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 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.51K- 19.55% |
$238K - $260K
|
14.4K
$885K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.68K- 5.87% |
$250K - $273K
|
59K
$3.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-3.71K- 1.1% |
$252K - $275K
|
334K
$20.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-3.8K- 2.13% |
$258K - $282K
|
174K
$10.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.89K- 8.79% |
$264K - $289K
|
40.4K
$2.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-4K- 9.87% |
$272K - $297K
|
36.5K
$2.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.15K- 3.84% |
$282K - $308K
|
104K
$6.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-4.24K- 2.27% |
$288K - $314K
|
182K
$11.2M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.3K- 2.44% |
$292K - $319K
|
172K
$10.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-4.31K- 9.17% |
$293K - $320K
|
42.7K
$2.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.66K- 8.29% |
$317K - $346K
|
51.6K
$3.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-4.94K- 16.91% |
$336K - $367K
|
24.3K
$1.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-4.98K- 1.03% |
$338K - $370K
|
477K
$29.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5.11K- 50.98% |
$347K - $379K
|
4.92K
$302K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-5.18K- 15.13% |
$351K - $384K
|
29K
$1.78M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-5.4K- 20.01% |
$367K - $400K
|
21.6K
$1.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-5.56K- 5.75% |
$377K - $412K
|
91.1K
$5.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-5.83K- 29.42% |
$396K - $432K
|
14K
$858K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.01K- 0.84% |
$408K - $446K
|
712K
$43.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.06K- 4.62% |
$411K - $449K
|
125K
$7.67M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-6.09K- 8.84% |
$414K - $452K
|
62.8K
$3.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-6.09K- 23.69% |
$414K - $452K
|
19.6K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-6.34K- 2.36% |
$430K - $470K
|
263K
$16.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-7.06K- 29.19% |
$480K - $524K
|
17.1K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-7.32K- 64.82% |
$497K - $543K
|
3.97K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.55K- 2.33% |
$513K - $560K
|
317K
$19.5M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.68K- 24.84% |
$521K - $569K
|
23.2K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-7.72K- 10.99% |
$524K - $572K
|
62.5K
$3.84M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.83K- 7.93% |
$532K - $580K
|
90.9K
$5.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-8.12K- 72.92% |
$551K - $602K
|
3.02K
$185K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-8.21K- 29.77% |
$558K - $609K
|
19.4K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.95K- 4.9% |
$608K - $664K
|
174K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-9.22K- 5.42% |
$626K - $684K
|
161K
$9.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-9.25K- 0.94% |
$628K - $686K
|
970K
$59.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-9.48K- 22.85% |
$644K - $703K
|
32K
$1.96M
|
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-10K- 14.29% |
$679K - $742K
|
60K
$3.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-10K- 5.11% |
$679K - $742K
|
186K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-10K- 28.67% |
$682K - $745K
|
25K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.4K- 0.41% |
$706K - $771K
|
2.54M
$156M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-10.6K- 70.6% |
$723K - $789K
|
4.43K
$272K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-11.1K- 4.99% |
$757K - $826K
|
212K
$13M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.5K- 29.05% |
$781K - $853K
|
28.1K
$1.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-12K- 62.66% |
$815K - $890K
|
7.15K
$439K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-12.7K- 50.77% |
$861K - $941K
|
12.3K
$755K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-13.2KClosed |
$896K - $978K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-13.4K- 17.98% |
$909K - $992K
|
61K
$3.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.2K- 6.44% |
$962K - $1.05M
|
206K
$12.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.5K- 9.19% |
$984K - $1.07M
|
143K
$8.79M
|
|
|
Jul 22, 2024
Q2 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-14.5K- 50.88% |
$985K - $1.08M
|
14K
$859K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-14.7K- 38.69% |
$999K - $1.09M
|
23.3K
$1.43M
|