Purchases and Sales Made in Q4 2022 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.04K- 3.96% |
$102K - $119K
|
49.5K
$3.22M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.05K- 11.24% |
$103K - $120K
|
16.2K
$1.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.09K- 10.12% |
$105K - $122K
|
18.6K
$1.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.12K- 2.12% |
$107K - $124K
|
98.1K
$6.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.17K- 2.95% |
$109K - $127K
|
71.4K
$4.65M
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-2.19K- 6.92% |
$110K - $128K
|
29.5K
$1.92M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
SELL
|
- |
-2.24K- 35.5% |
$113K - $131K
|
4.08K
$266K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-2.28K- 19.0% |
$114K - $133K
|
9.7K
$632K
|
|
|
Feb 10, 2023
Q4 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.3K- 4.28% |
$116K - $135K
|
51.5K
$3.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-2.35K- 1.91% |
$118K - $137K
|
121K
$7.87M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.38K- 14.24% |
$119K - $139K
|
14.3K
$934K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-2.42K- 2.4% |
$121K - $141K
|
98.3K
$6.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.42K- 1.26% |
$122K - $142K
|
190K
$12.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-2.53K- 1.08% |
$127K - $148K
|
230K
$15M
|
|
|
Feb 14, 2023
Q4 2022
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-2.55K- 15.22% |
$128K - $149K
|
14.2K
$925K
|
|
|
Jan 28, 2025
Q4 2022
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.59K- 38.53% |
$130K - $151K
|
4.13K
$269K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.64K- 13.26% |
$132K - $154K
|
17.3K
$1.13M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.71K- 10.2% |
$136K - $159K
|
23.9K
$1.56M
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-2.78K- 4.86% |
$140K - $163K
|
54.4K
$3.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.8K- 28.97% |
$141K - $164K
|
6.87K
$447K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.8K- 6.72% |
$141K - $164K
|
38.9K
$2.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-2.83K- 2.25% |
$142K - $165K
|
123K
$8.02M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.9K- 3.56% |
$145K - $169K
|
78.4K
$5.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-2.9K- 2.25% |
$145K - $169K
|
126K
$8.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.92K- 3.3% |
$146K - $171K
|
85.5K
$5.57M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.92K- 8.94% |
$147K - $171K
|
29.7K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.92K- 0.97% |
$147K - $171K
|
297K
$19.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-2.94K- 7.53% |
$148K - $172K
|
36.1K
$2.35M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.94K- 9.24% |
$148K - $172K
|
28.9K
$1.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.96K- 7.89% |
$149K - $173K
|
34.6K
$2.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.99K- 13.63% |
$150K - $175K
|
18.9K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-3.3K- 12.82% |
$166K - $193K
|
22.5K
$1.46M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.32K- 38.44% |
$167K - $194K
|
5.32K
$347K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.37K- 7.16% |
$169K - $197K
|
43.6K
$2.84M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-3.47K- 17.52% |
$174K - $203K
|
16.4K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.5K- 4.47% |
$176K - $205K
|
74.8K
$4.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.63K- 14.8% |
$182K - $212K
|
20.9K
$1.36M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.68K- 37.4% |
$185K - $215K
|
6.16K
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.69K- 14.98% |
$185K - $216K
|
20.9K
$1.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.74K- 32.66% |
$188K - $219K
|
7.71K
$502K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.84K- 78.66% |
$193K - $224K
|
1.04K
$67.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.88K- 4.1% |
$195K - $227K
|
90.7K
$5.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-3.89K- 7.48% |
$195K - $228K
|
48.2K
$3.14M
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-3.9K- 37.5% |
$196K - $228K
|
6.5K
$424K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.94K- 27.47% |
$198K - $230K
|
10.4K
$678K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-4.06K- 4.46% |
$204K - $237K
|
87K
$5.67M
|
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-4.18K- 2.77% |
$210K - $245K
|
147K
$9.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.18K- 22.29% |
$210K - $245K
|
14.6K
$951K
|
|
|
Feb 02, 2023
Q4 2022
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-4.36K- 1.09% |
$219K - $255K
|
394K
$25.7M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.55K- 8.21% |
$228K - $266K
|
50.9K
$3.32M
|