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
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-30.8K- 8.19% |
$1.72M - $1.91M
|
345K
$23.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-31.3K- 5.15% |
$1.75M - $1.94M
|
576K
$38.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-31.9K- 13.03% |
$1.79M - $1.98M
|
213K
$14.4M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-32.2K- 60.39% |
$1.81M - $2M
|
21.1K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Sir Capital Management, L.P.
New York, NY |
SELL
|
- |
-38K- 9.83% |
$2.13M - $2.36M
|
349K
$23.5M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-39.3K- 36.96% |
$2.2M - $2.44M
|
67K
$4.51M
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-42.4K- 3.61% |
$2.37M - $2.63M
|
1.13M
$76.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-54.4K- 7.56% |
$3.05M - $3.38M
|
666K
$44.8M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-55.1K- 67.65% |
$3.08M - $3.42M
|
26.3K
$1.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-55.6K- 5.49% |
$3.11M - $3.45M
|
956K
$64.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-60.8K- 58.46% |
$3.4M - $3.77M
|
43.2K
$2.91M
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-61.3K- 69.51% |
$3.43M - $3.8M
|
26.9K
$1.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-62K- 9.4% |
$3.47M - $3.85M
|
597K
$40.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-63.9K- 16.97% |
$3.58M - $3.97M
|
313K
$21.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-69.2K- 25.11% |
$3.87M - $4.29M
|
206K
$13.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-77.6K- 18.15% |
$4.35M - $4.82M
|
350K
$23.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-78.2K- 24.91% |
$4.38M - $4.85M
|
236K
$15.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-80K- 30.0% |
$4.48M - $4.97M
|
187K
$12.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-83.7K- 5.46% |
$4.69M - $5.2M
|
1.45M
$97.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-85.1K- 7.39% |
$4.76M - $5.28M
|
1.07M
$71.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-87.8K- 11.07% |
$4.92M - $5.45M
|
705K
$47.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-90.2K- 3.17% |
$5.05M - $5.6M
|
2.75M
$185M
|
|
|
Aug 09, 2023
Q2 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-91.1K- 1.99% |
$5.1M - $5.65M
|
4.48M
$302M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-95.9K- 2.54% |
$5.37M - $5.95M
|
3.67M
$247M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-108K- 94.2% |
$6.07M - $6.72M
|
6.67K
$449K
|
|
|
Aug 10, 2023
Q2 2023
|
Gemsstock Ltd.
London, X0 |
SELL
|
- |
-115K- 47.23% |
$6.46M - $7.16M
|
129K
$8.68M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-125K- 54.87% |
$7.01M - $7.77M
|
103K
$6.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-135K- 1.68% |
$7.53M - $8.35M
|
7.89M
$532M
|
|
|
Aug 14, 2023
Q2 2023
|
Yaupon Capital Management LP
New York, NY |
SELL
|
- |
-136K- 40.39% |
$7.63M - $8.45M
|
201K
$13.5M
|
|
|
Nov 27, 2023
Q2 2023
|
Yaupon Capital Management LP
New York, NY |
SELL
|
- |
-136K- 40.39% |
$7.63M - $8.45M
|
201K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-150K- 1.64% |
$8.4M - $9.31M
|
8.97M
$604M
|
|
|
Aug 14, 2023
Q2 2023
|
Orbis Allan Gray LTD
Hamilton, D0 |
SELL
|
- |
-155K- 2.26% |
$8.67M - $9.62M
|
6.69M
$451M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-159K- 35.85% |
$8.91M - $9.88M
|
285K
$19.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Point State Capital LP
New York, NY |
SELL
|
- |
-167K- 37.33% |
$9.33M - $10.3M
|
280K
$18.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-175K- 8.59% |
$9.81M - $10.9M
|
1.86M
$126M
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-205K- 44.93% |
$11.5M - $12.7M
|
251K
$16.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-220K- 27.59% |
$12.3M - $13.7M
|
578K
$38.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-249K- 10.4% |
$13.9M - $15.4M
|
2.14M
$144M
|
|
|
Jul 24, 2023
Q2 2023
|
Systrade Ag
Vaduz, N2 |
SELL
|
- |
-275K- 91.67% |
$15.4M - $17.1M
|
25K
$1.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-282K- 29.57% |
$15.8M - $17.5M
|
672K
$45.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Crocodile Capital Partners Gmb H
Ursensollen, 2M |
SELL
|
- |
-300K- 70.3% |
$16.8M - $18.6M
|
127K
$8.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-313K- 80.6% |
$17.6M - $19.5M
|
75.5K
$5.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-344K- 9.32% |
$19.2M - $21.3M
|
3.34M
$225M
|
|
|
Oct 07, 2024
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-344K- 9.32% |
$19.2M - $21.3M
|
3.34M
$225M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-443K- 74.28% |
$24.8M - $27.5M
|
154K
$10.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-479K- 28.44% |
$26.8M - $29.7M
|
1.21M
$81.2M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-492K- 2.2% |
$27.5M - $30.5M
|
21.9M
$1.48B
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-792K- 11.59% |
$44.3M - $49.1M
|
6.04M
$407M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-876K- 17.72% |
$49M - $54.4M
|
4.07M
$274M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-876K- 17.72% |
$49M - $54.4M
|
4.07M
$274M
|