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 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
266+ 14.59% |
$9.65K - $11.7K
|
2.09K
$108K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
255New |
$9.25K - $11.2K
|
255
$13.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
250New |
$9.07K - $11K
|
250
$12.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
250New |
$9.07K - $11K
|
250
$12.9K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
241+ 22.07% |
$8.74K - $10.6K
|
1.33K
$69K
|
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
BUY
|
- |
230+ 3.02% |
$8.34K - $10.1K
|
7.84K
$406K
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
230+ 2.21% |
$8.34K - $10.1K
|
10.6K
$550K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
224+ 2.47% |
$8.12K - $9.88K
|
9.29K
$481K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
217+ 0.99% |
$7.87K - $9.57K
|
22.1K
$1.14M
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
209+ 1.57% |
$7.58K - $9.21K
|
13.5K
$699K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
207New |
$7.51K - $9.13K
|
207
$10.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
201+ 0.28% |
$7.29K - $8.86K
|
72.3K
$3.74M
|
|
|
Nov 10, 2021
Q3 2021
|
Pictet Bank & Trust LTD
|
BUY
|
- |
200+ 1.89% |
$7.25K - $8.82K
|
10.8K
$559K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
188+ 70.68% |
$6.82K - $8.29K
|
454
$23.5K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
185+ 6.17% |
$6.71K - $8.16K
|
3.19K
$165K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
175+ 8.54% |
$6.35K - $7.72K
|
2.23K
$115K
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
175+ 5.98% |
$6.35K - $7.72K
|
3.1K
$160K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
167New |
$6.06K - $7.36K
|
167
$8.65K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
161+ 0.76% |
$5.84K - $7.1K
|
21.4K
$1.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
161+ 10.54% |
$5.84K - $7.1K
|
1.69K
$87.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
158+ 17.58% |
$5.73K - $6.97K
|
1.06K
$54.7K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
154+ 1.94% |
$5.58K - $6.79K
|
8.08K
$418K
|
|
|
Dec 20, 2021
Q3 2021
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
150+ 1.28% |
$5.44K - $6.61K
|
11.9K
$613K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
140New |
$5.08K - $6.17K
|
140
$7.25K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
133+ 429.03% |
$4.82K - $5.86K
|
164
$8.49K
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
124+ 1.35% |
$4.5K - $5.47K
|
9.28K
$480K
|
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
111+ 2.42% |
$4.02K - $4.89K
|
4.7K
$243K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
102New |
$3.7K - $4.5K
|
102
$5.28K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
100New |
$3.63K - $4.41K
|
100
$5.18K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
100+ 100.0% |
$3.63K - $4.41K
|
200
$10.4K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 9.24% |
$3.63K - $4.41K
|
1.18K
$61.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
99+ 24.75% |
$3.59K - $4.36K
|
499
$25.8K
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
BUY
|
- |
92+ 1.3% |
$3.34K - $4.06K
|
7.19K
$372K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
89New |
$3.23K - $3.92K
|
89
$4.61K
|
|
|
Oct 26, 2021
Q3 2021
|
Dorchester Wealth Management CO
|
BUY
|
- |
85+ 0.68% |
$3.08K - $3.75K
|
12.6K
$651K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
80+ 0.73% |
$2.9K - $3.53K
|
11K
$570K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
80+ 1.49% |
$2.9K - $3.53K
|
5.47K
$283K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
79+ 0.77% |
$2.86K - $3.48K
|
10.4K
$539K
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
64+ 0.52% |
$2.32K - $2.82K
|
12.3K
$638K
|
|
|
Oct 12, 2021
Q3 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
63+ 0.29% |
$2.28K - $2.78K
|
21.8K
$1.13M
|
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
61+ 0.64% |
$2.21K - $2.69K
|
9.66K
$500K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
61+ 0.47% |
$2.21K - $2.69K
|
13K
$672K
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
54+ 1.07% |
$1.96K - $2.38K
|
5.1K
$264K
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
BUY
|
- |
50+ 0.26% |
$1.81K - $2.2K
|
19.4K
$1.01M
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
50+ 0.52% |
$1.81K - $2.2K
|
9.65K
$499K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
46+ 0.46% |
$1.67K - $2.03K
|
10K
$519K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
40+ 0.64% |
$1.45K - $1.76K
|
6.32K
$327K
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
40New |
$1.45K - $1.76K
|
40
$2.07K
|
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
39+ 0.18% |
$1.41K - $1.72K
|
21.9K
$1.13M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
35+ 0.85% |
$1.27K - $1.54K
|
4.15K
$215K
|