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 05, 2023
Q3 2023
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-409- 0.24% |
$23.9K - $26.9K
|
168K
$11M
|
|
|
Oct 12, 2023
Q3 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-411- 0.58% |
$24.1K - $27.1K
|
70K
$4.56M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-411- 21.52% |
$24.1K - $27.1K
|
1.5K
$97.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-415- 8.39% |
$24.3K - $27.3K
|
4.53K
$295K
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-416- 2.8% |
$24.3K - $27.4K
|
14.4K
$941K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-418- 10.46% |
$24.5K - $27.5K
|
3.58K
$233K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-419- 0.28% |
$24.5K - $27.6K
|
150K
$9.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-420- 5.8% |
$24.6K - $27.6K
|
6.83K
$445K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-450Closed |
$26.3K - $29.6K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-500- 5.38% |
$29.3K - $32.9K
|
8.8K
$573K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-502- 4.11% |
$29.4K - $33K
|
11.7K
$763K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-507- 3.83% |
$29.7K - $33.4K
|
12.7K
$831K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-512- 8.13% |
$30K - $33.7K
|
5.79K
$377K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-514- 11.75% |
$30.1K - $33.8K
|
3.86K
$252K
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-517- 7.66% |
$30.3K - $34K
|
6.23K
$406K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-525- 6.74% |
$30.7K - $34.6K
|
7.26K
$473K
|
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-529- 3.49% |
$31K - $34.8K
|
14.6K
$955K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-540- 3.12% |
$31.6K - $35.5K
|
16.8K
$1.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-548- 13.42% |
$32.1K - $36.1K
|
3.54K
$230K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-549- 0.53% |
$32.1K - $36.1K
|
104K
$6.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-553- 1.59% |
$32.4K - $36.4K
|
34.2K
$2.23M
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-555- 3.17% |
$32.5K - $36.5K
|
17K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-562- 7.46% |
$32.9K - $37K
|
6.98K
$455K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-564- 1.19% |
$33K - $37.1K
|
46.7K
$3.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-572- 1.38% |
$33.5K - $37.6K
|
40.9K
$2.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-575- 1.32% |
$33.7K - $37.8K
|
43K
$2.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-586- 3.1% |
$34.3K - $38.6K
|
18.3K
$1.19M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-592- 29.82% |
$34.6K - $39K
|
1.39K
$90.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-592- 1.07% |
$34.6K - $39K
|
54.8K
$3.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-609- 0.59% |
$35.6K - $40.1K
|
103K
$6.74M
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-609- 7.46% |
$35.6K - $40.1K
|
7.56K
$493K
|
|
|
Nov 14, 2023
Q3 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-625- 2.0% |
$36.6K - $41.1K
|
30.6K
$2M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-647- 5.61% |
$37.9K - $42.6K
|
10.9K
$709K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-650- 6.63% |
$38K - $42.8K
|
9.15K
$596K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-686- 11.12% |
$40.2K - $45.2K
|
5.48K
$357K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-690- 5.85% |
$40.4K - $45.4K
|
11.1K
$724K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-694- 8.47% |
$40.6K - $45.7K
|
7.5K
$488K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-695- 92.67% |
$40.7K - $45.7K
|
55
$3.58K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-697- 5.58% |
$40.8K - $45.9K
|
11.8K
$769K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-699- 7.69% |
$40.9K - $46K
|
8.39K
$547K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-700- 48.64% |
$41K - $46.1K
|
739
$48.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-707- 26.3% |
$41.4K - $46.5K
|
1.98K
$129K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-721- 18.12% |
$42.2K - $47.5K
|
3.26K
$212K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-723- 48.07% |
$42.3K - $47.6K
|
781
$50.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-728- 8.18% |
$42.6K - $47.9K
|
8.17K
$533K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-728- 8.18% |
$42.6K - $47.9K
|
8.17K
$533K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-734- 17.12% |
$43K - $48.3K
|
3.55K
$232K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-759- 5.14% |
$44.4K - $50K
|
14K
$912K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-760- 19.43% |
$44.5K - $50K
|
3.15K
$205K
|
|
|
Mar 12, 2025
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-766- 1.01% |
$44.8K - $50.4K
|
74.8K
$4.88M
|