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 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.24K+ 68.41% |
$190K - $213K
|
7.98K
$518K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.24KNew |
$190K - $213K
|
3.24K
$210K
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
3.23KNew |
$189K - $212K
|
3.23K
$209K
|
|
|
Nov 14, 2023
Q3 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
3.22KNew |
$189K - $212K
|
3.22K
$209K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.21KNew |
$188K - $212K
|
3.21K
$209K
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.2KNew |
$187K - $211K
|
3.2K
$208K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.19K+ 11.52% |
$187K - $210K
|
30.9K
$2.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.18KNew |
$186K - $209K
|
3.18K
$206K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.18KNew |
$186K - $209K
|
3.18K
$206K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.17KNew |
$186K - $209K
|
3.17K
$206K
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.17KNew |
$185K - $209K
|
3.17K
$206K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.17KNew |
$185K - $208K
|
3.17K
$205K
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.17KNew |
$185K - $208K
|
3.17K
$205K
|
|
|
Nov 14, 2023
Q3 2023
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
3.15KNew |
$184K - $207K
|
3.15K
$204K
|
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.15KNew |
$184K - $207K
|
3.15K
$204K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
3.14KNew |
$184K - $207K
|
3.14K
$204K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.14KNew |
$184K - $207K
|
3.14K
$204K
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.14K+ 2.56% |
$184K - $207K
|
126K
$8.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.14KNew |
$184K - $206K
|
3.14K
$204K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3.07K+ 19.93% |
$180K - $202K
|
18.5K
$1.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.06KNew |
$179K - $202K
|
3.06K
$199K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
3.02K+ 2.91% |
$176K - $198K
|
107K
$6.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.01K+ 2.72% |
$176K - $198K
|
114K
$7.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
3K+ 76.92% |
$176K - $197K
|
6.9K
$448K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.97K+ 10.97% |
$174K - $196K
|
30.1K
$1.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.91K+ 8.8% |
$170K - $191K
|
36K
$2.33M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
2.89K+ 684.83% |
$169K - $190K
|
3.31K
$215K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.81K+ 42.45% |
$164K - $185K
|
9.43K
$612K
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.79K+ 25.6% |
$164K - $184K
|
13.7K
$890K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.75K+ 9.03% |
$161K - $181K
|
33.2K
$2.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.75K+ 25.42% |
$161K - $181K
|
13.5K
$879K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.67K+ 10.44% |
$156K - $175K
|
28.2K
$1.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
2.62K+ 0.9% |
$154K - $173K
|
294K
$19.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.57K+ 65.03% |
$151K - $169K
|
6.53K
$424K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
2.51K+ 70.94% |
$147K - $165K
|
6.05K
$393K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.44K+ 2.74% |
$143K - $161K
|
91.4K
$5.93M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.43K+ 2.46% |
$142K - $160K
|
101K
$6.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.42K+ 4.79% |
$141K - $159K
|
52.8K
$3.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.34K+ 1.9% |
$137K - $154K
|
125K
$8.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
2.32K+ 33.69% |
$136K - $153K
|
9.19K
$597K
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.25K+ 27.87% |
$132K - $148K
|
10.3K
$669K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.22KNew |
$130K - $146K
|
2.22K
$144K
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.2K+ 94.45% |
$129K - $145K
|
4.52K
$293K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.16K+ 20.71% |
$127K - $142K
|
12.6K
$818K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
2.15K+ 3.86% |
$126K - $142K
|
58K
$3.76M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
2.14K+ 14.94% |
$125K - $141K
|
16.5K
$1.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
2.14K+ 194.46% |
$125K - $141K
|
3.24K
$210K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.12K+ 29.65% |
$124K - $140K
|
9.27K
$602K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.1K+ 277.41% |
$123K - $138K
|
2.86K
$185K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.08K+ 25.41% |
$122K - $137K
|
10.3K
$666K
|