Purchases and Sales Made in Q3 2022 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2022
Q3 2022
|
Sailing Stone Capital Partners LLC
Houston, TX |
BUY
|
- |
22New |
$493 - $1.22K
|
22
$1.48K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22+ 0.25% |
$493 - $1.22K
|
8.99K
$605K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
20+ 2.11% |
$448 - $1.11K
|
968
$65.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
20+ 0.27% |
$448 - $1.11K
|
7.41K
$499K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
19+ 0.45% |
$426 - $1.06K
|
4.24K
$286K
|
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
19+ 0.43% |
$426 - $1.06K
|
4.47K
$301K
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
15+ 0.35% |
$336 - $835
|
4.35K
$293K
|
|
|
Oct 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
15+ 0.05% |
$336 - $835
|
30.2K
$2.03M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11+ 0.73% |
$247 - $612
|
1.53K
$103K
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
8+ 1.03% |
$179 - $445
|
781
$52.6K
|
|
|
Dec 02, 2022
Q3 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
8+ 0.06% |
$179 - $445
|
12.6K
$849K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
8+ 28.57% |
$179 - $445
|
36
$2.42K
|
|
|
Nov 09, 2022
Q3 2022
|
Clarus Group, Inc.
|
BUY
|
- |
8+ 0.05% |
$179 - $445
|
15.3K
$1.03M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7+ 0.1% |
$157 - $390
|
6.79K
$457K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6+ 0.07% |
$135 - $334
|
8.71K
$586K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 0.07% |
$135 - $334
|
8.32K
$560K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
6+ 0.43% |
$135 - $334
|
1.42K
$95.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
5+ 0.05% |
$112 - $278
|
10.6K
$715K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 1.05% |
$112 - $278
|
479
$32.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.02% |
$112 - $278
|
31.2K
$2.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 0.78% |
$112 - $278
|
649
$43.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
5+ 0.12% |
$112 - $278
|
4.35K
$293K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
5+ 0.23% |
$112 - $278
|
2.22K
$149K
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
4+ 0.12% |
$89.7 - $223
|
3.25K
$219K
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
4+ 0.08% |
$89.7 - $223
|
4.74K
$320K
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4+ 0.09% |
$89.7 - $223
|
4.43K
$299K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.93% |
$67.3 - $167
|
325
$21.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2+ 0.08% |
$44.8 - $111
|
2.45K
$165K
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.04% |
$44.8 - $111
|
4.45K
$300K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.24% |
$44.8 - $111
|
842
$56.7K
|
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$44.8 - $111
|
4.56K
$307K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.53% |
$44.8 - $111
|
378
$25.5K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.12% |
$22.4 - $55.7
|
810
$54.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
1+ 0.01% |
$22.4 - $55.7
|
8.89K
$599K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 11.11% |
$22.4 - $55.7
|
10
$674
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$22.4 - $55.7
|
6.15K
$414K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.07% |
$22.4 - $55.7
|
1.53K
$103K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
SELL
|
- |
-1- 0.01% |
$22.4 - $55.7
|
6.92K
$466K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 0.08% |
$22.4 - $55.7
|
1.18K
$79.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.88% |
$22.4 - $55.7
|
112
$7.54K
|
|
|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$22.4 - $55.7
|
4.77K
$322K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2- 0.02% |
$44.8 - $111
|
11.8K
$797K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-3- 0.03% |
$67.3 - $167
|
9.85K
$663K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-5- 0.3% |
$112 - $278
|
1.64K
$111K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-8- 0.47% |
$179 - $445
|
1.69K
$114K
|