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 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.22K+ 10.54% |
$137K - $152K
|
23.2K
$1.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.18K+ 12.21% |
$135K - $150K
|
20.1K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.01K+ 2.07% |
$125K - $138K
|
99.2K
$6.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2KNew |
$124K - $137K
|
2K
$131K
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
2KNew |
$124K - $137K
|
2K
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2K+ 27.59% |
$124K - $137K
|
9.25K
$605K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.99K+ 1.07% |
$124K - $137K
|
189K
$12.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
1.88K+ 1.82% |
$117K - $129K
|
105K
$6.89M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.88K+ 18.52% |
$117K - $129K
|
12K
$786K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.88K+ 0.91% |
$117K - $129K
|
209K
$13.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.78K+ 22.7% |
$111K - $122K
|
9.63K
$630K
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.78K+ 11.18% |
$110K - $122K
|
17.7K
$1.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.76K+ 42.84% |
$109K - $121K
|
5.88K
$385K
|
|
|
Jan 29, 2024
Q4 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.72K+ 42.82% |
$106K - $118K
|
5.72K
$374K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.71K+ 3.52% |
$106K - $117K
|
50.3K
$3.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
1.65K+ 42.75% |
$102K - $113K
|
5.51K
$360K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.65K+ 19.84% |
$102K - $113K
|
9.94K
$650K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.62KNew |
$100K - $111K
|
1.62K
$106K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.54K+ 48.87% |
$95.3K - $105K
|
4.68K
$306K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.46K+ 6.47% |
$90.3K - $99.7K
|
23.9K
$1.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.45KNew |
$90K - $99.4K
|
1.45K
$94.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.44K+ 29.04% |
$89.3K - $98.7K
|
6.4K
$418K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.44K+ 73.35% |
$89.2K - $98.5K
|
3.4K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.43K+ 22.17% |
$89K - $98.3K
|
7.9K
$517K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.43K+ 0.36% |
$88.8K - $98.2K
|
403K
$26.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.43K+ 2.15% |
$88.5K - $97.8K
|
67.7K
$4.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.41K+ 6.0% |
$87.5K - $96.7K
|
24.9K
$1.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.41K+ 35.57% |
$87.4K - $96.5K
|
5.37K
$351K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.39K+ 1.3% |
$86.4K - $95.4K
|
108K
$7.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.39K+ 5.17% |
$86K - $95K
|
28.2K
$1.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.39K+ 11.75% |
$86K - $95K
|
13.2K
$862K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.35K+ 14.68% |
$83.6K - $92.4K
|
10.5K
$689K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.33K+ 18.45% |
$82.2K - $90.8K
|
8.51K
$556K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.32K+ 2.14% |
$81.9K - $90.5K
|
63K
$4.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.3KNew |
$80.7K - $89.1K
|
1.3K
$85K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
1.29K+ 4.96% |
$80.2K - $88.6K
|
27.3K
$1.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.28K+ 5.79% |
$79.5K - $87.8K
|
23.4K
$1.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.26K+ 9.43% |
$78.1K - $86.3K
|
14.6K
$956K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.21K+ 18.74% |
$75.2K - $83.1K
|
7.68K
$502K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.19K+ 5.82% |
$73.5K - $81.2K
|
21.5K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.17K+ 15.54% |
$72.7K - $80.3K
|
8.71K
$570K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 26.88% |
$72.3K - $79.9K
|
5.5K
$360K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
1.16K+ 34.99% |
$71.9K - $79.4K
|
4.47K
$292K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.16KNew |
$71.7K - $79.2K
|
1.16K
$75.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.15K+ 17.25% |
$71.4K - $78.9K
|
7.82K
$511K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.15K+ 3.97% |
$71.4K - $78.9K
|
30.1K
$1.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.12K+ 18.49% |
$69.6K - $76.9K
|
7.19K
$470K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.11K+ 7.69% |
$68.8K - $76K
|
15.5K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.1KNew |
$67.9K - $75.1K
|
1.1K
$71.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.09K+ 12.04% |
$67.7K - $74.9K
|
10.2K
$664K
|