Purchases and Sales Made in Q3 2024 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q3 2024. 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 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
11.6KNew |
$761K - $850K
|
11.6K
$781K
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
11.5KNew |
$752K - $839K
|
11.5K
$771K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.4K+ 58.34% |
$750K - $837K
|
31K
$2.09M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
11.1K+ 26.87% |
$729K - $814K
|
52.4K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11K+ 4.67% |
$720K - $803K
|
246K
$16.5M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
10.8KNew |
$709K - $792K
|
10.8K
$728K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
10.6KNew |
$694K - $775K
|
10.6K
$712K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10.5K+ 56.79% |
$688K - $768K
|
28.9K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.4K+ 26.04% |
$682K - $761K
|
50.3K
$3.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.3KNew |
$675K - $754K
|
10.3K
$693K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.2KNew |
$668K - $745K
|
10.2K
$685K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
10K+ 4.48% |
$659K - $735K
|
234K
$15.8M
|
|
|
Oct 21, 2024
Q3 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
10KNew |
$657K - $733K
|
10K
$674K
|
|
|
Nov 14, 2024
Q3 2024
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
9.84KNew |
$646K - $721K
|
9.84K
$663K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
9.68K+ 279.63% |
$635K - $709K
|
13.1K
$885K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.65KNew |
$633K - $707K
|
9.65K
$650K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.65KNew |
$633K - $707K
|
9.65K
$650K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
9.59K+ 12.84% |
$629K - $702K
|
84.2K
$5.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
9.55KNew |
$627K - $700K
|
9.55K
$643K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.53K+ 12.79% |
$626K - $699K
|
84.1K
$5.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.09K+ 25.31% |
$597K - $666K
|
45K
$3.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
8.73K+ 3.33% |
$573K - $639K
|
271K
$18.2M
|
|
|
Nov 12, 2024
Q3 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
8.56K+ 2.08% |
$562K - $627K
|
420K
$28.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.31K+ 2.31% |
$545K - $609K
|
367K
$24.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.28K+ 137.25% |
$543K - $606K
|
14.3K
$964K
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.57KNew |
$497K - $555K
|
7.57K
$510K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7.47K+ 12.59% |
$490K - $547K
|
66.8K
$4.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7.35K+ 42.87% |
$482K - $538K
|
24.5K
$1.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
7.32K+ 0.2% |
$480K - $536K
|
3.7M
$249M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
7.24K+ 14.81% |
$475K - $531K
|
56.1K
$3.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.24K+ 31.05% |
$475K - $530K
|
30.5K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
7.08KNew |
$465K - $519K
|
7.08K
$477K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
7.08K+ 88.12% |
$464K - $518K
|
15.1K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.03K+ 31.77% |
$461K - $515K
|
29.1K
$1.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.96K+ 2.07% |
$457K - $510K
|
343K
$23.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.72K+ 172.05% |
$441K - $492K
|
10.6K
$715K
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
6.71KNew |
$441K - $492K
|
6.71K
$452K
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
6.67K+ 4.14% |
$438K - $489K
|
168K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
6.59K+ 5.09% |
$432K - $483K
|
136K
$9.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
6.39K+ 48.36% |
$420K - $468K
|
19.6K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.27K+ 5405.17% |
$412K - $459K
|
6.39K
$430K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.09KNew |
$399K - $446K
|
6.09K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.82K+ 96.0% |
$382K - $426K
|
11.9K
$800K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
5.8K+ 3.54% |
$381K - $425K
|
169K
$11.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
5.7K+ 56.62% |
$374K - $417K
|
15.8K
$1.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
5.66K+ 10.61% |
$372K - $415K
|
59K
$3.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
5.49KNew |
$361K - $403K
|
5.49K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.37K+ 70.88% |
$352K - $393K
|
12.9K
$871K
|
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
5.28K+ 97.4% |
$347K - $387K
|
10.7K
$721K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.25KNew |
$345K - $385K
|
5.25K
$354K
|