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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
14.1K+ 11.54% |
$872K - $964K
|
136K
$8.82M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.6K+ 42.15% |
$843K - $932K
|
45.8K
$2.98M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.5K+ 3.96% |
$837K - $925K
|
354K
$23M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.4K+ 0.89% |
$829K - $916K
|
1.51M
$98.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13.1KNew |
$815K - $901K
|
13.1K
$853K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12.9K+ 96.78% |
$803K - $887K
|
26.3K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
12.8K+ 8.47% |
$793K - $876K
|
164K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.2K+ 6.43% |
$758K - $838K
|
202K
$13.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
12.1KNew |
$748K - $827K
|
12.1K
$783K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
12KNew |
$746K - $824K
|
12K
$780K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
11.7KNew |
$725K - $801K
|
11.7K
$759K
|
|
|
Feb 08, 2024
Q4 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
11.5K+ 3.74% |
$711K - $785K
|
318K
$20.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
11K+ 73.02% |
$685K - $757K
|
26.2K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
11K+ 73.02% |
$685K - $757K
|
26.2K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
10.9KNew |
$676K - $747K
|
10.9K
$707K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
10.4K+ 8.44% |
$648K - $716K
|
134K
$8.71M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
10.2K+ 5.29% |
$633K - $699K
|
203K
$13.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
10.2K+ 8.12% |
$631K - $697K
|
135K
$8.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
10KNew |
$620K - $686K
|
10K
$649K
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
9.95KNew |
$617K - $682K
|
9.95K
$646K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
9.51KNew |
$590K - $652K
|
9.51K
$617K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.39K+ 7.92% |
$583K - $644K
|
128K
$8.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
9.3K+ 32.96% |
$577K - $637K
|
37.5K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.05K+ 2.76% |
$561K - $620K
|
337K
$21.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.01KNew |
$559K - $618K
|
9.01K
$585K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
8.95K+ 55.72% |
$555K - $614K
|
25K
$1.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
8.9KNew |
$552K - $610K
|
8.9K
$578K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.85K+ 15.91% |
$549K - $607K
|
64.5K
$4.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.79K+ 237.4% |
$545K - $603K
|
12.5K
$811K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.79K+ 237.4% |
$545K - $603K
|
12.5K
$811K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
8.39KNew |
$520K - $575K
|
8.39K
$544K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.97K+ 2.4% |
$494K - $546K
|
340K
$22.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.96KNew |
$494K - $545K
|
7.96K
$516K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.92KNew |
$491K - $543K
|
7.92K
$514K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.92K+ 26.34% |
$491K - $543K
|
38K
$2.47M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
7.77KNew |
$482K - $533K
|
7.77K
$504K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7.76KNew |
$482K - $532K
|
7.76K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
7.61KNew |
$472K - $521K
|
7.61K
$494K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
7.5K+ 36.9% |
$465K - $514K
|
27.8K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
7.43K+ 93.4% |
$461K - $509K
|
15.4K
$998K
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.35KNew |
$456K - $504K
|
7.35K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.15K+ 35.4% |
$444K - $490K
|
27.4K
$1.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
7.12KNew |
$442K - $488K
|
7.12K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
7.03KNew |
$436K - $482K
|
7.03K
$456K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
6.82KNew |
$423K - $467K
|
6.82K
$442K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
6.76K+ 2.71% |
$419K - $463K
|
256K
$16.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
BUY
|
- |
6.58KNew |
$408K - $451K
|
6.58K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
6.56KNew |
$407K - $450K
|
6.56K
$426K
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
6.48K+ 18.08% |
$402K - $444K
|
42.3K
$2.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
6.37KNew |
$395K - $436K
|
6.37K
$413K
|