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 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
501+ 0.61% |
$32.9K - $36.7K
|
82.5K
$5.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
489+ 14.07% |
$32.1K - $35.8K
|
3.97K
$267K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
489+ 1.35% |
$32.1K - $35.8K
|
36.7K
$2.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
487+ 0.88% |
$32K - $35.7K
|
56.1K
$3.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
482+ 8.54% |
$31.6K - $35.3K
|
6.12K
$412K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
481+ 0.34% |
$31.6K - $35.2K
|
144K
$9.68M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
470+ 15.41% |
$30.9K - $34.4K
|
3.52K
$237K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
463+ 11.86% |
$30.4K - $33.9K
|
4.37K
$294K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
450New |
$29.5K - $33K
|
450
$30.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
448+ 4.43% |
$29.4K - $32.8K
|
10.6K
$711K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
445+ 14.18% |
$29.2K - $32.6K
|
3.58K
$241K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
439New |
$28.8K - $32.2K
|
439
$29.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
425+ 7.69% |
$27.9K - $31.1K
|
5.96K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
420+ 10.2% |
$27.6K - $30.8K
|
4.54K
$306K
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
418+ 0.76% |
$27.4K - $30.6K
|
55.4K
$3.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
417+ 5.27% |
$27.4K - $30.6K
|
8.32K
$561K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
416+ 1.89% |
$27.3K - $30.5K
|
22.5K
$1.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
414+ 583.1% |
$27.2K - $30.3K
|
485
$32.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
407+ 12.62% |
$26.7K - $29.8K
|
3.63K
$245K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
400+ 2.47% |
$26.3K - $29.3K
|
16.6K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
400+ 11.67% |
$26.3K - $29.3K
|
3.83K
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
393+ 9.98% |
$25.8K - $28.8K
|
4.33K
$292K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
393+ 11.45% |
$25.8K - $28.8K
|
3.82K
$258K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
392+ 0.72% |
$25.7K - $28.7K
|
54.8K
$3.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
388+ 3.91% |
$25.5K - $28.4K
|
10.3K
$695K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
375+ 7.18% |
$24.6K - $27.5K
|
5.6K
$377K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
368+ 11.35% |
$24.2K - $27K
|
3.61K
$243K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
363+ 0.34% |
$23.8K - $26.6K
|
106K
$7.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
363+ 1.6% |
$23.8K - $26.6K
|
23.1K
$1.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
353+ 3.21% |
$23.2K - $25.9K
|
11.4K
$765K
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
350+ 1.28% |
$23K - $25.6K
|
27.6K
$1.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
349+ 1.5% |
$22.9K - $25.6K
|
23.5K
$1.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
345+ 7.93% |
$22.6K - $25.3K
|
4.7K
$316K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
341+ 1.24% |
$22.4K - $25K
|
27.8K
$1.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
338New |
$22.2K - $24.8K
|
338
$22.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
335+ 1.43% |
$22K - $24.5K
|
23.8K
$1.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
331+ 10.39% |
$21.7K - $24.3K
|
3.52K
$237K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
328+ 2.96% |
$21.5K - $24K
|
11.4K
$770K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
315+ 1.24% |
$20.7K - $23.1K
|
25.7K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
310+ 0.95% |
$20.4K - $22.7K
|
33K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
308+ 3.54% |
$20.2K - $22.6K
|
9.01K
$607K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
307+ 35.49% |
$20.2K - $22.5K
|
1.17K
$78.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
305+ 0.97% |
$20K - $22.4K
|
31.9K
$2.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
300+ 1.96% |
$19.7K - $22K
|
15.6K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
300+ 1.94% |
$19.7K - $22K
|
15.8K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
300+ 6.38% |
$19.7K - $22K
|
5K
$337K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
298+ 1.31% |
$19.6K - $21.8K
|
23.1K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
294+ 2.91% |
$19.3K - $21.5K
|
10.4K
$699K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
287+ 5.03% |
$18.8K - $21K
|
5.99K
$404K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
275+ 4.43% |
$18.1K - $20.2K
|
6.49K
$437K
|