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 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
906+ 5.3% |
$53K - $59.6K
|
18K
$1.11M
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
876+ 0.44% |
$51.3K - $57.7K
|
198K
$12.2M
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
863+ 6.69% |
$50.5K - $56.8K
|
13.8K
$846K
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
840+ 19.73% |
$49.2K - $55.3K
|
5.1K
$313K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
836+ 15.49% |
$48.9K - $55K
|
6.23K
$383K
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
827+ 13.57% |
$48.4K - $54.4K
|
6.92K
$425K
|
|
Nov 13, 2023
Q3 2023
|
Thornburg Investment Management Inc
|
BUY
|
- |
819+ 0.64% |
$47.9K - $53.9K
|
129K
$7.93M
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
810+ 22.11% |
$47.4K - $53.3K
|
4.47K
$275K
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
800+ 12.91% |
$46.8K - $52.7K
|
7K
$430K
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
796+ 3.43% |
$46.6K - $52.4K
|
24K
$1.47M
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
786+ 11.64% |
$46K - $51.7K
|
7.54K
$463K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
784+ 1.71% |
$45.9K - $51.6K
|
46.8K
$2.87M
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
780+ 2.44% |
$45.7K - $51.3K
|
32.8K
$2.02M
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
775+ 23.15% |
$45.4K - $51K
|
4.12K
$253K
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
775+ 12.72% |
$45.4K - $51K
|
6.87K
$422K
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
750+ 15.81% |
$43.9K - $49.4K
|
5.49K
$337K
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
740+ 39.17% |
$43.3K - $48.7K
|
2.63K
$162K
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
728+ 6.79% |
$42.6K - $47.9K
|
11.5K
$704K
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
720+ 6.56% |
$42.1K - $47.4K
|
11.7K
$718K
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
694+ 12.52% |
$40.6K - $45.7K
|
6.24K
$383K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
686+ 6.8% |
$40.2K - $45.2K
|
10.8K
$662K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
684+ 9.06% |
$40K - $45K
|
8.23K
$506K
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
677+ 4.4% |
$39.6K - $44.6K
|
16.1K
$987K
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
670+ 670.0% |
$39.2K - $44.1K
|
770
$47.3K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
661+ 4.11% |
$38.7K - $43.5K
|
16.7K
$1.03M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
661+ 4.11% |
$38.7K - $43.5K
|
16.7K
$1.03M
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
643+ 8.34% |
$37.6K - $42.3K
|
8.36K
$513K
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
628+ 0.93% |
$36.8K - $41.3K
|
68.3K
$4.2M
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
623+ 3.55% |
$36.5K - $41K
|
18.2K
$1.12M
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
622+ 277.68% |
$36.4K - $40.9K
|
846
$52K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
621+ 10.38% |
$36.3K - $40.9K
|
6.61K
$406K
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
618+ 5.94% |
$36.2K - $40.7K
|
11K
$677K
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
609New |
$35.6K - $40.1K
|
609
$37.4K
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
585+ 16.56% |
$34.2K - $38.5K
|
4.12K
$253K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
577+ 5.98% |
$33.8K - $38K
|
10.2K
$628K
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
561+ 15.88% |
$32.8K - $36.9K
|
4.09K
$251K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
554+ 14.69% |
$32.4K - $36.5K
|
4.33K
$266K
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
550+ 1.76% |
$32.2K - $36.2K
|
31.7K
$1.95M
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
525+ 4.68% |
$30.7K - $34.6K
|
11.7K
$721K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
517+ 10.89% |
$30.3K - $34K
|
5.26K
$323K
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
505+ 0.21% |
$29.6K - $33.2K
|
236K
$14.5M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
497+ 6.12% |
$29.1K - $32.7K
|
8.62K
$529K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
495New |
$29K - $32.6K
|
495
$30.4K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
492New |
$28.8K - $32.4K
|
492
$30.2K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
490New |
$28.7K - $32.3K
|
490
$30.1K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
482+ 13.94% |
$28.2K - $31.7K
|
3.94K
$242K
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
481+ 8.74% |
$28.2K - $31.7K
|
5.98K
$368K
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
471+ 9.79% |
$27.6K - $31K
|
5.28K
$325K
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
471+ 8.5% |
$27.6K - $31K
|
6.01K
$369K
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
465+ 2.05% |
$27.2K - $30.6K
|
23.2K
$1.42M
|