Purchases and Sales Made in Q2 2024 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q2 2024. 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, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-113- 1.97% |
$7.67K - $8.38K
|
5.62K
$345K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-113- 0.7% |
$7.67K - $8.38K
|
16K
$982K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-117- 1.39% |
$7.95K - $8.68K
|
8.33K
$511K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-118- 7.23% |
$8.01K - $8.75K
|
1.51K
$92.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-118- 1.35% |
$8.01K - $8.75K
|
8.61K
$529K
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-125- 3.54% |
$8.49K - $9.27K
|
3.41K
$209K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-128- 1.28% |
$8.69K - $9.49K
|
9.85K
$604K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-129- 2.05% |
$8.76K - $9.57K
|
6.17K
$379K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-130- 3.08% |
$8.83K - $9.64K
|
4.09K
$251K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-130- 0.57% |
$8.83K - $9.64K
|
22.6K
$1.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-130- 2.71% |
$8.83K - $9.64K
|
4.68K
$287K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-136- 0.69% |
$9.24K - $10.1K
|
19.5K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-136- 2.15% |
$9.24K - $10.1K
|
6.18K
$379K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-138- 3.68% |
$9.37K - $10.2K
|
3.61K
$221K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-142- 1.83% |
$9.64K - $10.5K
|
7.62K
$467K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-150- 0.97% |
$10.2K - $11.1K
|
15.2K
$935K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-150- 0.79% |
$10.2K - $11.1K
|
19K
$1.16M
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-153- 7.58% |
$10.4K - $11.3K
|
1.87K
$114K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-156- 3.68% |
$10.6K - $11.6K
|
4.08K
$250K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-160- 1.48% |
$10.9K - $11.9K
|
10.7K
$655K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-160- 1.85% |
$10.9K - $11.9K
|
8.47K
$519K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-164- 2.78% |
$11.1K - $12.2K
|
5.73K
$352K
|
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-175- 3.96% |
$11.9K - $13K
|
4.25K
$261K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-182- 4.94% |
$12.4K - $13.5K
|
3.5K
$215K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-183- 1.89% |
$12.4K - $13.6K
|
9.52K
$584K
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-187- 2.94% |
$12.7K - $13.9K
|
6.18K
$379K
|
|
|
Jul 02, 2024
Q2 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-190- 0.95% |
$12.9K - $14.1K
|
19.8K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-194- 1.53% |
$13.2K - $14.4K
|
12.5K
$766K
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-200- 3.23% |
$13.6K - $14.8K
|
6K
$368K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 2.71% |
$13.6K - $14.8K
|
7.19K
$441K
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-200- 1.63% |
$13.6K - $14.8K
|
12K
$739K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-202- 59.59% |
$13.7K - $15K
|
137
$8.41K
|
|
|
Jul 24, 2024
Q2 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-210- 0.06% |
$14.3K - $15.6K
|
335K
$20.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-212- 0.47% |
$14.4K - $15.7K
|
45.3K
$2.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-215- 3.1% |
$14.6K - $15.9K
|
6.71K
$412K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-216- 1.43% |
$14.7K - $16K
|
14.9K
$914K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-216- 5.65% |
$14.7K - $16K
|
3.6K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-219- 0.44% |
$14.9K - $16.2K
|
49.1K
$3.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-220- 5.25% |
$14.9K - $16.3K
|
3.97K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-221- 3.55% |
$15K - $16.4K
|
6K
$368K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-225- 1.63% |
$15.3K - $16.7K
|
13.5K
$831K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-227- 3.36% |
$15.4K - $16.8K
|
6.54K
$401K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-228- 2.27% |
$15.5K - $16.9K
|
9.83K
$603K
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-233- 7.4% |
$15.8K - $17.3K
|
2.92K
$179K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-236- 2.3% |
$16K - $17.5K
|
10K
$615K
|
|
|
Aug 07, 2024
Q2 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-242- 1.03% |
$16.4K - $17.9K
|
23.2K
$1.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-250- 1.4% |
$17K - $18.5K
|
17.7K
$1.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-250- 5.89% |
$17K - $18.5K
|
3.99K
$245K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-257- 6.91% |
$17.5K - $19.1K
|
3.46K
$213K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-257- 0.82% |
$17.5K - $19.1K
|
31.2K
$1.92M
|