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 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
2.96K+ 2.76% |
$166K - $184K
|
110K
$7.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.94K+ 1.57% |
$165K - $182K
|
190K
$12.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.91K+ 6.68% |
$163K - $181K
|
46.4K
$3.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.86K+ 11.81% |
$160K - $178K
|
27.1K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.79K+ 1.14% |
$156K - $173K
|
248K
$16.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.75KNew |
$154K - $171K
|
2.75K
$185K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.7K+ 0.86% |
$151K - $168K
|
318K
$21.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.7K+ 13.57% |
$151K - $167K
|
22.6K
$1.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.66K+ 4.23% |
$149K - $165K
|
65.7K
$4.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.65K+ 3.07% |
$148K - $165K
|
89K
$5.99M
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
2.55K+ 0.03% |
$143K - $158K
|
10.1M
$683M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.55K+ 19.74% |
$143K - $158K
|
15.5K
$1.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2.53K+ 1612.1% |
$142K - $157K
|
2.69K
$181K
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.52K+ 5.97% |
$141K - $156K
|
44.6K
$3.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.51K+ 1.39% |
$141K - $156K
|
184K
$12.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.5KNew |
$140K - $155K
|
2.5K
$168K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.47K+ 2.42% |
$138K - $153K
|
104K
$7.02M
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.45K+ 1.95% |
$137K - $152K
|
128K
$8.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.39K+ 42.05% |
$134K - $148K
|
8.06K
$543K
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
2.33K+ 6.46% |
$131K - $145K
|
38.5K
$2.59M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.28K+ 7.62% |
$128K - $142K
|
32.2K
$2.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.26K+ 17.22% |
$127K - $140K
|
15.4K
$1.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.25K+ 241.94% |
$126K - $140K
|
3.18K
$214K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.25K+ 7.77% |
$126K - $140K
|
31.2K
$2.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.16K+ 24.51% |
$121K - $134K
|
11K
$739K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2.13K+ 16.02% |
$119K - $132K
|
15.4K
$1.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.1K+ 59.69% |
$118K - $130K
|
5.62K
$378K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.1K+ 25.41% |
$117K - $130K
|
10.4K
$697K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.03K+ 2.1% |
$114K - $126K
|
98.5K
$6.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.03K+ 2.1% |
$114K - $126K
|
98.5K
$6.64M
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.99K+ 40.47% |
$111K - $123K
|
6.89K
$464K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.98K+ 24.42% |
$111K - $123K
|
10.1K
$680K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.97K+ 149.05% |
$110K - $122K
|
3.29K
$221K
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.93K+ 49.0% |
$108K - $120K
|
5.88K
$396K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
1.9K+ 6.09% |
$106K - $118K
|
33K
$2.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.88K+ 15.68% |
$105K - $116K
|
13.8K
$932K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.83K+ 1.45% |
$103K - $114K
|
128K
$8.6M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.81K+ 8.77% |
$101K - $112K
|
22.4K
$1.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.79K+ 16.16% |
$100K - $111K
|
12.8K
$865K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.78K+ 34.61% |
$99.7K - $110K
|
6.92K
$466K
|
|
|
Aug 10, 2023
Q2 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
1.75K+ 1.03% |
$98.1K - $109K
|
171K
$11.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.74K+ 6.33% |
$97.6K - $108K
|
29.3K
$1.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.72K+ 1.23% |
$96.2K - $107K
|
141K
$9.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.72K+ 16.12% |
$96K - $106K
|
12.4K
$832K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
1.71K+ 7.65% |
$95.8K - $106K
|
24.1K
$1.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.69K+ 13.92% |
$94.4K - $105K
|
13.8K
$930K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
1.66K+ 4.11% |
$93K - $103K
|
42K
$2.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.61K+ 9.76% |
$90.4K - $100K
|
18.1K
$1.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.6K+ 1.57% |
$89.7K - $99.4K
|
104K
$6.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.52K+ 6.7% |
$85.3K - $94.6K
|
24.3K
$1.63M
|