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 06, 2024
Q3 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
275+ 2.72% |
$18.1K - $20.2K
|
10.4K
$698K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
263New |
$17.3K - $19.3K
|
263
$17.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
260+ 9.17% |
$17.1K - $19.1K
|
3.1K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
259+ 0.29% |
$17K - $19K
|
90.5K
$6.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
258New |
$16.9K - $18.9K
|
258
$17.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
257+ 2.11% |
$16.9K - $18.8K
|
12.4K
$836K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
247+ 8.34% |
$16.2K - $18.1K
|
3.21K
$216K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
234+ 3.12% |
$15.4K - $17.1K
|
7.74K
$521K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
231+ 3.6% |
$15.2K - $16.9K
|
6.64K
$448K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
230+ 5.54% |
$15.1K - $16.9K
|
4.38K
$295K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
230+ 3.52% |
$15.1K - $16.9K
|
6.77K
$456K
|
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
230+ 0.51% |
$15.1K - $16.9K
|
45.5K
$3.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
229+ 2.51% |
$15K - $16.8K
|
9.36K
$630K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
228+ 15.45% |
$15K - $16.7K
|
1.7K
$115K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
227+ 0.39% |
$14.9K - $16.6K
|
58.6K
$3.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
226+ 3.66% |
$14.8K - $16.6K
|
6.41K
$432K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
225+ 6.4% |
$14.8K - $16.5K
|
3.74K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
219New |
$14.4K - $16K
|
219
$14.8K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
215+ 38.39% |
$14.1K - $15.8K
|
775
$52.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
214+ 7.34% |
$14K - $15.7K
|
3.13K
$211K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
210+ 6.55% |
$13.8K - $15.4K
|
3.42K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
209+ 1.73% |
$13.7K - $15.3K
|
12.3K
$830K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
207New |
$13.6K - $15.2K
|
207
$13.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
205+ 38.53% |
$13.5K - $15K
|
737
$49.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
200New |
$13.1K - $14.7K
|
200
$13.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
200+ 0.66% |
$13.1K - $14.7K
|
30.7K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
200+ 3.0% |
$13.1K - $14.7K
|
6.87K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
200+ 1.16% |
$13.1K - $14.7K
|
17.4K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
199+ 10.43% |
$13.1K - $14.6K
|
2.11K
$142K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
197+ 0.33% |
$12.9K - $14.4K
|
59.2K
$3.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
196+ 2.55% |
$12.9K - $14.4K
|
7.89K
$531K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
191+ 2.76% |
$12.5K - $14K
|
7.12K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
189+ 1.67% |
$12.4K - $13.8K
|
11.5K
$776K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
183+ 71.48% |
$12K - $13.4K
|
439
$29.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
175New |
$11.5K - $12.8K
|
175
$11.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
175+ 2.64% |
$11.5K - $12.8K
|
6.81K
$459K
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
169+ 14.3% |
$11.1K - $12.4K
|
1.35K
$91K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
167+ 253.03% |
$11K - $12.2K
|
233
$15.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
163+ 40.75% |
$10.7K - $11.9K
|
563
$37.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
159+ 3.23% |
$10.4K - $11.7K
|
5.07K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
151+ 0.45% |
$9.91K - $11.1K
|
33.7K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
148+ 2.08% |
$9.72K - $10.8K
|
7.27K
$490K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
147+ 1.08% |
$9.65K - $10.8K
|
13.7K
$923K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
146+ 11.23% |
$9.58K - $10.7K
|
1.45K
$97.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
141+ 2.3% |
$9.26K - $10.3K
|
6.27K
$422K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
139+ 4.05% |
$9.13K - $10.2K
|
3.57K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
139+ 3.59% |
$9.13K - $10.2K
|
4.01K
$270K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
135New |
$8.86K - $9.89K
|
135
$9.09K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
132+ 0.34% |
$8.67K - $9.67K
|
38.9K
$2.62M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
129+ 0.93% |
$8.47K - $9.45K
|
14K
$940K
|