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 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-5.25K- 1.34% |
$294K - $326K
|
387K
$26.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-5.72K- 2.29% |
$320K - $355K
|
244K
$16.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-5.77K- 13.26% |
$323K - $358K
|
37.8K
$2.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.07K- 32.15% |
$340K - $377K
|
12.8K
$863K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-6.12K- 2.34% |
$343K - $380K
|
256K
$17.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-6.28K- 33.47% |
$352K - $390K
|
12.5K
$841K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.33K- 8.98% |
$355K - $393K
|
64.2K
$4.33M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.45K- 32.21% |
$361K - $401K
|
13.6K
$915K
|
|
|
Jul 18, 2023
Q2 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-6.63K- 1.16% |
$371K - $412K
|
563K
$37.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.86K- 2.98% |
$384K - $426K
|
224K
$15.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.99K- 51.37% |
$392K - $434K
|
6.62K
$446K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.34K- 26.97% |
$411K - $456K
|
19.9K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-7.44K- 7.87% |
$417K - $462K
|
87.1K
$5.87M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.5K- 5.34% |
$476K - $528K
|
151K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-8.71K- 1.05% |
$488K - $541K
|
820K
$55.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.96K- 15.43% |
$502K - $556K
|
49.1K
$3.31M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8.97K- 71.82% |
$502K - $557K
|
3.52K
$237K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.18K- 16.27% |
$514K - $570K
|
47.3K
$3.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.39K- 4.97% |
$526K - $583K
|
180K
$12.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-9.62K- 3.76% |
$539K - $597K
|
246K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-9.97K- 3.08% |
$558K - $619K
|
313K
$21.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-10K- 14.29% |
$560K - $621K
|
60K
$4.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-11.9K- 5.44% |
$667K - $740K
|
207K
$14M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-12.3K- 6.18% |
$687K - $761K
|
186K
$12.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-13.3K- 0.54% |
$744K - $824K
|
2.46M
$166M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-13.8K- 34.26% |
$770K - $854K
|
26.4K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-14.4K- 51.46% |
$807K - $895K
|
13.6K
$916K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-14.6K- 43.65% |
$819K - $908K
|
18.9K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-15K- 36.23% |
$840K - $931K
|
26.4K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-15.8K- 46.45% |
$883K - $978K
|
18.2K
$1.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-16.8K- 1.72% |
$942K - $1.04M
|
960K
$64.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-17.1K- 52.49% |
$956K - $1.06M
|
15.4K
$1.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.1K- 2.05% |
$956K - $1.06M
|
817K
$55M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-17.2K- 26.54% |
$960K - $1.06M
|
47.5K
$3.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-17.9K- 42.77% |
$1M - $1.11M
|
23.9K
$1.61M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-18.3K- 3.01% |
$1.02M - $1.14M
|
589K
$39.7M
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-18.6K- 6.65% |
$1.04M - $1.16M
|
262K
$17.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-19.1K- 10.41% |
$1.07M - $1.19M
|
165K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-19.8K- 7.18% |
$1.11M - $1.23M
|
256K
$17.2M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20K- 7.27% |
$1.12M - $1.24M
|
255K
$17.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-20.1K- 3.5% |
$1.12M - $1.25M
|
554K
$37.3M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-20.4K- 65.98% |
$1.14M - $1.26M
|
10.5K
$708K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-21.4K- 4.95% |
$1.2M - $1.33M
|
412K
$27.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-21.5K- 25.49% |
$1.2M - $1.33M
|
62.7K
$4.23M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-21.6KClosed |
$1.21M - $1.34M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-21.8K- 2.09% |
$1.22M - $1.36M
|
1.02M
$68.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-22.1K- 25.91% |
$1.24M - $1.37M
|
63.3K
$4.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-25.4K- 54.68% |
$1.42M - $1.57M
|
21K
$1.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-26.6K- 69.79% |
$1.49M - $1.65M
|
11.5K
$776K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-30.1K- 4.3% |
$1.69M - $1.87M
|
671K
$45.2M
|