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 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.15K+ 15.07% |
$253K - $279K
|
31.6K
$2.05M
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
4.11K+ 16.02% |
$251K - $277K
|
29.8K
$1.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
4.08K+ 6.63% |
$249K - $275K
|
65.7K
$4.26M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.07K+ 9.08% |
$248K - $274K
|
48.9K
$3.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.07K+ 3.03% |
$248K - $274K
|
138K
$8.97M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.06KNew |
$248K - $274K
|
4.06K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.05K+ 178.94% |
$247K - $273K
|
6.32K
$410K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
4.02K+ 3.71% |
$245K - $271K
|
112K
$7.28M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.01K+ 98.84% |
$245K - $270K
|
8.07K
$524K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4K+ 25.51% |
$244K - $270K
|
19.7K
$1.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.99KNew |
$244K - $269K
|
3.99K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.95K+ 5.96% |
$241K - $266K
|
70.2K
$4.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.92KNew |
$239K - $264K
|
3.92K
$254K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.88K+ 6.57% |
$237K - $261K
|
62.8K
$4.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
3.83K+ 23.88% |
$234K - $258K
|
19.9K
$1.29M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.78KNew |
$231K - $255K
|
3.78K
$246K
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.71K+ 2.21% |
$227K - $250K
|
171K
$11.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.64K+ 25.95% |
$222K - $245K
|
17.6K
$1.15M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.62KNew |
$221K - $244K
|
3.62K
$235K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.62KNew |
$221K - $244K
|
3.62K
$235K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
3.61K+ 2.36% |
$220K - $243K
|
156K
$10.2M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.52KNew |
$215K - $237K
|
3.52K
$228K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
3.52K+ 8.07% |
$215K - $237K
|
47K
$3.05M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.5KNew |
$213K - $236K
|
3.5K
$227K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.48KNew |
$212K - $234K
|
3.48K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.47KNew |
$212K - $234K
|
3.47K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.43K+ 1.64% |
$209K - $231K
|
212K
$13.8M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.35K+ 5.11% |
$204K - $226K
|
68.9K
$4.47M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
3.3KNew |
$202K - $223K
|
3.3K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.3KNew |
$201K - $222K
|
3.3K
$214K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
3.25KNew |
$198K - $219K
|
3.25K
$211K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.24KNew |
$198K - $218K
|
3.24K
$210K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
3.18KNew |
$194K - $215K
|
3.18K
$207K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.18KNew |
$194K - $215K
|
3.18K
$207K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.16KNew |
$193K - $213K
|
3.16K
$205K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.15KNew |
$192K - $212K
|
3.15K
$204K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.11KNew |
$190K - $210K
|
3.11K
$202K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
3.09K+ 34.76% |
$189K - $209K
|
12K
$778K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.09K+ 1.56% |
$189K - $208K
|
202K
$13.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.08KNew |
$188K - $207K
|
3.08K
$200K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.07KNew |
$188K - $207K
|
3.07K
$199K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
3.03K+ 55.98% |
$185K - $204K
|
8.45K
$548K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.01KNew |
$184K - $203K
|
3.01K
$196K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3KNew |
$183K - $202K
|
3K
$195K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
3KNew |
$183K - $202K
|
3K
$195K
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
3K+ 30.0% |
$183K - $202K
|
13K
$844K
|
|
|
May 08, 2024
Q1 2024
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
3KNew |
$183K - $202K
|
3K
$195K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
3KNew |
$183K - $202K
|
3K
$195K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3K+ 70.85% |
$183K - $202K
|
7.23K
$470K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.99K+ 25.06% |
$183K - $202K
|
14.9K
$970K
|