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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.5K+ 10.23% |
$617K - $694K
|
114K
$7.37M
|
|
|
Mar 14, 2024
Q3 2023
|
Scp Investment, LP
|
BUY
|
- |
10.1K+ 116.09% |
$591K - $665K
|
18.8K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.92K+ 16.16% |
$581K - $653K
|
71.4K
$4.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.62K+ 49.61% |
$563K - $633K
|
29K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
9.43KNew |
$552K - $621K
|
9.43K
$612K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.27K+ 2.22% |
$543K - $610K
|
427K
$27.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.97K+ 89.91% |
$525K - $590K
|
18.9K
$1.23M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.9K+ 65.54% |
$521K - $586K
|
22.5K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
8.15K+ 17.16% |
$477K - $536K
|
55.6K
$3.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.1KNew |
$474K - $533K
|
8.1K
$526K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
8.08KNew |
$473K - $532K
|
8.08K
$524K
|
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
BUY
|
- |
8.01KNew |
$469K - $527K
|
8.01K
$520K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.7K+ 31.39% |
$451K - $507K
|
32.2K
$2.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
7.54KNew |
$441K - $496K
|
7.54K
$490K
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
7.49KNew |
$439K - $493K
|
7.49K
$486K
|
|
|
Nov 06, 2023
Q3 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
7.44K+ 96.88% |
$435K - $490K
|
15.1K
$981K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7.44K+ 96.88% |
$435K - $490K
|
15.1K
$981K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.42K+ 111.24% |
$434K - $489K
|
14.1K
$915K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.41K+ 13.52% |
$434K - $488K
|
62.2K
$4.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
7.4K+ 16.57% |
$433K - $487K
|
52K
$3.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
7.26K+ 99.32% |
$425K - $478K
|
14.6K
$945K
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.18K+ 92.05% |
$420K - $473K
|
15K
$972K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.92K+ 78.21% |
$405K - $456K
|
15.8K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.88K+ 17.55% |
$403K - $453K
|
46.1K
$2.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6.67KNew |
$390K - $439K
|
6.67K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
6.67KNew |
$390K - $439K
|
6.67K
$433K
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
6.63K+ 3.21% |
$388K - $436K
|
213K
$13.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.46K+ 8.57% |
$378K - $425K
|
81.8K
$5.31M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.46K+ 150.54% |
$378K - $425K
|
10.7K
$697K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
6.45K+ 16.43% |
$377K - $424K
|
45.7K
$2.96M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.36KNew |
$372K - $419K
|
6.36K
$413K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.08K+ 9.22% |
$356K - $400K
|
72K
$4.67M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
6.07KNew |
$355K - $399K
|
6.07K
$394K
|
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
6KNew |
$351K - $395K
|
6K
$389K
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
5.84K+ 2.39% |
$342K - $384K
|
250K
$16.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.83KNew |
$341K - $384K
|
5.83K
$378K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.79KNew |
$339K - $381K
|
5.79K
$376K
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
5.71KNew |
$334K - $376K
|
5.71K
$371K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.57K+ 33.19% |
$326K - $367K
|
22.4K
$1.45M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.53KNew |
$324K - $364K
|
5.53K
$359K
|
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.4KNew |
$316K - $355K
|
5.4K
$351K
|
|
|
Oct 18, 2023
Q3 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
5.35K+ 33.34% |
$313K - $352K
|
21.4K
$1.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.35K+ 75.75% |
$313K - $352K
|
12.4K
$805K
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
5.28K+ 100.0% |
$309K - $348K
|
10.6K
$686K
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
5.28K+ 8.14% |
$309K - $347K
|
70.1K
$4.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
5.04K+ 56.2% |
$295K - $332K
|
14K
$909K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.02K+ 46.69% |
$294K - $331K
|
15.8K
$1.02M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.99K+ 12.03% |
$292K - $329K
|
46.5K
$3.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Founders Capital Management, LLC
|
BUY
|
- |
4.96KNew |
$290K - $327K
|
4.96K
$322K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.94K+ 83.97% |
$289K - $325K
|
10.8K
$702K
|