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 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.73K+ 1.21% |
$105K - $117K
|
145K
$9.47M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
1.66K+ 6.08% |
$102K - $112K
|
29K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
1.65K+ 11.31% |
$101K - $111K
|
16.3K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.63K+ 14.82% |
$99.7K - $110K
|
12.7K
$827K
|
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
1.6K+ 7.83% |
$97.7K - $108K
|
22K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
BUY
|
- |
1.56K+ 23.35% |
$95.1K - $105K
|
8.23K
$538K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.53K+ 2.0% |
$93.6K - $103K
|
78.3K
$5.12M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.53KNew |
$93.3K - $103K
|
1.53K
$99.9K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.53KNew |
$93.1K - $103K
|
1.53K
$99.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.52K+ 21.19% |
$92.8K - $103K
|
8.7K
$569K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.51K+ 3.94% |
$92.4K - $102K
|
39.9K
$2.61M
|
|
|
May 10, 2024
Q1 2024
|
Scp Investment, LP
|
BUY
|
- |
1.5K+ 6.58% |
$91.6K - $101K
|
24.3K
$1.59M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.5K+ 42.42% |
$91.6K - $101K
|
5.04K
$329K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.46K+ 18.82% |
$89.2K - $98.6K
|
9.23K
$604K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.45K+ 10.21% |
$88.8K - $98K
|
15.7K
$1.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.45K+ 13.69% |
$88.6K - $97.9K
|
12.1K
$788K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.42K+ 8.94% |
$86.9K - $96K
|
17.4K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.41K+ 14.21% |
$86.2K - $95.3K
|
11.4K
$742K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.4K+ 39.75% |
$85.7K - $94.7K
|
4.94K
$323K
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
1.4K+ 4.31% |
$85.2K - $94.1K
|
33.8K
$2.21M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.38K+ 13.37% |
$84.1K - $92.9K
|
11.7K
$764K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.37K+ 7.06% |
$83.7K - $92.4K
|
20.8K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.36K+ 19.4% |
$83.1K - $91.8K
|
8.38K
$548K
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
1.35K+ 19.18% |
$82.3K - $90.9K
|
8.38K
$548K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.35K+ 38.74% |
$82.1K - $90.7K
|
4.82K
$315K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.34K+ 5.42% |
$81.9K - $90.5K
|
26.1K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.34K+ 15.2% |
$81.6K - $90.1K
|
10.1K
$663K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.32K+ 2.54% |
$80.6K - $89.1K
|
53.3K
$3.49M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.32K+ 12.51% |
$80.4K - $88.8K
|
11.8K
$775K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.31K+ 66.82% |
$80K - $88.4K
|
3.27K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.3K+ 19.45% |
$79.2K - $87.5K
|
7.97K
$521K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.3K+ 7.64% |
$79.2K - $87.4K
|
18.3K
$1.2M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
1.3K+ 4.2% |
$79K - $87.3K
|
32.1K
$2.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.28K+ 7.17% |
$77.9K - $86.1K
|
19.1K
$1.25M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.23K+ 5.77% |
$75.1K - $83K
|
22.6K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.22K+ 50.96% |
$74.3K - $82.1K
|
3.61K
$236K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.2K+ 15.11% |
$73.4K - $81K
|
9.16K
$599K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.16K+ 15.7% |
$70.9K - $78.3K
|
8.55K
$559K
|
|
|
Apr 24, 2024
Q1 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.16K+ 0.35% |
$70.8K - $78.2K
|
335K
$21.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.13K+ 9.26% |
$68.7K - $75.9K
|
13.3K
$869K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.12K+ 33.43% |
$68.4K - $75.6K
|
4.47K
$293K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
1.1K+ 1028.04% |
$67.1K - $74.2K
|
1.21K
$78.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.08K+ 96.59% |
$65.7K - $72.6K
|
2.19K
$143K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.08KNew |
$65.7K - $72.6K
|
1.08K
$70.4K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.06K+ 7.35% |
$64.9K - $71.7K
|
15.5K
$1.02M
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.05K+ 4.69% |
$64K - $70.7K
|
23.4K
$1.53M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.04K+ 4.51% |
$63.7K - $70.4K
|
24.2K
$1.58M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.04K+ 20.67% |
$63.2K - $69.8K
|
6.05K
$395K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.04K+ 2.81% |
$63.2K - $69.8K
|
37.9K
$2.48M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1KNew |
$61K - $67.4K
|
1K
$65.4K
|