Dynamic Advisor Solutions LLC Shell PLC Transaction History

Dynamic Advisor Solutions LLC

$3.28 Billion
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 26, 2022	SELL	$41.59 - $49.44 $238,102 - $283,044	-5,725 Closed	0 $0
Q3 2021 Oct 28, 2021	BUY	$36.26 - $44.09 $12,400 - $15,078	342 Added 6.35%	5,725 $255,000
Q2 2021 Aug 10, 2021	BUY	$36.61 - $41.42 $4,612 - $5,218	126 Added 2.4%	5,383 $217,000
Q1 2021 Apr 27, 2021	BUY	$34.63 - $43.02 $182,049 - $226,156	5,257 New	5,257 $206,000
Q3 2020 Oct 27, 2020	SELL	$23.93 - $31.98 $148,150 - $197,988	-6,191 Closed	0 $0
Q2 2020 Aug 05, 2020	SELL	$28.36 - $36.98 $15,909 - $20,745	-561 Reduced 8.31%	6,191 $202,000
Q1 2020 May 07, 2020	SELL	$20.14 - $55.75 $155,662 - $430,891	-7,729 Reduced 53.37%	6,752 $236,000
Q4 2019 Feb 04, 2020	SELL	$50.81 - $54.48 $15,446 - $16,561	-304 Reduced 2.06%	14,481 $854,000
Q3 2019 Nov 13, 2019	BUY	$49.47 - $57.87 $61,886 - $72,395	1,251 Added 9.24%	14,785 $870,000
Q2 2019 Aug 13, 2019	SELL	$54.29 - $58.43 $6,243 - $6,719	-115 Reduced 0.84%	13,534 $881,000
Q1 2019 Apr 10, 2019	SELL	$50.37 - $56.25 $31,179 - $34,818	-619 Reduced 4.34%	13,649 $854,000
Q4 2018 Jan 29, 2019	BUY	$47.66 - $58.81 $24,115 - $29,757	506 Added 3.68%	14,268 $844,000
Q3 2018 Nov 14, 2018	BUY	$52.67 - $59.49 $12,798 - $14,456	243 Added 1.8%	13,762 $938,000
Q2 2018 Aug 07, 2018	BUY	$51.52 - $61.45 $33,384 - $39,819	648 Added 5.03%	13,519 $936,000
Q1 2018 May 01, 2018	BUY	$50.86 - $57.98 $55,132 - $62,850	1,084 Added 9.2%	12,871 $821,000
Q4 2017 Feb 09, 2018	SELL	$49.91 - $54.16 $1,846 - $2,003	-37 Reduced 0.31%	11,787 $786,000
Q3 2017 Oct 16, 2017	BUY	N/A	11,824	11,824 $716,000

Others Institutions Holding RDS-A

# of Institutions

3

Shares Held

15.3K

Call Options Held

0

Put Options Held

0

About Shell plc

Ticker RDS-A
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 3,828,869,888
Market Cap $196B

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