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 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-5.8K- 6.31% |
$360K - $398K
|
86.2K
$5.74M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.9K- 0.59% |
$366K - $404K
|
990K
$66M
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-5.91K- 4.7% |
$367K - $405K
|
120K
$7.98M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-5.94K- 25.09% |
$369K - $407K
|
17.7K
$1.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-6.15K- 38.97% |
$381K - $421K
|
9.63K
$642K
|
|
|
Feb 09, 2024
Q4 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-6.38K- 29.8% |
$396K - $437K
|
15K
$1M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-6.64K- 2.05% |
$412K - $455K
|
317K
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-6.75K- 19.72% |
$419K - $463K
|
27.5K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.94K- 10.06% |
$430K - $476K
|
62K
$4.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.08K- 4.71% |
$439K - $485K
|
143K
$9.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-7.13K- 7.94% |
$442K - $489K
|
82.6K
$5.5M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-7.28K- 33.2% |
$452K - $499K
|
14.7K
$977K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-7.32K- 65.33% |
$454K - $502K
|
3.88K
$259K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-7.56K- 6.31% |
$469K - $518K
|
112K
$7.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.61K- 16.8% |
$472K - $522K
|
37.7K
$2.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.62K- 13.51% |
$473K - $522K
|
48.8K
$3.25M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.63K- 19.3% |
$473K - $523K
|
31.9K
$2.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-7.68K- 10.66% |
$476K - $526K
|
64.3K
$4.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.83K- 34.06% |
$486K - $537K
|
15.2K
$1.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-8.19K- 18.19% |
$508K - $561K
|
36.8K
$2.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8.46K- 44.67% |
$525K - $580K
|
10.5K
$698K
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-8.72K- 20.29% |
$541K - $598K
|
34.3K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-8.8K- 3.53% |
$546K - $603K
|
241K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-9K- 17.47% |
$558K - $617K
|
42.5K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-9.13K- 12.2% |
$566K - $626K
|
65.7K
$4.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.16K- 55.91% |
$568K - $628K
|
7.23K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-9.25K- 8.94% |
$574K - $634K
|
94.2K
$6.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-9.3K- 23.47% |
$577K - $638K
|
30.3K
$2.02M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-9.66K- 66.35% |
$599K - $662K
|
4.9K
$326K
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-9.95K- 14.82% |
$617K - $682K
|
57.2K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-10.3K- 5.24% |
$641K - $708K
|
187K
$12.4M
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-10.9K- 4.53% |
$676K - $747K
|
230K
$15.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-11.3K- 9.74% |
$703K - $776K
|
105K
$6.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-11.6K- 21.97% |
$719K - $794K
|
41.1K
$2.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-11.7K- 42.11% |
$724K - $800K
|
16K
$1.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-12K- 3.05% |
$746K - $825K
|
382K
$25.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-12.8K- 61.94% |
$797K - $880K
|
7.89K
$526K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-13.2K- 3.07% |
$819K - $904K
|
416K
$27.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-13.2K- 51.09% |
$821K - $907K
|
12.7K
$844K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.2K- 70.12% |
$822K - $908K
|
5.64K
$376K
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-13.5K- 6.67% |
$840K - $928K
|
189K
$12.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-13.5K- 2.44% |
$840K - $928K
|
541K
$36.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-13.6K- 5.74% |
$841K - $929K
|
223K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.6K- 5.62% |
$905K - $1M
|
245K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15K- 25.51% |
$928K - $1.02M
|
43.7K
$2.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-16.8K- 11.43% |
$1.04M - $1.15M
|
130K
$8.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-16.9K- 27.97% |
$1.05M - $1.16M
|
43.5K
$2.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17K- 3.75% |
$1.05M - $1.16M
|
435K
$29M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-17.2K- 61.99% |
$1.07M - $1.18M
|
10.6K
$703K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-17.5K- 14.25% |
$1.09M - $1.2M
|
105K
$7.01M
|