Purchases and Sales Made in Q3 2021 in Shell PLC (RDS-A)
This table provides information about the institutional ownership of Shell PLC (RDS-A) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
5K+ 188.68% |
$181K - $220K
|
7.65K
$396K
|
|
|
Nov 15, 2021
Q3 2021
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
5KNew |
$181K - $220K
|
5K
$259K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
4.94KNew |
$179K - $218K
|
4.94K
$256K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.91KNew |
$178K - $216K
|
4.91K
$254K
|
|
|
Nov 15, 2021
Q3 2021
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
4.87KNew |
$177K - $215K
|
4.87K
$252K
|
|
|
Nov 04, 2021
Q3 2021
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
4.86KNew |
$176K - $214K
|
4.86K
$251K
|
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
BUY
|
- |
4.82KNew |
$175K - $213K
|
4.82K
$250K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
4.73KNew |
$171K - $208K
|
4.73K
$245K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.68K+ 139.74% |
$170K - $207K
|
8.04K
$416K
|
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
4.61KNew |
$167K - $203K
|
4.61K
$239K
|
|
|
Nov 01, 2021
Q3 2021
|
Meyer Handelman CO
|
BUY
|
- |
4.6KNew |
$167K - $203K
|
4.6K
$238K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.59KNew |
$166K - $202K
|
4.59K
$238K
|
|
|
Oct 28, 2021
Q3 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
4.5KNew |
$163K - $199K
|
4.5K
$233K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.33K+ 22.7% |
$157K - $191K
|
23.4K
$1.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.21K+ 37.14% |
$153K - $185K
|
15.5K
$804K
|
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
4.02K+ 5.17% |
$146K - $177K
|
81.8K
$4.23M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.01K+ 9.53% |
$145K - $177K
|
46.1K
$2.39M
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
3.99K+ 23.32% |
$145K - $176K
|
21.1K
$1.09M
|
|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
3.1K+ 49.32% |
$113K - $137K
|
9.39K
$486K
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.91K+ 5.94% |
$106K - $128K
|
51.9K
$2.69M
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.9K+ 27.33% |
$105K - $128K
|
13.5K
$698K
|
|
|
Nov 16, 2021
Q3 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.8K+ 4.9% |
$102K - $123K
|
59.9K
$3.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.7K+ 12.04% |
$97.9K - $119K
|
25.1K
$1.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.62K+ 18.1% |
$95.1K - $116K
|
17.1K
$886K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.58K+ 8.36% |
$93.7K - $114K
|
33.5K
$1.73M
|
|
|
Nov 02, 2021
Q3 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.56K+ 1003.53% |
$92.8K - $113K
|
2.81K
$146K
|
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
2.42KNew |
$87.6K - $106K
|
2.42K
$125K
|
|
|
Nov 15, 2021
Q3 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
2.4K+ 4.42% |
$87K - $106K
|
56.7K
$2.94M
|
|
|
Nov 05, 2021
Q3 2021
|
Pendal Group LTD
|
BUY
|
- |
2.4KNew |
$87K - $106K
|
2.4K
$124K
|
|
|
Nov 12, 2021
Q3 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.39KNew |
$86.7K - $105K
|
2.39K
$124K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2.36K+ 18.62% |
$85.5K - $104K
|
15K
$777K
|
|
|
Oct 28, 2021
Q3 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
2.29K+ 27.32% |
$83K - $101K
|
10.7K
$552K
|
|
|
Nov 08, 2021
Q3 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
2.17K+ 5.85% |
$78.7K - $95.7K
|
39.3K
$2.03M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.15K+ 17.85% |
$77.9K - $94.7K
|
14.2K
$735K
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.1K+ 6.15% |
$76.3K - $92.7K
|
36.3K
$1.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
2.01K+ 392.59% |
$73K - $88.8K
|
2.53K
$131K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
1.95K+ 20.95% |
$70.5K - $85.8K
|
11.2K
$581K
|
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.94K+ 2.53% |
$70.2K - $85.4K
|
78.4K
$4.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.87K+ 5.42% |
$67.6K - $82.2K
|
36.3K
$1.88M
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
1.77K+ 26.22% |
$64.3K - $78.2K
|
8.54K
$442K
|
|
|
Oct 05, 2021
Q3 2021
|
Woodstock Corp
|
BUY
|
- |
1.77K+ 7.44% |
$64.2K - $78K
|
25.6K
$1.32M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.73K+ 22.96% |
$62.5K - $76.1K
|
9.24K
$478K
|
|
|
Nov 15, 2021
Q3 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.7K+ 4.92% |
$61.7K - $75K
|
36.3K
$1.88M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.52KNew |
$55.1K - $67K
|
1.52K
$78.7K
|
|
|
Oct 26, 2021
Q3 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.52K+ 15.66% |
$54.9K - $66.8K
|
11.2K
$579K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.43K+ 3.96% |
$52K - $63.2K
|
37.6K
$1.95M
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
1.39K+ 11.66% |
$50.3K - $61.2K
|
13.3K
$688K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.26K+ 671.28% |
$45.8K - $55.6K
|
1.45K
$75.1K
|
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
1.24K+ 9.5% |
$45K - $54.8K
|
14.3K
$741K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
1.24KNew |
$44.8K - $54.5K
|
1.24K
$64K
|