Purchases and Sales Made in Q2 2023 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.1K- 4.73% |
$61.5K - $68.2K
|
22.1K
$1.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.13K- 2.3% |
$63K - $69.8K
|
47.9K
$3.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.14K- 4.77% |
$63.7K - $70.6K
|
22.7K
$1.53M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-1.14K- 2.68% |
$64K - $70.9K
|
41.5K
$2.8M
|
|
|
Sep 27, 2024
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.16K- 2.35% |
$65K - $72K
|
48.2K
$3.24M
|
|
|
Jul 19, 2023
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.16K- 2.35% |
$65K - $72K
|
48.2K
$3.24M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.22K- 6.58% |
$68.3K - $75.7K
|
17.3K
$1.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-1.23K- 0.08% |
$68.6K - $76K
|
1.5M
$101M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.28K- 22.39% |
$71.5K - $79.2K
|
4.42K
$298K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.28K- 27.72% |
$71.5K - $79.3K
|
3.33K
$224K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.28K- 27.72% |
$71.5K - $79.3K
|
3.33K
$224K
|
|
|
Aug 11, 2023
Q2 2023
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-1.29K- 0.39% |
$72.5K - $80.3K
|
332K
$22.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.3K- 13.72% |
$72.9K - $80.8K
|
8.19K
$551K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.47K- 4.61% |
$82.3K - $91.2K
|
30.4K
$2.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.48K- 24.8% |
$83K - $92K
|
4.49K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-1.48K- 0.67% |
$83.1K - $92.1K
|
219K
$14.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.49K- 2.66% |
$83.3K - $92.3K
|
54.5K
$3.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.5K- 11.46% |
$84.2K - $93.3K
|
11.6K
$782K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.5K- 1.96% |
$84.2K - $93.3K
|
75.4K
$5.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-1.51K- 1.48% |
$84.8K - $94K
|
100K
$6.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.52K- 35.39% |
$85.1K - $94.3K
|
2.77K
$187K
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.52K- 9.39% |
$85.2K - $94.4K
|
14.7K
$988K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.57K- 13.14% |
$88.1K - $97.7K
|
10.4K
$701K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.6K- 2.13% |
$89.6K - $99.3K
|
73.6K
$4.96M
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.64K- 1.56% |
$91.7K - $102K
|
104K
$6.98M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
SELL
|
- |
-1.64K- 2.21% |
$91.8K - $102K
|
72.6K
$4.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.64K- 61.25% |
$91.9K - $102K
|
1.04K
$69.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-1.65K- 14.98% |
$92.5K - $102K
|
9.37K
$631K
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.71K- 3.39% |
$95.7K - $106K
|
48.8K
$3.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.74K- 23.06% |
$97.3K - $108K
|
5.8K
$390K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.77K- 11.31% |
$98.8K - $110K
|
13.8K
$932K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.78K- 9.38% |
$99.7K - $111K
|
17.2K
$1.16M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.79K- 3.95% |
$100K - $111K
|
43.6K
$2.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.8K- 72.65% |
$101K - $111K
|
676
$45.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.92K- 7.6% |
$108K - $119K
|
23.4K
$1.57M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.98K- 73.3% |
$111K - $123K
|
721
$48.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-2K- 7.43% |
$112K - $124K
|
24.9K
$1.68M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.03K- 7.42% |
$114K - $126K
|
25.3K
$1.71M
|
|
|
Jul 28, 2023
Q2 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-2.04K- 4.23% |
$114K - $127K
|
46.2K
$3.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.05K- 10.62% |
$115K - $127K
|
17.3K
$1.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-2.16K- 24.31% |
$121K - $134K
|
6.73K
$453K
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2.2KClosed |
$123K - $137K
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.2K- 16.27% |
$123K - $137K
|
11.3K
$764K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.27K- 3.69% |
$127K - $141K
|
59.1K
$3.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.33K- 11.19% |
$131K - $145K
|
18.5K
$1.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.38K- 7.12% |
$133K - $148K
|
31.1K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-2.39K- 16.71% |
$134K - $149K
|
11.9K
$804K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.4K- 24.12% |
$135K - $149K
|
7.56K
$509K
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.44K- 2.34% |
$137K - $152K
|
102K
$6.87M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.46K- 17.25% |
$138K - $153K
|
11.8K
$795K
|