-636- 1.79% |
$38.8K - $42.9K
|
34.9K
$2.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-638- 5.3% |
$38.9K - $43K
|
11.4K
$746K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-640- 12.02% |
$39.1K - $43.1K
|
4.69K
$306K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-642- 7.13% |
$39.2K - $43.3K
|
8.36K
$547K
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-650- 9.5% |
$39.7K - $43.8K
|
6.2K
$405K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-658- 9.57% |
$40.2K - $44.4K
|
6.22K
$407K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-668- 61.0% |
$40.8K - $45K
|
427
$27.9K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-673- 55.85% |
$41.1K - $45.4K
|
532
$34.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-693- 1.69% |
$42.3K - $46.7K
|
40.4K
$2.64M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-700- 77.18% |
$42.7K - $47.2K
|
207
$13.5K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-709- 8.91% |
$43.3K - $47.8K
|
7.25K
$474K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-713- 1.45% |
$43.5K - $48.1K
|
48.3K
$3.16M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-717- 3.97% |
$43.8K - $48.3K
|
17.4K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-743- 1.48% |
$45.4K - $50.1K
|
49.3K
$3.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-761- 13.83% |
$46.5K - $51.3K
|
4.74K
$310K
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-767- 0.79% |
$46.8K - $51.7K
|
96.6K
$6.32M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-784- 6.43% |
$47.9K - $52.9K
|
11.4K
$746K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-788- 16.84% |
$48.1K - $53.1K
|
3.89K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-788- 7.28% |
$48.1K - $53.1K
|
10K
$657K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-797- 12.78% |
$48.6K - $53.7K
|
5.44K
$356K
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-800- 9.68% |
$48.8K - $53.9K
|
7.47K
$488K
|
|
|
May 01, 2024
Q1 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-800- 8.27% |
$48.8K - $53.9K
|
8.87K
$580K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-802- 2.65% |
$49K - $54.1K
|
29.4K
$1.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-804- 15.91% |
$49.1K - $54.2K
|
4.25K
$278K
|