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 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
6.36K+ 5.95% |
$395K - $436K
|
113K
$7.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
6.35KNew |
$394K - $435K
|
6.35K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.2KNew |
$384K - $425K
|
6.2K
$405K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.14K+ 5.92% |
$381K - $421K
|
110K
$7.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.07K+ 119.68% |
$377K - $416K
|
11.1K
$729K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.07KNew |
$376K - $416K
|
6.07K
$397K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6.05KNew |
$375K - $415K
|
6.05K
$395K
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
6.04KNew |
$375K - $414K
|
6.04K
$395K
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
6KNew |
$372K - $411K
|
6K
$392K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
5.89K+ 81.08% |
$365K - $403K
|
13.1K
$859K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
5.8K+ 13.41% |
$360K - $398K
|
49.1K
$3.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.79K+ 141.51% |
$359K - $397K
|
9.89K
$646K
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
5.77KNew |
$358K - $395K
|
5.77K
$377K
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
5.76KNew |
$357K - $395K
|
5.76K
$377K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
5.55KNew |
$344K - $380K
|
5.55K
$363K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
5.54KNew |
$343K - $379K
|
5.54K
$362K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.44KNew |
$338K - $373K
|
5.44K
$356K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.39KNew |
$335K - $370K
|
5.39K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
5.39KNew |
$335K - $370K
|
5.39K
$353K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
5.19K+ 32.91% |
$322K - $356K
|
21K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.09KNew |
$316K - $349K
|
5.09K
$333K
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
5KNew |
$310K - $343K
|
5K
$327K
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
4.66KNew |
$289K - $319K
|
4.66K
$304K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
4.65KNew |
$288K - $319K
|
4.65K
$304K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.65K+ 162.58% |
$288K - $318K
|
7.5K
$491K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
BUY
|
- |
4.59K+ 141.52% |
$285K - $315K
|
7.83K
$512K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
4.58KNew |
$284K - $314K
|
4.58K
$299K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.57KNew |
$283K - $313K
|
4.57K
$299K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4.5K+ 1190.48% |
$279K - $308K
|
4.88K
$319K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.44K+ 32.11% |
$275K - $304K
|
18.3K
$1.19M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
4.34KNew |
$270K - $298K
|
4.34K
$284K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
4.34KNew |
$269K - $298K
|
4.34K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.31KNew |
$267K - $295K
|
4.31K
$282K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
4.3KNew |
$267K - $295K
|
4.3K
$281K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.23K+ 36.96% |
$263K - $290K
|
15.7K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.18K+ 15.87% |
$259K - $287K
|
30.5K
$2M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.17K+ 821.26% |
$259K - $286K
|
4.68K
$306K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4.16KNew |
$258K - $285K
|
4.16K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
4.14K+ 35.13% |
$257K - $284K
|
15.9K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.12KNew |
$256K - $283K
|
4.12K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
4K+ 25.0% |
$248K - $274K
|
20K
$1.31M
|
|
|
Mar 14, 2024
Q4 2023
|
Scp Investment, LP
|
BUY
|
- |
4K+ 21.28% |
$248K - $274K
|
22.8K
$1.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.96K+ 66.27% |
$246K - $272K
|
9.95K
$650K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.75KNew |
$233K - $257K
|
3.75K
$245K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.75KNew |
$232K - $257K
|
3.75K
$245K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.74KNew |
$232K - $257K
|
3.74K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
3.73K+ 14.07% |
$231K - $255K
|
30.2K
$1.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.72K+ 1.59% |
$231K - $255K
|
237K
$15.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.72KNew |
$231K - $255K
|
3.72K
$243K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
3.71K+ 5.51% |
$230K - $254K
|
71.1K
$4.65M
|