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
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.12K+ 1.1% |
$56.2K - $65.4K
|
103K
$6.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.11K+ 14.43% |
$55.7K - $64.9K
|
8.8K
$541K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.1K+ 16.95% |
$55.2K - $64.4K
|
7.6K
$467K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.09K+ 24.71% |
$54.8K - $63.8K
|
5.51K
$339K
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.09K+ 6.4% |
$54.6K - $63.6K
|
18.1K
$1.11M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.07KNew |
$53.8K - $62.7K
|
1.07K
$65.9K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.04K+ 17.13% |
$52K - $60.6K
|
7.08K
$435K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.04K+ 4.43% |
$51.9K - $60.5K
|
24.4K
$1.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Eastover Investment Advisors LLC
|
BUY
|
- |
1.03K+ 1.02% |
$51.8K - $60.4K
|
102K
$6.3M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.03K+ 21.32% |
$51.7K - $60.2K
|
5.86K
$360K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1.01K+ 18.87% |
$50.7K - $59.1K
|
6.37K
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.01K+ 4.81% |
$50.7K - $59.1K
|
22K
$1.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
994+ 4.57% |
$49.9K - $58.1K
|
22.8K
$1.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
977+ 1.81% |
$49K - $57.1K
|
54.9K
$3.37M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
963New |
$48.3K - $56.3K
|
963
$59.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
956+ 5.08% |
$48K - $55.9K
|
19.8K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
951+ 2.93% |
$47.7K - $55.6K
|
33.4K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
948+ 13.34% |
$47.6K - $55.4K
|
8.06K
$495K
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
948+ 10.35% |
$47.6K - $55.4K
|
10.1K
$621K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
948+ 2.81% |
$47.6K - $55.4K
|
34.6K
$2.13M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
944+ 5.73% |
$47.4K - $55.2K
|
17.4K
$1.07M
|
|
|
Jan 11, 2023
Q4 2022
|
Albert D Mason Inc
|
BUY
|
- |
940+ 11.1% |
$47.2K - $55K
|
9.41K
$578K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
888+ 50.37% |
$44.6K - $51.9K
|
2.65K
$163K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
798New |
$40K - $46.7K
|
798
$49K
|
|
|
Feb 07, 2023
Q4 2022
|
Claret Asset Management Corp
|
BUY
|
- |
765+ 0.74% |
$38.4K - $44.7K
|
104K
$6.37M
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
752+ 1.42% |
$37.7K - $44K
|
53.6K
$3.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
743+ 3.29% |
$37.3K - $43.4K
|
23.3K
$1.43M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
722New |
$36.2K - $42.2K
|
722
$44.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
717+ 1.18% |
$36K - $41.9K
|
61.7K
$3.79M
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
714+ 2.71% |
$35.8K - $41.7K
|
27.1K
$1.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
712+ 2848.0% |
$35.7K - $41.6K
|
737
$45.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
703+ 7.1% |
$35.3K - $41.1K
|
10.6K
$652K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
700New |
$35.1K - $40.9K
|
700
$43K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
700+ 14.29% |
$35.1K - $40.9K
|
5.6K
$344K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
692+ 16.51% |
$34.7K - $40.5K
|
4.88K
$300K
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
681+ 9.41% |
$34.2K - $39.8K
|
7.92K
$487K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
666+ 121.09% |
$33.4K - $38.9K
|
1.22K
$74.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
664New |
$33.3K - $38.8K
|
664
$40.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
658+ 15.38% |
$33K - $38.5K
|
4.94K
$303K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
645+ 6.74% |
$32.4K - $37.7K
|
10.2K
$627K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
639+ 9.42% |
$32.1K - $37.4K
|
7.43K
$456K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
632+ 10.03% |
$31.7K - $37K
|
6.93K
$426K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
627New |
$31.5K - $36.7K
|
627
$38.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
620+ 6.2% |
$31.1K - $36.3K
|
10.6K
$652K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
614+ 8.42% |
$30.8K - $35.9K
|
7.91K
$486K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
596+ 7.97% |
$29.9K - $34.8K
|
8.08K
$496K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
595New |
$29.9K - $34.8K
|
595
$36.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
595+ 3.41% |
$29.9K - $34.8K
|
18.1K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
593+ 14.71% |
$29.8K - $34.7K
|
4.63K
$284K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
589+ 9.23% |
$29.6K - $34.4K
|
6.97K
$428K
|