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
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.04K+ 13.66% |
$120K - $134K
|
17K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
2K+ 0.57% |
$117K - $132K
|
352K
$21.6M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2K+ 74.07% |
$117K - $132K
|
4.7K
$289K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.99K+ 18.94% |
$116K - $131K
|
12.5K
$768K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.98K+ 1.55% |
$116K - $130K
|
130K
$7.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.98K+ 9.4% |
$116K - $130K
|
23K
$1.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.94K+ 14.0% |
$113K - $127K
|
15.8K
$969K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.87K+ 38.6% |
$110K - $123K
|
6.73K
$413K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.77K+ 12.23% |
$104K - $117K
|
16.2K
$998K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.76K+ 735.15% |
$103K - $116K
|
2K
$123K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.75K+ 11.84% |
$102K - $115K
|
16.5K
$1.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.73K+ 27.92% |
$101K - $114K
|
7.92K
$487K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
1.72K+ 1.99% |
$101K - $113K
|
88.6K
$5.44M
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.71K+ 3.69% |
$100K - $113K
|
48.2K
$2.96M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.67K+ 7.4% |
$97.8K - $110K
|
24.2K
$1.49M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.67K+ 9.68% |
$97.6K - $110K
|
18.9K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.64K+ 0.08% |
$95.7K - $108K
|
2.01M
$124M
|
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.62KNew |
$94.8K - $107K
|
1.62K
$99.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.53K+ 2.75% |
$89.4K - $101K
|
57.1K
$3.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.44K+ 6.97% |
$84.2K - $94.6K
|
22.1K
$1.36M
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
1.43KNew |
$83.9K - $94.3K
|
1.43K
$88K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.43K+ 27.24% |
$83.6K - $94K
|
6.67K
$410K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 55.8% |
$83.6K - $94K
|
3.99K
$245K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.42K+ 7.81% |
$82.9K - $93.3K
|
19.6K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.37K+ 2.49% |
$80.3K - $90.3K
|
56.4K
$3.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.36K+ 35.3% |
$79.8K - $89.8K
|
5.23K
$321K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.31K+ 22.52% |
$76.4K - $85.9K
|
7.1K
$436K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.3K+ 5.78% |
$75.9K - $85.4K
|
23.7K
$1.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.29KNew |
$75.7K - $85.2K
|
1.29K
$79.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.29K+ 11.97% |
$75.7K - $85.2K
|
12.1K
$744K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
1.28K+ 5.15% |
$74.7K - $84K
|
26.1K
$1.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.24KNew |
$72.4K - $81.4K
|
1.24K
$76K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.22K+ 32.49% |
$71.4K - $80.3K
|
4.98K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.14K+ 53.04% |
$66.4K - $74.7K
|
3.28K
$201K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.11K+ 10.38% |
$65K - $73.1K
|
11.8K
$725K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.1K+ 5.54% |
$64.6K - $72.6K
|
21K
$1.29M
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.09K+ 9.43% |
$63.7K - $71.6K
|
12.6K
$776K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.07K+ 29.08% |
$62.6K - $70.4K
|
4.75K
$292K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.07KNew |
$62.4K - $70.2K
|
1.07K
$65.5K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
1.06K+ 1.35% |
$62.2K - $69.9K
|
79.5K
$4.88M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.03K+ 26.61% |
$60.5K - $68.1K
|
4.92K
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.01K+ 107.22% |
$59.1K - $66.5K
|
1.95K
$120K
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1K+ 2.15% |
$58.5K - $65.8K
|
47.6K
$2.92M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
993+ 5.75% |
$58.1K - $65.4K
|
18.3K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
980+ 14.06% |
$57.4K - $64.5K
|
7.95K
$489K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
956+ 10.41% |
$56K - $62.9K
|
10.1K
$623K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
951+ 15.73% |
$55.7K - $62.6K
|
7K
$430K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
935+ 5.01% |
$54.7K - $61.5K
|
19.6K
$1.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
924+ 26.01% |
$54.1K - $60.8K
|
4.48K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
921+ 16.39% |
$53.9K - $60.6K
|
6.54K
$402K
|