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
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
16.6K+ 29.19% |
$832K - $969K
|
73.3K
$4.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
16.5KNew |
$829K - $966K
|
16.5K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
16.2KNew |
$814K - $949K
|
16.2K
$997K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
16.2KNew |
$812K - $946K
|
16.2K
$995K
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
16K+ 99.81% |
$803K - $936K
|
32K
$1.97M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
15.7KNew |
$790K - $920K
|
15.7K
$967K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.6K+ 9.22% |
$782K - $911K
|
184K
$11.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
15.5KNew |
$777K - $905K
|
15.5K
$951K
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
15.2KNew |
$763K - $889K
|
15.2K
$934K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
15.1K+ 3.44% |
$758K - $883K
|
454K
$27.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
15KNew |
$752K - $877K
|
15K
$921K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
15KNew |
$751K - $876K
|
15K
$920K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.7KNew |
$736K - $857K
|
14.7K
$901K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13.8KNew |
$693K - $807K
|
13.8K
$848K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.6K+ 30.92% |
$685K - $798K
|
57.8K
$3.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
13.4K+ 12.42% |
$674K - $786K
|
122K
$7.48M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.1KNew |
$660K - $769K
|
13.1K
$808K
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
12.8K+ 5.29% |
$642K - $749K
|
255K
$15.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
12.7KNew |
$639K - $744K
|
12.7K
$782K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
12.7K+ 180.31% |
$638K - $744K
|
19.8K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
12.1K+ 54.42% |
$609K - $709K
|
34.4K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
11.7K+ 40.23% |
$588K - $685K
|
40.8K
$2.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
11.7K+ 2.83% |
$587K - $684K
|
425K
$26.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
11.4KNew |
$572K - $667K
|
11.4K
$701K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
11.3K+ 13.37% |
$569K - $663K
|
96.2K
$5.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.3K+ 8.28% |
$565K - $659K
|
147K
$9.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.2K+ 4.64% |
$563K - $656K
|
253K
$15.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.4KNew |
$523K - $609K
|
10.4K
$640K
|
|
|
Feb 10, 2023
Q4 2022
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$509K - $593K
|
10.1K
$623K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.1K+ 74.83% |
$509K - $593K
|
23.7K
$1.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
10.1KNew |
$506K - $589K
|
10.1K
$619K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.81KNew |
$492K - $574K
|
9.81K
$603K
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
BUY
|
- |
9.76K+ 15.13% |
$490K - $571K
|
74.3K
$4.56M
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
9.64K+ 28.13% |
$484K - $564K
|
43.9K
$2.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
9.53KNew |
$478K - $557K
|
9.53K
$585K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
9.16KNew |
$460K - $536K
|
9.16K
$563K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.15K+ 18.14% |
$459K - $535K
|
59.6K
$3.66M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
9.04KNew |
$453K - $528K
|
9.04K
$555K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.73KNew |
$438K - $511K
|
8.73K
$537K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8.7K+ 176.18% |
$437K - $509K
|
13.6K
$838K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
8.56K+ 18.4% |
$430K - $501K
|
55.1K
$3.39M
|
|
|
Feb 03, 2023
Q4 2022
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
8.54K+ 33.56% |
$428K - $499K
|
34K
$2.09M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.28K+ 10.82% |
$415K - $484K
|
84.7K
$5.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
8.26KNew |
$414K - $483K
|
8.26K
$507K
|
|
|
Feb 09, 2023
Q4 2022
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
8.17KNew |
$410K - $478K
|
8.17K
$502K
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
8.11KNew |
$407K - $474K
|
8.11K
$498K
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
8KNew |
$401K - $468K
|
8K
$492K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.82K+ 1.7% |
$393K - $457K
|
468K
$28.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
7.8KNew |
$392K - $456K
|
7.8K
$479K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
7.79K+ 6.78% |
$391K - $455K
|
123K
$7.54M
|