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
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
7.55K+ 1.97% |
$379K - $441K
|
391K
$24M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.4KNew |
$371K - $433K
|
7.4K
$455K
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
7.37KNew |
$370K - $431K
|
7.37K
$453K
|
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
7.35K+ 58.53% |
$369K - $430K
|
19.9K
$1.22M
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
7.29K+ 56.34% |
$366K - $426K
|
20.2K
$1.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
7.25KNew |
$364K - $424K
|
7.25K
$445K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.23K+ 20.25% |
$363K - $423K
|
42.9K
$2.64M
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
7.13K+ 13.16% |
$358K - $417K
|
61.3K
$3.76M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.12K+ 39.29% |
$357K - $416K
|
25.2K
$1.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
7.02K+ 1.84% |
$352K - $410K
|
388K
$23.8M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
7.01KNew |
$352K - $410K
|
7.01K
$431K
|
|
|
Feb 13, 2023
Q4 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
6.64KNew |
$333K - $388K
|
6.64K
$408K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.6K+ 28.76% |
$331K - $386K
|
29.6K
$1.82M
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
6.56K+ 2.5% |
$329K - $384K
|
269K
$16.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.54KNew |
$328K - $382K
|
6.54K
$402K
|
|
|
Feb 06, 2023
Q4 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
6.53K+ 10.2% |
$327K - $382K
|
70.5K
$4.33M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6.51K+ 23.49% |
$327K - $381K
|
34.2K
$2.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
BUY
|
- |
6.45KNew |
$324K - $377K
|
6.45K
$396K
|
|
|
Feb 09, 2023
Q4 2022
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
6.43KNew |
$323K - $376K
|
6.43K
$395K
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
BUY
|
- |
6.38K+ 5.71% |
$320K - $373K
|
118K
$7.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
6.3K+ 96.92% |
$316K - $368K
|
12.8K
$786K
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6.24K+ 1.37% |
$313K - $365K
|
460K
$28.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.19K+ 10.13% |
$311K - $362K
|
67.3K
$4.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
6.14KNew |
$308K - $359K
|
6.14K
$377K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.1K+ 56.61% |
$306K - $357K
|
16.9K
$1.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.96K+ 21.55% |
$299K - $348K
|
33.6K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.92K+ 14.83% |
$297K - $346K
|
45.8K
$2.81M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
5.88KNew |
$295K - $344K
|
5.88K
$361K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
5.87K+ 35.38% |
$295K - $343K
|
22.5K
$1.38M
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
5.85K+ 2.4% |
$294K - $342K
|
250K
$15.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5.64K+ 1.25% |
$283K - $330K
|
456K
$28M
|
|
|
Jan 18, 2023
Q4 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
5.54K+ 34.71% |
$278K - $324K
|
21.5K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
5.54KNew |
$278K - $324K
|
5.54K
$340K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5.47KNew |
$274K - $320K
|
5.47K
$336K
|
|
|
Feb 06, 2023
Q4 2022
|
Absher Wealth Management, LLC
|
BUY
|
- |
5.41K+ 24.1% |
$271K - $316K
|
27.9K
$1.71M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.35K+ 22.2% |
$268K - $313K
|
29.4K
$1.81M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.34KNew |
$268K - $312K
|
5.34K
$328K
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
5.34K+ 1.7% |
$268K - $312K
|
319K
$19.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
5.34K+ 61.66% |
$268K - $312K
|
14K
$860K
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
5.34KNew |
$268K - $312K
|
5.34K
$328K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
5.32KNew |
$267K - $311K
|
5.32K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.3K+ 15.05% |
$266K - $310K
|
40.5K
$2.49M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
5.11KNew |
$256K - $299K
|
5.11K
$314K
|
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
4.99K+ 15.56% |
$251K - $292K
|
37.1K
$2.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
4.99KNew |
$250K - $292K
|
4.99K
$306K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4.95K+ 50.73% |
$248K - $289K
|
14.7K
$903K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.94KNew |
$248K - $289K
|
4.94K
$303K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.82KNew |
$242K - $282K
|
4.82K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.82KNew |
$242K - $282K
|
4.82K
$296K
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
4.81K+ 95.23% |
$241K - $281K
|
9.86K
$606K
|