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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-261- 4.41% |
$17.7K - $19.4K
|
5.65K
$347K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-265- 7.99% |
$18K - $19.7K
|
3.05K
$187K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-272- 4.6% |
$18.5K - $20.2K
|
5.64K
$346K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-272- 3.65% |
$18.5K - $20.2K
|
7.18K
$440K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-273- 3.19% |
$18.5K - $20.2K
|
8.28K
$508K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-276- 5.21% |
$18.7K - $20.5K
|
5.02K
$308K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-285- 7.78% |
$19.4K - $21.1K
|
3.38K
$207K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-288- 2.78% |
$19.6K - $21.4K
|
10.1K
$617K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-295- 0.47% |
$20K - $21.9K
|
62.5K
$3.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-300- 2.82% |
$20.4K - $22.3K
|
10.4K
$636K
|
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-300- 0.07% |
$20.4K - $22.3K
|
414K
$25.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-308- 4.81% |
$20.9K - $22.8K
|
6.1K
$374K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-314- 0.99% |
$21.3K - $23.3K
|
31.3K
$1.92M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-324- 0.89% |
$22K - $24K
|
36.1K
$2.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-328- 0.19% |
$22.3K - $24.3K
|
171K
$10.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-331- 1.47% |
$22.5K - $24.6K
|
22.2K
$1.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-333- 4.47% |
$22.6K - $24.7K
|
7.12K
$437K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-340- 9.43% |
$23.1K - $25.2K
|
3.26K
$200K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-349- 7.49% |
$23.7K - $25.9K
|
4.31K
$264K
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-350- 1.27% |
$23.8K - $26K
|
27.2K
$1.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-369- 8.69% |
$25.1K - $27.4K
|
3.88K
$238K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-377- 5.2% |
$25.6K - $28K
|
6.87K
$421K
|
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-379- 4.1% |
$25.7K - $28.1K
|
8.87K
$544K
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-383- 3.67% |
$26K - $28.4K
|
10.1K
$617K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-387- 1.02% |
$26.3K - $28.7K
|
37.5K
$2.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-395- 10.31% |
$26.8K - $29.3K
|
3.44K
$211K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-397- 5.83% |
$27K - $29.4K
|
6.42K
$394K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-400- 28.57% |
$27.2K - $29.7K
|
1K
$61.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-400- 11.1% |
$27.2K - $29.7K
|
3.21K
$197K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-400- 6.21% |
$27.2K - $29.7K
|
6.04K
$371K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-411- 0.89% |
$27.9K - $30.5K
|
45.9K
$2.82M
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-415- 3.72% |
$28.2K - $30.8K
|
10.8K
$660K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-419- 3.57% |
$28.5K - $31.1K
|
11.3K
$695K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-420- 2.13% |
$28.5K - $31.2K
|
19.3K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-428- 3.85% |
$29.1K - $31.7K
|
10.7K
$656K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-436- 5.49% |
$29.6K - $32.3K
|
7.5K
$460K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-438- 11.08% |
$29.7K - $32.5K
|
3.52K
$216K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-440- 7.47% |
$29.9K - $32.6K
|
5.45K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-441- 2.06% |
$30K - $32.7K
|
21K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-447- 5.87% |
$30.4K - $33.2K
|
7.17K
$440K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-448- 13.15% |
$30.4K - $33.2K
|
2.96K
$182K
|
|
|
Jul 30, 2024
Q2 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-450- 1.04% |
$30.6K - $33.4K
|
43K
$2.64M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-455- 4.31% |
$30.9K - $33.7K
|
10.1K
$620K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-471- 5.62% |
$32K - $34.9K
|
7.91K
$485K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-472- 7.54% |
$32.1K - $35K
|
5.79K
$355K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-473- 0.33% |
$32.1K - $35.1K
|
144K
$8.86M
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-474- 3.71% |
$32.2K - $35.2K
|
12.3K
$755K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-480- 1.85% |
$32.6K - $35.6K
|
25.4K
$1.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-484- 12.17% |
$32.9K - $35.9K
|
3.49K
$214K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-489- 77.25% |
$33.2K - $36.3K
|
144
$8.84K
|