Purchases and Sales Made in Q4 2023 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q4 2023. 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, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
61.9KNew |
$3.84M - $4.24M
|
61.9K
$4.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
61.7K+ 7.32% |
$3.83M - $4.23M
|
906K
$58.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
61.6KNew |
$3.82M - $4.22M
|
61.6K
$4M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
58.9K+ 1511.44% |
$3.66M - $4.04M
|
62.8K
$4.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
57.3KNew |
$3.56M - $3.93M
|
57.3K
$3.72M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
50.8K+ 49.8% |
$3.15M - $3.48M
|
153K
$9.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
50.5K+ 8284.73% |
$3.13M - $3.46M
|
51.1K
$3.31M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46.8K+ 10.15% |
$2.91M - $3.21M
|
508K
$33M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
45.6K+ 102.2% |
$2.83M - $3.12M
|
90.2K
$5.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
45.5K+ 9.82% |
$2.82M - $3.12M
|
509K
$33M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
45.4KNew |
$2.82M - $3.11M
|
45.4K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
45.3KNew |
$2.81M - $3.1M
|
45.3K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Paragon Associates & Paragon Associates Ii Joint Venture
Dallas, TX |
BUY
|
- |
40KNew |
$2.48M - $2.74M
|
40K
$2.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
38.4KNew |
$2.38M - $2.63M
|
38.4K
$2.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
35.2K+ 207.89% |
$2.19M - $2.41M
|
52.2K
$3.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
35K+ 12.96% |
$2.17M - $2.4M
|
305K
$19.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
BUY
|
- |
34.5K+ 3.15% |
$2.14M - $2.36M
|
1.13M
$73.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
31.7KNew |
$1.97M - $2.18M
|
31.7K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.2K+ 4.93% |
$1.94M - $2.14M
|
665K
$43.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.8K+ 9.22% |
$1.91M - $2.11M
|
364K
$23.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
30.3K+ 2.14% |
$1.88M - $2.07M
|
1.44M
$93.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
30.3K+ 92.2% |
$1.88M - $2.07M
|
63.1K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
30KNew |
$1.86M - $2.06M
|
30K
$1.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
29.9K+ 50.33% |
$1.85M - $2.05M
|
89.2K
$5.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
29.4K+ 190.79% |
$1.82M - $2.02M
|
44.8K
$2.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
26.7K+ 37.14% |
$1.66M - $1.83M
|
98.7K
$6.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
24.9K+ 19.0% |
$1.54M - $1.71M
|
156K
$10.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
24.8KNew |
$1.54M - $1.7M
|
24.8K
$1.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
23K+ 83.74% |
$1.43M - $1.58M
|
50.5K
$3.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
22.1KNew |
$1.37M - $1.52M
|
22.1K
$1.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
21.9KNew |
$1.36M - $1.5M
|
21.9K
$1.42M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
21.7KNew |
$1.35M - $1.49M
|
21.7K
$1.41M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
21.6KNew |
$1.34M - $1.48M
|
21.6K
$1.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
20.3KNew |
$1.26M - $1.39M
|
20.3K
$1.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
20K+ 5.68% |
$1.24M - $1.37M
|
372K
$24.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
19.8KNew |
$1.23M - $1.36M
|
19.8K
$1.29M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.4KNew |
$1.21M - $1.33M
|
19.4K
$1.26M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
18.7K+ 88.11% |
$1.16M - $1.28M
|
40K
$2.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
18.2KNew |
$1.13M - $1.25M
|
18.2K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
17.8K+ 11.44% |
$1.1M - $1.22M
|
174K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
17KNew |
$1.06M - $1.17M
|
17K
$1.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
17K+ 24.86% |
$1.05M - $1.16M
|
85.3K
$5.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15.9KNew |
$989K - $1.09M
|
15.9K
$1.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
15.5K+ 27.9% |
$963K - $1.06M
|
71.1K
$4.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
15.3K+ 400.21% |
$952K - $1.05M
|
19.2K
$1.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
15K+ 16.8% |
$933K - $1.03M
|
105K
$6.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
15K+ 27.11% |
$931K - $1.03M
|
70.4K
$4.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.6K+ 7.94% |
$906K - $1M
|
199K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.5K+ 2.46% |
$898K - $993K
|
604K
$39.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.3K+ 9.64% |
$889K - $982K
|
163K
$10.6M
|