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
|
Gemsstock Ltd.
London, X0 |
BUY
|
- |
1K+ 0.4% |
$61K - $67.4K
|
251K
$16.4M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
981New |
$59.9K - $66.1K
|
981
$64.1K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
973+ 19.2% |
$59.4K - $65.6K
|
6.04K
$395K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
945+ 6.47% |
$57.7K - $63.7K
|
15.6K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
944+ 2.12% |
$57.6K - $63.6K
|
45.4K
$2.97M
|
|
|
Apr 11, 2024
Q1 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
938+ 4.28% |
$57.3K - $63.2K
|
22.9K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
938+ 4.48% |
$57.3K - $63.2K
|
21.9K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
925+ 16.76% |
$56.5K - $62.4K
|
6.44K
$421K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
919+ 4.97% |
$56.1K - $62K
|
19.4K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
910+ 25.58% |
$55.5K - $61.4K
|
4.47K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
909+ 5.11% |
$55.5K - $61.3K
|
18.7K
$1.22M
|
|
|
May 07, 2024
Q1 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
883+ 0.84% |
$53.9K - $59.5K
|
106K
$6.92M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
879+ 2.05% |
$53.7K - $59.3K
|
43.7K
$2.86M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
861+ 8.56% |
$52.6K - $58K
|
10.9K
$714K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
851+ 4.2% |
$51.9K - $57.4K
|
21.1K
$1.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
848+ 4.54% |
$51.8K - $57.2K
|
19.5K
$1.28M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
844+ 9.69% |
$51.5K - $56.9K
|
9.56K
$625K
|
|
|
May 14, 2024
Q1 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
817+ 0.76% |
$49.9K - $55.1K
|
108K
$7.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
816+ 19.88% |
$49.8K - $55K
|
4.92K
$322K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
812+ 3.48% |
$49.6K - $54.7K
|
24.1K
$1.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
808+ 24.41% |
$49.3K - $54.5K
|
4.12K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
803+ 1.64% |
$49K - $54.1K
|
49.9K
$3.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
802+ 3.02% |
$49K - $54.1K
|
27.4K
$1.79M
|
|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
800+ 7.92% |
$48.8K - $53.9K
|
10.9K
$713K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
800+ 1.48% |
$48.8K - $53.9K
|
54.7K
$3.58M
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
768+ 1.12% |
$46.9K - $51.8K
|
69.5K
$4.54M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
762+ 8.3% |
$46.5K - $51.4K
|
9.94K
$650K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
759+ 10.84% |
$46.3K - $51.2K
|
7.76K
$507K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
754+ 18.49% |
$46K - $50.8K
|
4.83K
$316K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
739+ 18.03% |
$45.1K - $49.8K
|
4.84K
$316K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
733+ 23.18% |
$44.7K - $49.4K
|
3.9K
$255K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
715+ 13.3% |
$43.6K - $48.2K
|
6.09K
$398K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
715+ 1.15% |
$43.6K - $48.2K
|
62.7K
$4.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
710+ 21.84% |
$43.3K - $47.9K
|
3.96K
$259K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
709+ 4.92% |
$43.3K - $47.8K
|
15.1K
$988K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
706New |
$43.1K - $47.6K
|
706
$46.2K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
704+ 12.02% |
$43K - $47.5K
|
6.56K
$429K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
698+ 1.3% |
$42.6K - $47.1K
|
54.5K
$3.56M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
690+ 167.07% |
$42.1K - $46.5K
|
1.1K
$72.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
687+ 8.78% |
$41.9K - $46.3K
|
8.51K
$556K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
677+ 1.72% |
$41.3K - $45.6K
|
40K
$2.62M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
670+ 3.61% |
$40.9K - $45.2K
|
19.3K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
664+ 2.42% |
$40.5K - $44.8K
|
28.1K
$1.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
649+ 5.09% |
$39.6K - $43.8K
|
13.4K
$876K
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
638+ 1.65% |
$38.9K - $43K
|
39.2K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
638+ 0.53% |
$38.9K - $43K
|
120K
$7.86M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
633New |
$38.6K - $42.7K
|
633
$41.4K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
632+ 7.15% |
$38.6K - $42.6K
|
9.47K
$619K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
630+ 4.87% |
$38.5K - $42.5K
|
13.6K
$887K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
573+ 1.8% |
$35K - $38.6K
|
32.3K
$2.11M
|