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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
350+ 2.96% |
$7.85K - $19.5K
|
12.2K
$820K
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
341+ 7.1% |
$7.65K - $19K
|
5.15K
$347K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
337+ 8.55% |
$7.56K - $18.8K
|
4.28K
$288K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
337+ 8.55% |
$7.56K - $18.8K
|
4.28K
$288K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
337+ 0.18% |
$7.56K - $18.8K
|
192K
$12.9M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
336+ 3.49% |
$7.53K - $18.7K
|
9.97K
$671K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
336+ 7.65% |
$7.53K - $18.7K
|
4.73K
$318K
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
335+ 1.29% |
$7.51K - $18.6K
|
26.3K
$1.77M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
331+ 1.66% |
$7.42K - $18.4K
|
20.3K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
331+ 5.15% |
$7.42K - $18.4K
|
6.76K
$456K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
330+ 6.93% |
$7.4K - $18.4K
|
5.1K
$343K
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
330+ 1.84% |
$7.4K - $18.4K
|
18.2K
$1.23M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
325+ 4.3% |
$7.29K - $18.1K
|
7.89K
$531K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
323+ 107.67% |
$7.24K - $18K
|
623
$42K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
320+ 10.67% |
$7.17K - $17.8K
|
3.32K
$224K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
313+ 10.0% |
$7.02K - $17.4K
|
3.44K
$232K
|
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
300+ 5.06% |
$6.73K - $16.7K
|
6.23K
$420K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
300New |
$6.73K - $16.7K
|
300
$20.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
284+ 0.83% |
$6.37K - $15.8K
|
34.3K
$2.31M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
282+ 2.7% |
$6.32K - $15.7K
|
10.7K
$723K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
281+ 12.16% |
$6.3K - $15.6K
|
2.59K
$175K
|
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
271+ 0.99% |
$6.08K - $15.1K
|
27.6K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
270+ 4.93% |
$6.05K - $15K
|
5.75K
$387K
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
259+ 2.04% |
$5.81K - $14.4K
|
12.9K
$871K
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
254+ 1.14% |
$5.69K - $14.1K
|
22.5K
$1.51M
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
248+ 635.9% |
$5.56K - $13.8K
|
287
$19.3K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
247+ 8.06% |
$5.54K - $13.7K
|
3.31K
$223K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
241+ 5.3% |
$5.4K - $13.4K
|
4.79K
$323K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
238+ 85.3% |
$5.34K - $13.2K
|
517
$34.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
236+ 1.19% |
$5.29K - $13.1K
|
20.1K
$1.36M
|
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
219+ 4.26% |
$4.91K - $12.2K
|
5.36K
$361K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
219+ 0.84% |
$4.91K - $12.2K
|
26.3K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
215New |
$4.82K - $12K
|
215
$14.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Welch Group, LLC
|
BUY
|
- |
210+ 3.44% |
$4.71K - $11.7K
|
6.32K
$426K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
209+ 0.78% |
$4.69K - $11.6K
|
27.2K
$1.83M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
202New |
$4.53K - $11.2K
|
202
$13.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
182+ 1.4% |
$4.08K - $10.1K
|
13.2K
$889K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
181+ 14.9% |
$4.06K - $10.1K
|
1.4K
$94K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
170+ 1.27% |
$3.81K - $9.46K
|
13.6K
$916K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
161+ 3.66% |
$3.61K - $8.96K
|
4.56K
$307K
|
|
|
Oct 12, 2022
Q3 2022
|
Albert D Mason Inc
|
BUY
|
- |
160+ 1.93% |
$3.59K - $8.91K
|
8.47K
$570K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
155+ 20.53% |
$3.48K - $8.63K
|
910
$61.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
152+ 0.14% |
$3.41K - $8.46K
|
107K
$7.23M
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
150New |
$3.36K - $8.35K
|
150
$10.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
150New |
$3.36K - $8.35K
|
150
$10.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
147+ 0.08% |
$3.3K - $8.18K
|
185K
$12.5M
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
145+ 41.43% |
$3.25K - $8.07K
|
495
$33.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
136New |
$3.05K - $7.57K
|
136
$9.16K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
135+ 0.2% |
$3.03K - $7.51K
|
67K
$4.51M
|
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
129+ 0.55% |
$2.89K - $7.18K
|
23.6K
$1.59M
|