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 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
1.63K+ 1.17% |
$107K - $120K
|
141K
$9.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.62KNew |
$106K - $118K
|
1.62K
$109K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.61K+ 2.58% |
$106K - $118K
|
64.2K
$4.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.61K+ 15.65% |
$106K - $118K
|
11.9K
$802K
|
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
1.6K+ 6.77% |
$105K - $117K
|
25.2K
$1.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.56K+ 0.46% |
$102K - $114K
|
336K
$22.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.53K+ 20.96% |
$101K - $112K
|
8.84K
$595K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.51K+ 37.04% |
$99.3K - $111K
|
5.59K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.48K+ 16.36% |
$96.9K - $108K
|
10.5K
$707K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.47K+ 16.63% |
$96.2K - $107K
|
10.3K
$693K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.46K+ 23.08% |
$95.8K - $107K
|
7.79K
$525K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.46K+ 7.66% |
$95.5K - $107K
|
20.5K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
1.44K+ 9.0% |
$94.3K - $105K
|
17.4K
$1.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
1.44K+ 3.09% |
$94.2K - $105K
|
47.9K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.42K+ 36.71% |
$93.4K - $104K
|
5.3K
$357K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.4K+ 41.64% |
$92K - $103K
|
4.77K
$321K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.4K+ 8.43% |
$92K - $103K
|
18K
$1.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
1.35K+ 2.03% |
$88.9K - $99.2K
|
67.9K
$4.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.34K+ 2.13% |
$88K - $98.3K
|
64.4K
$4.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.33K+ 1.58% |
$87.5K - $97.7K
|
85.6K
$5.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.32K+ 6.02% |
$86.7K - $96.8K
|
23.3K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.3K+ 41.54% |
$85.5K - $95.4K
|
4.44K
$299K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 107.74% |
$85K - $94.8K
|
2.5K
$168K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.29K+ 16.14% |
$84.6K - $94.5K
|
9.28K
$625K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.29K+ 1.69% |
$84.6K - $94.5K
|
77.6K
$5.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.24K+ 11.33% |
$81.4K - $90.9K
|
12.2K
$821K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.24K+ 2.55% |
$81.2K - $90.6K
|
49.8K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.23K+ 0.99% |
$80.8K - $90.2K
|
126K
$8.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.2K+ 71.51% |
$78.8K - $87.9K
|
2.88K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
1.2K+ 18.04% |
$78.8K - $87.9K
|
7.85K
$529K
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.19K+ 0.7% |
$78.2K - $87.3K
|
172K
$11.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.18K+ 16.4% |
$77.3K - $86.3K
|
8.35K
$563K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.18K+ 92.02% |
$77.2K - $86.2K
|
2.45K
$165K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.17K+ 26.41% |
$77.1K - $86K
|
5.62K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.16K+ 7.75% |
$76K - $84.9K
|
16.1K
$1.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.16K+ 2.8% |
$75.9K - $84.7K
|
42.4K
$2.85M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.15K+ 1.73% |
$75.6K - $84.4K
|
67.6K
$4.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.15KNew |
$75.5K - $84.3K
|
1.15K
$77.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.14K+ 10.52% |
$74.6K - $83.2K
|
11.9K
$804K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.13K+ 19.76% |
$73.9K - $82.4K
|
6.82K
$459K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.13K+ 10.63% |
$73.9K - $82.4K
|
11.7K
$789K
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
1.11K+ 11.17% |
$73.1K - $81.6K
|
11.1K
$746K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.09K+ 13.12% |
$71.8K - $80.1K
|
9.42K
$635K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.08K+ 4.62% |
$71K - $79.2K
|
24.5K
$1.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.08K+ 25.88% |
$70.8K - $79K
|
5.24K
$353K
|
|
|
Nov 13, 2024
Q3 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
1.07K+ 0.98% |
$70.3K - $78.5K
|
110K
$7.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.06K+ 1.78% |
$69.6K - $77.7K
|
60.6K
$4.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.03K+ 5.61% |
$67.5K - $75.3K
|
19.4K
$1.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.02K+ 10.17% |
$67.2K - $75K
|
11.1K
$747K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.02K+ 16.56% |
$67K - $74.8K
|
7.19K
$484K
|