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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
183+ 7.79% |
$10.2K - $11.4K
|
2.53K
$171K
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
177+ 2.0% |
$9.91K - $11K
|
9.03K
$608K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
166+ 1.75% |
$9.3K - $10.3K
|
9.65K
$650K
|
|
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
164+ 0.04% |
$9.18K - $10.2K
|
425K
$28.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
164+ 0.04% |
$9.18K - $10.2K
|
425K
$28.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
155+ 2.05% |
$8.68K - $9.62K
|
7.71K
$520K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
154+ 0.56% |
$8.62K - $9.56K
|
27.7K
$1.87M
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
150+ 1.55% |
$8.4K - $9.31K
|
9.82K
$661K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
146+ 18.34% |
$8.18K - $9.06K
|
942
$63.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
145+ 15.14% |
$8.12K - $9K
|
1.1K
$74.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
140New |
$7.84K - $8.69K
|
140
$9.43K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
136+ 3.3% |
$7.62K - $8.44K
|
4.26K
$287K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
136+ 5.61% |
$7.62K - $8.44K
|
2.56K
$172K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
136+ 2.06% |
$7.62K - $8.44K
|
6.74K
$454K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
135+ 1.26% |
$7.56K - $8.38K
|
10.8K
$729K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
133New |
$7.45K - $8.26K
|
133
$8.96K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
130+ 32.5% |
$7.28K - $8.07K
|
530
$35.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
BUY
|
- |
128+ 3.22% |
$7.17K - $7.94K
|
4.1K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
127+ 9.22% |
$7.11K - $7.88K
|
1.5K
$101K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
120+ 6.41% |
$6.72K - $7.45K
|
1.99K
$134K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
115New |
$6.44K - $7.14K
|
115
$7.75K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
113+ 3.39% |
$6.33K - $7.01K
|
3.44K
$232K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
106+ 1.95% |
$5.94K - $6.58K
|
5.54K
$373K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
100+ 42.37% |
$5.6K - $6.21K
|
336
$22.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100+ 25.0% |
$5.6K - $6.21K
|
500
$33.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
100New |
$5.6K - $6.21K
|
100
$6.74K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
96+ 4.16% |
$5.38K - $5.96K
|
2.41K
$162K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
90+ 2.26% |
$5.04K - $5.59K
|
4.07K
$274K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
90+ 1.46% |
$5.04K - $5.59K
|
6.25K
$421K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
84+ 144.83% |
$4.7K - $5.21K
|
142
$9.57K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
83+ 38.25% |
$4.65K - $5.15K
|
300
$20.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
83+ 1.04% |
$4.65K - $5.15K
|
8.09K
$545K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
80+ 0.55% |
$4.48K - $4.97K
|
14.7K
$992K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
77+ 0.86% |
$4.31K - $4.78K
|
9.03K
$608K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
76+ 25.0% |
$4.26K - $4.72K
|
380
$25.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
76+ 2.07% |
$4.26K - $4.72K
|
3.75K
$252K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
74+ 1.23% |
$4.14K - $4.59K
|
6.1K
$411K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
73+ 1.86% |
$4.09K - $4.53K
|
4K
$269K
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
69+ 0.3% |
$3.86K - $4.28K
|
23K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
66+ 4.44% |
$3.7K - $4.1K
|
1.55K
$104K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
66+ 1.41% |
$3.7K - $4.1K
|
4.75K
$320K
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
64+ 1.43% |
$3.58K - $3.97K
|
4.54K
$306K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
63+ 0.19% |
$3.53K - $3.91K
|
33.6K
$2.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
60+ 0.95% |
$3.36K - $3.72K
|
6.35K
$428K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
60+ 1.42% |
$3.36K - $3.72K
|
4.29K
$289K
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
59+ 0.17% |
$3.3K - $3.66K
|
34.9K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
59+ 0.82% |
$3.3K - $3.66K
|
7.27K
$490K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
58+ 1.52% |
$3.25K - $3.6K
|
3.87K
$260K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
56+ 1.07% |
$3.14K - $3.48K
|
5.31K
$358K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
56+ 30.6% |
$3.14K - $3.48K
|
239
$16.1K
|