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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.19K+ 76.45% |
$209K - $234K
|
7.36K
$496K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.18K+ 4.51% |
$209K - $233K
|
73.7K
$4.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
3.17KNew |
$208K - $233K
|
3.17K
$214K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.15KNew |
$207K - $231K
|
3.15K
$212K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.14K+ 0.44% |
$206K - $230K
|
715K
$48.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.12KNew |
$205K - $229K
|
3.12K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.09K+ 22.66% |
$203K - $226K
|
16.7K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3.07KNew |
$201K - $225K
|
3.07K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
3.07KNew |
$201K - $225K
|
3.07K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.07KNew |
$201K - $225K
|
3.07K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.05K+ 0.91% |
$200K - $223K
|
337K
$22.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.94K+ 38.33% |
$193K - $215K
|
10.6K
$715K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.77K+ 14.36% |
$182K - $203K
|
22K
$1.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.75K+ 3.65% |
$180K - $201K
|
77.9K
$5.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.73K+ 53.85% |
$179K - $200K
|
7.79K
$524K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.71K+ 23.91% |
$178K - $199K
|
14.1K
$947K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.61K+ 25.13% |
$171K - $191K
|
13K
$876K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.57KNew |
$168K - $188K
|
2.57K
$173K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.54K+ 214.37% |
$166K - $186K
|
3.72K
$251K
|
|
|
Oct 24, 2024
Q3 2024
|
Hedges Asset Management LLC
|
BUY
|
- |
2.5K+ 3.58% |
$164K - $183K
|
72.4K
$4.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.5K+ 14.86% |
$164K - $183K
|
19.3K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.45K+ 7.86% |
$161K - $179K
|
33.6K
$2.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.45KNew |
$161K - $179K
|
2.45K
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.4K+ 117.99% |
$158K - $176K
|
4.44K
$299K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.37K+ 9.97% |
$156K - $174K
|
26.1K
$1.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.35K+ 29.04% |
$154K - $172K
|
10.5K
$704K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.31K+ 18.78% |
$151K - $169K
|
14.6K
$982K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
2.27K+ 41.18% |
$149K - $166K
|
7.77K
$524K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2.24KNew |
$147K - $164K
|
2.24K
$151K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.24KNew |
$147K - $164K
|
2.24K
$151K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.23K+ 41.07% |
$147K - $164K
|
7.67K
$517K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.22KNew |
$146K - $163K
|
2.22K
$150K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.21K+ 6.28% |
$145K - $162K
|
37.3K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.16K+ 10.51% |
$142K - $158K
|
22.7K
$1.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
2.09K+ 7.78% |
$137K - $153K
|
29K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.06K+ 10.5% |
$135K - $151K
|
21.7K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
2.02K+ 0.2% |
$133K - $148K
|
1.03M
$69.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
2K+ 7.41% |
$131K - $147K
|
29K
$1.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.99K+ 8.47% |
$131K - $146K
|
25.5K
$1.72M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.92K+ 8.99% |
$126K - $140K
|
23.2K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.91K+ 5.16% |
$125K - $140K
|
38.8K
$2.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.87K+ 9.71% |
$123K - $137K
|
21.1K
$1.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.85K+ 34.05% |
$121K - $135K
|
7.27K
$490K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.83KNew |
$120K - $134K
|
1.83K
$124K
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.82K+ 34.44% |
$119K - $133K
|
7.09K
$477K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.79K+ 1.43% |
$118K - $131K
|
127K
$8.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.79K+ 7.02% |
$117K - $131K
|
27.2K
$1.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.75KNew |
$115K - $129K
|
1.75K
$118K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.71K+ 7.53% |
$112K - $125K
|
24.4K
$1.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.64K+ 6.96% |
$108K - $120K
|
25.2K
$1.7M
|