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 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
10.1K+ 2.58% |
$565K - $626K
|
401K
$27M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.79K+ 7.0% |
$548K - $608K
|
150K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.79K+ 7.18% |
$548K - $607K
|
146K
$9.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
9.58K+ 9.47% |
$537K - $595K
|
111K
$7.46M
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
BUY
|
- |
9.22K+ 7.63% |
$516K - $572K
|
130K
$8.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.06K+ 3.06% |
$508K - $563K
|
306K
$20.6M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.87K+ 5.01% |
$497K - $551K
|
186K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
8.85K+ 1.11% |
$496K - $549K
|
810K
$54.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.44K+ 139.96% |
$473K - $524K
|
14.5K
$975K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.4K+ 4.12% |
$470K - $521K
|
212K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.19K+ 13.22% |
$458K - $508K
|
70.1K
$4.72M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
8.08K+ 4.22% |
$452K - $501K
|
199K
$13.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.02K+ 0.33% |
$449K - $498K
|
2.41M
$162M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
8.02KNew |
$449K - $498K
|
8.02K
$540K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.71KNew |
$432K - $478K
|
7.71K
$519K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7.62K+ 12.7% |
$427K - $473K
|
67.7K
$4.56M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.91K+ 12.77% |
$387K - $429K
|
61.1K
$4.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.82K+ 35.98% |
$382K - $424K
|
25.8K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.81K+ 14.18% |
$381K - $422K
|
54.8K
$3.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
6.8K+ 1.67% |
$381K - $422K
|
414K
$27.9M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
6.8KNew |
$381K - $422K
|
6.8K
$458K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
6.36KNew |
$356K - $395K
|
6.36K
$428K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.35K+ 11.52% |
$355K - $394K
|
61.4K
$4.14M
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
6.15KNew |
$344K - $382K
|
6.15K
$414K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
6.08KNew |
$340K - $377K
|
6.08K
$409K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.85K+ 11.77% |
$328K - $363K
|
55.6K
$3.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.73K+ 21.77% |
$321K - $355K
|
32K
$2.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
5.69K+ 4.87% |
$318K - $353K
|
123K
$8.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.65K+ 54.51% |
$317K - $351K
|
16K
$1.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
5.54K+ 33.84% |
$310K - $344K
|
21.9K
$1.48M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.5KNew |
$308K - $341K
|
5.5K
$371K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.45K+ 0.96% |
$305K - $338K
|
570K
$38.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
5.42KNew |
$304K - $337K
|
5.42K
$365K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.41K+ 2.01% |
$303K - $336K
|
275K
$18.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
5.22KNew |
$292K - $324K
|
5.22K
$351K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.18K+ 15.52% |
$290K - $322K
|
38.6K
$2.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.18K+ 91.91% |
$290K - $321K
|
10.8K
$728K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
5.08K+ 19.92% |
$285K - $316K
|
30.6K
$2.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.07K+ 29.6% |
$284K - $314K
|
22.2K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
5K+ 16.21% |
$280K - $310K
|
35.9K
$2.41M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.93KNew |
$276K - $306K
|
4.93K
$332K
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
4.92K+ 4.32% |
$276K - $306K
|
119K
$8.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.85KNew |
$272K - $301K
|
4.85K
$327K
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
4.72KNew |
$264K - $293K
|
4.72K
$318K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
4.69K+ 10.97% |
$263K - $291K
|
47.5K
$3.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
4.64K+ 19.44% |
$260K - $288K
|
28.5K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.62K+ 23.16% |
$258K - $286K
|
24.5K
$1.65M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.55K+ 8.94% |
$255K - $282K
|
55.4K
$3.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
4.49KNew |
$251K - $279K
|
4.49K
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.41K+ 10.2% |
$247K - $274K
|
47.7K
$3.21M
|