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 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.08KNew |
$67.3K - $74.3K
|
1.08K
$70.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.07K+ 4.78% |
$66.3K - $73.2K
|
23.4K
$1.53M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.06K+ 9.55% |
$65.8K - $72.7K
|
12.2K
$796K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.06K+ 10.19% |
$65.6K - $72.5K
|
11.4K
$748K
|
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
1.05K+ 0.99% |
$65.3K - $72.2K
|
108K
$7.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.03K+ 11.13% |
$64K - $70.7K
|
10.3K
$674K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.02K+ 5.86% |
$63.5K - $70.2K
|
18.5K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.01K+ 14.51% |
$62.5K - $69.1K
|
7.96K
$520K
|
|
|
Feb 13, 2024
Q4 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
1K+ 1.0% |
$62K - $68.6K
|
101K
$6.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
967+ 9.0% |
$60K - $66.3K
|
11.7K
$766K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
965+ 7.98% |
$59.9K - $66.2K
|
13.1K
$854K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
959+ 0.33% |
$59.5K - $65.7K
|
295K
$19.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
916+ 18.95% |
$56.8K - $62.8K
|
5.75K
$376K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
906+ 25.62% |
$56.2K - $62.1K
|
4.44K
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
896+ 20.0% |
$55.6K - $61.4K
|
5.38K
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
890+ 6.92% |
$55.2K - $61K
|
13.7K
$899K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
869+ 5.13% |
$53.9K - $59.6K
|
17.8K
$1.16M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
854+ 14.16% |
$53K - $58.5K
|
6.88K
$450K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
838+ 20.43% |
$52K - $57.4K
|
4.94K
$323K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
831+ 24.82% |
$51.6K - $57K
|
4.18K
$273K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
831+ 1.72% |
$51.6K - $57K
|
49.1K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
830+ 13.31% |
$51.5K - $56.9K
|
7.06K
$462K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
828+ 19.51% |
$51.4K - $56.8K
|
5.07K
$332K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
812+ 9.09% |
$50.4K - $55.7K
|
9.74K
$637K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
802+ 7.61% |
$49.8K - $55K
|
11.3K
$742K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
801+ 0.9% |
$49.7K - $54.9K
|
89.4K
$5.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
800+ 0.88% |
$49.6K - $54.8K
|
92.1K
$6.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
800+ 19.19% |
$49.6K - $54.8K
|
4.97K
$325K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
788+ 10.29% |
$48.9K - $54K
|
8.45K
$552K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
783+ 19.44% |
$48.6K - $53.7K
|
4.81K
$315K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
771+ 13.22% |
$47.8K - $52.9K
|
6.6K
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
765+ 1.45% |
$47.5K - $52.4K
|
53.6K
$3.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
763+ 6.39% |
$47.3K - $52.3K
|
12.7K
$830K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
761+ 14.93% |
$47.2K - $52.2K
|
5.86K
$383K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
755+ 8.26% |
$46.8K - $51.8K
|
9.9K
$647K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
747+ 61.48% |
$46.3K - $51.2K
|
1.96K
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
739+ 5.55% |
$45.8K - $50.7K
|
14.1K
$919K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
736+ 14.72% |
$45.7K - $50.5K
|
5.74K
$375K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
726New |
$45K - $49.8K
|
726
$47.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
718+ 57.58% |
$44.5K - $49.2K
|
1.97K
$128K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
716+ 2.67% |
$44.4K - $49.1K
|
27.5K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
709+ 2.14% |
$44K - $48.6K
|
33.9K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
700+ 338.16% |
$43.4K - $48K
|
907
$59.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
699+ 2.2% |
$43.4K - $47.9K
|
32.4K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
699+ 9.83% |
$43.4K - $47.9K
|
7.81K
$511K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
692+ 9.75% |
$42.9K - $47.4K
|
7.79K
$510K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
690+ 9.97% |
$42.8K - $47.3K
|
7.61K
$498K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
689New |
$42.7K - $47.2K
|
689
$45.1K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
685+ 15.83% |
$42.5K - $47K
|
5.01K
$328K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
670+ 15.94% |
$41.6K - $45.9K
|
4.87K
$319K
|