Purchases and Sales Made in Q3 2023 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q3 2023. 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 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
224New |
$13.1K - $14.7K
|
224
$13.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
221+ 3.54% |
$12.9K - $14.5K
|
6.47K
$397K
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
218+ 0.83% |
$12.8K - $14.3K
|
26.4K
$1.62M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
216+ 3.18% |
$12.6K - $14.2K
|
7.02K
$431K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
215+ 2.96% |
$12.6K - $14.2K
|
7.47K
$459K
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
BUY
|
- |
210+ 0.39% |
$12.3K - $13.8K
|
54.5K
$3.35M
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
BUY
|
- |
209+ 2.21% |
$12.2K - $13.8K
|
9.66K
$593K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
209+ 1.5% |
$12.2K - $13.8K
|
14.1K
$869K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
207+ 3.07% |
$12.1K - $13.6K
|
6.95K
$427K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
205+ 5.91% |
$12K - $13.5K
|
3.67K
$226K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
202+ 1.84% |
$11.8K - $13.3K
|
11.2K
$688K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
200+ 2.16% |
$11.7K - $13.2K
|
9.46K
$581K
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200+ 6.56% |
$11.7K - $13.2K
|
3.25K
$200K
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
200+ 0.51% |
$11.7K - $13.2K
|
39.6K
$2.43M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
187+ 2.57% |
$10.9K - $12.3K
|
7.46K
$458K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
187+ 1.86% |
$10.9K - $12.3K
|
10.2K
$628K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
184New |
$10.8K - $12.1K
|
184
$11.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
182+ 5.17% |
$10.7K - $12K
|
3.7K
$228K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
182+ 5.17% |
$10.7K - $12K
|
3.7K
$228K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
178+ 4.6% |
$10.4K - $11.7K
|
4.05K
$249K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
176+ 4.12% |
$10.3K - $11.6K
|
4.45K
$273K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
176+ 0.58% |
$10.3K - $11.6K
|
30.8K
$1.89M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
175+ 3.13% |
$10.2K - $11.5K
|
5.78K
$355K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
174+ 2.97% |
$10.2K - $11.5K
|
6.03K
$370K
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
169+ 1.04% |
$9.89K - $11.1K
|
16.4K
$1.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
168+ 2.79% |
$9.83K - $11.1K
|
6.18K
$380K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
168+ 19.95% |
$9.83K - $11.1K
|
1.01K
$62.1K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
165+ 0.63% |
$9.66K - $10.9K
|
26.5K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
154+ 1.73% |
$9.01K - $10.1K
|
9.07K
$557K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
145New |
$8.49K - $9.54K
|
145
$8.91K
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
144+ 0.12% |
$8.43K - $9.48K
|
119K
$7.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
143New |
$8.37K - $9.41K
|
143
$8.79K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
139+ 46.33% |
$8.14K - $9.15K
|
439
$27K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
135+ 3.11% |
$7.9K - $8.89K
|
4.48K
$275K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
134+ 1.94% |
$7.84K - $8.82K
|
7.02K
$432K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
133+ 6.68% |
$7.78K - $8.75K
|
2.13K
$131K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
132+ 1.22% |
$7.73K - $8.69K
|
11K
$673K
|
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
131+ 0.99% |
$7.67K - $8.62K
|
13.4K
$821K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
130+ 1.65% |
$7.61K - $8.56K
|
8.01K
$492K
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
125+ 2.58% |
$7.32K - $8.23K
|
4.97K
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
123+ 0.33% |
$7.2K - $8.1K
|
37.1K
$2.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
122+ 3.04% |
$7.14K - $8.03K
|
4.13K
$254K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
117+ 22.08% |
$6.85K - $7.7K
|
647
$39.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
115+ 21.02% |
$6.73K - $7.57K
|
662
$40.7K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
114+ 3.02% |
$6.67K - $7.5K
|
3.89K
$239K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
113+ 9.09% |
$6.61K - $7.44K
|
1.36K
$83.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
112+ 2.77% |
$6.56K - $7.37K
|
4.15K
$255K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
112+ 1.24% |
$6.56K - $7.37K
|
9.13K
$561K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
112+ 0.22% |
$6.56K - $7.37K
|
50.2K
$3.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
111+ 1.03% |
$6.5K - $7.31K
|
10.9K
$671K
|